119 client facing associate jobs at 81 companies in California
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Client Associate
San Diego, California, United States
$65k-$85k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Provide administrative and client-facing support: calendar management, expense and budget administration, travel coordination, marketing/content upkeep, event planning, and strong communication and organizational skills.
Network Right: Provides managed IT services and support for growing companies.
2+ YOE2+ years in account management or client-facing roles in tech; degree preferred; strong communication and organization; proactive; Jira a plus; independent in fast-paced environments.
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client-service role supporting financial advisors; requires high school diploma/GED, client-facing experience, familiarity with investment products, and ability to learn industry platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to Financial Advisors; requires Series 7 and Series 66 (or Series 63 and 65), strong Microsoft Office skills, and client-facing experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft MSOnline, eSign, eAuthorization, Zoom
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.
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.
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.
CitiNYSE: C: Global diversified financial services holding.
2+ YOE2+ years relevant experience, strong organizational and communication skills, client-facing experience, knowledge of investments/banking/credit products, ability to analyze data and meet deadlines; Series 7/63 or 7/66 required or willing to obtain within 150 days; Bachelor's degree or equivalent.
Kargo: Provides mobile and omnichannel digital advertising technology solutions.
1+ YOE1+ years in digital media/ad tech or client-facing agency role; knowledge of direct and programmatic campaign mechanics, trafficking/tagging, asset collection; proficiency in Microsoft Excel and Google Sheets; strong written and verbal communication.
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
Fox Rothschild: National law firm providing comprehensive legal services.
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
Tax Alchemy: Independent tax strategy firm providing high-touch advisory services to business owners and real estate investors.
5+ YOE5–10 years in wealth management/private client advisory; strong project management; client-facing; tax strategy and estate planning knowledge; Series 65 or equivalent preferred.
Anthoor Law Group: Provides legal representation for family law and estate planning.
Prior receptionist or client-facing admin experience preferred (1–3 years). Familiarity with MyCase, Google Workspace, Microsoft Office, business phone systems; strong communication, discretion, and organizational skills. Associate's or Bachelor's degree preferred.
AlphaSights: Connects business leaders with experts for specialized industry knowledge.
0+ YOEUndergraduate junior (Class of 2028); minimum GPA 3.3; strong academics; internship in business; excellent English and communication; US work authorization; STEM/OPT eligible; comfortable with fast-paced, client-facing work.
Aksia: Alternative investment solutions for global institutional investors.
2+ YOE2+ years experience in private markets (2-6 years preferred), strong quantitative and qualitative skills, project management, multitasking, attention to detail, and client-facing experience.
Thornton Tomasetti: Provides structural engineering and scientific consulting for the built environment.
8+ YOEBachelor's in Civil/Structural/Architectural Engineering (Master's/PhD preferred), PE or SE licensure, 8+ years structural engineering experience, proven project leadership and client-facing skills.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; inventory, merchandising, client service; able to lift up to 50 lbs; available nights, weekends, and holidays.
New York City or San Francisco or Los Angeles or United Kingdom or Ireland or Poland or Germany or Australia or United States or North America or Europe
$80k-$125k/yrHybridFull Time
Whatnot: Social marketplace for buying and selling via live streams
Client-facing experience (up to 3 years) in a fast-paced environment, seller outreach/onboarding, partnership and growth execution, basic SQL/data skills, strong project management and communication.