Top 84 Client associate Jobs in Palm Desert, Ca

Office Coordinator & Junior Client Service Associate
Cypress Wealth Services, LLC —Palm Desert, CA
- $20 - $25 an hour
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Associate - Desert Hills
Travis Mathew —Palm Desert, CA
- $16.80 - $18.50 an hour
- Part-time
- Cash register
- Communication skills
- Entry level
4d
Seasonal Stockroom Operations Associate
KOHLS —Palm Desert, CA
- $17 - $24 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
- Disability insurance
- Dental insurance
3d
Front Desk Receptionist
Lavender home health —Rancho Mirage, CA
- From $18 an hour
- Full-time
- Organizational skills
- In-person
- Communication skills
Quick Apply
10d
Remote Rep/Associate
A.A.C. Enterprise —Palm Desert, CA
- $1,500 - $5,000 a week
- Part-time
- Hybrid work
- Background check
- English
- Business development
- Work from home
- Flexible schedule
Quick Apply
Sales Associate
Lilly Pulitzer —Palm Desert, CA
- Part-time
- Entry level
- Retail sales
Associate Attorney
Confidential —Palm Desert, CA
- $145,000 - $175,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney (5 years civil litigation required)
Wasson & Associates, Inc —California
- $195,000 - $200,000 a year
- Full-time
- Remote
- Research
- Analysis skills
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Senior Associate Attorney - Family Law
Confidential —California
- $220,000 - $320,000 a year
- Full-time
- Remote
- US work authorization
- Organizational skills
- Senior level
- Profit sharing
- Paid holidays
Quick Apply
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
Associate Attorney, Litigation ($100-$170k annually)
Lubin Pham + Caplin LLP —California
- $100,000 - $170,000 a year
- Full-time
- Remote
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Guardian —California
- $75,000 - $85,000 a year
- Full-time
- Remote
- US work authorization
- 1 year
- Entry level
- 401(k)
- Parental leave
Quick Apply
10d
Associate Attorney
The Law Offices of Phillip Sparks, APC —California
- $115,000 - $130,000 a year
- Temporary
- Remote
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
Remote Associate Attorney
Knox Ricksen LLP —California
- $170,000 - $190,000 a year
- Full-time
- Remote
- Writing skills
- 3 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
3d
Sales Associate
Orangetheory - Franchise #0228 —Palm Desert, CA
- $16.90 an hour
- Part-time
- Computer literacy
- Writing skills
- English
- Employee discount
- Gym membership
Quick Apply
Career Services Associate
Carrington College —Rancho Mirage, CA
- $24 - $27 an hour
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Gallery Housekeeping Support Associate
RH —Palm Desert, CA
- $19 - $23 an hour
- Full-time
- Maintenance
- Office
- Guest services
Quick Apply
12d
Sales Associate
Chico's —Palm Desert, CA
- $16.90 - $21.10 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Sales Associate
Soma —Palm Desert, CA
- $16.90 - $21.10 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Firebirds Retail Sales Associate - PT
BDA —Palm Desert, CA
- From $22.28 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
Quick Apply
12d

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client associate jobs near palm desert, ca

Office Coordinator & Junior Client Service Associate

Cypress Wealth Services, LLC
Palm Desert, CA

Quick Apply

Job Details

Full-time
$20 - $25 an hour

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Workflow management (operations management method)
Direct client contact
Executive administrative support
High school diploma or GED
Client database systems
Sales management systems proficiency
E-signature software
CRM system proficiency
Productivity software

Full Job Description

We are looking for one exceptional person to join our growing team. This is an opportunity to become a key part of a professional, client-focused wealth management firm where technology, service, and teamwork are highly valued.

Job Description:

The Office Coordinator & Junior Client Service Associate serves as the first point of contact for clients, visitors, and business partners while supporting advisors and the service team.

This role combines front-office professionalism, office operations, client service support, technology utilization, and event coordination to help deliver an exceptional client experience.

About Cypress Wealth Services:

Cypress Wealth Services is a well-established Registered Investment Advisory (RIA) firm based in Palm Desert, CA. We are seeking a full-time Office Coordinator/Junior Client Service Associate to join our team in an in-office position.

Our firm takes pride in the long-standing relationships we’ve built with clients and their families over the years. We are committed to providing an exceptional experience through comprehensive financial life planning and personalized, relationship-focused service.

We are looking for a person who shares our commitment to providing this high level of service. While prior experience working with Charles Schwab is not required, it is a plus.

If you’re passionate about client service and want to join a team that values trust, care, and professionalism, we’d love to hear from you!

Key Responsibilities

Greet visitors, answer phones, and direct clients and business partners appropriately.
Coordinate calendars, confirm appointments, schedule meetings, and assist with advisor scheduling needs.
Support client service activities including account forms, data entry, system audits, and database maintenance.
Prepare meeting materials and coordinate logistics for client and prospect meetings.
Serve as liaison with vendors, building maintenance providers, and office service providers.
Maintain conference rooms, common areas, office supplies, kitchen supplies, and overall office organization.
Manage incoming and outgoing mail, shipping, deliveries, and office equipment needs.
Coordinate client events, seminars, workshops, and special projects.
Leverage technology and workflow systems to improve efficiency, organization, and service delivery.
Perform other duties and special projects as assigned.

Required Qualifications

Polished, professional, and highly organized administrative assistant with 5+ years of in-office experience supporting a busy office environment with significant client interaction.
Outstanding verbal and written communication skills with a warm, confident, and professional presence.
Tech-savvy and process-oriented with proficiency in CRM systems, scheduling platforms, e-signature tools, Microsoft Office, and workflow management systems.
Strong executive support capabilities, including calendar management, meeting coordination, event planning, and prioritization of competing responsibilities.
Exceptional attention to detail, follow-through, and ability to anticipate needs before they arise.
Collaborative team player who quickly learns people, processes, and priorities and contributes to a positive office culture.

Strongly Preferred

Experience working for a Registered Investment Advisor (RIA), wealth management firm, family office, or broker-dealer. Familiarity with advisory firm operations and industry terminology.
Experience supporting multiple advisors, executives, or senior professionals.
Hands-on experience with Wealthbox, Orion, Schwab Advisor Center, DocuSign, Adobe, Calendly, or similar platforms.
Experience coordinating client events, seminars, workshops, or marketing initiatives.
Demonstrated ability to identify process improvements and leverage technology to create a more efficient client service experience.

Compensation & Benefits

Salary and benefits remain consistent with the current position structure and will be discussed during the interview process.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

High school or equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in palm desert, ca

Office Coordinator & Junior Client Service Associate

Client Associate - Desert Hills

Seasonal Stockroom Operations Associate

Front Desk Receptionist

Remote Rep/Associate

Sales Associate

Associate Attorney

Associate Attorney (5 years civil litigation required)

Senior Associate Attorney - Family Law

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

Associate Attorney, Litigation ($100-$170k annually)

Associate Attorney

Associate Attorney

Remote Associate Attorney

Sales Associate

Career Services Associate

Gallery Housekeeping Support Associate

Sales Associate

Sales Associate

Firebirds Retail Sales Associate - PT

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