1,517 Results for

Client Service Associate Jobs in San Leandro, CA

Jobs

Pleasanton, CA

$150,000–$200,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

6 days ago

San Francisco, CA

Remote

$115,000–$195,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. My client is seeking to add an Associate Attorney to our Toxic Tort practice group in any of our four California offices (San Francisco, Walnut Creek, Los Angeles and Irvine).

6 days ago

Oakland, CA

Remote

$125,000–$175,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will handle medical malpractice defense matters and general civil defense cases, working directly alongside experienced trial partners who assign and supervise cases.

6 days ago

San Francisco, CA

Remote

$160,000–$200,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Provide comprehensive legal counsel to municipalities and government entities on a variety of issues including land use, zoning, code enforcement, public contracts, public finance, and more.

6 days ago

San Francisco, CA

$150,000–$225,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be joining a team of dedicated professionals committed to providing exceptional legal services to our public entity clients.

4 days ago

Palo Alto, CA

$250,000–$400,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is ideal for an attorney with 3–6 years of corporate transactional experience who has worked on venture financings and enjoys advising growth-stage companies and investors.

6 days ago

San Jose, CA

Remote

$105,000–$200,000 / year

Our practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

3 days ago

Walnut Creek, CA

Remote

$115,000–$195,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.

2 days ago

San Francisco, CA

$165,000–$200,000 / year

6 days ago

Walnut Creek, CA

Remote

$115,000–$195,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.

5 days ago

San Francisco, CA

$150,000–$250,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm’s practice is concentrated in complex, high-exposure catastrophic personal injury defense matters for sophisticated corporate clients, including companies with substantial self-insured retentions and deductibles.

5 days ago

San Mateo, CA

$175,000–$225,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a long-standing presence in Northern California, we offer a collaborative platform across multiple practice areas, including a highly sophisticated family law group that handles both straightforward and complex matters.

6 days ago

San Jose, CA

$100,000–$200,000 / year

3 days ago

San Francisco, CA

$120,000–$300,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Manage a caseload of complex litigation matters, from inception to resolution, including drafting pleadings, conducting discovery, arguing motions, and participating in trials and arbitrations.

6 days ago

Sausalito, CA

$140,000–$320,000 / year

6 days ago

Sausalito, CA

$150,000–$350,000 / year

3 days ago

Sausalito, CA

$200,000–$350,000 / year

6 days ago

San Francisco, TX

$310,000–$420,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Canadian residents may access our policies in English here and in French here.

4 days ago

Walnut Creek, California

$20.75–$24.37 / hour
Full time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Preferred Qualifications: .

9 days ago

Foster City, CA

$123,000–$190,900 / year

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We are seeking an intellectually curious recent economics graduate student with a passion for applied economic analysis and interest in learning more about the payments industry to join our team of economists covering the U.S. market. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

3 days ago

Novato, CA

$28–$32.20 / hour

Ideal candidates should have a Bachelor’s degree in a science or engineering-related field, or an Associate’s degree in science/biotech with 2+ years of experience in biotech manufacturing or related regulated industries..

Bachelor’s degree in a science or engineering-related field, or an Associate’s degree in science/biotech with 2+ years of experience in biotech manufacturing or related regulated industries.

11 days ago

San Jose, CA

p>Community Digital Channel Network (CDCN) is seeking a motivated and results-driven Outside Sales Associate to identify, develop, and maintain relationships with local businesses and organizations throughout the San Jose area. We are recognized as a Single Source Marketer by the City of San Jose and Santa Clara County, and we pride ourselves on delivering reliable service, measurable outcomes, and strong customer relationships.

1 day ago

San Francisco, CA

$260,000–$365,000 / year
Full time

Known for its strength in capital markets, the firm delivers innovative, high-value legal solutions worldwide, supported by a deeply collaborative culture, significant resources, and a strong reputation for excellence and thought leadership. Work on high-value capital markets transactions advising issuers, investors, and financial institutions across a range of securities offerings.

5 days ago

San Ramon, CA

$19.36–$21 / hour
Full time

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Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn<https://www.linkedin.com/company/lennar/> for the latest job opportunities. We reasonably expect the base compensation offered for this position to range from an hourly rate of $19.36 - $21, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.

This position may be eligible for bonuses.

30 days ago

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 .

11 days ago

Pleasanton, CA

$75,000–$110,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren'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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

30+ days ago

San Francisco, CA

$34,320–$90,000 / year

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

30+ days ago

Menlo Park, California

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’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 clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

30+ days ago

Palo Alto, California

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.

16 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, 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, CA

$130,000–$185,000 / year

p>Primary responsibilities include:

• Act as the primary operational point of contact for clients, custodians, consultants, and third parties • Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures • Understand the client's financial objectives and how Dodge & Cox fits into their overall investment strategy • Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines • Manage and execute client cash flows, asset transfers, and account maintenance • Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions) • Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits • Communicate and work with client's attorneys, CPAs, and outside advisors • Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance • Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder. or B.S.) with an excellent academic record • Minimum of five years of experience working with high net worth separate account clients • Familiarity with estate planning, various trust instruments, and personal financial planning preferred • Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products • Exceptional verbal and written communication skills; strong proofing and editing skills • Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented • Strong analytical and problem-solving skills • Ability to manage multiple priorities and meet tight deadlines • Collegial and collaborative • Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat • Comfortable with proactively soliciting input and feedback from colleagues.

30+ days ago

Walnut Creek, CA

$60,000–$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

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.

17 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.

1 day 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.

26 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..

17 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

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

San Francisco, California

p>The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing.

17 days ago

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.

30+ days ago

San Francisco, California

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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.  .

17 days ago

San Francisco, California

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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.

17 days ago

San Francisco, CA

$34,320–$90,000 / year

p>DUTIES AND RESPONSIBILITIES:

• CLIENT SUPPORT: • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Confirm authorization and authenticate client when processing requests • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors • Prepare financial plans, client reports, and other materials for client meetings • Review and take appropriate action on client account alerts.

Knowledge/Skills: Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

30+ days ago

San Francisco, CA

$80,000–$104,000 / year

p>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

Walnut Creek, CA

$34,320–$90,000 / year

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

30+ days ago

San Jose, CA

$45,000–$70,000 / year

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

19 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

Menlo Park, CA

$75,000–$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

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

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Client Service Associate Jobs in San Leandro, CA

Associate Attorney -- Student Services and Disabilities (2-5 years) Jobot

Toxic Tort Associate Attorney Jobot

Litigation Attorney - Medical Malpractice Defense Jobot

Associate Attorney-Municipal Law(Remote) Jobot

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Associate Attorney, Workers Compensation Jobot

Associate Attorney (Labor & Employment) Jobot

Associate Attorney (2-10+ years, Defense) -- Labor & Employment, Commercial Litigation Jobot

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Senior Associate Attorney/Partner -- Labor & Employment Defense (8-12+ years) Jobot

Trademark Associate Attorney Vaco LLC

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Associate U.S. Economist, Business and Economic Insights Visa Technology and Operations LLC

Manufacturing Associate Joulé

Outside Sales Associate Community Digital Channel NetWork (CDCN)

Associate, Capital Markets Page Group USA

Loan Officer Associate Lennar Homes

Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA Ameriprise

Registered Client Service Associate Morgan Stanley

Private Wealth Management Registered Client Service Associate Morgan Stanley

Client Service Associate Morgan Stanley

Senior Registered Client Service Associate Morgan Stanley

Client Service Associate NR Stifel Financial Corp

Client Service Associate - NR Stifel

Private Client Team - Client Service Associate Dodge & Cox

Client Service Associate, Shared Support Team Edelman Financial Engines LLC

Part-Time Client Service Associate (Teller)- Geary, San Francisco California Bank & Trust

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

Client Services Associate Entrust Administration, Inc

Client Service Associate (Mail and Office) SPS-North America

Client Services Associate I BillionToOne Inc

Client Services Associate I, Oncology BillionToOne Inc

Associate / Senior Associate, Client Service - SF Jordan Park Group

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Client Service, Senior Associate Freestone Capital Management

Private Wealth Management Client Service Associate - Proficiency: Mandarin Morgan Stanley

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Client Service Coordinator - Associate Pride Technologies LLC

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLC

Summer Associate, Client Service, Portuguese Speaker 2027 AlphaSights Ltd

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