HiringCafe
Join our community

150 client associate jobs at 91 companies in Rialto, CA

3w
Save
Mark Applied
Hide
Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOE2 years client-service or finance experience preferred; strong communication, attention to detail, and proficiency with Microsoft Office; bachelor’s degree preferred.
Microsoft Office
Job PostingView all
6d
Save
Mark Applied
Hide
Senior Client Associate
Anaheim or Pasadena
$65k-$75k/yr OnsiteFull Time
IMA Financial Group
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
2+ YOE2+ years relevant experience; experience with OE guide applications; advanced client lifecycle knowledge; must obtain Life & Health license per state timing.
OE guide applications
Job PostingView all
2w
Save
Mark Applied
Hide
Registered Client Associate
Seal Beach, California, United States
$65k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
Job PostingView all
3w
Save
Mark Applied
Hide
Client Care Associate
Santa Ana, California, United States
$20-$21/hr OnsiteFull Time
Illumination Foundation
Illumination Foundation: Provides housing and healthcare services to people experiencing homelessness.
1+ YOEProvide shelter intakes, client checks, facility upkeep, basic client support, and coordinate with staff; high school diploma, 1 year experience, valid CA driver’s license, basic computer skills, and bilingual (English/Spanish) preferred.
Job PostingView all
1w
Save
Mark Applied
Hide
Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client-facing experience, data analytics and change management, project management, strong communication and presentation skills; treasury services knowledge preferred; BS preferred.
Google G suites, Microsoft Office
Job PostingView all
5d
Save
Mark Applied
Hide
Client Service Associate
Pasadena, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for advisors, execute money movement transactions, onboard and maintain accounts, and perform administrative tasks; high school diploma required and industry licensing expected.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Job PostingView all
2mo
Save
Mark Applied
Hide
Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEOpen and maintain client accounts, provide customer service, and support financial advisors; 2 years investment industry exp; Series 7 and 63/66; High School diploma.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Job PostingView all
3w
Save
Mark Applied
Hide
Registered Client Service Associate
Newport Beach, California, United States
$28-$47/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOE3+ years client-facing financial services experience; active Series 7 and Series 66 (or 63/65); experience with life insurance and annuity servicing; strong client service, communication, organizational, and problem-solving skills; Microsoft Office and CRM proficiency.
Microsoft Office, CRM
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Development Associate
California or Colorado or Los Angeles or Orange County or San Diego or Denver or United States
$85k-$100k/yr RemoteFull Time
Broekema Group
Broekema Group: Boutique search firm for real estate and finance.
5+ YOEBachelor's degree, 5 years B2B sales experience, proficiency with Microsoft Word/Outlook/Excel/Teams, familiarity with CRM tools (Salesforce/HubSpot), proven cold-outreach new business track record, ability to work independently remote.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Teams, Salesforce, HubSpot, ChatGPT, Claude
Job PostingView all
3w
Save
Mark Applied
Hide
Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOE1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills.
Client Relationship Management (CRM) software, Microsoft Office
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Experience Associate
Temecula, California, United States
$37k-$62k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEProvide exceptional branch customer experience, perform lobby engagement and teller activities, identify sales opportunities and make referrals, apply product knowledge, and use digital banking tools; typically <1 year related experience; no degree required.
Job PostingView all
2d
Save
Mark Applied
Hide
Part Time Client Associate - Fashion Island CA
Newport Beach, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOERetail sales experience, POS and Microsoft Applications proficiency, strong communication, independent decision-making, availability for weekends/evenings/holidays, minimum 1 year client services experience.
Microsoft Applications, POS
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$50k-$60k/yr OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
1+ YOEProvide client service and administrative support in a private client division; willing to obtain FINRA registrations; 1–2 years financial services experience preferred; strong MS Office and confidentiality skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Job PostingView all
2mo
Save
Mark Applied
Hide
Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEAdministrative and industry knowledge; time management; critical thinking; customer/interpersonal and communication skills; high school diploma and 2 years investment industry experience; Series 7 and 63 or 66 licenses; proficient in MS Office.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Job PostingView all
3d
Save
Mark Applied
Hide
Client Service Associate- Mailroom
Santa Ana, California, United States
$18-$19/hr OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
Sorting, metering, and delivering inbound/outbound mail; lifting up to 55 lbs; operating mail, copy, and scanning equipment; maintaining logs and following safety and site procedures.
Job PostingView all
3d
Save
Mark Applied
Hide
Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
Job PostingView all
3w
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Newport Beach, California, United States
$25-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds or obtains SIE, Series 7 and Series 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication and tech skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Service Coordinator - 001187
Buena Park, California, United States
$17-$22/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow through the hospital, supporting the veterinary team, and ensuring clear communication with associates and clients.
Job PostingView all
2w
Save
Mark Applied
Hide
Licensed Client Service Associate - CITY OF INDUSTRY
City Of Industry, California, United States
$74k-$104k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2+ years relevant experience, Bachelor's or equivalent, Series 7/63 or 7/66 to be obtained within 150 days, strong communication, data analysis, client-facing and time-management skills, knowledge of investments and banking.
Job PostingView all
3w
Save
Mark Applied
Hide
Client Service Associate (Teller)- Claremont, CA
Claremont, California, United States
$20-$23/hr OnsiteFull Time
Zions Bancorporation
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
0+ YOEHigh school diploma or equivalent; 0–6 months cashiering or customer service experience preferred; basic math and balancing skills; ability to cross-sell products; Spanish preferred.
Job PostingView all

Explore Jobs

Expand Your Job Search