16 client facing associate jobs at 15 companies in Menifee, CA

3w
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Client Service Senior Associate
Irvine or Tempe
$75k-$107k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEComprehensive knowledge of Treasury/Custom Card products, data analytics and change management experience, project management, 3+ years client-facing experience, strong communication, reporting and influencing skills; Bachelor's preferred.
Zoom, Google G suites, Microsoft Office
2d
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Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
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
1w
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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
1mo
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Associate Vice President, Client Engagement
Irvine, California, United States
$85k-$100k/yr RemoteFull Time
Tax Alchemy
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.
2mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
4d
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
Riveron
Riveron: Provides business advisory and financial consulting services to companies.
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
3d
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Senior Associate, Customer Success
Illinois or United States or Houston or Irvine or Seattle or New York City
$57k-$98k/yr RemoteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOEBachelor's in accounting/business or equivalent experience; 3 years customer success or sales in SaaS; knowledge of SaaS metrics and CRM; experience with Salesforce and client-facing communication.
Salesforce, CRM, ERP
3w
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Customer Success Associate
Costa Mesa, California, United States
OnsiteFull Time
Kinetic Automation
Kinetic Automation: Automates digital vehicle maintenance and ADAS calibration using robotics.
Proven client-facing invoicing/accounts receivable experience in the automotive industry; strong billing process and accounting knowledge; proficiency with billing software, QuickBooks, NetSuite, and Microsoft Excel; excellent communication and attention to detail. Bachelor's in Accounting/Finance/Business Administration preferred.
Microsoft Excel, QuickBooks, NetSuite, CCC, Mitchell, ADAS Technology
2d
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Engineering Associate - San Diego, CA
Brea or San Diego or Northbrook
$78k-$95k/yr FieldFull Time
UL Solutions
UL SolutionsNYSE: ULS: Provides safety science testing, inspection, and certification services globally.
8+ YOEABET-accredited bachelor's in engineering, 8 years related experience, expert NEC and building code knowledge, electrical test equipment experience, frequent travel and remote work ability, strong communication and client-facing skills.
NEC, Electrical Test Equipment
3w
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Bilingual Associate Broker, Industrial (Mandarin/English)
Corona, California, United States
OnsiteFull Time
Stream Realty Partners
Stream Realty Partners: Provides commercial real estate leasing, management, and investment services.
Bachelor's degree required, fluency in spoken Mandarin and English, strong financial analysis and Excel skills, CRM familiarity, business development and client-facing experience, strong communication and organizational skills.
Microsoft Excel, CRM
2w
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Senior Associate Electrical Engineer - Healthcare - Los Angeles, CA
Los Angeles or Irvine
$126k-$190k/yr HybridFull Time
Stantec
StantecTSX: STN: Provides professional engineering, architecture, and environmental consulting services.
12+ YOEPE (Electrical) required; Bachelor’s in engineering; 12+ years healthcare electrical design experience (or 8+ with equivalent); HCAI/OSHPD and NFPA/IEEE code knowledge; Revit/BIM and Microsoft Office/Bluebeam experience; leadership and client-facing skills.
Revit, BIM, Microsoft Office, Bluebeam
3mo
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Microsoft D365 CRM or Copilot/AI Functional Lead, Senior Associate
Chicago or Irvine or Raleigh or Cincinnati or Cleveland or Kansas City or Dallas or Las Vegas or Little Rock or Los Angeles or Boston or St. Louis or San Antonio or San Francisco or Silicon Valley or Seattle or Tampa or Atlanta or Austin or Milwaukee or Denver or Nashville or Detroit or Florham Park or New York or Phoenix or Houston
$77k-$202k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
3+ YOEBachelor's degree; 3 years Dynamics 365 CRM/ERP experience; Dynamics CRM/ERP certifications; client-facing consulting experience.
Microsoft Dynamics 365, Azure, Power Platform, Power BI, SQL Server, SSRS, Visio
2mo
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EP Agent
Murrieta, California, United States
$35-$50/hr OnsiteTemporary
Blackstone Consulting
Blackstone Consulting: Providing security, culinary, and facility management services for organizations.
High school diploma; associate or bachelor’s degree preferred; client-facing/coordination experience; strong communication; MS Office; multi-tasking.
Microsoft Office Suite, Asana, Trello, Microsoft Project
1mo
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2026 US Private Bank Full-time Advisor Program (Full-time Associate)
Las Vegas or San Diego or Salt Lake City or San Francisco or Seattle or Los Angeles or Austin or Dallas or Fort Worth or Houston or New Orleans or San Antonio or Birmingham or Chicago or Winnetka or Indianapolis or Milwaukee or Minneapolis or St Louis or New York or Long Island City or Baltimore or Boston or Cincinnati or Cleveland or Columbus or Greenwich or Pittsburgh or Philadelphia or Summit or Washington or Atlanta or Charlotte or Fort Lauderdale or Miami or Palm Beach or Garden City or Tampa or Century City or Denver or Walnut Creek or Orange County
$150k-$165k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEMBA candidates graduating in 2026 with 3+ years' work experience; U.S. university attendance; strong communication, quantitative and client-facing skills; authorized to work in the U.S.; no visa sponsorship provided.
HireVue, Oracle Cloud
2w
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Accelerated Recruiter to Account Manager - Newport Beach
Newport Beach or San Francisco or Los Angeles or North America or Europe or Asia
$69k/yr OnsiteFull Time
TEKsystems
TEKsystems: Provides IT staffing and business transformation technology services.
3+ YOERecruiting experience with client-facing skills; Bachelor's or Associates degree (or military experience) or multi-year customer-facing experience; self-motivated, coachable, sales interest, ability to manage priorities in a fast-paced environment.
1w
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Healthcare Revenue Cycle Billing Specialist II (SNF)
Irvine, California, United States
$23-$30/hr RemoteFull Time
Wipfli
Wipfli: Accounting and business consulting firm for middle-market organizations.
3+ YOEAssociate degree or equivalent experience; 3+ years healthcare consulting/operations experience; familiarity with EHRs and claims processing; strong analytical and client-facing communication skills.
EHRs