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Client Associate Jobs in Walnut Creek, CA

345 CALIFORNIA STREET:SAN FRANCISCO

City:.

United States of America

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5 days ago

San Francisco, CA
  • $80,000–$100,000 / year

An employees pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

  • Client Interaction: Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.

    • 30+ days ago

    San Francisco, California

    An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

  • Client Interaction: Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.

    • 30+ days ago
    Wells Fargo & Co logo

    San Francisco, CA
    • $30.77–$45.67 / hour

    li>Execute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

    9 days ago

    Mill Valley, CA
    • $25–$45 / 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. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAThis job will be open and accepting applications for a minimum of seven days from the date it was posted.

    12 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

    p>As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.

    JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

    30+ days ago

    San Francisco, CA

    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. Job responsibilities: 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

    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 life—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

    Corte Madera, 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 life—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 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

    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
    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.

    • 4 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, 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

    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
    • $220,000–$250,000 / year

    li>Firm knowledge: Develop a comprehensive understanding of the Firm's overarching strategy, key strengths (including market-leading positions and awards), leadership, and core offerings (such as high-value products, CLEs, Pro Bono initiatives, Sustainability, and DEI) to confidently engage in discussions with clients on these topics.

    Working closely with Client Service Directors (CSDs), broader client teams, and business services functions, the AD's priority is client development (driving demand) for the firm's high-value services, while also working to deepen client relationships and ensure operational excellence in managing client accounts.

    19 days ago

    Walnut Creek, California

    Key responsibilities include overseeing compliance processes, serving as the primary point of contact for lending, fulfillment, and underwriting leaders, partnering with Lending Market leaders on client escalations, and performing pipeline reviews to ensure completion of pre and post initial credit decision tasks and client contact routines.

    US - CA - Brea - Non BAC Address - 275 Valencia Ave - Brea Center - Rs (CA7999), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813), US - MA - Haverhill - 191 Merrimack St (MA6133), US - NY - Brooklyn - 474 Fulton St (NY5615).

    11 days ago

    San Francisco, CA
    • $120,000–$150,000 / year

    li>Possess strong wealth management acumen, along with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations.

  • Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.

    • 9 days ago

    San Francisco, CA
    • $100,000–$130,000 / year

    li>Build a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations.

  • Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.

    • 9 days ago
    The Stepping Stones Group LLC logo

    Fremont, CA
    • $32–$36 / hour

    What You'll Do Deliver direct ABA therapy to children in home and community settings Assist with Functional Behavior Assessments (FBAs) under BCBA guidance Support development and implementation of individualized ABA programs Collect, analyze, and document behavioral data and session notes Model best practices and provide clinical support to Behavior Technicians Participate in individual and group supervision to accrue BCBA hours Coach caregivers on evidence-based behavioral strategies Collaborate with BCBAs and regional clinical leaders to ensure treatment fidelity Attend trainings, team meetings, and mentorship opportunities How Success Is Measured Success in this role is defined by: Consistent skill development and clinical growth Strong engagement in supervision and feedback Ethical, compassionate, and data-driven practice Effective collaboration with supervisors, technicians, and families Progress toward BCBA certification milestones ____ Qualifications Completed at least 9 hours of ABA coursework units as part of a Masters Degree programExperience delivering ABA services to children with autism or developmental disabilities Interest in supervision, mentorship, and clinical leadership Strong organizational and communication skills Commitment to ethical, assent-based careReliable transportation and ability to travel locally ____ Why CAS Is Different We intentionally design mid-level home-based roles that: Provide structure and supervision - not isolation Protect learning while building real competence Create clear, supported pathways to BCBA roles Invest in clinicians early and intentionally ____ Not Ready to Make the Jump - but Know Someone Who Is? Prospect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St.

    23 days ago

    San Francisco, CA
    • $260,000–$390,000 / year

    Other Skills and Abilities:The following will also be required of the successful candidate:Strong organizational skillsStrong attention to detailExcellent judgmentStrong interpersonal communication skillsStrong analytical and problem-solving skillsAble to work harmoniously and effectively with othersAble to preserve confidentiality and exercise discretionAble to work under pressureAble to manage multiple projects with competing deadlines and prioritiesAble to work independently with a high degree of initiative, creativity, and self-motivation in a distributed team environmentSalaries vary by location and are based on numerous factors, including, but not limited to, the relevant market, skills, experience, and education of the selected candidate. Assist in business development efforts for the Litigation GPG and PATs, including compiling, organizing, and making available client pitch materials, identifying relevant issues and developments for clients, and preparing contributions to client-facing publications (e.g., bulletins, newsletters, etc.).Regularly communicate with the lawyers to establish legal project management processes to track information at all stages of a matter and conduct post-matter reviews of lessons learned to update knowledge content and to obtain information in determining what knowledge resources are most relevant.

    30+ days ago
    New

    San Francisco, CA
    • $365,000–$415,000 / year

    Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

    6 days ago
    New

    San Francisco, CA
    • $365,000–$415,000 / year

    Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

    6 days ago
    New

    San Francisco, CA
    • $365,000–$415,000 / year

    Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

    6 days ago
    New

    San Francisco, CA
    • $365,000–$415,000 / year

    Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

    6 days ago

    San Francisco, CA
    • $120,000–$150,000 / 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.

  • Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations.

    • 9 days ago

    Walnut Creek, California

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    US - CA - Brea - Non BAC Address - 275 Valencia Ave - Brea Center - Rs (CA7999), US - CA - Pasadena - 880 E Colorado Blvd - Lake-colorado (CA9110), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813), US - MA - Worcester - 100 Front St - BANK OF AMERICA (MA6231), US - MD - Bethesda - 7501 Wisconsin Ave (MD9983), US - MD - Columbia - 10320 LITTLE PATUXENT PKWY - MERRILL LYNCH BUILDING (MD4935), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY II (MD5032). 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.

    11 days ago

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