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Keywords: Client Associate, Location: California

Page: 5

Client Relationship Associate

: We are looking for an exceptional Client Relationship Associate to support enterprise client relationships and provide white-glove service experiences... of Client Relationship Managers who serve as the primary points of contact for ultra-high-net-worth advisors, their clients...

Location: San Diego, CA
Posted Date: 03 Dec 2025
Salary: $67000 - 75000 per year

Client Service Associate, Employee Benefits

insurance solutions. The Client Service Associate works collaboratively with the service team to manage a book of business.... Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client...

Location: Diamond Bar, CA
Posted Date: 03 Dec 2025
Salary: $23 - 26.5 per hour

J.P. Morgan Advisors - Senior Client Associate - Palo Alto

Job Category: Client Advisory Job Description: Unlock your potential as a Client Associate at J.P. Morgan Advisors... and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role...

Company: JPMorgan Chase
Location: Palo Alto, CA
Posted Date: 03 Dec 2025

Registered Client Associate

how to take care of people? Can you anticipate next steps? We're looking for a Registered Client Associate: support client advisors... in delivering exceptional client service and experience be point-of-entry contact for clients with account queries or orders, stock...

Company: UBS
Location: Irvine, CA
Posted Date: 26 Nov 2025
Salary: $60000 - 70000 per year

Tax Senior Associate – Private Client Services

to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join our Private Client... a commitment to delivering exceptional client services. What it Means to Work for EisnerAmper: You will get to be part...

Company: EisnerAmper
Location: La Jolla, CA
Posted Date: 22 Nov 2025

Client Associate I

be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY The Client Service Associate.... The Client Service Associate will have a daily and active role client retention and growth through excellent customer...

Location: Roseville, CA
Posted Date: 21 Nov 2025
Salary: $23.5 - 28.17 per hour

Registered Client Associate

as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted... and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems...

Posted Date: 16 Nov 2025
Salary: $50000 - 80000 per year

Senior Client Associate

individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor... markets throughout the United States, as well as an office in London. The Firm oversees $193 billion in client assets...

Posted Date: 16 Nov 2025
Salary: $100000 per year

Client Associate

a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor... markets throughout the United States, as well as an office in London. The Firm oversees $193 billion in client assets...

Posted Date: 15 Nov 2025
Salary: $85000 per year

Registered Client Service Associate

Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings... Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service...

Location: Monterey, CA
Posted Date: 12 Nov 2025
Salary: $30.81 - 41.63 per hour

Client Service Associate - NR

here at Stifel, where success meets success. What You'll Be Doing: Under immediate supervision, Client Services Associate (NR...) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs...

Company: Stifel
Location: San Francisco, CA
Posted Date: 09 Nov 2025

Client Relations & Lifestyle Associate

We are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent our brand in high-end social..., and private gatherings. Understand client preferences and deliver thoughtful, detail-oriented support. Create a warm...

Company: Worthland
Location: San Francisco, CA
Posted Date: 08 Nov 2025
Salary: $50000 - 200000 per year

Client Relations & Lifestyle Associate

We are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent our brand in high-end social..., and private gatherings. Understand client preferences and deliver thoughtful, detail-oriented support. Create a warm...

Company: Worthland
Location: Los Angeles, CA
Posted Date: 08 Nov 2025
Salary: $50000 - 200000 per year

Associate Veterinarian – Great Hours, Supportive Team, and Compassionate Clients, Riverside, CA

Associate Veterinarian – Riverside, CA A well-established companion animal practice in Riverside, California... is seeking a compassionate and motivated Associate Veterinarian to join their dedicated medical team. This opportunity is perfect...

Company: Desort
Posted Date: 06 Nov 2025
Salary: $150000 - 220000 per year

Associate Veterinarian – Great Hours, Supportive Team, and Compassionate Clients, Riverside, CA

Associate Veterinarian – Riverside, CA A well-established companion animal practice in Riverside, California... is seeking a compassionate and motivated Associate Veterinarian to join their dedicated medical team. This opportunity is perfect...

Company: Desort
Location: Stockton, CA
Posted Date: 06 Nov 2025
Salary: $150000 - 220000 per year

Client Operations & Servicing Associate

as an innovator, industry thought leader and trusted advisor to our clients. Position Description The Client Reporting team serves... as a central operational liaison, focusing on oversight, client servicing, operational efficiency, and relationship management. The...

Company: PIMCO
Location: Newport Beach, CA
Posted Date: 06 Nov 2025
Salary: $87000 - 93000 per year

Client Service Associate

standard of care. The Client Service Associate assists with the development and growth of business through engaging... for a Registered Client Service Associate Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment...

Company: Morgan Stanley
Location: Menlo Park, CA
Posted Date: 01 Nov 2025
Salary: $34320 - 90000 per year

Associate, Fund/Client Accounting II

Associate, Fund Client Accounting At BNY, our culture allows us to run our company better and enables employees' growth... team member for the role of Associate, Fund Client Accounting II to join our Fund Accounting team. This role is located...

Company: BNY Mellon
Location: Los Angeles, CA
Posted Date: 30 Oct 2025
Salary: $52000 - 70000 per year

Associate, Fund/Client Accounting II

Associate, Fund Client Accounting At BNY, our culture allows us to run our company better and enables employees' growth... team member for the role of Associate, Fund Client Accounting II to join our Fund Accounting team. This role is located...

Company: BNY Mellon
Location: Los Angeles, CA
Posted Date: 30 Oct 2025
Salary: $52000 - 70000 per year

Associate, Fund/Client Accounting II

Associate, Fund Client Accounting At BNY, our culture allows us to run our company better and enables employees' growth... team member for the role of Associate, Fund Client Accounting II to join our Fund Accounting team. This role is located...

Company: BNY Mellon
Location: Los Angeles, CA
Posted Date: 30 Oct 2025
Salary: $52000 - 70000 per year