192 client services associate jobs at 91 companies in Calabasas, CA
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Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
1mo
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Premier Client Services Associate
Pasadena, California, United States
$20-$27/hr OnsiteFull Time
2+ YOEHigh school diploma plus 3 years customer service (or Associate’s degree plus 2 years); familiarity with new account opening and loan operations; strong communication, organization, and Microsoft Office skills; legal authorization to work in the U.S.; no visa sponsorship.
Microsoft Office
1mo
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Associate, Client Services - 2027 Start Dates
Los Angeles, California, United States
$77k-$102k/yr OnsiteFull Time
Early-career commercial role requiring strong phone communication, cold-calling, project ownership, ability to manage multiple clients, fast learning, and a target-driven mindset.
1w
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Bachelor's in accounting preferred; CPA/CMA preferred; knowledge of general ledger accounting; proficiency with Microsoft Word and Excel and QuickBooks; strong communication and analytical skills; authorized to work in the US.
Microsoft Word, Microsoft Excel, QuickBooks
1w
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Bachelor's in accounting preferred; knowledge of general ledger accounting, month-end close, reconciliations and financial reporting. Proficiency with Microsoft Word/Excel and QuickBooks. CPA/CMA preferred but not required.
Microsoft Word, Microsoft Excel, QuickBooks
2mo
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Client Associate/Registered Client Associate
Beverly Hills, California, United States
$50k-$77k/yr OnsiteFull Time
Bachelor’s degree or job-related experience; Series 7 and 66 (or 63/65) licenses; strong communication and client service skills; detail-oriented.
Microsoft Office, Desktop tools, Data entry systems
1mo
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Senior Client Associate
Los Angeles, California, United States
$31-$46/hr OnsiteFull Time
2+ YOE2+ years brokerage or client services support experience (or equivalent); client service focus; intermediate Microsoft Office skills; subject to FINRA background screening and compliance policies; not eligible for visa sponsorship.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Senior Associate – Private Client Services
Los Angeles, California, United States
$99k-$124k/yr OnsiteFull Time
2+ YOE2+ years relevant tax experience; Bachelor's or advanced degree (MAcc,MST,JD) preferred; minimum GPA 3.0; CPA or JD credential desired; strong communication and technology proficiency.
4w
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Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2 years client-service or finance experience preferred; strong communication, attention to detail, and proficiency with Microsoft Office; bachelor’s degree preferred.
Microsoft Office
3w
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Client Associate
El Segundo, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOEPreferred Series 7 and 66 licenses, ~2 years client service/finance experience preferred, bachelor's preferred, excellent communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office
1w
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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.
18h
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Client Service Associate
Los Angeles, California, United States
$55k-$75k/yr OnsiteFull Time
3+ YOEAssociate's degree, 3+ years of professional experience, financial services or brokerage experience preferred, BETA and FIS proficiency, Microsoft Excel, quality control, communication, and critical-thinking skills.
BETA, FIS, FIS Phase 3, CDM, Microsoft Excel, E-Verify
1w
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Senior Client Associate
Anaheim or Pasadena
$65k-$75k/yr OnsiteFull Time
2+ YOE2+ years relevant experience; experience with OE guide applications; advanced client lifecycle knowledge; must obtain Life & Health license per state timing.
OE guide applications
3w
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Registered Client Associate
Seal Beach, California, United States
$65k-$75k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
2w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
2w
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Wealth Management Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
1+ YOE1+ years experience; client-service focused; comfortable with changing responsibilities; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; pursuing or holding SIE/Series licenses preferred; high school diploma or GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Service Associate
Oxnard, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; Series 7 and Series 66 or Series 63+65 required; strong Microsoft Office skills; client relationship and transaction processing experience.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
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Client Service Associate
Los Angeles, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Willingness to obtain Series 7 and Series 66 or Series 63 and 65. Strong MS Office skills, client service orientation, detail-oriented, and ability to support financial advisors and execute client transactions.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2w
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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
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
1w
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Client Delivery Associate
Los Angeles, California, United States
$50k-$83k/yr OnsiteFull Time
2+ YOE2–3 years client relationship or financial services experience preferred; bachelor’s degree preferred (Business Administration, Finance, Marketing). Skills: regulatory compliance, document management, problem solving, product knowledge, data analysis, Microsoft Office.
Microsoft Office
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