San Bernardino • 50 milesRemote · Hybrid · Onsite · Field · All Environments
San Bernardino • 50 milesRemote · Hybrid · Onsite · Field · All Environments
San Bernardino • 50 milesRemote · Hybrid · Onsite · Field · All Environments
San Bernardino • 50 milesRemote · Hybrid · Onsite · Field · All Environments
181 client associate jobs at 86 companies in San Bernardino, CA
1mo
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Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
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
1mo
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Client Care Associate
Santa Ana, California, United States
$20-$21/hr OnsiteFull Time
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.
3w
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Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
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
3mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Registered Client Service Associate
Irvine, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products, advanced Microsoft Office skills, Series licenses preferred, and 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1mo
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Premier Client Services Associate
Pasadena, California, United States
$20-$27/hr OnsiteFull Time
2+ YOEHigh school diploma plus 3 years customer service (or Associate’s degree plus 2 years); familiarity with new account opening and loan operations; strong communication, organization, and Microsoft Office skills; legal authorization to work in the U.S.; no visa sponsorship.
Microsoft Office
3w
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Associate Client Manager
Pasadena, California, United States
$70k-$75k/yr OnsiteFull Time
2+ YOEActive Life & Health license,2+ years relevant experience,knowledge of OE guide applications and Salesforce,and ability to manage client lifecycle and resolve billing/claims issues.
OE guide applications, Salesforce
2mo
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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
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
1mo
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Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
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
1mo
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Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$50k-$60k/yr OnsiteFull Time
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
2w
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Part Time Client Associate - Fashion Island CA
Newport Beach, California, United States
$17-$19/hr OnsitePart Time
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
3mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
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
2w
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Client Service Associate- Mailroom
Santa Ana, California, United States
$18-$19/hr OnsiteFull Time
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.
2w
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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
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
1w
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Client Service Associate/Specialist
El Monte, California, United States
$24-$27/hr OnsiteFull Time
2+ YOE2+ years customer service, administrative, or banking experience preferred; high school diploma required; proficiency with Microsoft Office and Windows-based applications; strong communication and organizational skills; bilingual English/Mandarin or Cantonese preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe, FIS
1mo
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Registered Wealth Management Client Associate
Newport Beach, California, United States
$25-$45/hr OnsiteFull Time
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
1mo
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Registered Wealth Management Client Associate
Newport Beach, California, United States
$25-$45/hr OnsiteFull Time
1+ YOERequires FINRA SIE, Series 7 and Series 66 (or 63+65), 1 year experience, strong client service, industry knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Client Service Coordinator - 001187
Buena Park, California, United States
$17-$22/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, supporting the veterinary team, and ensuring clear communication with associates and clients.
1mo
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Client Service Coordinator - 001187
Buena Park, California, United States
$17-$22/hr OnsiteFull Time
Coordinates client and pet flow, supports veterinary teams, communicates with clients and associates, and delivers welcoming, efficient service.
3w
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
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