Top 242 Client advisor Jobs in San Bernardino Ca

Client Service Associate - Investment Operations
Gould Asset Management —Claremont, CA
- $26 - $33 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Rancho Cucamonga, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Account Manager – Field Sales
LECANGS —Ontario, CA
- $60,000 - $70,000 a year
- Full-time
- Spanish
- Clean driving record
- English
- Health insurance
- Dental insurance
Quick Apply
12d
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
Business Development Manager
Tropicana Landscape Inc —Riverside, CA
- From $18 an hour
- 8 hour shift
- CRM software
- Spanish
- Management
- Paid time off
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Corona, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Fractional Systems Architect - HubSpot
Domestique —California
- $60 - $85 an hour
- Full-time
- Remote
- System design
- 3 years
- Analysis skills
- Health insurance
- 401(k)
Quick Apply
Entry Level Sales Associate
Temecula Associates CA —Perris, CA
- $58,500 - $65,000 a year
- Full-time
- Office
- In-person
- Communication skills
Quick Apply
11d
Wealth Management Trainee (CA)
Bankers Life —Corona, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Southern California Account Executive Cannabis
SC Labs —California
- Up to $135,000 a year
- Full-time
- Remote
- Background check
- Writing skills
- English
- Health savings account
- Paid holidays
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Financial Professional (Life Insurance Sales Agent)
New York Life Insurance Company —Corona, CA
- $38,650.30 - $158,639.29 a year
- Full-time
- Hybrid work
- Entry level
- Health insurance
- Dental insurance
Quick Apply
3d
Senior Solutions Architect (RapidScale)
Cox Communications —California
- $155,200 - $232,800 a year
- Full-time
- Azure
- Bachelor of Science
- DevOps
- Paid jury duty
- Paid holidays
11d
Mulesoft Architect
JMS Technical Solutions —California
- $100 - $120 an hour
- Full-time
- Senior level
12d
Beauty Advisor - Part Time
Sephora —Redlands, CA
- $20.85 - $23.98 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Client Advisor (Full-time), A|X Macy's
A|X Armani Exchange —Rancho Cucamonga, CA
- $18 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Direct Support Professional (DSP) - San Bernardino
VIP, Inc. —San Bernardino, CA
- $19 - $21 an hour
- Full-time
- Clean driving record
- Driver's License
- 21 years or older
- Mileage reimbursement
- Paid holidays
Quick Apply
Caregiver - San Bernardino, CA
CareLinx by Sharecare —San Bernardino, CA
- Part-time
- Background check
- Writing skills
- English
Mercedes-Benz Service Advisor
Mercedes-Benz of Ontario —Ontario, CA
- $84,400 - $220,300 a year
- Clean driving record
- Sales
- Dealership
- Disability insurance
- Health insurance
Quick Apply
8d
Beauty Advisor, San Bernardino Inland Center - Flex
Macy’s —San Bernardino, CA
- $17.00 - $24.29 an hour
- Part-time
- Merchandising
- English
- Cleaning
- Store discount
- Paid holidays
9d
Part-Time Beauty Advisor - Sephora
KOHLS —Riverside, CA
- $17.95 - $23.35 an hour
- Part-time
- Communication skills
- Entry level
- Disability insurance
- Dental insurance

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client advisor jobs near san bernardino ca

Client Service Associate - Investment Operations

Gould Asset Management
Claremont, CA

Quick Apply

Job Details

Full-time
$26 - $33 an hour

Benefits

Paid holidays
Health insurance
401(k)
Flexible spending account
Paid time off
Parental leave
401(k) matching
Retirement plan

Qualifications

Bachelor's degree

Full Job Description

Gould Asset Management is seeking an experienced professional to join our team as a Client Service Associate (CSA). This is initially a full-time, in-office position in Claremont, California; a hybrid schedule may become available as you demonstrate proficiency in the role.

As a CSA, you will handle a range of responsibilities spanning investment operations and client relationship management. You will make clients feel cared for, solve complex problems, serve as a key support to senior client service staff, and work closely with the portfolio management team. This is a client-facing role, so we are looking for someone who is highly personable and comfortable working with a wide variety of clients.

Gould is a close-knit, low-turnover firm where people build long careers. We manage over $1 billion for high-net-worth families and individuals, and we take a relationship-first approach to everything we do. If you are looking for a place where your work matters and your growth is supported, we would love to hear from you.

What You’ll Be Doing

Investment Operations

Work with clients, advisors, and custodians to respond to service requests promptly and with minimal disruption to the client
Prepare and process client account paperwork and track open items with the utmost attention to detail
Facilitate transfers of funds and securities
Research and resolve complex client account-related issues
Maintain client records and document account activities in our CRM (Salesforce)
Reconcile daily cash flows across client accounts
Prepare regular firm-wide and client reports

Client Relationship Management

Serve as a primary point of contact for clients and keep them informed on outstanding service requests
Build trust and maintain professional rapport with clients via phone, email, and in-person meetings
Coordinate with clients’ accountants and attorneys on tax and legal matters
Manage inbound calls and emails from clients and custodians

Qualifications

Bachelor’s degree required
Experience working at a Registered Investment Advisor (RIA), broker-dealer, or custodian preferred; financial fluency is a plus
High level of accuracy and attention to detail
Excellent verbal and written communication skills, including professional email etiquette
Efficient time management and ability to juggle competing priorities
Comfort navigating custodian platforms, document management systems, and CRM tools; experience with Salesforce, DocuSign, and/or Tamarac is a plus—training provided
Notary public a plus

Who You Are

You have absolute integrity and deep respect for the confidentiality of client matters
You are friendly, professional, and genuinely enjoy working with people
You work independently, think critically, and take initiative without being asked
You are curious and quick to pick up new tools and processes

Compensation & Benefits

Salary Range: $26–$33 per hour, commensurate with experience.

Benefits include health insurance, 401(k) with employer match, paid time off, and paid market holidays. This is initially a full-time, in-office position; a hybrid schedule may become available as you demonstrate proficiency in the role.

How to Apply

Interested candidates, please submit a resume and a personalized cover letter explaining why this position interests you and why you would be a good fit. Applications without both a resume and a cover letter will not be considered. Please upload your cover letter as a separate document when prompted during the application process, or combine it with your resume into a single PDF.

We thank all applicants for their interest; however, only those being considered for an interview will be contacted. No phone calls, please.

About Gould Asset Management

Gould Asset Management is a fee-only registered investment adviser based in Claremont, California, managing over $1 billion in assets. We build individually customized portfolios of stocks, bonds, mutual funds, exchange-traded funds, and options for individuals and organizations. Our clients are primarily high-net-worth families and individuals nearing or in retirement, with portfolios typically ranging from approximately $1 million to over $20 million.

For more information, please visit gouldasset.com.

Job Type: Full-time

Pay: $26.00 - $33.00 per hour

Benefits:

401(k)
401(k) matching
Flexible spending account
Health insurance
Paid time off
Parental leave
Retirement plan

Physical Setting:

Office

Application Question(s):

Did you submit a resume and cover letter?

Education:

Bachelor's (Required)

Ability to Commute:

Claremont, CA 91711 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in san bernardino ca

Client Service Associate - Investment Operations

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Caregiver - San Bernardino, CA

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Beauty Advisor, San Bernardino Inland Center - Flex

Part-Time Beauty Advisor - Sephora

I want to receive the latest job alert for client advisor in san bernardino ca

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