HiringCafe
Join our community

145 client associate jobs at 88 companies in Temecula, CA

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
1mo
Save
Mark Applied
Hide
Client Associate (DOD SkillBridge Trainee)
Newport Beach, California, United States
$65k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Must be a transitioning U.S. service member approved for DOD SkillBridge; Series 7 and 66 licenses; ideally 5 years client service experience in finance; bachelor preferred; proficient in Microsoft Office; strong communication and attention to detail.
Microsoft Office, BrassRing
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
Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, learn technology platforms, maintain client-centric focus; high school diploma/GED required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Job PostingView all
1mo
Save
Mark Applied
Hide
Registered Client Service Associate
Newport Beach, California, United States
$17-$43/hr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required; 2+ years industry experience preferred. Advanced Microsoft Office skills and strong client service, organizational, and communication skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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
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
2w
Save
Mark Applied
Hide
Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
StepStone Group
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
Job PostingView all
1mo
Save
Mark Applied
Hide
Registered Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$45k-$85k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma and ~1 year securities or related experience preferred. Requires SIE, Series 7, and state-required Series 63/65/66; CRM and Microsoft Excel proficiency; strong communication and account processing skills.
Client Relationship Management (CRM) software, Goal planning software, Microsoft Excel
Job PostingView all
2d
Save
Mark Applied
Hide
Treasury Management Client Services Associate II
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yr OnsiteFull Time
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
Job PostingView all
1w
Save
Mark Applied
Hide
Treasury Management Commercial Client Experience Representative
Newport Beach or Troy or Scottsdale or New York
$51k-$83k/yr OnsiteFull Time
Flagstar
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
2+ YOEAssociates degree (or equivalent) and 2+ years related banking experience; proficiency with treasury/deposit products, KYC/AML, Microsoft Word/Excel/PowerPoint, strong client service and compliance focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Manager - Security Services
Palm Desert, California, United States
$72k/yr OnsiteFull Time
Allied Universal
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtBachelor/Associate/High School with equivalent management experience; 2+ years managing hourly employees or driving operational goals; proficiency with Microsoft Office and BI tools; valid driver\u0019s license if driving; strong communication and financial acumen.
Microsoft Office, Business Intelligence (BI)
Job PostingView all
2d
Save
Mark Applied
Hide
Registered Clietn Associate
La Jolla, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
5+ YOESeries 7 and 66 licenses, ~5 years client-service experience in finance preferred, bachelor preferred, strong communication, detail orientation, proficiency with Microsoft Office.
Microsoft Office
Job PostingView all

Explore Jobs

Expand Your Job Search