6d
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
4w
Save
Mark Applied
Hide
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
2d
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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)
15h
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
2w
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.
3w
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
2w
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
2mo
Save
Mark Applied
Hide
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
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
1w
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
1mo
Save
Mark Applied
Hide
Registered Client Service Associate
Carlsbad, California, United States
$34k-$90k/yr OnsiteFull Time
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
2mo
Save
Mark Applied
Hide
Client Experience Associate
Carlsbad, California, United States
$21-$23/hr OnsiteFull Time
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
6d
Save
Mark Applied
Hide
Part-Time Client Service Associate (Irvine, CA)
Irvine, California, United States
$22k-$45k/yr OnsitePart Time
1+ YOEHigh school diploma required; 1+ year securities or related experience preferred; CRM and Microsoft Excel experience; strong communication, organization, and client service skills.
Client Relationship Management (CRM), Microsoft Excel
3w
Save
Mark Applied
Hide
Client Manager - Security Services
Palm Desert, California, United States
$72k/yr OnsiteFull Time
2+ YOE2+ MgmtBachelor/Associate/High School with equivalent management experience; 2+ years managing hourly employees or driving operational goals; proficiency with Microsoft Office and BI tools; valid driver\u0019s license if driving; strong communication and financial acumen.
Microsoft Office, Business Intelligence (BI)
3w
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
1d
Save
Mark Applied
Hide
Care Services Associate
San Diego, California, United States
$20-$23/hr OnsitePart Time
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.
1d
Save
Mark Applied
Hide
Tax Senior Associate - Private Client Services
La Jolla, California, United States
HybridFull Time
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
1mo
Save
Mark Applied
Hide
Audit Senior Associate - Financial Services
Los Angeles or Sacramento or San Francisco or Costa Mesa
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years recent external public accounting/audit experience, asset management client experience required; experience supervising staff, ability to travel to client sites, meet CPA education requirements (CPA license preferred).
Explore Jobs
Expand Your Job Search
Top Cities Near Temecula for Client Services Associate
- 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 San Bernardino, CA
- Client Services Associate jobs in Fontana, CA
- Client Services Associate jobs in Moreno Valley, 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 Escondido, CA
- Client Services Associate jobs in Orange, CA
- Client Services Associate jobs in Carlsbad, CA
- Client Services Associate jobs in Costa Mesa, CA
- Client Services Associate jobs in Murrieta, CA
- Client Services Associate jobs in El Cajon, CA
- Client Services Associate jobs in Rialto, CA
- Client Services Associate jobs in Vista, CA