2w
Save
Mark Applied
Hide
Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
1d
Save
Mark Applied
Hide
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.
4d
Save
Mark Applied
Hide
Senior Client Associate
Anaheim or Pasadena
$65k-$75k/yr OnsiteFull Time
2+ YOE2+ years relevant experience; experience with OE guide applications; advanced client lifecycle knowledge; must obtain Life & Health license per state timing.
OE guide applications
2w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
Client Associate - 2nd & PCH
Long Beach, California, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience; proficiency with Microsoft applications and POS systems; strong communication; availability for weekends, evenings and holidays.
Microsoft Applications, point-of-sale (POS) systems
3w
Save
Mark Applied
Hide
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.
3d
Save
Mark Applied
Hide
Client Associate - 2nd & PCH
Long Beach, California, United States
OnsitePart Time
1+ YOEMinimum 1 year client services experience; strong communication; proficient with Microsoft applications, POS and CRM; able to work weekends, evenings and holidays.
Microsoft Applications, POS, CRM
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$50k-$60k/yr OnsiteFull Time
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
2mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, learn technology platforms, maintain client-centric focus; high school diploma/GED required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Care Services Associate
Escondido, California, United States
$20-$23/hr FieldPart Time
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.
3w
Save
Mark Applied
Hide
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.
2d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
Explore Jobs
Expand Your Job Search
Top Cities Near San Clemente for Client Services Associate
- Client Services Associate jobs in Long Beach, CA
- Client Services Associate jobs in Anaheim, CA
- Client Services Associate jobs in Santa Ana, CA
- Client Services Associate jobs in Riverside, CA
- Client Services Associate jobs in Irvine, CA
- Client Services Associate jobs in Fontana, CA
- Client Services Associate jobs in Moreno Valley, CA
- Client Services Associate jobs in Huntington Beach, CA
- Client Services Associate jobs in Oceanside, CA
- Client Services Associate jobs in Garden Grove, CA
- Client Services Associate jobs in Rancho Cucamonga, CA
- Client Services Associate jobs in Ontario, CA
- Client Services Associate jobs in Corona, CA
- Client Services Associate jobs in Pomona, CA
- Client Services Associate jobs in Escondido, CA
- Client Services Associate jobs in Orange, CA
- Client Services Associate jobs in Fullerton, CA
- Client Services Associate jobs in Carlsbad, CA
- Client Services Associate jobs in Downey, CA
- Client Services Associate jobs in Costa Mesa, CA