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94 client services associate jobs at 51 companies in Menifee, CA

4w
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Sr. Client Service Associate
Costa Mesa, California, United States
$35-$45/hr OnsiteFull Time
Vance Wealth
Vance Wealth: Provides comprehensive wealth management and personalized financial planning services
2+ YOEHigh school diploma required (associate/bachelor's preferred). 2+ years in wealth management or client service preferred. FINRA Series 7/63/65 strongly preferred. Proficiency with Microsoft Office Suite and Salesforce; familiarity with Fidelity platforms.
Microsoft Office Suite, Salesforce, Fidelity
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2d
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Private Wealth Client Associate
Columbia or Newport Beach
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client-service focus supporting Financial Advisors; strong communication, attention to detail, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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2w
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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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14h
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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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2w
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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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3w
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Registered Client Service Associate
Newport Beach, California, United States
$17-$43/hr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required; 2+ years industry experience preferred. Advanced Microsoft Office skills and strong client service, organizational, and communication skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1w
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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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2w
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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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2mo
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Seasonal Client Associate - Desert Hills
Cabazon, California, United States
$18/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year of client services experience; part-time role; ability to work weekends, evenings, and holidays; proficient in POS and Microsoft applications.
Microsoft Applications, POS, Point-of-Sale Systems
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1mo
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Client Associate (DOD SkillBridge Trainee)
Newport Beach, California, United States
$65k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Must be a transitioning U.S. service member approved for DOD SkillBridge; Series 7 and 66 licenses; ideally 5 years client service experience in finance; bachelor preferred; proficient in Microsoft Office; strong communication and attention to detail.
Microsoft Office, BrassRing
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1w
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Registered Client Service Associate
Newport Beach, California, United States
$28-$47/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOE3+ years client-facing financial services experience; active Series 7 and Series 66 (or 63/65); experience with life insurance and annuity servicing; strong client service, communication, organizational, and problem-solving skills; Microsoft Office and CRM proficiency.
Microsoft Office, CRM
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1mo
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Registered Client Service Associate
Carlsbad, 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; Series 7 and Series 66 (or Series 63 and Series 65) required, 2+ years industry experience preferred; advanced Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2mo
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Client Experience Associate
Carlsbad, California, United States
$21-$23/hr OnsiteFull Time
Keystone Pacific Property Management
Keystone Pacific Property Management: Manages residential and commercial homeowners associations in California.
1+ YOECustomer service and administrative support in HOA management; proficiency with Word/Outlook/Excel; ability to meet deadlines; strong communication and problem-solving skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, CCaaS, HOA management software
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3mo
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Client Support Associate
Anaheim, California, United States
$23/hr OnsiteFull Time
City Net
City Net: Non-profit providing street outreach and housing services for homeless.
Strong communication, empathy, conflict de-escalation, data entry, and crisis support. Must drive company vehicle and pass background checks.
Computer, Database management, Word processing
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3w
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Client Experience Associate
Palm Springs, California, United States
$37k-$62k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEProvide customer service and proactive sales in a retail branch, process customer interactions, identify sales opportunities, apply product knowledge, and demonstrate accuracy and digital awareness; bilingual Spanish preferred.
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3w
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Client Manager - Security Services
Palm Desert, California, United States
$72k/yr OnsiteFull Time
Allied Universal
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtBachelor/Associate/High School with equivalent management experience; 2+ years managing hourly employees or driving operational goals; proficiency with Microsoft Office and BI tools; valid driver\u0019s license if driving; strong communication and financial acumen.
Microsoft Office, Business Intelligence (BI)
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3w
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Registered Client Service Associate
Irvine, California, United States
$55k-$73k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and Series 63 or 66 required, strong administrative and customer service skills, proficiency with Microsoft Office, and critical thinking/time management abilities.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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1d
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Care Services Associate
Escondido, California, United States
$20-$23/hr FieldPart Time
Safe Harbor Home Care
Safe Harbor Home CareNASDAQ: PNTG: Providing non-medical in-home care and companionship for seniors.
Active California HCA registration, clearance on Home Care Aide Registry, current TB certificate, I-9 documents, completed LIC 508/LIC 501/SOC 341A forms, minimum 5 hours entry-level training; ability to transport clients if required.
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2w
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Client Service Associate (Teller)- Claremont, CA
Claremont, California, United States
$20-$23/hr OnsiteFull Time
Zions Bancorporation
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
0+ YOEHigh school diploma or equivalent; 0–6 months cashiering or customer service experience preferred; basic math and balancing skills; ability to cross-sell products; Spanish preferred.
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