228 client services associate jobs at 99 companies in Winnetka, CA
2w
Save
Mark Applied
Hide
Client Services Associate
Los Angeles, California, United States
$85k-$105k/yr OnsiteFull Time
1+ YOEAt least 1 year of client associate experience in financial services, a bachelor's degree, strong customer service and organizational skills, Microsoft Office and DocuSign proficiency, and US work authorization.
Salesforce, Microsoft Office, DocuSign
3w
Save
Mark Applied
Hide
Client Services Associate
Santa Monica, California, United States
$80k/yr OnsiteFull Time
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
1w
Save
Mark Applied
Hide
Client Services Associate
Culver City, California, United States
$18-$19/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent, with at least 1 year of relevant experience preferred. Requires customer service, communication, organization, multitasking, problem-solving, MS Office, and basic office equipment skills.
Microsoft Office, Greenhouse Applicant Tracking System
1mo
Save
Mark Applied
Hide
Premier Client Services Associate
Pasadena, California, United States
$20-$27/hr OnsiteFull Time
2+ YOEHigh school diploma plus 3 years customer service (or Associate’s degree plus 2 years); familiarity with new account opening and loan operations; strong communication, organization, and Microsoft Office skills; legal authorization to work in the U.S.; no visa sponsorship.
Microsoft Office
2mo
Save
Mark Applied
Hide
Associate, Client Services - 2027 Start Dates
Los Angeles, California, United States
$77k-$102k/yr OnsiteFull Time
Early-career commercial role requiring strong phone communication, cold-calling, project ownership, ability to manage multiple clients, fast learning, and a target-driven mindset.
1d
Save
Mark Applied
Hide
Client Services Representative
Camarillo or Monrovia or Claremont or Pasadena or California
$22-$24/hr OnsiteFull Time
2+ YOETwo years of customer service experience required; medical scheduling and Microsoft Office experience preferred. Associate degree, California driver's license, insurance, Spanish, and COVID-19 vaccination preferred or required as stated.
Microsoft Outlook, Microsoft Office, Microsoft SharePoint, Windows OS, PM/EHR System
1mo
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Los Angeles, California, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) required or willingness to obtain.
Word Processing Software, Desktop Tools
1mo
Save
Mark Applied
Hide
Senior Associate – Private Client Services
Los Angeles, California, United States
$99k-$124k/yr OnsiteFull Time
2+ YOE2+ years relevant tax experience; Bachelor's or advanced degree (MAcc,MST,JD) preferred; minimum GPA 3.0; CPA or JD credential desired; strong communication and technology proficiency.
9h
Save
Mark Applied
Hide
Client Services and Sales Associate
Hawthorne, California, United States
$19-$21/hr OnsitePart Time
Strong sales background, customer service skills, rapport-building and negotiation abilities, and familiarity with point-of-sale systems; Zenoti experience is a plus.
Point of Sale (POS), Zenoti
1mo
Save
Mark Applied
Hide
Client Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2 years client-service or finance experience preferred; strong communication, attention to detail, and proficiency with Microsoft Office; bachelor’s degree preferred.
Microsoft Office
1mo
Save
Mark Applied
Hide
Client Associate
El Segundo, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOEPreferred Series 7 and 66 licenses, ~2 years client service/finance experience preferred, bachelor's preferred, excellent communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office
2w
Save
Mark Applied
Hide
Client Associate
Los Angeles, California, United States
$65k-$85k/yr OnsiteFull Time
2+ YOERequires Series 7 and 66 licenses or willingness to obtain them within 180 days, 2–5 years of client service or operational experience, Microsoft Office proficiency, financial product knowledge, and strong organizational skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
Save
Mark Applied
Hide
Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
4w
Save
Mark Applied
Hide
Treasury Management Client Services Associate II
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yr OnsiteFull Time
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
3w
Save
Mark Applied
Hide
Client Service Associate
Los Angeles, California, United States
$55k-$75k/yr OnsiteFull Time
3+ YOEAssociate's degree, 3+ years of professional experience, financial services or brokerage experience preferred, BETA and FIS proficiency, Microsoft Excel, quality control, communication, and critical-thinking skills.
BETA, FIS, FIS Phase 3, CDM, Microsoft Excel, E-Verify
1mo
Save
Mark Applied
Hide
Registered Client Associate
Seal Beach, California, United States
$65k-$75k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
1mo
Save
Mark Applied
Hide
Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
1mo
Save
Mark Applied
Hide
Registered Client Service Associate
Oxnard, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; Series 7 and Series 66 or Series 63+65 required; strong Microsoft Office skills; client relationship and transaction processing experience.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Los Angeles, California, United States
$25-$44/hr OnsiteFull Time
1+ YOE1+ years experience; client-service focused; comfortable with changing responsibilities; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; pursuing or holding SIE/Series licenses preferred; high school diploma or GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
Save
Mark Applied
Hide
Client Service Associate
Los Angeles, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Willingness to obtain Series 7 and Series 66 or Series 63 and 65. Strong MS Office skills, client service orientation, detail-oriented, and ability to support financial advisors and execute client transactions.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Explore Jobs