90 client services associate jobs at 31 companies in Port Hueneme, CA
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Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
3w
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Bachelor's in accounting preferred; knowledge of general ledger accounting, month-end close, reconciliations and financial reporting. Proficiency with Microsoft Word/Excel and QuickBooks. CPA/CMA preferred but not required.
Microsoft Word, Microsoft Excel, QuickBooks
3w
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Bachelor's in accounting preferred; CPA/CMA preferred; knowledge of general ledger accounting; proficiency with Microsoft Word and Excel and QuickBooks; strong communication and analytical skills; authorized to work in the US.
Microsoft Word, Microsoft Excel, QuickBooks
1mo
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Client Associate
El Segundo, California, United States
$55k-$75k/yr OnsiteFull Time
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.
Microsoft Office
3w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
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
1mo
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Registered Client Service Associate
Oxnard, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; Series 7 and Series 66 or Series 63+65 required; strong Microsoft Office skills; client relationship and transaction processing experience.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
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Registered Client Service Associate
Beverly Hills, California, United States
$70k-$80k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses for registered CSAs, ideally 3-5 years client service experience in finance, bachelor’s degree preferred (financial markets), strong communication and Microsoft Office proficiency.
Microsoft Office Suite
1mo
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Associate, Client Accounting
Beverly Hills or Los Angeles
$71k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred; 3+ years accounting experience; proficiency in Excel, Outlook, and NetSuite; strong communication, organization, and customer-service skills; understanding of accrual accounting and revenue recognition.
Microsoft Excel, Microsoft Outlook, NetSuite
1w
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Associate, Studio Services
Beverly Hills, California, United States
$17-$25/hr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, 1–2 years of luxury retail and client service experience, technology and office software proficiency, organization, professionalism, and ability to lift heavy items.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Suite, Apple
1mo
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Client Experience Associate SAFE ACT, Assistant Vice President
Beverly Hills, California, United States
$94k-$141k/yr HybridFull Time
5+ YOE5+ years relevant experience in financial services, strong analytical and interpersonal skills, ability to manage onboarding/KYC and client relationships, FINRA SIE/Series 7/Series 66 (or Series 63 & 65) required/obtainable, bachelor's degree or equivalent.
1mo
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Senior Client Service Associate (Santa Barbara, CA)
Santa Barbara, California, United States
$45k-$75k/yr OnsiteFull Time
3+ YOEHigh School diploma required; minimum 3 years financial services experience preferred; strong communication, organization, CRM and Excel skills; knowledge of investment products and industry regulations.
CRM, Microsoft Excel
3mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
1mo
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Associate, Global Client Group (Enterprise)
Santa Monica, California, United States
$81k-$118k/yr HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree required, 2+ years financial services experience, strong analytical and quantitative skills, Excel and Access proficiency, SIE/Series 7/63/66 licenses required within 12 weeks, strong communication skills.
Microsoft Excel, Microsoft Access
3w
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Associate Manager / Manager, Project Services - Laboratories (Remote - West Coast)
Valencia or San Diego or San Francisco or Seattle
$64k-$173k/yr RemoteFull Time
3+ YOE2+ MgmtBachelor's in life sciences preferred; 3+ years in regulated laboratory environment; 2+ years managing projects; proficiency with Microsoft Office and LTMS; strong client management and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Lab Trial Management Systems (LTMS)
1mo
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Alterations Associate
Beverly Hills, California, United States
OnsiteFull Time
Altering and tailoring garments to brand standards, providing client service during fittings, operating tailoring machinery, entering alterations data, and handling garments with care; attention to detail and communication skills required.
1w
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Tax Associate
Oxnard, California, United States
$16-$20/hr OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Associate Veterinarian
Granada Hills, California, United States
$170k-$200k/yr OnsiteFull Time
DVM or VMD degree from an accredited university required; seeks compassionate, client-centered care, strong communication, client education, collaboration, and commitment to continuous growth.
Digital X-ray, Digital Dental, ultrasound, in-house labs
1mo
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Operations Associate - Flex
Northridge, California, United States
$23-$26/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-focused experience, able to lift up to 50 lbs, strong organization and communication, availability for nights/weekends/holidays, and ability to support inventory, merchandising, and client service.
3w
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Part Time Associate Banker Simi Valley (30 hours)
Simi Valley, California, United States
$23-$28/hr OnsitePart Time
Deliver attentive client service, open accounts, assist with transactions, use digital banking tools, and perform branch operations; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM
1w
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Tax Associate
Panorama City or Palmdale
$17-$21/hr OnsiteSeasonal, Full Time
No prior tax experience required; complete the H&R Block Income Tax Course, have client service experience, strong communication and problem-solving skills, and comfort using digital tools, Copilot, and ChatGPT.
Copilot, ChatGPT
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