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188 client associate jobs at 100 companies in Vista, CA

3w
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
2+ YOE2 years client service experience in finance preferred; Series 7 and 66 preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
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1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsitePart Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
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1w
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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
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2mo
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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
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1w
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Wealth Management Client Associate
San Diego, 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, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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1mo
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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
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3w
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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
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2mo
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Associate Client Manager
San Diego, California, United States
$49k-$91k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOEBachelor’s degree required or 2-5 years insurance industry experience; strong insurance terminology knowledge; CA Fire & Casualty license; MS Office proficiency; detail-oriented; strong communication.
MS Office
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1mo
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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
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
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1mo
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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.
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2d
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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
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1mo
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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
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1mo
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Registered Client Service Associate
San Diego, California, United States
$32-$44/hr OnsiteFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain within 150 days; life/health & variable contracts licenses or ability to obtain; client service experience; strong analytical and computer skills.
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2mo
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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
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3d
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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
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
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2w
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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
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1w
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Client Services Associate 1
San Diego, California, United States
$42k-$64k/yr OnsiteFull Time
Hologic
HologicNASDAQ: HOLX: Develops medical technology for women's healthcare and diagnostics.
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
Salesforce.com (SFDC)
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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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4d
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Client Service Associate, Employee Benefits
San Diego, California, United States
HybridFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
1+ YOEHigh school or equivalent required (college preferred). 1-2 years benefits/account service experience, insurance license or willingness to obtain, demonstrated Microsoft Excel skills, strong communication.
Microsoft Excel
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3w
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Associate Client Success Manager
San Diego, California, United States
$55k-$65k/yr HybridFull Time
IPS Group
IPS Group: Manufacturer of smart parking meters and integrated parking software.
Entry-level customer success role supporting customer accounts, relationship building, onboarding, issue resolution, and cross-functional collaboration.
CRM
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