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140 client services associate jobs at 76 companies in Lancaster, 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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2w
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Associate Manager, Client Services
Los Angeles, California, United States
$68k-$71k/yr HybridFull Time
Kargo
Kargo: Provides mobile and omnichannel digital advertising technology solutions.
1+ YOE1+ years in digital media/ad tech or client-facing agency role; knowledge of direct and programmatic campaign mechanics, trafficking/tagging, asset collection; proficiency in Microsoft Excel and Google Sheets; strong written and verbal communication.
Microsoft Excel, Google Sheets
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1mo
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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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Senior Client Associate
Los Angeles, California, United States
$31-$46/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years brokerage or client services support experience (or equivalent); client service focus; intermediate Microsoft Office skills; subject to FINRA background screening and compliance policies; not eligible for visa sponsorship.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1w
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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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1w
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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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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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1d
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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
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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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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Private Client Service Associate
Los Angeles, California, United States
$80k-$128k/yr OnsiteFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Bachelor's degree required; strong client service, communication, analytical, confidentiality, planning and collaboration skills; ability to manage work, support sales and retention, and handle client inquiries via phone and email.
LinkedIn
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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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5d
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Client Service Associate (Commercial Deposits)
Los Angeles, California, United States
$65k-$104k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOE3+ years banking/client service experience; strong product knowledge of deposits and treasury services; ability to resolve operational issues and support relationship managers.
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4w
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Client Service Associate
Los Angeles, California, United States
$19-$20/hr OnsiteFull Time
Vince
VinceNasdaq: VNCE: A contemporary luxury brand providing high-end apparel and accessories.
3+ YOE3+ years customer service/call center/retail experience (apparel/footwear/luxury preferred); strong verbal and written communication; analytical problem solving; MS Office proficiency; detail oriented.
Microsoft Office
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1d
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Wealth Management 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 client service support to Financial Advisors, deliver accurate client materials, promote banking products, learn technology platforms, and handle sensitive information with discretion.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Client Service Associate, Account Processing
Los Angeles, California, United States
$55k-$75k/yr OnsiteTemporary
Wedbush Securities
Wedbush Securities: Full-service investment firm and financial services provider.
3+ YOEAssociate's degree required; Bachelor's degree preferred; min 3 years in financial services/brokerage; proficient in BETA and FIS; Excel; strong communication; multi-task in fast-paced environment.
BETA, FIS, Microsoft Excel
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2mo
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Associate, Client Accounting [Future Opportunities]
Los Angeles or New York
$70k-$75k/yr OnsiteFull Time
United Talent Agency
United Talent Agency: Provides representation and strategic advisory services for artists and creators.
3+ YOEBachelor's degree, 3+ years accounting, entertainment experience preferred, strong Excel, detail-oriented, client service skills.
Microsoft Excel, Microsoft Outlook, NetSuite
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3w
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Associate, Investor Services
Los Angeles, California, United States
$115k-$135k/yr OnsiteFull Time
Ares Management
Ares ManagementNew York Stock Exchange: ARES: Global alternative investment manager specializing in credit and private equity.
3+ YOEBachelor's degree, minimum 3 years' relevant experience (investment/wealth management, consulting, or financial services preferred). Strong attention to detail, client service orientation, ability to manage multiple priorities, and proficiency with Microsoft Excel and PowerPoint. Salesforce/Intralinks experience a plus.
Salesforce, Intralinks, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio
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3w
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
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Senior Client Service Associate- Bel Air Investment Advisors
Los Angeles, California, United States
$110k-$120k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
Deep experience in a client service or operations role at an RIA or brokerage; strong written/verbal communication; Microsoft Office (Excel, Word, Outlook) skills; BA/BS in finance preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft Outlook
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