92 client services associate jobs at 38 companies in Lemon Grove, CA
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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
2w
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Client Services Associate 1
San Diego, California, United States
$42k-$64k/yr OnsiteFull Time
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
Salesforce.com (SFDC)
1mo
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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
1w
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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
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
3w
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year experience, client-service focus; SIE/Series 7/66/63/65 credentials desired; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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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
1w
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Registered Client Service Associate
San Diego, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 66, Series 63, or Series 65 licenses, financial services knowledge, advanced Microsoft Office skills, and strong client service and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
6d
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Senior Registered Client Associate
Carlsbad, California, United States
$35-$52/hr OnsiteFull Time
2+ YOERequires 2+ years of brokerage and client services support experience or equivalent; FINRA Series 7 and 63 examinations; intermediate Microsoft Office skills; and customer service, organization, and prioritization abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3w
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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
1w
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Registered Client Service Associate
San Diego, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 registrations, financial services product knowledge, advanced Microsoft Office skills, and strong client service and organizational abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1mo
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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.
6d
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Part Time Client Associate - Fashion Valley, CA
San Diego, California, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum one year of client services experience; proficiency in Microsoft applications and point-of-sale systems; strong communication, independent decision-making, and availability for weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
3w
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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.
1w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
$80k-$115k/yr HybridFull Time
2+ YOEBachelor's in Accounting required; 2+ years tax compliance or consulting; CPA or IRS Enrolled Agent (or parts passed) preferred; experience with GoSystems or CCH Axcess; strong communication and client service skills.
GoSystems, CCH Axcess
2w
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Client Service Associate, Employee Benefits
San Diego, California, United States
HybridFull Time
1+ YOEHigh school or equivalent required (college preferred). 1-2 years benefits/account service experience, insurance license or willingness to obtain, demonstrated Microsoft Excel skills, strong communication.
Microsoft Excel
1w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting,2+ years tax compliance/consulting,CPA or enrolled agent (or progress toward),experience with GoSystems or CCH Axcess,excellent communication and mentoring skills.
GoSystems, CCH Axcess
1mo
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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
1w
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Specialized Tax Services - Energy Incentives & Credits Senior Associate
New York or Irvine or Raleigh or Charlotte or Chicago or Dallas or Los Angeles or Boston or San Diego or San Francisco or San Jose or Tampa or Atlanta or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or New Orleans or Florham Park or Greensboro or Philadelphia or Pittsburgh or Houston
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, minimum 2 years' experience, eligible to sit for CPA exam in state of employment; knowledge of energy tax credits, analytical and client-facing skills, mentoring experience.
2d
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Tax Associate
Bonita, California, United States
$16-$20/hr OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Copilot, ChatGPT
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