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215 client services associate jobs at 91 companies in Burbank, CA

3w
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Client Services Associate II
Brisbane, California, United States
$27-$39/hr RemoteFull Time
Freenome
FreenomeNASDAQ: FRNM: Develops blood tests for early cancer detection using machine learning.
2+ YOEHigh school diploma, 2+ years client services experience (healthcare preferred). Must be fluent English and Spanish, proficient with Mac/Apple, Google suite, CRM systems (Salesforce), and digital phone tools (8x8/Vonage). Remote work capability required.
Mac, Apple products, 2 factor authentication apps, Google suite, CRM systems, Salesforce, 8x8, Vonage, WestFax
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1d
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Client Services Associate I, Oncology
Union City, California, United States
$66k/yr OnsiteFull Time
BillionToOne
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.
Salesforce, Zendesk, CRM, LIMS
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23h
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Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
1+ YOE1-3 years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
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1mo
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Client Associate
Palo Alto, California, United States
$73k-$80k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
1+ YOEBachelor's degree in Business/Finance/Accounting, 1+ years client service experience, Series 7 and 66 (or obtain within 6 months; UBS sponsors), proficiency in Microsoft Office Suite, strong written and verbal communication.
Microsoft Office Suite
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1w
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Whalar (US) Associate Director, Client Services
New York or Los Angeles or San Francisco
$100k/yr OnsiteFull Time
Whalar Group
Whalar Group: Global creator ecosystem providing talent management and brand marketing.
5+ years agency or brand experience with team management; deep knowledge of creator economy and social platforms; strong communication, organizational and leadership skills.
Echo, TikTok, Instagram, YouTube
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1mo
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Registered Client Associate
San Francisco, California, United States
$31-$46/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ years brokerage/client support experience; FINRA Series 7 and 63 required for immediate registration; B/D registration and compliance background; intermediate Microsoft Office skills and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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3w
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Client Service Associate
Monterey or San Francisco
$35k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; college degree preferred. Strong computer and client service skills. Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65. Detail-oriented and team-focused.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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1mo
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Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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5d
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Client Associate (Hybrid position)
San Francisco, California, United States
$90k-$105k/yr HybridFull Time
Bailard
Bailard: Independent wealth and asset management firm.
Client-focused, detail-oriented candidate with undergraduate degree or equivalent, strong communication, Microsoft Office proficiency, client service and operational skills, ability to multitask and travel as required.
Microsoft Office
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1d
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
Berkowitz Pollack Brant
Berkowitz Pollack Brant: Provides professional accounting, tax, and business advisory services.
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
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2w
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
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3mo
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Client Relations Associate
San Francisco, California, United States
$55k-$70k/yr OnsiteFull Time
Network Right
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.
Jira
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2d
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school minimum; client service focus; familiarity with investment products; pursuing or holding SIE/Series 7/66/63/65 desired; strong communication and detail orientation; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3w
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Registered Client Associate
Palo Alto, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
3+ YOE3+ years client service experience in finance; Series 7 and 66 required; Bachelor’s or Master’s in finance preferred; proficient in Microsoft Office Suite; strong communication and attention to detail; Mandarin a plus.
Microsoft Office Suite
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3w
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
3+ YOEBachelor's degree or equivalent, 3+ years financial services experience, high-touch client service, strong analytical and organizational skills, proficiency with Excel and CRM systems.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
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5d
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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
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1mo
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Client Service Associate (San Jose, CA)
San Jose or United States or Canada or United Kingdom or Germany
$45k-$70k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, service clients, process transactions, open accounts, use CRM and Excel; HS diploma required; securities experience preferred but not required.
CRM, Microsoft Excel
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2d
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
Experience supporting advisors and clients, familiarity with account setup/onboarding, trade support, invoicing, and client communications; proficiency with DocuSign, Concur, Salesforce, and Black Diamond; strong organization and communication skills.
DocuSign, Concur, Salesforce, Black Diamond
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2mo
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
Citi
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.
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1w
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Client Relations Associate - Entry Level
Oakland, California, United States
OnsiteFull Time
Invictus Marketing Solutions
Invictus Marketing Solutions: Experiential marketing firm specializing in outreach for nonprofit organizations.
Entry-level client relations role; strong interpersonal and communication skills, organization, multitasking, Microsoft Office and Google Workspace proficiency; bachelor\u001fre preferred in business, marketing, communications, or public relations.
Microsoft Office, Google Workspace
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