3d
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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
1mo
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Client Associate
Palo Alto, California, United States
$73k-$80k/yr OnsiteFull Time
1+ YOEBachelor's degree in Business/Finance/Accounting, 1+ years client service experience, Series 7 and 66 (or obtain within 6 months; UBS sponsors), proficiency in Microsoft Office Suite, strong written and verbal communication.
Microsoft Office Suite
1mo
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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
1mo
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Client Service Associate
Oakland, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client support for financial advisors, execute money movement transactions, manage calendars and admin tasks, strong Microsoft Office skills, detail oriented, willing to obtain Series 7/63/65/66 licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
4d
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
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
3w
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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
1w
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
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
1mo
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Client Service Associate (San Jose, CA)
San Jose or United States or Canada or United Kingdom or Germany
$45k-$70k/yr OnsiteFull Time
Provide high-touch administrative support to financial advisors, service clients, process transactions, open accounts, use CRM and Excel; HS diploma required; securities experience preferred but not required.
CRM, Microsoft Excel
4d
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Experience supporting advisors and clients, familiarity with account setup/onboarding, trade support, invoicing, and client communications; proficiency with DocuSign, Concur, Salesforce, and Black Diamond; strong organization and communication skills.
DocuSign, Concur, Salesforce, Black Diamond
2mo
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, strong organizational and communication skills, client-facing experience, knowledge of investments/banking/credit products, ability to analyze data and meet deadlines; Series 7/63 or 7/66 required or willing to obtain within 150 days; Bachelor's degree or equivalent.
4w
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Associate, Client Onboarding Specialist
Foster City, California, United States
$70k-$100k/yr HybridFull Time
1+ YOEBachelor's degree required; 1+ years client service/onboarding or financial services experience preferred. Strong communication, organization, attention to detail, judgment, and client-service mindset. Salesforce experience a plus.
Salesforce
1w
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, bachelor's degree or equivalent, Series 7 and Series 63 or 66 (or willing to obtain within 150 days), client-facing, knowledge of investments/banking/credit, strong communication and analytical skills.
2mo
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Part Time Seasonal Client Associate - Broadway Plaza CA
Walnut Creek, California, United States
$18-$18/hr OnsiteMultiple Commitments Available
1+ YOEPart-time retail role requiring at least 1 year in client services; ability to work weekends/evenings/holidays; strong communication; proficient with POS and MS Office.
Microsoft Applications, POS systems
3d
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Client Service Associate (Teller)- Mountain View, CA
Mountain View, California, United States
$21-$33/hr OnsiteFull Time
0+ YOEHigh school diploma or equivalent; 0–2 years cashiering, banking or customer service experience; strong balancing and customer service skills; ability to cross-sell products; basic math proficiency.
2d
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Client Relations Associate - Entry Level
Oakland, California, United States
OnsiteFull Time
Bachelor's degree preferred; strong written/verbal communication, organizational and multitasking skills; customer-focused; proficiency with Microsoft Office, Google Workspace, and CRM; internship or related experience preferred.
Microsoft Office, Google Workspace, CRM
4w
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Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
4+ YOEBachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
1mo
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Client Manager
San Jose, California, United States
$85k-$87k/yr OnsiteFull Time
2+ YOE2+ MgmtBachelor/Associate/HS + relevant years of management experience (2–5 years), driver’s license for business driving, proficiency with Microsoft Office and BI tools, strong communication, financial and team management skills.
Microsoft Office, Business Intelligence Platform, AI technology
2w
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Mail Services Associate - Mountain View CA
Mountain View, California, United States
$22-$26/hr OnsiteFull Time
3+ YOEHigh school diploma/GED and 3+ years related experience; strong Microsoft Office skills; ability to audit deliveries, process shipments, handle mailroom operations, and communicate with internal clients.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
Danville, California, United States
$29-$40/hr OnsiteFull Time
Must obtain/hold Series 7 and Series 66 (or 63/65) and Life & Health Insurance license within 60 days; SIE required if registered after Oct 1, 2018. Role requires client service, account operations, KYC and compliance adherence.
1mo
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ASSISTANT DIR, DINING SERVICES, NORTHEASTERN UNIVERSITY (CA)
Oakland, California, United States
$65k-$90k/yr OnsiteFull Time
1+ YOE1+ Mgmt1–3 years food service management experience; leadership, financial acumen, and client-relationship skills; proficiency with Microsoft Office; Associate's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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