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64 client services associate jobs at 37 companies in Santee, CA

1w
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
StepStone Group
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
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
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1w
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Client Services Representative
San Diego, California, United States
$20-$27/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
4+ YOECustomer-service experience; verify funding and freight loads, resolve disputes, review accounts, strong communication, Microsoft Office and Google Suite skills; Associate/Bachelor preferred or 4+ years customer service experience.
Microsoft Office, Google Suite
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1w
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
2+ YOE2 years client service experience in finance preferred; Series 7 and 66 preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
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1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsitePart Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
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3w
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Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$50k-$60k/yr OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
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
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Registered Client Service Associate
Carlsbad, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; Series 7 and Series 66 (or Series 63 and Series 65) required, 2+ years industry experience preferred; advanced Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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3mo
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Client Experience Associate
Carlsbad, California, United States
$21-$23/hr OnsiteFull Time
Keystone Pacific Property Management
Keystone Pacific Property Management: Manages residential and commercial homeowners associations in California.
1+ YOECustomer service and administrative support in HOA management; proficiency with Word/Outlook/Excel; ability to meet deadlines; strong communication and problem-solving skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, CCaaS, HOA management software
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Wealth Management Client Associate
San Diego, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and use Microsoft Office and Salesforce; SIE/Series registrations desired.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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3w
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Registered Client Service Associate
San Diego, California, United States
$32-$44/hr OnsiteFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain within 150 days; life/health & variable contracts licenses or ability to obtain; client service experience; strong analytical and computer skills.
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2mo
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Seasonal Client Associate - San Diego CA
San Diego, California, United States
$18/hr OnsitePart Time, Seasonal
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year in client services; POS systems; Microsoft applications; flexible hours including weekends and holidays.
Microsoft Applications, POS systems
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Registered Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$45k-$85k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
0.6+ YOEHigh school diploma required; SIE and Series 7 required, Series 63/65/66 as state-required; ~7-12 months experience preferred; CRM and Microsoft Excel proficiency; strong communication and client service skills.
Client Relationship Management (CRM), Goal planning software, Microsoft Excel
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2d
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Care Services Associate
San Diego, California, United States
$20-$23/hr OnsitePart Time
Safe Harbor Home Care
Safe Harbor Home CareNASDAQ: PNTG: Providing non-medical in-home care and companionship for seniors.
Active California HCA registration and clearance, current TB certificate, completed LIC forms and I-9, 18+ years old, valid ID, minimum 5 hours entry training; driver's license and insurance required if transporting clients.
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4w
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
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1mo
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Registered Client Service Associate
Carlsbad, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEHigh school diploma required; college degree preferred; active Series 7 and Series 66 or Series 63 and Series 65; 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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2d
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Tax Senior Associate - Private Client Services
La Jolla, California, United States
HybridFull Time
EisnerAmper
EisnerAmper: Provides global accounting, tax, and business advisory services.
2+ YOEBachelor's in Accounting required, 2+ years tax compliance/consulting experience, CPA or enrolled agent preferred, GoSystems or CCH Axcess experience, strong communication and critical thinking.
GoSystems, CCH Axcess
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2w
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Associate Client Success Manager
San Diego, California, United States
$55k-$65k/yr HybridFull Time
IPS Group
IPS Group: Manufacturer of smart parking meters and integrated parking software.
Entry-level customer success role supporting customer accounts, relationship building, onboarding, issue resolution, and cross-functional collaboration.
CRM
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1mo
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Professional Services Administrator
San Diego, California, United States
OnsiteFull Time
CAMP Systems
CAMP Systems: Provides software for aircraft maintenance tracking and engine health monitoring.
0.5+ YOEAssociates degree or equivalent and ≥6 months related experience; strong written/verbal communication, attention to detail, Microsoft Outlook/Excel/Word proficiency, customer service orientation, and ability to manage administrative tasks and coordinate travel and client activities.
Microsoft Outlook, Microsoft Excel, Microsoft Word
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2w
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Associate Veterinarian
El Cajon, California, United States
$150k/yr OnsiteFull Time
Thrive Pet Healthcare
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
DVM/VMD required, state veterinary board license in good standing, DEA licensure or eligibility, clinical experience; strong communication and client-education skills.
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Relationship Associate - TIJUANA
Tijuana, Baja California, Mexico
OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
0+ YOEBachelor's degree and 0-2 years relevant experience; skills in data validation, client servicing, risk assessment, and reporting.
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Relationship Associate - TIJUANA
Tijuana, Baja California, Mexico
OnsiteFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
Bachelor's degree and 0-2 years relevant experience; client servicing, data validation, risk awareness, and analytical skills.
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