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594 client services associate jobs at 214 companies in California

1mo
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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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3mo
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Work From Home - Client Services Associate
Sacramento, California, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client services role in financial services; strong communication, teamwork, and integrity required.
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1w
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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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5d
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Client Services Associate 1
San Diego, California, United States
$42k-$64k/yr OnsiteFull Time
Hologic
HologicNASDAQ: HOLX: Develops medical technology for women's healthcare and diagnostics.
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
Salesforce.com (SFDC)
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1w
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
StepStone Group
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
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
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Associate, Client Services - 2027 Start Dates
Los Angeles, California, United States
$77k-$102k/yr OnsiteFull Time
Third Bridge
Third Bridge: Connects investors to industry experts for market research.
Early-career commercial role requiring strong phone communication, cold-calling, project ownership, ability to manage multiple clients, fast learning, and a target-driven mindset.
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2w
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Client Services Representative
San Diego, California, United States
$20-$27/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
4+ YOECustomer-service experience; verify funding and freight loads, resolve disputes, review accounts, strong communication, Microsoft Office and Google Suite skills; Associate/Bachelor preferred or 4+ years customer service experience.
Microsoft Office, Google Suite
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2d
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Eide Bailly
Eide Bailly: Provides accounting, tax, and business advisory services to organizations.
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
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2d
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Eide Bailly
Eide Bailly: A certified public accounting and business advisory firm.
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
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2mo
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Client Associate/Registered Client Associate
Beverly Hills, California, United States
$50k-$77k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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
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2w
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Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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2w
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
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
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2w
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Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1-3 years client service experience (finance preferred), bachelor's degree preferred, strong communication, detail orientation, and proficiency with Microsoft Office.
Microsoft Office
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1w
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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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6d
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
Client service experience preferred, BA/BS degree, Series 7 & 66 strongly preferred or willing to obtain; strong communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
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2w
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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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Client Associate - Roseville
Roseville, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOE1+ year client services or retail experience; strong sales and customer service orientation; proficient with Microsoft applications and POS systems; strong communication; available nights, weekends, and holidays.
Microsoft Applications, Point-of-sale (POS) systems
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2d
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Senior Client Associate
Anaheim or Pasadena
$65k-$75k/yr OnsiteFull Time
IMA Financial Group
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
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
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1mo
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Client Service Associate
Monterey, California, United States
$35k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Strong computer and client service skills. Willingness to obtain Series 7 and Series 66 or Series 63 and 65. Industry experience a plus.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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1w
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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+ YOEFINRA Series 7 and 63 (or equivalents) required, 1+ year brokerage/client support experience, customer service and administrative skills, Microsoft Office proficiency, strong communication and prioritization skills.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint
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