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Client Associate Jobs in Livermore, CA

30+ days ago

Palo Alto, CA
  • Full time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

30+ days ago

San Mateo, CA
  • $30.77ā€“$35.90 / hour

Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.

30+ days ago
New

San Ramon, CA
Remote
  • $30.77ā€“$35.90 / hour

p>California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

  • Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client.

    • 2 days ago
    New

    Danville, CA

    li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    3 days ago
    New

    Santa Clara, CA

    li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    3 days ago

    Dublin, CA

    li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    10 days ago

    Walnut Creek, CA

    li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    30+ days ago

    Redwood City, CA

    Job Responsibilities: ā€¢ Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades ā€¢ Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation ā€¢ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports ā€¢ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires ā€¢ Support business unit operational procedures and compliance requirements (e.g. Required Qualifications, Capabilities, and Skills: ā€¢ A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment ā€¢ If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam ā€¢ A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.

    30+ days ago

    Walnut Creek, California

    Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real lifeā€”plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world.

    The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

    30+ days ago

    San Mateo, CA
    • Full time

    Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    30+ days ago

    Redwood City, CA
    • Full time

    Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    30+ days ago
    Morgan Stanley logo

    Palo Alto, California

    Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arenā€™t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

    Job Posting Pay Range

    Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment.

    14 days ago

    Walnut Creek, CA
    • $25ā€“$44 / hour

    Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply Ɨ To proceed with your application, you must be at least 18 years of age.

    28 days ago

    Mountain View, CA
    • $27ā€“$33 / hour

    li>Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.

    As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.

    22 days ago

    Menlo Park, CA
    • $75,000ā€“$90,000 / year

    Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Associate, Private Wealth Client Services plays a key role in delivering exceptional experiences for high-net-worth and ultra-high-net-worth individuals.

    30+ days ago

    Walnut Creek, CA
    • $60,000ā€“$75,000 / year

    Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

    30+ days ago
    Morgan Stanley logo

    Menlo Park, California

    Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arenā€™t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

  • Identify and assist with Firm services and solutions that support clientsā€™ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

    • 30+ days ago
    CBRE Group Inc logo

    Santa Clara, CA

    p>About the Role:

    As a CBRE Maintenance Associate, you will be part of a critical team providing specialized meeting logistics and workplace experience functions for one of CBRE's most prestigious Life Sciences clients!

    CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance.

    14 days ago

    San Jose, CA
    • $67,880ā€“$128,690 / year

    Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.

    30+ days ago

    Hayward, CA

    In this position, you'll support client relationships, ensure their needs are met, and contribute to the successful execution of event marketing campaigns. Support event logistics and coordination, including venue setup, inventory management, and on-site assistance.

    9 days ago

    Redwood City, CA
    • $18ā€“$23 / hour

    Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation. The CSC Associate provides essential administrative support to the team, helping ensure smooth day-to-day operations within the office.

    30+ days ago

    San Ramon, CA
    • $50,100ā€“$82,800 / year

    Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    27 days ago
    Gallagher logo

    Walnut Creek, California

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  • Bachelor's degree with minimum 1+ years client service management experience OR- High School degree/GED with a minimum of 3+ years client service management experience .
    • Proficiency in EPIC agency management system and Microsoft Office. .

    • 25 days ago

    Union City, CA

    At BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all.

    Benefits And Perks:

    • Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients.

    30+ days ago

    Berkeley, CA
    • $105,000ā€“$120,000 / year

    SB 791 and AB 810 Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Berkeley Law Executive Education helps legal practitioners and business professionals, as well as government and nonprofit leaders, meet their professional goals by delivering world-class certificate programs that teach hard and soft skills, elicit insights that lead to more effective problem-solving, and expand participants' networks.

    27 days ago

    Union City, CA

    p>Benefits And Perks: Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients.

    The Client Services Associate I holds a pivotal role in the organization and will act as the face of BillionToOne for our customers, including physicians, OB/GYN clinics, auxiliary staff, and patients.

    30+ days ago

    CA
    • $81,500ā€“$103,500 / year

    Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).

    30+ days ago

    Fremont, CA
    • $43,160ā€“$63,050 / year

    Preferred Skills Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    30+ days ago

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