228 client services associate jobs at 101 companies in Larkspur, CA
3d
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Client Services Associate
Boston or New York City or Chicago or Menlo Park or Manchester or London or Tokyo
$60k-$70k/yr OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, operations, financial services, or another customer-facing environment, plus strong communication, organization, detail, and prioritization skills.
HubSpot, Salesforce
3d
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Client Services Associate I, Prenatal
Union City or Menlo Park or Austin
$29/hr OnsiteFull Time
Client-facing customer service experience, four-year degree or equivalent experience, high-volume outbound call experience, strong communication and documentation skills, attention to detail, and independent problem-solving ability.
CRM, LIMS, Salesforce, Zendesk
2w
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Blackstone Private Wealth - Client Services, Associate
San Francisco, California, United States
$130k-$175k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years of financial industry experience, strong Excel, communication, analytical, problem-solving, organizational, and collaboration skills; Series 7 and Series 63 preferred.
Microsoft Excel
1mo
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Client Associate
San Francisco, California, United States
$55k-$75k/yr OnsiteFull Time
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1mo
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Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
1+ YOE1-3 years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
1mo
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Client service experience preferred, BA/BS degree, Series 7 & 66 strongly preferred or willing to obtain; strong communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
1mo
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
0+ YOE0-2 years client service experience preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS preferred; strong Microsoft Excel and PowerPoint skills; experience with Concur and eMoney a plus.
Concur, Microsoft Excel, Microsoft PowerPoint, eMoney
2mo
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Registered Client Associate
San Francisco, California, United States
$31-$46/hr OnsiteFull Time
1+ YOE1+ years brokerage/client support experience; FINRA Series 7 and 63 required for immediate registration; B/D registration and compliance background; intermediate Microsoft Office skills and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
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Client Service Associate
San Francisco, California, United States
$90k-$120k/yr HybridFull Time
2+ YOERequires 2–3 years in financial services, a BS/BA degree or equivalent experience, strong Microsoft Office skills, client communication, analytical, organizational, and time-management abilities; Series 65 required within one year.
Microsoft Office, Schwab Institutional, Fidelity Investments, Black Diamond, Orion, Salesforce, CRM
1mo
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Client Strategy Associate
Napa, California, United States
$65k-$80k/yr RemoteFull Time
3+ YOE3–5 years in client success/account coordination or service delivery, CRM/PSA experience, strong organization, communication, data and workflow-management skills.
1mo
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Client Associate (Hybrid position)
San Francisco, California, United States
$90k-$105k/yr HybridFull Time
Client-focused, detail-oriented candidate with undergraduate degree or equivalent, strong communication, Microsoft Office proficiency, client service and operational skills, ability to multitask and travel as required.
Microsoft Office
1mo
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Client Service, Associate
Los Altos, California, United States
$85k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree required, Series 65 (or obtain within 6 months), 2+ years client service experience in financial services, strong attention to detail, communication, and discretion.
1mo
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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
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
1w
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Associate Director of Client Services- Young Adults
San Leandro or Concord
$113k-$167k/yr HybridFull Time
5+ YOE5+ MgmtMaster's degree plus 5 years of regional center management/supervision, or bachelor's degree plus 8 years; expertise in young-adult disability case management, policy implementation, office software, and valid driver's license required.
1mo
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Registered Client Service Associate
Palo Alto, California, United States
$35k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOE3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
2w
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Preqin Client Experience, Associate
San Francisco or New York City
$100k-$132k/yr HybridFull Time
3+ YOERequires 3+ years in client success, client experience, or client-facing finance, SaaS, or technology roles, with relationship-building, initiative, collaboration, and solutions-oriented skills.
Preqin, eFront, Aladdin
3mo
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Registered Client Service Associate
San Francisco, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to Financial Advisors; requires Series 7 and Series 66 (or Series 63 and 65), strong Microsoft Office skills, and client-facing experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft MSOnline, eSign, eAuthorization, Zoom
3mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Client service support to Financial Advisors; strong client-centric approach; adaptable with technology; in-office role with flexibility.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2mo
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Registered Client Associate
Palo Alto, California, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years client service experience in finance; Series 7 and 66 required; Bachelor’s or Master’s in finance preferred; proficient in Microsoft Office Suite; strong communication and attention to detail; Mandarin a plus.
Microsoft Office Suite
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