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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
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
1w
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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
1w
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
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
1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsitePart Time
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
3w
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Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEProvide client service and administrative support in a financial services office; willing to obtain FINRA registrations; bachelor’s preferred; 1–2 years financial services experience beneficial; strong MS Office skills and confidentiality.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Registered Client Service Associate
Carlsbad, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required; Series 7 and Series 66 (or Series 63 and Series 65) required, 2+ years industry experience preferred; advanced Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3mo
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Registered Client Service Associate
Laguna Niguel, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma; college degree preferred; active Series 7 and Series 66 or Series 63 and Series 65; 2+ years industry experience; strong client service and MS Office skills.
Microsoft Office (Word, Excel, Outlook, PowerPoint)
3mo
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Client Experience Associate
Carlsbad, California, United States
$21-$23/hr OnsiteFull Time
1+ YOECustomer service and administrative support in HOA management; proficiency with Word/Outlook/Excel; ability to meet deadlines; strong communication and problem-solving skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, CCaaS, HOA management software
1d
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3w
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Registered Client Service Associate
San Diego, California, United States
$32-$44/hr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain within 150 days; life/health & variable contracts licenses or ability to obtain; client service experience; strong analytical and computer skills.
2mo
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Seasonal Client Associate - San Diego CA
San Diego, California, United States
$18/hr OnsitePart Time, Seasonal
1+ YOEMinimum 1 year in client services; POS systems; Microsoft applications; flexible hours including weekends and holidays.
Microsoft Applications, POS systems
1mo
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Registered Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$45k-$85k/yr OnsiteFull Time
0.6+ YOEHigh school diploma required; SIE and Series 7 required, Series 63/65/66 as state-required; ~7-12 months experience preferred; CRM and Microsoft Excel proficiency; strong communication and client service skills.
Client Relationship Management (CRM), Goal planning software, Microsoft Excel
2d
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Care Services Associate
San Diego, California, United States
$20-$23/hr OnsitePart Time
Active California HCA registration and clearance, current TB certificate, completed LIC forms and I-9, 18+ years old, valid ID, minimum 5 hours entry training; driver's license and insurance required if transporting clients.
1mo
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
2d
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Tax Senior Associate - Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting required, 2+ years tax compliance/consulting experience, CPA or enrolled agent preferred, GoSystems or CCH Axcess experience, strong communication and critical thinking.
GoSystems, CCH Axcess
2w
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Associate Client Success Manager
San Diego, California, United States
$55k-$65k/yr HybridFull Time
Entry-level customer success role supporting customer accounts, relationship building, onboarding, issue resolution, and cross-functional collaboration.
CRM
1mo
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Professional Services Administrator
San Diego, California, United States
OnsiteFull Time
0.5+ YOEAssociates degree or equivalent and ≥6 months related experience; strong written/verbal communication, attention to detail, Microsoft Outlook/Excel/Word proficiency, customer service orientation, and ability to manage administrative tasks and coordinate travel and client activities.
Microsoft Outlook, Microsoft Excel, Microsoft Word
3w
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Associate Account Managerr
San Juan Capistrano, California, United States
$70k-$80k/yr FieldFull Time
Associate’s or Bachelor’s in business or equivalent experience, 1 year supervisory experience in landscape or service industry, client relationship and sales skills, ability to travel and perform site walkthroughs, computer proficiency.
2w
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Associate Veterinarian
El Cajon, California, United States
$150k/yr OnsiteFull Time
DVM/VMD required, state veterinary board license in good standing, DEA licensure or eligibility, clinical experience; strong communication and client-education skills.
1w
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Relationship Associate - TIJUANA
Tijuana, Baja California, Mexico
OnsiteFull Time
0+ YOEBachelor's degree and 0-2 years relevant experience; skills in data validation, client servicing, risk assessment, and reporting.
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