Top 838 Service 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
Safety & Security Officer
Marriott's Shadow Ridge —Palm Desert, CA
- $21.70 an hour
- Part-time
- Background check
- In-person
- Entry level
- Free parking
- 401(k)
Quick Apply
Part Time Program Manager (Desert Sands)
Right at School —Indio, CA
- $24 - $26 an hour
- Part-time
- Classroom
- Customer service
- Mid-level
- Continuing education credits
- Commuter assistance
Quick Apply
Sales Associate
Ace Hardware —Palm Desert, CA
- Part-time
- No education required
- Sales
- In-person
- Health insurance
- Dental insurance
Quick Apply
Part-Time Retail Sales Associate
KOHLS —Palm Desert, CA
- $17 - $24 an hour
- Part-time
- Writing skills
- Merchandising
- 16+ years old
- Disability insurance
- Dental insurance
Behavioral Health Associate - Part Time
Coachella Valley Behavioral Health —Indio, CA
- $25 an hour
- Part-time
- CPR Certification
- Vital signs
- Customer service
- Opportunities for advancement
Service Associate - Night
EōS Fitness —Palm Desert, CA
- $17.90 - $19.50 an hour
- Overtime
- Inventory management
- Computer literacy
- Microsoft Office
- Paid holidays
- Dental insurance
Quick Apply
(USA) Member Specialist
Sam's Club —Palm Desert, CA
- $19 - $27 an hour
- High school
- Merchandising
- Continuous improvement
- Paid jury duty
- Disability insurance
Produce Associate
Sam's Club —Palm Desert, CA
- $19 - $27 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Merchandise and Stocking Associate
Sam's Club —Palm Desert, CA
- $19 - $27 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Library Specialist
College of the Desert —Palm Desert, CA
- $26.56 - $37.38 an hour
- Part-time
- Background check
- Computer literacy
- Writing skills
Freight/Receiving
Home Depot —La Quinta, CA
- $22 - $23 an hour
- Forklift
- Entry level
Customer Service Associate
Walgreens —Palm Desert, CA
- $16.90 - $19.00 an hour
- Weekends as needed
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
4d
Cafe Associate
Sam's Club —Palm Desert, CA
- $19 - $27 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
Retail Sales Associate - Part Time
Burlington —Palm Desert, CA
- $16.90 an hour
- Part-time
- Merchandising
- POS
- Organizational skills
- Paid holidays
- Dental insurance
Cashier
Home Depot —La Quinta, CA
- $20 - $21 an hour
- 1 year
- Entry level
Store Associate - Rancho Mirage (00374)
In-N-Out —Rancho Mirage, CA
- $22 an hour
- Part-time
- No experience needed
- Quick service & fast food restaurant
- Communication skills
- Profit sharing
- Health insurance
Cashier Associate - Part Time
Burlington —Palm Desert, CA
- $16.90 an hour
- Part-time
- In-person
- Entry level
- Paid holidays
- Dental insurance
MERCHANDISING
Home Depot —La Quinta, CA
- $21 an hour
- Part-time
- Customer service
- Merchandising
- Power tools
Customer Service Associate I
Dollar Tree —Palm Desert, CA
- $17.00 - $17.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance

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service 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

service associate jobs in palm desert, ca

Office Coordinator & Junior Client Service Associate

Safety & Security Officer

Part Time Program Manager (Desert Sands)

Sales Associate

Part-Time Retail Sales Associate

Behavioral Health Associate - Part Time

Service Associate - Night

(USA) Member Specialist

Produce Associate

Merchandise and Stocking Associate

Library Specialist

Freight/Receiving

Customer Service Associate

Cafe Associate

Retail Sales Associate - Part Time

Cashier

Store Associate - Rancho Mirage (00374)

Cashier Associate - Part Time

MERCHANDISING

Customer Service Associate I

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