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client service associate senior associate Jobs in Sausalito, California

  • Senior Client Service Associate

    Sausalito, CaliforniaVirtual Senior Client Service Associate Location: Sausalito, CA (Hybrid - 3 days on-site per week) Employment Type: Permanent Salary: $85,000 - $100,000 Company Overview A leading wealth management firm is seeking a Senior Client Service Associate to provide operational and...Full Job Details
  • Senior Client Service Associate

    Sausalito, CaliforniaVaco Senior Client Service Associate Location: Sausalito, CA (Hybrid - 3 days on-site per week) Employment Type: Permanent Salary: $85,000 - $100,000 Company Overview A leading wealth management firm is seeking a Senior Client Service Associate to provide operational and...Full Job Details
  • Senior Client Service Associate

    Walnut Creek, CaliforniaTalentLink SolutionsWe are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model. Our clients stay with us because of the incredible relationships we have and the care that they receive. We are a close team and support each other to...Full Job Details
  • Client Services Associate

    Oakland, CaliforniaMaplewood Marketing incWe are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and...Full Job Details
  • Client Service Associate

    San Jose, CaliforniaBeacon Pointe Advisors Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC office. The Client Service Associate will join a highly talented team of wealth management and client service professionals...Full Job Details
  • Registered Client Service Associate

    San Jose, CaliforniaMeriwest Credit Union Registered Client Service Associate Meriwest Wealth Advisors Position Summary This position provides support to our investment representatives in the areas of administration, business processing, client services and office marketing initiatives. Essential Duties and...Full Job Details
  • Client Service Associate

    San Mateo, CaliforniaTalentLink SolutionsWe are an established, family owned wealth management firm located in the Bay Area with an extensive 30 year history in the community. We offer investment management, financial planning, and ongoing financial advising services to a select group of retirees, families,...Full Job Details
  • Client Service Associate

    Sausalito, CaliforniaVirtualJob Responsibilities • Provide operational and administrative support to Client Advisors in their daily business practices • Act as a key point of contact for client issues and concerns • Own account maintenance for new and existing clients, including collecting...Full Job Details
  • Client Service Associate

    Sausalito, CaliforniaVacoJob Responsibilities • Provide operational and administrative support to Client Advisors in their daily business practices • Act as a key point of contact for client issues and concerns • Own account maintenance for new and existing clients, including collecting...Full Job Details
  • Senior Registered Client Service Associate

    San Francisco, CaliforniaRaymond James Financial Services Job Summary 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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver...Full Job Details
  • Sr Client Service Associate

    Larkspur, CaliforniaWealth Enhancement Group About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...Full Job Details
  • Client Relationship Associate

    San Francisco, CaliforniaDodge & CoxDodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by doing the following: Supporting our U.S.- and London-based Client...Full Job Details
  • Senior Associate

    Alameda, CaliforniaGrant ThorntonJoin our dynamic Risk, Compliance & Controls Practice as a Senior Associate in IT Risk Management, where you will play a crucial role in helping clients navigate their business risks. You will work alongside our talented team to enhance clients' understanding of their IT...Full Job Details
  • Summer Associate

    San Francisco, CaliforniaAlphaSights Campus Recruiting Start date: June 8th, 2026 End date: August 14th, 2025 Duration: 10 weeks Looking for an internship with commercial frontline responsibility and the opportunity to work on live client projects? Do you seek to have immediate personal impact? If so, our Summer Associate...Full Job Details
  • Senior Associate

    San Francisco, CaliforniaKPMGThe KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we dont anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a...Full Job Details
  • Senior Associate

    San Francisco, CaliforniaIPG Mediabrands Business Overview If you are looking for a people-first organization that can offer you the career you crave, UM is your home. We are the destination of choice for the world's best talent, where every individual is empowered to unleash their limitless potential and do the...Full Job Details
  • Client Relations Associate

    Dublin, CaliforniaIMS LLCWe are a high-performing event-based fundraising and marketing firm that partners with some of the most impactful nonprofit organizations and charitable causes. Through strategic in-person campaigns and community-driven events, we bring awareness, drive donations, and help...Full Job Details
  • Administrative Associate 4

    Stanford, CaliforniaLeadStack Inc.LeadStack Inc. is an award-winning, one of the nation's fastest-growing, certified minority-owned (MBE) staffing services provider of contingent workforce. As a recognized industry leader in contingent workforce solutions and Certified as a Great Place to Work, we're proud...Full Job Details
  • Sr Registered Client Service Associate

    San Francisco, CaliforniaRaymond James Financial Services Job Description Essential Duties and Responsibilities • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person,...Full Job Details
  • Senior Retail Sales Associate

    San Jose, CaliforniaAutoZoneAutoZone's Full-Time Senior Retail Sales Associate drives sales through superior customer service by exceeding customer expectations and providing a WOW. Customer Service experience. While assisting customers, the Senior Retail Sales Associate will perform daily assigned...Full Job Details
  • Customer Service Associate

    Los Gatos, CaliforniaExela Enterprise Solutions About Exela Exela is a business process automation (BPA) leader, leveraging a global footprint and proprietary technology to provide digital transformation solutions enhancing quality, productivity, and end-user experience. With decades of expertise operating...Full Job Details
  • Oracle EPM

    San Jose, CaliforniaPwC Specialty/Competency: Oracle Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% A career in our Enterprise Performance Management team, within our Oracle consulting practice, will provide the opportunity to work alongside CEOs, CFOs,...Full Job Details
  • Client Service Specialist

    Napa, CaliforniaUmpqua BankClient Service Specialist Retail Banking Group Napa, California Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers...Full Job Details
  • Labor & Employment Associate Attorney

    San Francisco, CaliforniaPernini Legal, LLC ASSOCIATE ATTORNEY LABOR & EMPLOYMENT Locations: San Francisco, CA Los Angeles, CA Our client, a prestigious AmLaw 50 firm, is seeking a talented Labor & Employment Associate Attorney to join their thriving San Francisco office. Also available in Los Angeles , this is an...Full Job Details
  • Entry Level Management Associate

    San Jose, CaliforniaCalifornia Marketing SolutionsAre you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? We are searching for an Entry Level Management Associate who is looking to do just that. As a top leader in the Sales, Marketing, and Business Consulting...Full Job Details
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