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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. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne's Fetal Cell Capture Technology.

BillionToOne

Client Services Associate I, Oncology

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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.

HOUR

California Bank & Trust

Client Service Associate (Teller)- Mountain View, CA

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Part-Time Client Service Associate (Teller) - San Mateo, Ca

Advisor and Internal Support: Support internal advisors and Private Client team members by preparing meeting materials, coordinating follow-up items, tracking open tasks, and helping ensure client needs are addressed timely and accurately. Systems, Workflow, and Data Integrity: Use Salesforce, custodian platforms, reporting portals, secure delivery tools, and internal systems to manage workflows, track status, document activity, maintain accurate records, and support timely follow-through.

Evolve Talent Partners

Associate - Private Client Services

Crelate

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.

YEAR

Financial Engines

Client Service Associate

The Client Service Associate supports financial advisors with high-level administrative and operational tasks, coordinates client meetings, manages account and service requests, and ensures smooth office operations. Exhibit working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, and charitable giving practices.

Wealth Enhancement Group Acquisition

Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees. Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary.

Mariner

The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings.

Client Services Associate

Edelman Financial Engines LLC

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.

Edelman Financial Engines

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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.

Entrust Administration, Inc

HiringThing

Entrust Administration

In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .

Homebasedcareersintravel

Client Service Associate – Travel (Remote)

Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. 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.

Citigroup Inc.

Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing reports.

Cerity Partners LLC

The Client Service Associate role focuses on supporting clients and advisors by executing administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing reports.

Cerity Partners

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.

Blackstone Restaurant

Blackstone Private Wealth - Client Services, Associate

IRecruitee

The BitGo Prime team is a dynamic, high performing group that provides critical operational service to our institutional trading, lending, and borrowing clients in partnership with our Trust custody and compliance entity; global account managers and salespeople; and finance and accounting. Active in both centralized and decentralized finance, BitGo offers market leading trading, lending, and borrowing services through its prime brokerage services and acts as the custodian for WBTC, the leading global stablecoin for Bitcoin.

BitGo, Inc.

Prime Client Services Associate

In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.

TransPerfect

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details .

Client Service Associate Jobs in San Leandro, CA

Client Services Associate I, Oncology BillionToOne

Client Service Associate (Teller)- Mountain View, CA California Bank & Trust

Part-Time Client Service Associate (Teller) - San Mateo, Ca California Bank & Trust

Associate - Private Client Services Evolve Talent Partners

Client Service Associate Financial Engines

Client Service Associate Wealth Enhancement Group Acquisition

Client Service Associate Mariner

Client Services Associate SPS

Client Service Associate Edelman Financial Engines LLC

Client Service Associate Edelman Financial Engines

Client Services Associate Entrust Administration, Inc

Client Services Associate Entrust Administration

Client Service Associate – Travel (Remote) Homebasedcareersintravel

Client Services Associate Citigroup Inc.

Client Service Associate Cerity Partners LLC

Client Service Associate Cerity Partners

Blackstone Private Wealth - Client Services, Associate Blackstone Restaurant

Prime Client Services Associate BitGo, Inc.

Client Services Associate TransPerfect

Client Associate / Registered Client Associate Royal Bank of Canada

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