248 client services associate jobs at 95 companies in San Mateo, CA
3w
Save
Mark Applied
Hide
Client Services Associate I, Oncology
Union City, California, United States
$66k/yr OnsiteFull Time
1+ YOE1+ years client-facing experience, 4-year college degree or equivalent experience, CRM familiarity (Salesforce/Zendesk), strong communication, organization, and analytical skills.
Salesforce, Zendesk, CRM, LIMS
1w
Save
Mark Applied
Hide
Client Services Associate-Mailroom
Santa Clara, California, United States
$25/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year mailroom or office services experience preferred, strong customer service, basic computer/Microsoft Office skills, ability to lift up to 40 lbs and perform mailroom tasks.
Microsoft Office
1mo
Save
Mark Applied
Hide
Rep., Client Services (CPD)
Boca Raton or San Francisco
$15-$26/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent experience, 1–2 years of experience, strong customer service, communication, organization, multitasking, analytical, and judgment skills.
3w
Save
Mark Applied
Hide
Client Associate
San Francisco, California, United States
$55k-$75k/yr OnsiteFull Time
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
3w
Save
Mark Applied
Hide
Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
1+ YOE1-3 years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
2w
Save
Mark Applied
Hide
Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Client service experience preferred, BA/BS degree, Series 7 & 66 strongly preferred or willing to obtain; strong communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
2w
Save
Mark Applied
Hide
Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
0+ YOE0-2 years client service experience preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS preferred; strong Microsoft Excel and PowerPoint skills; experience with Concur and eMoney a plus.
Concur, Microsoft Excel, Microsoft PowerPoint, eMoney
1w
Save
Mark Applied
Hide
Client Service Associate
San Jose, California, United States
$63k-$86k/yr HybridFull Time
3+ YOEAssociate degree,3-5 years client service experience,detail-oriented with strong math/analytical and communication skills; able to manage priorities and work independently; licensing support available.
1mo
Save
Mark Applied
Hide
Registered Client Associate
San Francisco, California, United States
$31-$46/hr OnsiteFull Time
1+ YOE1+ years brokerage/client support experience; FINRA Series 7 and 63 required for immediate registration; B/D registration and compliance background; intermediate Microsoft Office skills and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
6d
Save
Mark Applied
Hide
Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
High school diploma or equivalent; client service, communication, computer application, and organizational skills. FINRA credentials and investment product knowledge are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
Save
Mark Applied
Hide
Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma (college preferred); detail-oriented with strong client service, writing and interpersonal skills; advanced Microsoft Office proficiency; willingness to obtain Series 7 and Series 66 or Series 63 and Series 65; industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
Save
Mark Applied
Hide
Client Associate (Hybrid position)
San Francisco, California, United States
$90k-$105k/yr HybridFull Time
Client-focused, detail-oriented candidate with undergraduate degree or equivalent, strong communication, Microsoft Office proficiency, client service and operational skills, ability to multitask and travel as required.
Microsoft Office
1w
Save
Mark Applied
Hide
Client Service, Associate
Los Altos, California, United States
$85k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree required, Series 65 (or obtain within 6 months), 2+ years client service experience in financial services, strong attention to detail, communication, and discretion.
3w
Save
Mark Applied
Hide
Senior Associate Client Accounting & Advisory Services
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
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.
Yardi Voyager
2w
Save
Mark Applied
Hide
Registered Client Service Associate
Palo Alto, California, United States
$35k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
Save
Mark Applied
Hide
Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOE3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
2d
Save
Mark Applied
Hide
Part Time Client Associate
San Jose, California, United States
$18-$20/hr OnsitePart Time
1+ YOEMinimum one year of client services experience; proficiency in Microsoft applications and POS systems; strong communication, independent decision-making, and availability for weekends, evenings, and holidays.
Microsoft Applications, POS systems
2d
Save
Mark Applied
Hide
Preqin Client Experience, Associate
San Francisco or New York City
$100k-$132k/yr HybridFull Time
3+ YOERequires 3+ years in client success, client experience, or client-facing finance, SaaS, or technology roles, with relationship-building, initiative, collaboration, and solutions-oriented skills.
Preqin, eFront, Aladdin
1mo
Save
Mark Applied
Hide
Registered Client Associate
Palo Alto, California, United States
$65k-$85k/yr OnsiteFull Time
3+ YOE3+ years client service experience in finance; Series 7 and 66 required; Bachelor’s or Master’s in finance preferred; proficient in Microsoft Office Suite; strong communication and attention to detail; Mandarin a plus.
Microsoft Office Suite
6d
Save
Mark Applied
Hide
Registered Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
3+ YOERequires SIE, Series 7, and Series 66 licenses; 3–5 years of finance-sector client service experience; finance-focused bachelor's or master's degree; strong communication, interpersonal, and organizational skills; and Microsoft Office proficiency.
Microsoft Office Suite
Explore Jobs
Expand Your Job Search
Top Cities Near San Mateo for Client Services Associate
- Client Services Associate jobs in San Jose, CA
- Client Services Associate jobs in San Francisco, CA
- Client Services Associate jobs in Oakland, CA
- Client Services Associate jobs in Fremont, CA
- Client Services Associate jobs in Hayward, CA
- Client Services Associate jobs in Sunnyvale, CA
- Client Services Associate jobs in Concord, CA
- Client Services Associate jobs in Santa Clara, CA
- Client Services Associate jobs in Vallejo, CA
- Client Services Associate jobs in Berkeley, CA
- Client Services Associate jobs in Fairfield, CA
- Client Services Associate jobs in Antioch, CA
- Client Services Associate jobs in Richmond, CA
- Client Services Associate jobs in Daly City, CA
- Client Services Associate jobs in San Leandro, CA
- Client Services Associate jobs in Livermore, CA
- Client Services Associate jobs in Redwood City, CA
- Client Services Associate jobs in Mountain View, CA
- Client Services Associate jobs in Pleasanton, CA
- Client Services Associate jobs in Alameda, CA