164 client services associate jobs at 83 companies in Palmdale, CA
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Associate, Client Services - 2027 Start Dates
Los Angeles, California, United States
$77k-$102k/yrOnsiteFull Time
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.
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.
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
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.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOEPreferred Series 7 and 66 licenses, ~2 years client service/finance experience preferred, bachelor's preferred, excellent communication, detail orientation, and Microsoft Office proficiency.
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEHigh school diploma required; Series 7 and Series 66 (or Series 63+65) required; 2+ years industry experience preferred; advanced Microsoft Office skills and client service experience.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEHigh school diploma required, college preferred. Active securities licenses (Series 7 and Series 66 or Series 63 and 65) preferred. Two or more years industry experience preferred. Strong client service, organizational, and Microsoft Office skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Electronic account platforms
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: 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.
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.
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.
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.
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
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.
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.