Moreno Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Moreno Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Moreno Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Moreno Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
109 client services associate jobs at 44 companies in Moreno Valley, CA
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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Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
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
1mo
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Client Care Associate
Santa Ana, California, United States
$20-$21/hr OnsiteFull Time
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.
3mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Registered Client Service Associate
Irvine, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products, advanced Microsoft Office skills, Series licenses preferred, and 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1mo
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Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
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
1mo
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Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEProvide client service and administrative support in a private client division; willing to obtain FINRA registrations; 1–2 years financial services experience preferred; strong MS Office and confidentiality skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Associate (DOD SkillBridge Trainee)
Newport Beach, California, United States
$65k-$75k/yr OnsiteFull Time
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
1w
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Client Service Associate/Specialist
El Monte, California, United States
$24-$27/hr OnsiteFull Time
2+ YOE2+ years customer service, administrative, or banking experience preferred; high school diploma required; proficiency with Microsoft Office and Windows-based applications; strong communication and organizational skills; bilingual English/Mandarin or Cantonese preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe, FIS
2mo
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Registered Client Service Associate
Laguna Niguel, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 & Series 65 required. 2+ years industry experience preferred. Advanced Microsoft Office skills and strong client service, communication, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1w
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Part Time Client Associate - Fashion Island CA
Newport Beach, California, United States
$17-$19/hr OnsitePart Time
1+ YOERetail sales experience, POS and Microsoft Applications proficiency, strong communication, independent decision-making, availability for weekends/evenings/holidays, minimum 1 year client services experience.
Microsoft Applications, POS
1mo
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Registered Client Service Associate
Irvine, California, United States
$55k-$73k/yr OnsiteFull Time
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
1mo
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Registered Wealth Management Client Associate
Newport Beach, California, United States
$25-$45/hr OnsiteFull Time
1+ YOERequires FINRA SIE, Series 7 and Series 66 (or 63+65), 1 year experience, strong client service, industry knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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Client Service Associate- Mailroom
Santa Ana, California, United States
$18-$19/hr OnsiteFull Time
Sorting, metering, and delivering inbound/outbound mail; lifting up to 55 lbs; operating mail, copy, and scanning equipment; maintaining logs and following safety and site procedures.
1mo
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Registered Wealth Management Client Associate
Newport Beach, California, United States
$25-$45/hr OnsiteFull Time
Holds or obtains SIE, Series 7 and Series 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication and tech skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Coordinator - 001187
Buena Park, California, United States
$17-$22/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, supporting the veterinary team, and ensuring clear communication with associates and clients.
1w
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Client Service Associate (Teller)- Hacienda Heights, CA
Hacienda Heights, California, United States
$20-$26/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent and 1+ year of banking, cashiering, customer service, balancing, or related experience; requires banking knowledge, math, balancing, and cross-selling skills.
Career Center
3w
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
6d
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Client Account Executive
Irvine, California, United States
$50k-$71k/yr HybridFull Time
3+ YOERequires 3+ years of marketing agency or client services experience, Microsoft Office proficiency with Excel and PowerPoint, communication, presentation, analytical, organizational, and problem-solving skills. Associate's or bachelor's degree preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint
5d
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Client Account Executive
Irvine, California, United States
$50k-$71k/yr HybridFull Time
3+ YOERequires 3+ years of marketing agency or client services experience, direct marketing knowledge, communication and presentation skills, analytics interpretation, organization, problem-solving, and Microsoft Office proficiency. Associate's or bachelor's degree preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Epsilon PeopleCloud, CORE ID
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