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190 client services associate jobs at 89 companies in Sunnyvale, CA

1mo
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Client Services Associate II
Brisbane, California, United States
$27-$39/hr RemoteFull Time
Freenome
FreenomeNASDAQ: FRNM: Develops blood tests for early cancer detection using machine learning.
2+ YOEHigh school diploma, 2+ years client services experience (healthcare preferred). Must be fluent English and Spanish, proficient with Mac/Apple, Google suite, CRM systems (Salesforce), and digital phone tools (8x8/Vonage). Remote work capability required.
Mac, Apple products, 2 factor authentication apps, Google suite, CRM systems, Salesforce, 8x8, Vonage, WestFax
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1w
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Client Services Associate I, Oncology
Union City, California, United States
$66k/yr OnsiteFull Time
BillionToOne
BillionToOneNASDAQ: BLLN: Develops molecular diagnostic tests for prenatal and oncology care
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
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2d
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Client Services Associate-Mailroom
Santa Clara, California, United States
$25/hr OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
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
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Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
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Client Associate
San Francisco, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
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1w
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
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
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2d
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Client Service Associate
San Jose, California, United States
$63k-$86k/yr HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
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.
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2w
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Whalar (US) Associate Director, Client Services
New York or Los Angeles or San Francisco
$100k/yr OnsiteFull Time
Whalar Group
Whalar Group: Global creator ecosystem providing talent management and brand marketing.
5+ years agency or brand experience with team management; deep knowledge of creator economy and social platforms; strong communication, organizational and leadership skills.
Echo, TikTok, Instagram, YouTube
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1mo
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Client Service Associate
Monterey or San Francisco
$35k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; college degree preferred. Strong computer and client service skills. Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65. Detail-oriented and team-focused.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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2d
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Client Service, Associate
Los Altos, California, United States
$85k-$100k/yr OnsiteFull Time
Freestone Capital Management
Freestone Capital Management: Independent wealth management firm providing personalized financial planning services.
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.
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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
Berkowitz Pollack Brant
Berkowitz Pollack Brant: Provides professional accounting, tax, and business advisory services.
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
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school minimum; client service focus; familiarity with investment products; pursuing or holding SIE/Series 7/66/63/65 desired; strong communication and detail orientation; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Registered Client Associate
Palo Alto, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
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
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
3+ YOEBachelor's degree or equivalent, 3+ years financial services experience, high-touch client service, strong analytical and organizational skills, proficiency with Excel and CRM systems.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
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Client Service Associate - San Francisco
San Francisco, California, United States
$31-$41/hr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
1+ YOE1-4 years administrative experience (financial services preferred); strong Microsoft Office and Salesforce skills; undergraduate degree desired; exceptional organization, communication, and client service skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Windows
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2w
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
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Registered Client Service Associate
Los Altos, California, United States
$29-$33/hr OnsitePart Time
Elderberry Capital
Elderberry Capital: Provides comprehensive financial planning and wealth management services.
Provide client service support for wealth management: manage communications, handle inquiries and transactions, prepare review materials, maintain compliance; proficiency with CRMs and Microsoft Office; Series 7/66 advantageous; Bachelor's preferred.
financial software tools, CRMs, Microsoft Office Suite
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5d
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Part Time Client Associate - Broadway Plaza
Walnut Creek, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-service experience; proficiency with Microsoft Applications and POS; strong written and verbal communication; able to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
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3d
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Client Relationship Associate - Redwood Shores, CA
Redwood City, California, United States
$24-$35/hr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
1+ YOEProvide client service for account maintenance, onboarding, cash management, reporting; strong communication, organization, and problem-solving; 1-3 years in financial services preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
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