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108 client associate jobs at 60 companies in Stockton, CA

3w
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Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1-3 years client service experience (finance preferred), bachelor's degree preferred, strong communication, detail orientation, and proficiency with Microsoft Office.
Microsoft Office
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1mo
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Client Associate
Danville or California or United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Support client reporting and presentations, conduct research and analysis, monitor portfolios, implement investment actions. Bachelor’s degree preferred; experience in finance or analytical roles and strong Microsoft Office (Excel, PowerPoint) skills required.
BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint
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1w
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Client Associate
Walnut Creek, California, United States
$36k-$66k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Base pay determined by experience, skills, training, location, certifications, and education.
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1w
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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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6d
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Part Time Client Associate - Broadway Plaza
Walnut Creek, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-service experience; proficiency with Microsoft Applications and POS; strong written and verbal communication; able to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
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2w
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On-Call Client Support Associate
Sacramento, California, United States
$21-$24/hr FieldFull Time
First Step Communities
First Step Communities: Providing emergency shelter and interim housing for homeless individuals.
On-call client support for shelter campus: monitor and assist clients, perform safety watch and conflict resolution, serve meals, clean facilities, write incident logs, work evenings/overnights/weekends, valid driver's license or government ID required, ability to work outdoors and perform physical tasks.
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2d
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Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yr HybridFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
3+ YOE3+ years industry experience for associate (7+ for manager); bachelor’s preferred; Series 7 and 66 (or 63 and 65) for manager; proficiency with Microsoft Office Suite, Salesforce, Workday; strong communication and organizational skills.
Microsoft Office Suite, Salesforce, Workday
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1w
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Client Services Associate I, Oncology
Union City, California, United States
$66k/yr OnsiteFull Time
BillionToOne
BillionToOneNASDAQ: BLLN: Develops molecular diagnostic tests for prenatal and oncology care
1+ YOE1+ years client-facing experience, 4-year college degree or equivalent experience, CRM familiarity (Salesforce/Zendesk), strong communication, organization, and analytical skills.
Salesforce, Zendesk, CRM, LIMS
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2w
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
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1w
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Registered Client Service Associate
Walnut Creek, California, United States
$72k-$85k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOESeries 7 and either Series 66 or Series 63+65 required; high school diploma required, college preferred; 2+ years industry experience preferred; strong Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1mo
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Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
4+ YOEBachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
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1mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
Danville, California, United States
$29-$40/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Must obtain/hold Series 7 and Series 66 (or 63/65) and Life & Health Insurance license within 60 days; SIE required if registered after Oct 1, 2018. Role requires client service, account operations, KYC and compliance adherence.
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2mo
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Law Office Receptionist & Client Liaison
Fremont, California, United States
$25-$40/hr OnsiteFull Time
Anthoor Law Group
Anthoor Law Group: Provides legal representation for family law and estate planning.
Prior receptionist or client-facing admin experience preferred (1–3 years). Familiarity with MyCase, Google Workspace, Microsoft Office, business phone systems; strong communication, discretion, and organizational skills. Associate's or Bachelor's degree preferred.
MyCase, Google Workspace, Microsoft Office
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2d
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Client Support Analyst
Hayward, California, United States
OnsiteFull Time
Alameda County Office of Education
Alameda County Office of Education: Administers educational programs and provides oversight for school districts.
4+ YOEAssociate's degree (or equivalent) and four years related experience; knowledge of finance, HR, payroll systems; experience testing software, creating training materials, delivering end-user training; strong customer service and analytical skills.
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1mo
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Sales Associate
Fremont, California, United States
$25-$28/hr OnsiteFull Time
Discovery Senior Living
Discovery Senior Living: Designs, develops, and operates senior living communities.
1+ YOE1 year sales administrative support experience in assisted living/long-term care preferred; associate degree preferred; strong verbal/written skills, telephone etiquette, Microsoft Word/Outlook/Excel proficiency, client-tracking experience, enjoys working with seniors.
Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel
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1mo
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Sales Associate
Fremont, California, United States
$25-$28/hr OnsiteFull Time
Fremont Hills Senior Living
Fremont Hills Senior Living: Assisted living and memory care community for seniors.
1+ YOE1 year sales administrative support experience in assisted living/long-term care preferred; Associates degree preferred; strong verbal/written communication, telephone etiquette, Microsoft Word/Outlook/Excel proficiency, client tracking software experience, enjoys working with seniors.
Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel
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2mo
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Associate Veterinarian
Stockton, California, United States
$150k-$200k/yr OnsiteFull Time
AmeriVet Veterinary Partners
AmeriVet Veterinary Partners: Operates a national network of community-based veterinary clinics.
DVM/VMD or equivalent; compassionate client-centered care; strong communication; license to practice.
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1mo
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Associate Veterinarian
Sacramento, California, United States
$67k-$180k/yr OnsiteFull Time, Part Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
DVM from accredited university and licensure (or ability to obtain) to practice in California; commitment to high standard of medicine; collaborative and client-focused communication skills.
digital radiology, ultrasound, dental x-ray, in-house lab
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3w
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Operations Associate - Part Time
Walnut Creek, California, United States
$23-$26/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; inventory, merchandising, client service; able to lift up to 50 lbs; available nights, weekends, and holidays.
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1mo
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Sales Associate
Livermore, California, United States
OnsitePart Time
rag & bone
rag & bone: Designs and retails premium fashion apparel and accessories.
Part-time (20-30 hrs/wk). Prior client-centric sales experience preferred, strong product knowledge, customer service and selling skills, POS proficiency, ability to assist with merchandising and inventory.
Point of Sale
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