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220 client associate jobs at 110 companies in Santa Rosa, CA

1w
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Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
1+ YOE1-3 years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
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1w
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Client Associate
San Francisco, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
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1w
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
Client service experience preferred, BA/BS degree, Series 7 & 66 strongly preferred or willing to obtain; strong communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
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5d
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Client Strategy Associate
Napa, California, United States
$65k-$80k/yr RemoteFull Time
Endsight
Endsight: Managed IT and cybersecurity services for small businesses.
3+ YOE3–5 years in client success/account coordination or service delivery, CRM/PSA experience, strong organization, communication, data and workflow-management skills.
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1mo
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Client Service Associate
Monterey or San Francisco
$35k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; college degree preferred. Strong computer and client service skills. Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65. Detail-oriented and team-focused.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
3+ YOE3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
3+ YOEBachelor's degree or equivalent, 3+ years financial services experience, high-touch client service, strong analytical and organizational skills, proficiency with Excel and CRM systems.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
Experience supporting advisors and clients, familiarity with account setup/onboarding, trade support, invoicing, and client communications; proficiency with DocuSign, Concur, Salesforce, and Black Diamond; strong organization and communication skills.
DocuSign, Concur, Salesforce, Black Diamond
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1w
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Client Service Associate - San Francisco
San Francisco, California, United States
$31-$41/hr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
1+ YOE1-4 years administrative experience (financial services preferred); strong Microsoft Office and Salesforce skills; undergraduate degree desired; exceptional organization, communication, and client service skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Windows
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1mo
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Associate Client Advocate - Real Estate
Las Vegas or Philadelphia or San Francisco or Los Angeles County or Washington
OnsiteFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
10+ YOE10+ years insurance client-facing experience, strong P&C knowledge, P&C insurance license required, experience with multi-line programs, RMIS and vendor portal experience, and Excel proficiency.
RMIS, Origami, OneTrust, Microsoft Excel
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Associate Director, Client Management
San Francisco or New York City or Chicago
$140k-$180k/yr HybridFull Time
Vouch
Vouch: Vouch provides insurance brokerage and risk management for startups.
5+ YOE5+ years commercial insurance brokerage experience, active P&C license required, deep P&C coverage knowledge, ability to independently manage $1M+ book, strong communication and client advisory skills.
Vouch proprietary systems, AI copilots
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2d
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J.P. Morgan Advisors - Senior Client Associate - Portland, OR
Portland or San Francisco
$70k-$100k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Bachelor's degree or equivalent experience; Series 7 and 66 licenses (or obtain within 180 days); proficient with Microsoft Word/PowerPoint/Excel; strong communication and client service skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
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1mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
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3mo
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Associate, Client Service, 2027
San Francisco, California, United States
$90k-$110k/yr HybridFull Time
AlphaSights
AlphaSights: Connects business leaders with subject-matter experts for professional consultations.
Fluent English, US work authorization (no visa sponsorship), strong academics (GPA 3.3+), internships, relevant experience.
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1w
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Registered Private Wealth Client Associate
San Francisco, 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 SIE, Series 7 and Series 66 (63/65 acceptable), high school diploma/GED, strong client service, industry knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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2w
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Private Wealth, Client Associate (San Francisco)
San Francisco, California, United States
$38-$48/hr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
Series 7 and 66 or 63/65 required, undergraduate degree preferred, foundational investment knowledge, detail-oriented, prior brokerage or RIA experience, professional communication, background check required.
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1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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1mo
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Associate Director – Sales & Client Service
Chicago or San Francisco
$100k-$150k/yr HybridFull Time
Artisan Partners
Artisan PartnersNYSE: APAM: Global investment firm providing active asset management and advisory.
Undergraduate degree, prior client service or sales/support experience in asset management, strong investment product and performance reporting knowledge, Microsoft Office and CRM proficiency, FINRA Series 7 and 63 required or must obtain within 30 days.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Salesforce
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3mo
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Associate, Client Service, 2027 (Campus Resume Drop)
San Francisco, California, United States
$90k-$110k/yr HybridFull Time
AlphaSights
AlphaSights: Connects business leaders with experts for specialized industry knowledge.
0+ YOEEnglish fluency; US work authorization (visa sponsorship not offered); strong academics (GPA 3.3+); internships; notable extracurriculars.
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1mo
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Associate, Client Advisor - Giorgio Armani
San Francisco, California, United States
$25/hr OnsiteFull Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail/sales experience preferred, strong communication and team skills, proficiency with CRM/WeChat, high school diploma/GED preferred, flexible availability including nights, weekends and holidays.
CRM, WeChat
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