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67 client services associate jobs at 37 companies in Davis, CA

2mo
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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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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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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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1mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support to Financial Advisors; strong client-centric approach; adaptable with technology; in-office role with flexibility.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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3d
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Registered Client Service Associate
Walnut Creek, California, United States
$72k-$85k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; knowledge of financial products, strong communication, Microsoft Office skills, and relevant securities registrations preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Outlook, PowerPoint
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1w
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEProvide clerical support for financial advisors including account opening, record maintenance, client requests, and customer service; requires 2 years clerical experience and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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1w
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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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3w
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Client Service Associate - Natoma Wealth
Folsom, California, United States
$60k-$75k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
3+ YOE3+ years financial or client service experience; Series 65 required or must obtain within 6 months; strong Microsoft Office/Outlook skills; Salesforce experience a plus; BA/BS preferred.
Microsoft Office, Microsoft Outlook, Salesforce
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3d
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Registered Client Service Associate
Walnut Creek, California, United States
$72k-$85k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOESeries 7 and either Series 66 or Series 63+65 required; high school diploma required, college preferred; 2+ years industry experience preferred; strong Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1w
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEProvide administrative support for financial advisors, open and maintain client accounts, perform clerical tasks; requires high school diploma and 2 years clerical/industry experience.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
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1w
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On-Call Client Support Associate
Sacramento, California, United States
$21-$24/hr FieldFull Time
First Step Communities
First Step Communities: Providing emergency shelter and interim housing for homeless individuals.
On-call client support for shelter campus: monitor and assist clients, perform safety watch and conflict resolution, serve meals, clean facilities, write incident logs, work evenings/overnights/weekends, valid driver's license or government ID required, ability to work outdoors and perform physical tasks.
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4w
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Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
4+ YOEBachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
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Client Service Coordinator Home Care
Sacramento, California, United States
$24-$25/hr OnsiteFull Time
AccentCare
AccentCare: Provides in-home medical, hospice, and personal care services.
High school or GED required; associate degree preferred. Prior staffing or home health experience preferred. Responsible for EVV, payroll support, scheduling, billing research, and recruiting support.
EVV
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1mo
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Audit Senior Associate - Financial Services
Los Angeles or Sacramento or San Francisco or Costa Mesa
$71k-$140k/yr HybridFull Time, Seasonal
Crowe
Crowe: Global professional services firm providing audit, tax, and consulting.
2+ YOE2+ years recent external public accounting/audit experience, asset management client experience required; experience supervising staff, ability to travel to client sites, meet CPA education requirements (CPA license preferred).
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1mo
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Service Associate
Walnut Creek, California, United States
$60k-$77k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOE3 years client service experience in finance preferred; perform cash management, process securities and correspondence, greet clients, maintain records, strong attention to detail and proficiency in Microsoft Office.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
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1w
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General Manager - Seniors Services
Concord, California, United States
$67k-$87k/yr OnsiteFull Time
Sodexo
SodexoEuronext Paris: SW: Global provider of integrated food and facilities management services.
2+ YOE2+ MgmtAssociate degree or equivalent, 2+ years management and functional experience, culinary/food service background, food safety compliance, financial acumen, client relationship and people management skills.
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2mo
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Associate Veterinarian
Stockton, California, United States
$150k-$200k/yr OnsiteFull Time
AmeriVet Veterinary Partners
AmeriVet Veterinary Partners: Operates a national network of community-based veterinary clinics.
DVM/VMD or equivalent; compassionate client-centered care; strong communication; license to practice.
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1w
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General Manager - Seniors Services
Concord, California, United States
$67k-$87k/yr OnsiteFull Time
Sodexo
SodexoEuronext Paris: SW: Provides food service and facilities management solutions.
2+ YOE2+ MgmtAssociate's degree or equivalent, 2+ years management and functional experience, culinary/food-service background, strong financial acumen, food safety compliance, client relationship and team leadership skills.
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3w
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Behavioral Health Associate II
Grass Valley or Rancho Cordova
$22-$24/hr FieldFull Time
Turning Point Community Programs
Turning Point Community Programs: Delivers mental health and social services to California communities.
2+ YOEHigh school/GED and 2+ years of direct mental health service experience required; performs client support, medication outreach, crisis intervention, documentation, and community advocacy; must be able to drive for client transport.
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3w
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Associate Veterinarian
Sacramento, California, United States
$67k-$180k/yr OnsiteFull Time, Part Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
DVM from accredited university and licensure (or ability to obtain) to practice in California; commitment to high standard of medicine; collaborative and client-focused communication skills.
digital radiology, ultrasound, dental x-ray, in-house lab
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