492 client associate jobs at 201 companies in West Covina, CA
3w
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Client Associate/Registered Client Associate
Los Angeles, California, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) required or willingness to obtain.
Word Processing Software, Desktop Tools
1mo
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Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2 years client-service or finance experience preferred; strong communication, attention to detail, and proficiency with Microsoft Office; bachelor’s degree preferred.
Microsoft Office
1mo
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Client Associate
El Segundo, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOEPreferred Series 7 and 66 licenses, ~2 years client service/finance experience preferred, bachelor's preferred, excellent communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office
3d
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Client Associate
Los Angeles, California, United States
$65k-$85k/yr OnsiteFull Time
2+ YOERequires Series 7 and 66 licenses or willingness to obtain them within 180 days, 2–5 years of client service or operational experience, Microsoft Office proficiency, financial product knowledge, and strong organizational skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
1d
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Client Services Associate
Los Angeles, California, United States
$85k-$105k/yr OnsiteFull Time
1+ YOEAt least 1 year of client associate experience in financial services, a bachelor's degree, strong customer service and organizational skills, Microsoft Office and DocuSign proficiency, and US work authorization.
Salesforce, Microsoft Office, DocuSign
1mo
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Registered Client Associate
Seal Beach, California, United States
$65k-$75k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
1mo
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Client Care Associate
Santa Ana, California, United States
$20-$21/hr OnsiteFull Time
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.
1mo
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Client Service Associate
Los Angeles, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Willingness to obtain Series 7 and Series 66 or Series 63 and 65. Strong MS Office skills, client service orientation, detail-oriented, and ability to support financial advisors and execute client transactions.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2w
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Client Associate - 2nd & PCH
Long Beach, California, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficiency with Microsoft applications and POS systems; strong communication; availability for weekends, evenings and holidays.
Microsoft Applications, point-of-sale (POS) systems
3w
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Wealth Management Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
1+ YOE1+ years experience; client-service focused; comfortable with changing responsibilities; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; pursuing or holding SIE/Series licenses preferred; high school diploma or GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
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Client Service Associate
Los Angeles, California, United States
$55k-$75k/yr OnsiteFull Time
3+ YOEAssociate's degree, 3+ years of professional experience, financial services or brokerage experience preferred, BETA and FIS proficiency, Microsoft Excel, quality control, communication, and critical-thinking skills.
BETA, FIS, FIS Phase 3, CDM, Microsoft Excel, E-Verify
3w
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Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
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
3w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
1w
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Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
1mo
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Client Experience Associate
Los Angeles, California, United States
$50k-$60k/yr RemoteFull Time
1+ YOEBachelor's degree from a top four-year university, 1+ year professional experience, strong written communication, quick learner, ability to handle sensitive client conversations, and comfort using internal tech platforms.
Salesforce
3mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
7h
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Associate, Client Support - Distribution
Los Angeles or New York City
$50k/yr HybridFull Time
Client-facing music distribution or music technology experience, strong English communication, analytical problem-solving, data analysis, organization, prioritization, and teamwork skills.
Zendesk
1w
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Registered Client Service Associate
Irvine, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products, advanced Microsoft Office skills, Series licenses preferred, and 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3w
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Wealth Management Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver accurate client materials, promote banking products, learn technology platforms, and handle sensitive information with discretion.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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