Senior Client Associate Salaries in Walnut Creek, CA

Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution,…

$60,500 - $90,000 a year

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to…

$67,700 - $133,900 a year

4 days ago

Must be able to work in a desk setting for up to 3 hours at a time to make calls to residents, research resources on the internet, and collaborate with…

$85,000 - $95,000 a year

Development of general technical and tax planning skills. Candidates will work as part of a team to complete tax returns and advise clients on tax planning…

$80,000 - $110,000 a year

Assisting with managing cash positions, money movements, and private banking services for clients as needed. Managing risk and assisting the Firm in adhering to…

$100,000 - $135,000 a year

The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such…

$180,600 - $289,300 a year