18 client associate jobs at 14 companies in Windsor, CA

5d
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Client Strategy Associate
Napa, California, United States
$65k-$80k/yr RemoteFull Time
Endsight
Endsight: Managed IT and cybersecurity services for small businesses.
3+ YOE3–5 years in client success/account coordination or service delivery, CRM/PSA experience, strong organization, communication, data and workflow-management skills.
1mo
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Registered Client Service Associate
Santa Rosa, California, United States
$75k-$110k/yr 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 Series 65 required. Strong client service, Microsoft Office, and industry knowledge; 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Registered Wealth Management Client Associate
Mill Valley, California, United States
$25-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted or obtainable), advanced investment product knowledge, strong client-service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client & Family Support Specialist
Santa Rosa, California, United States
$25-$27/hr FieldFull Time
Pacific Health Group
Pacific Health Group: Integrated healthcare and social support for vulnerable California communities.
2+ YOEMinimum 2 years community health or social services experience; high school diploma required (Associate/Bachelor preferred); valid California driver’s license and reliable transportation; proficiency with EHR and technology; strong communication, cultural competency, and knowledge of behavioral health systems; shared lived experience prioritized.
Electronic Health Record (EHR)
2mo
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Financial Advisor Associate
Santa Rosa, California, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
5+ YOEProven success in establishing rapport with clients; in-depth knowledge of financial services and investment portfolios; ethical integrity.
Microsoft 365
2d
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Operations Associate - Part Time
Novato, California, United States
$23-$26/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1+ year retail or client-focused experience preferred, strong organization and communication, ability to lift up to 50 pounds, reliable availability for nights/weekends/holidays.
2mo
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Financial Advisor Associate
Santa Rosa, California, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
5+ YOEBachelor’s degree or equivalent; 5+ years financial services/brokerage; Series 7 and 63/66; proficient in Microsoft 365; strong client service and regulatory knowledge.
Microsoft 365
3d
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Operations Associate - Part Time
Novato, 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-focused experience, ability to lift up to 50 lbs, strong organization, communication, and customer service skills, punctual and available for peak hours.
1mo
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Associate Manager Full-time
Corte Madera or United States
$21-$23/hr OnsiteFull Time
Samsonite
SamsoniteHong Kong Stock Exchange: 1910: Global manufacturer and retailer of luggage and travel accessories.
Retail leadership with strong sales and client experience (preferably luxury), ability to meet sales goals/KPIs, flexible availability (nights, weekends, mornings, holidays), ability to stand/move and lift ~30 lbs, strong time management and integrity.
1mo
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Store Associate, Marin Country Mart
Larkspur, California, United States
$22-$25/hr OnsitePart Time
Margaux
Margaux: Sells comfortable, handcrafted luxury footwear for women.
Retail experience (contemporary or luxury) preferred; strong client service, sales, visual merchandising, inventory and communication skills; ability to work flexible schedule including weekends and holidays.
2mo
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Sales Associate (Part-Time) - The Village at Corte Madera
Corte Madera, California, United States
$20-$22/hr OnsitePart Time
Alo Yoga
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
1+ YOEPart-time retail sales role with 1+ year client-centric sales; strong customer service; ability to lift up to 50 lbs; flexible weekends/holidays during peak season.
2w
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Hiring Event - Part Time Associate Banker Contra Costa South (30 Hours)
Richmond, California, United States
$25-$30/hr OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to build relationships, cash handling preferred, ability to learn products and use digital banking tools.
Chase Mobile App, Chase.com, ATM, tablet
1mo
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Associate Private Banker
San Rafael, California, United States
$85k-$135k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
3+ YOE3+ years banking experience (investment/commercial/private), 2+ years client service or sales desk experience, bachelor’s degree preferred, strong cash management and lending product knowledge, excellent communication and relationship-building skills, proficiency with Word/Excel/PowerPoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Service Manager II
San Rafael, California, United States
$55k-$76k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
0.5+ YOEManaging center operations, supervising and developing non-exempt associates, ensuring compliance, applying judgment on client financial needs, and overseeing sales and retention programs.
5d
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Seasonal Assistant District Manager
American Canyon, California, United States
$45k-$70k/yr OnsiteFull Time, Seasonal
Jackson Hewitt
Jackson Hewitt: Provider of professional tax preparation and financial services.
2+ YOEAssociate degree or equivalent, 2 years management experience, valid driver’s license, PTIN certification, proficiency with Dayforce, Word, Excel, strong communication and client-service skills.
Dayforce, Word, Excel, Internet browser
5d
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Specialty Case Manager - Mental Health 166
Santa Rosa, California, United States
$23-$28/hr OnsiteFull Time
Telecare
Telecare: Operates behavioral health programs and psychiatric treatment facilities.
2+ YOEHigh school/GED/Associate/Bachelor pathways with 2–3 years direct services experience in mental health; valid driver\u0019s license and insurance; 1 year specialty experience; ability to drive clients.
1mo
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Case Manager II - Mental Health 379
Fairfield, California, United States
$21-$23/hr FieldFull Time
Telecare
Telecare: Operates behavioral health programs and psychiatric treatment facilities.
1+ YOEHigh school diploma/GED + 2 years direct mental health experience, or Associate degree + 1 year, or Bachelor's in Social Services; valid driver’s license and insured vehicle; willingness to transport clients; experience in direct community services.
1mo
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Early Interventionist - Del Norte
Lakeport, California, United States
$33-$34/hr FieldPart Time
Easterseals Northern California
Easterseals Northern California: A social enterprise providing early intervention and community-based services for children and adults with developmental disabilities.
2+ YOEAssociate's degree preferred in child development/related field, 2+ years working with children, ability to travel to client homes, CPR certification and ability to obtain DOJ/FBI clearance, valid CA driver's license, bilingual (Spanish or Cantonese) desired.