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194 client services associate jobs at 97 companies in Lake Forest, 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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1w
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Client Associate/Registered Client Associate
Los Angeles, California, United States
$44k-$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; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) required or willingness to obtain.
Word Processing Software, Desktop Tools
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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
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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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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3w
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Private Client Services Manager
Santa Ana, California, United States
$70k-$74k/yr OnsiteFull Time
Banc of California
Banc of CaliforniaNYSE: BANC: Commercial bank providing business lending and treasury management services.
5+ YOE5+ years new-accounts and banking experience, high school diploma required (associate preferred), extensive treasury management knowledge, proficiency with branch systems, Microsoft Word and Excel, strong regulatory and risk control knowledge.
Microsoft Word, Microsoft Excel, SmartStreet, Remote Deposit Capture (RDC)
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Client Service Associate
Los Angeles, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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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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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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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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Client Experience Associate
Los Angeles, California, United States
$50k-$60k/yr RemoteFull Time
Atticus
Atticus: Platform connecting people to disability benefits and legal aid.
1+ YOEBachelor's degree from a top four-year university, 1+ year professional experience, strong written communication, quick learner, ability to handle sensitive client conversations, and comfort using internal tech platforms.
Salesforce
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4w
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Wealth Management Client Associate
Brea, 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 client service support to Financial Advisors, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOE1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills.
Client Relationship Management (CRM) software, Microsoft Office
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3w
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Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$50k-$60k/yr OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
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
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2mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEOpen and maintain client accounts, provide customer service, and support financial advisors; 2 years investment industry exp; Series 7 and 63/66; High School diploma.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
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3mo
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Seasonal Client Associate - Fashion Island
Newport Beach, California, United States
$12-$18/hr OnsiteMultiple Commitments Available
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time role requiring at least 1 year in client services; must be able to work weekends, evenings, holidays; strong communication and POS skills.
Microsoft Applications, POS systems
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