111 client service associate jobs at 44 companies in San Diego, CA
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Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEProvide client service and administrative support in a financial services office; willing to obtain FINRA registrations; bachelor’s preferred; 1–2 years financial services experience beneficial; strong MS Office skills and confidentiality.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Registered Client Service Associate
San Diego, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 66, Series 63, or Series 65 licenses, financial services knowledge, advanced Microsoft Office skills, and strong client service and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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Registered Client Service Associate
San Diego, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 registrations, financial services product knowledge, advanced Microsoft Office skills, and strong client service and organizational abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1mo
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Registered Client Service Associate
San Diego, California, United States
$32-$44/hr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain within 150 days; life/health & variable contracts licenses or ability to obtain; client service experience; strong analytical and computer skills.
3w
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Client Service Associate, Employee Benefits
San Diego, California, United States
HybridFull Time
1+ YOEHigh school or equivalent required (college preferred). 1-2 years benefits/account service experience, insurance license or willingness to obtain, demonstrated Microsoft Excel skills, strong communication.
Microsoft Excel
1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOE2 years client service experience in finance preferred; Series 7 and 66 preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsitePart Time
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
21h
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Client Associate
San Diego, California, United States
HybridFull Time
1+ YOEHigh school diploma or equivalent and at least 1 year of directly applicable experience required. Requires Microsoft Office proficiency, basic math, organization, technology skills, and strong written and verbal communication.
Microsoft Office
1w
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Client Service Associate - Business Insurance
San Diego, California, United States
$36k-$66k/yr HybridFull Time
Administrative training role requiring document and spreadsheet creation, records maintenance, electronic filing, problem solving, and willingness to complete insurance training and licensing requirements for advancement.
Microsoft Word, Microsoft Excel, eMMA, Sagitta, ImageRight, Kaplan, AIS, AINS
4w
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year experience, client-service focus; SIE/Series 7/66/63/65 credentials desired; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Senior Registered Client Associate
Carlsbad, California, United States
$35-$52/hr OnsiteFull Time
2+ YOERequires 2+ years of brokerage and client services support experience or equivalent; FINRA Series 7 and 63 examinations; intermediate Microsoft Office skills; and customer service, organization, and prioritization abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
4w
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1w
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Part Time Client Associate - Fashion Valley, CA
San Diego, California, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum one year of client services experience; proficiency in Microsoft applications and point-of-sale systems; strong communication, independent decision-making, and availability for weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
1mo
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
2w
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Treasury Management Client Services Associate II
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yr OnsiteFull Time
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
2w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
$80k-$115k/yr HybridFull Time
2+ YOEBachelor's in Accounting required; 2+ years tax compliance or consulting; CPA or IRS Enrolled Agent (or parts passed) preferred; experience with GoSystems or CCH Axcess; strong communication and client service skills.
GoSystems, CCH Axcess
3w
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Customer Service Representative
San Diego, California, United States
$18-$25/hr OnsiteFull Time
Friendly, compassionate client-facing associate; previous veterinary experience preferred but not required; strong communication, reliability, and customer-service skills; able to work rotating weekends; will train on hospital processes.
Workday
2w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting,2+ years tax compliance/consulting,CPA or enrolled agent (or progress toward),experience with GoSystems or CCH Axcess,excellent communication and mentoring skills.
GoSystems, CCH Axcess
1w
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Tax Associate
Bonita, California, United States
$16-$20/hr OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
6d
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Product Ops Associate
Fort Mill or Charlotte or San Diego
$22-$37/hr OnsiteFull Time
2+ YOERequires 2+ years in financial services, operations, client services, or technology support; Microsoft Office proficiency; client support, request processing, troubleshooting, analysis, and communication skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Oracle, Documentum, Microsoft Dynamics, Salesforce, Adobe Professional, ASAT
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