San Francisco • 50 milesRemote · Hybrid · Onsite · Field · All Environments
San Francisco • 50 milesRemote · Hybrid · Onsite · Field · All Environments
San Francisco • 50 milesRemote · Hybrid · Onsite · Field · All Environments
San Francisco • 50 milesRemote · Hybrid · Onsite · Field · All Environments
268 client service associate jobs at 102 companies in San Francisco, CA
6d
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Client Service Associate
San Francisco, California, United States
$90k-$120k/yr HybridFull Time
2+ YOERequires 2–3 years in financial services, a BS/BA degree or equivalent experience, strong Microsoft Office skills, client communication, analytical, organizational, and time-management abilities; Series 65 required within one year.
Microsoft Office, Schwab Institutional, Fidelity Investments, Black Diamond, Orion, Salesforce, CRM
2mo
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Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma (college preferred); detail-oriented with strong client service, writing and interpersonal skills; advanced Microsoft Office proficiency; willingness to obtain Series 7 and Series 66 or Series 63 and Series 65; industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
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Client Service, Associate
Los Altos, California, United States
$85k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree required, Series 65 (or obtain within 6 months), 2+ years client service experience in financial services, strong attention to detail, communication, and discretion.
3w
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Registered Client Service Associate
Palo Alto, California, United States
$35k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOE3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
1w
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Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent,3+ years financial services experience,proven high-touch client service,knowledge of financial markets and accounting,proficient in Excel and reporting,strong communication and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
3w
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Client Service Associate - San Francisco
San Francisco, California, United States
$31-$41/hr OnsiteFull Time
1+ YOE1-4 years administrative experience (financial services preferred); strong Microsoft Office and Salesforce skills; undergraduate degree desired; exceptional organization, communication, and client service skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Windows
1d
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Registered Client Service Associate
San Francisco, California, United States
$61k-$109k/yr HybridFull Time
2+ YOERequires 2–5 years of relevant experience, client-facing operations or compliance experience, investment and banking product knowledge, strong analytical and communication skills, and Series 7/63 or 7/66 licenses.
1d
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Registered Client Service Associate
San Francisco, California, United States
$61k-$109k/yr HybridFull Time
Requires 2–5 years of relevant experience, a bachelor's degree or equivalent, Series 7/63 or 7/66 licenses, client-facing experience, investment and banking knowledge, and strong analytical, organizational, and communication skills.
1d
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Registered Client Service Associate
San Francisco, California, United States
$61k-$109k/yr HybridFull Time
2+ YOERequires 2–5 years of relevant experience, a bachelor's degree or equivalent, Series 7/63 or 7/66 licenses, client-facing experience, investment and banking knowledge, analytical ability, and strong communication skills.
1mo
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
2mo
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Registered Client Service Associate
Los Altos, California, United States
$29-$33/hr OnsitePart Time
Provide client service support for wealth management: manage communications, handle inquiries and transactions, prepare review materials, maintain compliance; proficiency with CRMs and Microsoft Office; Series 7/66 advantageous; Bachelor's preferred.
financial software tools, CRMs, Microsoft Office Suite
3w
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Senior Client Service Associate
Campbell, California, United States
$75k-$85k/yr OnsiteFull Time
2+ YOEBachelor's degree preferred,2+ years working with high-net-worth clients (RIA/broker-dealer experience preferred),strong communication,organizational and analytical skills,proficient in Microsoft Office and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Office 365, CRM
2w
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Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yr HybridFull Time
3+ YOE3+ years industry experience for associate (7+ for manager); bachelor’s preferred; Series 7 and 66 (or 63 and 65) for manager; proficiency with Microsoft Office Suite, Salesforce, Workday; strong communication and organizational skills.
Microsoft Office Suite, Salesforce, Workday
1mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
3mo
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Associate, Client Service, 2027
San Francisco, California, United States
$90k-$110k/yr HybridFull Time
Fluent English, US work authorization (no visa sponsorship), strong academics (GPA 3.3+), internships, relevant experience.
5d
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Client Service Associate (Teller)- Mountain View, CA
Mountain View, California, United States
$21-$25/hr OnsiteFull Time
0.5+ YOEHigh school diploma or equivalent and 6+ months of cashiering, customer service, balancing, or related experience. Requires math, banking, balancing, and client service skills.
1w
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Requires knowledge of financial accounts and documents, technology platforms, strong organization, communication, multitasking, teamwork, and experience with DocuSign, Concur, Salesforce, and Black Diamond.
DocuSign, Concur, Salesforce, Black Diamond
4w
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Client Associate
San Francisco, California, United States
$55k-$75k/yr OnsiteFull Time
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
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