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202 client services associate jobs at 93 companies in Vacaville, CA

3mo
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Work From Home - Client Services Associate
Sacramento, California, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client services role in financial services; strong communication, teamwork, and integrity required.
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2w
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Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1-3 years client service experience (finance preferred), bachelor's degree preferred, strong communication, detail orientation, and proficiency with Microsoft Office.
Microsoft Office
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6d
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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
$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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6d
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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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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 Associate - Roseville
Roseville, California, United States
$17-$19/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOE1+ year client services or retail experience; strong sales and customer service orientation; proficient with Microsoft applications and POS systems; strong communication; available nights, weekends, and holidays.
Microsoft Applications, Point-of-sale (POS) systems
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1w
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Registered Client Associate
San Francisco, California, United States
$31-$46/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOEFINRA Series 7 and 63 (or equivalents) required, 1+ year brokerage/client support experience, customer service and administrative skills, Microsoft Office proficiency, strong communication and prioritization skills.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint
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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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1d
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Client Strategy Associate
Napa, California, United States
$65k-$80k/yr RemoteFull Time
Endsight
Endsight: Managed IT and cybersecurity services for small businesses.
3+ YOE3–5 years in client success/account coordination or service delivery, CRM/PSA experience, strong organization, communication, data and workflow-management skills.
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1w
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Client Associate (Hybrid position)
San Francisco, California, United States
$90k-$105k/yr HybridFull Time
Bailard
Bailard: Independent wealth and asset management firm.
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
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1w
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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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1mo
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Client Service Associate
Oakland, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support for Financial Advisors; must have high school diploma, strong Microsoft Office skills, attention to detail, and willingness to obtain Series 7/63/65/66 licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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3w
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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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3mo
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Client Relations Associate
San Francisco, California, United States
$55k-$70k/yr OnsiteFull Time
Network Right
Network Right: Provides managed IT services and support for growing companies.
2+ YOE2+ years in account management or client-facing roles in tech; degree preferred; strong communication and organization; proactive; Jira a plus; independent in fast-paced environments.
Jira
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2mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support to Financial Advisors; strong client-centric approach; adaptable with technology; in-office role with flexibility.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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4w
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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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4d
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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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1w
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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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3w
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Client Service Associate - Natoma Wealth
Folsom, California, United States
$60k-$75k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
3+ YOE3+ years financial or client service experience; Series 65 required or must obtain within 6 months; strong Microsoft Office/Outlook skills; Salesforce experience a plus; BA/BS preferred.
Microsoft Office, Microsoft Outlook, Salesforce
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