2w
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Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2 years client-service or finance experience preferred; strong communication, attention to detail, and proficiency with Microsoft Office; bachelor’s degree preferred.
Microsoft Office
1d
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Client Services Manager
San Bernardino, California, United States
$38-$51/hr OnsiteFull Time
3+ YOEAssociates degree (or equivalent experience), 3+ years practice business office experience, proficiency with Microsoft Word/Excel/Outlook/PowerPoint, valid driver's license, strong communication and critical thinking.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Sr. Client Service Associate
Costa Mesa, California, United States
$35-$45/hr OnsiteFull Time
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
1w
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Registered Client Associate
Seal Beach, California, United States
$65k-$75k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
4d
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Private Wealth Client Associate
Columbia or Newport Beach
$25-$44/hr OnsiteFull Time
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
3w
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Private Client Services Manager
Santa Ana, California, United States
$70k-$74k/yr OnsiteFull Time
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)
2d
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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
2w
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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.
3w
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Registered Client Service Associate
Newport Beach, California, United States
$17-$43/hr OnsiteFull Time
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
2w
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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
2mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
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
2mo
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Seasonal Client Associate - Desert Hills
Cabazon, California, United States
$18/hr OnsitePart Time
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
3w
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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
2w
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Registered Client Service Associate
Newport Beach, California, United States
$28-$47/hr OnsiteFull Time
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
1d
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Registered Client Service Associate
Pasadena, California, United States
$34k-$90k/yr OnsiteFull Time
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 strong client service, communication, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3mo
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Client Support Associate
Anaheim, California, United States
$23/hr OnsiteFull Time
Strong communication, empathy, conflict de-escalation, data entry, and crisis support. Must drive company vehicle and pass background checks.
Computer, Database management, Word processing
3w
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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
1w
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Licensed Client Service Associate - CITY OF INDUSTRY
City of Industry, California, United States
$74k-$104k/yr OnsiteFull Time
2+ YOE2+ years relevant experience, Bachelor's degree or equivalent, Series 7 and 63 or 66 required/obtain within 150 days, strong communication, organization, client-facing and data analysis skills, knowledge of investments and credit products.
2w
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Client Service Associate (Teller)- Claremont, CA
Claremont, California, United States
$20-$23/hr OnsiteFull Time
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.
3w
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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.
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