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202 client services associate jobs at 103 companies in Diamond Bar, CA

1mo
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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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5d
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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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5d
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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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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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3w
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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
El Segundo, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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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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1d
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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
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
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5d
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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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2w
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Registered Client Associate
Seal Beach, California, United States
$65k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
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
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1w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
Apollon Wealth Management
Apollon Wealth Management: Provides personalized financial planning and investment advisory services.
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
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2w
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Client Service Associate
Glendale, California, United States
$48k-$72k/yr OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma or GED, 1+ years relevant experience, proficiency in Microsoft Office, strong client-relationship skills, adaptability, and collaborative mindset.
Microsoft Office
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1w
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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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1w
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Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client-facing experience, data analytics and change management, project management, strong communication and presentation skills; treasury services knowledge preferred; BS preferred.
Google G suites, Microsoft Office
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1d
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Client Delivery Associate
Los Angeles, California, United States
$50k-$83k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
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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3w
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Client Care Associate
Santa Ana, California, United States
$20-$21/hr OnsiteFull Time
Illumination Foundation
Illumination Foundation: Provides housing and healthcare services to people experiencing homelessness.
1+ YOEProvide shelter intakes, client checks, facility upkeep, basic client support, and coordinate with staff; high school diploma, 1 year experience, valid CA driver’s license, basic computer skills, and bilingual (English/Spanish) preferred.
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3d
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Client Associate - 2nd & PCH
Long Beach, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-services experience; proficiency with Microsoft applications and POS systems; strong communication; availability for weekends, evenings and holidays.
Microsoft Applications, point-of-sale (POS) systems
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3d
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Client Associate - 2nd & PCH
Long Beach, California, United States
OnsitePart Time
Callaway Golf
Callaway GolfNYSE: CALY: Designs and manufactures premium golf equipment and performance gear.
1+ YOEMinimum 1 year client services experience; strong communication; proficient with Microsoft applications, POS and CRM; able to work weekends, evenings and holidays.
Microsoft Applications, POS, CRM
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2d
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Private Wealth Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide high-quality client service supporting Financial Advisors; strong communication, attention to detail, proficiency with Microsoft Office and Salesforce; HS diploma/GED required; SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Client Service Associate (FARS)
Los Angeles, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred); willingness to obtain Series 7 and Series 66 or Series 63/65; strong Microsoft Office skills, client service, detail orientation, and ability to support financial advisors.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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