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141 Results for

Client Associate Jobs in Mountain View, CA

Posting End Date:. $30.77 - $45.67

Benefits .

9 days ago

San Francisco, 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

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 Francisco, CA

p>Your responsibilities will include:

  • Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients' projects, often under tight deadlines. Throughout your workday, you'll work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.

30+ days ago

San Francisco, CA
  • $90,000–$110,000 / year

p>Your responsibilities will include:

  • Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients' projects, often under tight deadlines. Throughout your workday, you will work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.

30+ days ago

San Francisco, CA

p>Your responsibilities will include:

  • Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients' projects, often under tight deadlines. Throughout your workday, you'll work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.

30+ days ago
CBRE Group Inc logo
New

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.

2 days ago
New

San Ramon, CA
Remote
  • $30.77–$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.

    • 3 days ago

    San Mateo, CA
    • $30.77–$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

    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.

    11 days ago

    San Francisco, California

    ul>

  • Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

    • 16 days ago

    San Francisco, CA

    You will collaborate with key partners across the Affluent segment and other lines of businesses using your strong communication and project management skills to deliver results and enhance the client experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

    30+ days ago

    Redwood City, CA

    Job Responsibilities: • 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 • 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 • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires • Support business unit operational procedures and compliance requirements (e.g. Required Qualifications, Capabilities, and Skills: • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam • 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
    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.

    4 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.

    4 days ago

    San Francisco, California

    style="min-height:1.5em">2+ years of experience in Account Management, Client Success, or a client-facing role (preferably in tech, MSP, SaaS, or IT services). style="min-height:1.5em">Commitment to Diversity: Network Right best serves our employees, as well as our clients, when we foster a diverse, equitable, and inclusive workplace.

    30+ days ago

    San Francisco, CA
    • $25–$30 / hour

    Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world, specializing in goals-based wealth management, including planning for retirement, education, legacy and other life goals through investment advice and guidance.

    30+ days ago

    San Francisco, California

    In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.

    Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors..

    16 days ago

    San Mateo, CA
    • $25–$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 × To proceed with your application, you must be at least 18 years of age.

    30+ days ago

    San Francisco, CA
    • $25–$44 / hour

    Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. 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.

    30 days ago

    San Francisco, CA
    • $25–$44 / hour

    Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

    Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

    30+ days ago

    Redwood City, CA
    • $18–$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 Francisco, CA
    • $67,880–$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

    San Francisco, CA

    p>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 a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

    30+ days ago

    San Francisco, CA
    • $88,990–$108,930 / 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. What you will do: Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.

    30+ days ago

    San Ramon, CA
    • $50,100–$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.

    28 days ago

    San Francisco, CA
    • $72,000–$90,000 / year

    At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.

    30+ days ago

    San Francisco, California

    ul>

  • Client Account & Service Excellence: Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.  .

    • 16 days ago

    CA
    Remote
    • $95,000–$105,000 / year

    Support Enterprise Employer Accounts • Serve as a day-to-day contact for assigned employer clients • Support senior CGS leaders on large strategic accounts, assisting with meeting preparation, follow-ups, reporting, and execution of account plans • Build strong working relationships with client stakeholders and consultants • Track client goals, KPIs, and engagement metrics to ensure alignment • Deliver Reporting & Maintain Client Health • Prepare performance reports, engagement summaries, and ROI analyses • Support Monthly and Quarterly Business Reviews • Monitor client health indicators and flag potential risks to senior leadership • Coordinate internally to resolve operational issues impacting client experience • Drive Adoption & Engagement • Support strategies to increase enrollment and member engagement • Coordinate client-facing communications, campaigns, and webinars with Marketing • Analyze performance data to identify trends and opportunities • Support Renewals & Growth • Assist with renewal tracking, documentation, and timeline management • Identify potential expansion opportunities and escalate to senior leaders • Maintain renewal readiness materials and client documentation. 1-3 years of experience in client success, account management, consulting, or customer-facing roles (SaaS or healthcare preferred) Strong organizational skills and attention to detail Analytical mindset with ability to translate data into insights Clear and professional communication skills Comfortable managing multiple priorities in a fast-paced environment Proactive, collaborative, and eager to learn Interest in enterprise account management and client growth strategy Willingness to travel as needed Experience using CRM systems such as Salesforce (SFDC) preferred Familiarity with ticketing platforms such as Zendesk preferred Exposure to cross-functional project management tools such as JIRA preferred.

    30+ days ago

    San Francisco, California

    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 a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

    30+ days ago

    San Francisco, California
    Remote
    • $2,000–$3,000

    h5>https://www.careers-page.com/hirenow-staffing-inc/job/9346664Y.

    This opportunity is designed for highly motivated professionals who thrive in fast-paced environments, communicate effectively with clients and stakeholders, and demonstrate strong ownership over project execution and relationship management..

    30+ days ago

    San Francisco, California

    li>Serving as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients.

    The expected base salary for this role in San Francisco, California will range from $125,000-$150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

    16 days ago

    Oakland, CA

    The Client Services Associate is the outward face of our company with the overarching goals and responsibilities to represent our company to new clients, support our current clients and make sure their issues are resolved appropriately and in a timely manner. With an Entrust self-directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more.

    25 days ago

    CA
    • $81,500–$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

    San Francisco, CA
    • $27–$30 / hour

    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.

    16 days ago

    San Francisco, California
    • $80,000–$104,000 / year

    This role focuses on the Total Plan Manager product (formerly known as the Caissa Platform), which is the MSCI Private Assets investment analytics platform for institutions, with multi-asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage Total Plan Manager to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities.

    9 days ago

    Mountain View, CA
    • $27–$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.

    23 days ago

    San Francisco, CA
    • Full time

    You will collaborate with key partners across the Affluent segment and other lines of businesses using your strong communication and project management skills to deliver results and enhance the client experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

    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

    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

    San Francisco, 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

    30+ days ago

    San Jose, CA
    • $78,320–$109,280 / year

    Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.

    30+ days ago
    Ameriprise logo

    San Jose, California

    As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.

    Business Support & Operations

    Line of Business .

    10 days ago

    San Francisco, CA
    • $70,400–$76,000 / year

    Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications. The ideal candidate is deeply immersed in consumer culture including lifestyle, tech, entertainment, fandom and sports, and brings a strong point of view on what's trending across media, social platforms, and the broader cultural landscape.

    24 days ago
    New

    San Jose, CA
    Remote
    • Full time

    p>AO Globe Life is seeking experienced professionals to join our fully virtual team, supporting union members and credit union clients nationwide.

    This opportunity is well-suited for professionals with a background in benefits, financial services, client advising, or consultative roles who are looking for purpose-driven work, flexible scheduling, and long-term career growth in a remote environment.

    Today

    San Francisco, CA
    • $80,000–$115,000 / year

    Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

    30+ days ago

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