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24 client facing associate jobs at 21 companies in Oceanside, CA

3w
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Client Associate
San Diego, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
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.
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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
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1d
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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
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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
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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.
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1mo
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Associate, Pan-Alts
New York or San Diego
$80k-$120k/yr OnsiteFull Time
Aksia
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.
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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
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Operations Associate - Part Time
San Diego, California, United States
$21-$24/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1–2 years retail or client-facing experience; strong organization, communication, and time-management; ability to lift up to 50 lbs; availability for nights, weekends, and holidays.
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3d
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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
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2d
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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
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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
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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
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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
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2w
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Sales Associate (Part-Time) - UTC La Jolla
La Jolla, California, United States
$18-$20/hr OnsitePart Time, Full Time
Alo Yoga
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
Preferred 1+ year retail or client-facing sales experience, passion for customer service, product knowledge, ability to lift up to 50 lbs and stand/move for entire shift, flexible availability including holiday blackout period.
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2w
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Associate Director, Delivery (Adobe-Technical)
United States or Atlanta or Boston or Chicago or Denver or Los Angeles or New York City or Salt Lake City or San Diego
$109k-$125k/yr RemoteFull Time
DEPT
DEPT: Global digital agency providing integrated technology and marketing services.
5+ YOE5+ years project management experience delivering enterprise web or analytics implementations; experience with Adobe Experience Cloud (AEM/AEP); client-facing agency experience; strong communication, problem-solving, and stakeholder-management skills; travel up to 40-60%.
Adobe Experience Cloud, AEM, AEP, Microsoft Dynamics, Workfront
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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
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3w
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Finance Transformation - Anaplan Consultant, Senior Associate
New York City or Atlanta or Charlotte or Chicago or Denver or Washington or Boston or San Diego or San Francisco or Seattle
$77k-$202k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
2+ YOEBachelor's degree and at least 2 years' experience; proficiency with Anaplan, financial modeling, data analysis, and data visualization; strong communication and client-facing skills.
Anaplan
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5d
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Associate - SaaS Product Manager
La Jolla or Charlotte or New York City
$90k-$105k/yr HybridFull Time
StepStone Group
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
3+ YOE3+ years client-facing sales or business development experience, experience selling SaaS/data to institutional investors, strong private markets knowledge, enterprise sales skills, analytical and CRM (Salesforce) proficiency, bachelor degree required.
Salesforce, SPI by StepStone
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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
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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.
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