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175 client associate jobs at 97 companies in Tracy, CA

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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3d
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Client Service Associate
San Jose, California, United States
$63k-$86k/yr HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEAssociate degree,3-5 years client service experience,detail-oriented with strong math/analytical and communication skills; able to manage priorities and work independently; licensing support available.
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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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3d
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Client Service, Associate
Los Altos, California, United States
$85k-$100k/yr OnsiteFull Time
Freestone Capital Management
Freestone Capital Management: Independent wealth management firm providing personalized financial planning services.
2+ YOEBachelor's degree required, Series 65 (or obtain within 6 months), 2+ years client service experience in financial services, strong attention to detail, communication, and discretion.
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1w
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school minimum; client service focus; familiarity with investment products; pursuing or holding SIE/Series 7/66/63/65 desired; strong communication and detail orientation; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Registered Client Associate
Palo Alto, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
3+ YOE3+ years client service experience in finance; Series 7 and 66 required; Bachelor’s or Master’s in finance preferred; proficient in Microsoft Office Suite; strong communication and attention to detail; Mandarin a plus.
Microsoft Office Suite
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6d
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Registered Client Service Associate
Palo Alto, California, United States
$35k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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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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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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4d
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Client Relations Associate - Entry Level
Oakland, California, United States
OnsiteFull Time
Invictus Marketing Solutions
Invictus Marketing Solutions: Experiential marketing firm specializing in outreach for nonprofit organizations.
Entry-level client relations role requiring strong communication, organization, Microsoft Office and Google Workspace proficiency; CRM familiarity preferred; bachelor's degree preferred; training and mentorship provided.
Microsoft Office, Google Workspace, CRM
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1mo
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Registered Client Service Associate
Los Altos, California, United States
$29-$33/hr OnsitePart Time
Elderberry Capital
Elderberry Capital: Provides comprehensive financial planning and wealth management services.
Provide client service support for wealth management: manage communications, handle inquiries and transactions, prepare review materials, maintain compliance; proficiency with CRMs and Microsoft Office; Series 7/66 advantageous; Bachelor's preferred.
financial software tools, CRMs, Microsoft Office Suite
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2w
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2+ years relevant experience, bachelor's degree or equivalent, Series 7 and Series 63 or 66 (or willing to obtain within 150 days), client-facing, knowledge of investments/banking/credit, strong communication and analytical skills.
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4d
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Client Relationship Associate - Redwood Shores, CA
Redwood City, California, United States
$24-$35/hr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
1+ YOEProvide client service for account maintenance, onboarding, cash management, reporting; strong communication, organization, and problem-solving; 1-3 years in financial services preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
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3d
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Client Services Associate-Mailroom
Santa Clara, California, United States
$25/hr OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
1+ YOEHigh school diploma, 1+ year mailroom or office services experience preferred, strong customer service, basic computer/Microsoft Office skills, ability to lift up to 40 lbs and perform mailroom tasks.
Microsoft Office
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1mo
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Associate, Client Onboarding Specialist
Foster City, California, United States
$70k-$100k/yr HybridFull Time
IEQ Capital
IEQ Capital: Provides wealth management and investment services for high-net-worth clients.
1+ YOEBachelor's degree required; 1+ years client service/onboarding or financial services experience preferred. Strong communication, organization, attention to detail, judgment, and client-service mindset. Salesforce experience a plus.
Salesforce
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1mo
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Associate, Client Advisory
United States or Mountain View
$110k-$300k/yr RemoteFull Time
Arta Finance
Arta Finance: Digital wealth management platform for sophisticated individual investors.
10+ YOE10+ years delivering comprehensive financial plans, securities registration (Series 65/7+66) or approved designations (CFP/CFA/ChFC), fiduciary experience, strong analytical and communication skills, and ability to systematize advisory workflows.
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2d
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Client Account Management Associate Director | Content
Los Angeles or Mountain View
$163k-$414k/yr HybridFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years in account management or marketing, 5+ years in digital agency experience preferred, 3+ years in matrix team delivery; experience with CRM, GenAI/content automation, client leadership, and campaign delivery.
OpenAI, Google Gemini, M365 Copilot, Writer, FireFly, ChatGPT, Adobe Workfront, AEM
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