Top 103 Client services associate Jobs in Walnut Creek, Ca

Client Service Associate - Associate Financial Advisor
Pollak & Pollak Wealth Management —Orinda, CA
- $65,000 - $100,000 a year
- 8 hour shift
- Office
- Administrative experience
- Bachelor's degree
- Profit sharing
- Paid training
Quick Apply
Client Support Associate
Meals on Wheels Diablo Region —Walnut Creek, CA
- $20.46 - $24.30 an hour
- Full-time
- Background check
- Clean driving record
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Client Associate
Marsh —Walnut Creek, CA
- $35,600 - $66,200 a year
- Full-time
- Hybrid work
- Entry level
- Health insurance
- 401(k)
4d
Client Services Associate II
Freenome —Brisbane, CA
- $27.38 - $39.12 an hour
- Monday to Friday
- Remote
- Spanish
- HIPAA
- English
Registered Client Service Associate
Morgan Stanley —Walnut Creek, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Wealth Management Client Associate
Bank of America —Walnut Creek, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Client Service Associate - Schultz Collins
HighTower Advisors —Orinda, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- US work authorization
- Marketing
- Paid parental leave
- Health savings account
Quick Apply
4d
Client Services Associate
JLQ CONSTRUCTION INC —San Francisco, CA
- $59,891.25 - $68,901.30 a year
- Part-time
- Mid-level
- US work authorization
- Communication skills
- Health insurance
- Paid time off
Quick Apply
Part Time Seasonal Client Associate - Broadway Plaza CA
Travis Mathew —Walnut Creek, CA
- $17.50 - $18.00 an hour
- Part-time
- Cash register
- Communication skills
- Entry level
Client Services Associate I, Prenatal
BillionToOne —Union City, CA
- $28.90 an hour
- Full-time
- Spanish
- Medical office experience
- Laboratory experience
- Paid parental leave
- Paid time off
Senior Client Relationship Associate - Walnut Creek / Menlo Park (onsite)
EP Wealth Advisors, LLC —Walnut Creek, CA
- $60,500 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Paid holidays
Quick Apply
Client Associate (Hybrid position)
Bailard —San Francisco, CA
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Background check
- Travel
- Fair chance
Quick Apply
8d
Client Coordinator - Integrative Mental Health Practice
The Connective —Benicia, CA
- $25 - $27 an hour
- Part-time
- Hybrid work
- Computer literacy
- HIPAA
- Office
- Commuter assistance
- Health insurance
Quick Apply
7d
Client Service Associate
Morgan Stanley —Oakland, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Wealth Management Client Service Associate
Sanctuary Wealth Group LLC —Walnut Creek, CA
- $85,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
Client Service Representative
VCA Animal Hospitals —Walnut Creek, CA
- $24 - $25 an hour
- Full-time
- OSHA
- Hospital
- Mentoring
- Health insurance
- Dental insurance
4d
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
Client Advisor
CH Carolina Herrera —San Francisco, CA
- $20 - $24 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
12d
Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)
Boston Consulting Group —San Francisco, CA
- $124,800 - $129,000 a year
- Full-time
- Urgent Care
- English
- Mid-level
- Profit sharing
- Paid parental leave
Client Service Manager
Heffernan Financial —Walnut Creek, CA
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply

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Client Service Associate - Associate Financial Advisor

Pollak & Pollak Wealth Management
Orinda, CA

Quick Apply

Job Details

Full-time
$65,000 - $100,000 a year

Benefits

Profit sharing
Paid training
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Teamwork
Phone communication
Administrative experience
Client database systems
Bachelor's degree
Attention to detail
Financial services
CRM system proficiency
Productivity software
Client email correspondence
Office experience

Full Job Description

Pollak & Pollak Wealth Management

Client Service Associate

Location: Orinda, CA (In-office)

Compensation: $65,000 – $100,000 DOE + Bonus Opportunities

About Us

Pollak & Pollak Wealth Management is an independent Ameriprise Financial advisory practice known for delivering a high-touch, comprehensive, and personalized client experience. We operate in a fast-paced, collaborative environment and are committed to helping our clients—and our team—thrive.

We are seeking a polished, proactive Client Service Associate who will play an instrumental role in elevating our client experience and supporting the operational heartbeat of the practice.

Position Summary

As a Client Service Associate, you will ensure the smooth, efficient, and compliant operation of our advisory practice. You’ll work closely with our advisors to support day-to-day business functions, manage client interactions, prepare documentation, and maintain key systems.

This role requires exceptional attention to detail, clear communication, professionalism, and a sincere commitment to client service. You’ll be the face of the practice for many clients—helping to strengthen relationships and deliver the exceptional experience that defines Pollak & Pollak.

Responsibilities will evolve as the practice grows, offering opportunities for increased responsibility and professional development.

What You’ll Do

Business Operations (50%)

Partner with Ameriprise home office to ensure accurate account setup and resolve issues promptly.
Provide clients with timely, accurate information related to account maintenance and service needs (within allowable guidelines).
Maintain client files and records in accordance with regulatory and firm retention policies.
Support advisors with administrative tasks and practice management initiatives.
Offer insights on optimizing key platforms (MOD, Go Social, Advisor website, etc.) to drive practice efficiency.

Client Care & Relationship Support (50%)

Maintain our client relationship management (CRM) system with accuracy and consistency.
Initiate scheduling calls to clients and prospects; manage calendars efficiently.
Draft client correspondence and handle client appreciation communications.
Prepare for and participate in client meetings as needed.
Execute client transaction requests under advisor direction.
Coordinate client events, appreciation activities, and educational seminars.
Serve as the first point of contact for inbound inquiries and new-client interest.

What Makes You a Great Fit

Exceptional organization and meticulous attention to detail
Professional, warm, and clear communication skills
Ability to prioritize and manage multiple tasks in a fast-paced environment
Polished phone presence and client-facing demeanor
Strong judgment and ability to follow compliance requirements
Positive attitude, team-oriented mindset, and eagerness to learn
Desire to contribute meaningfully to a growing advisory practice

Qualifications

Bachelor’s degree or equivalent professional experience
3+ years of office or administrative experience (financial services preferred)
Ability to obtain securities licensing (Series 7, Series 66) and state insurance

licenses—preferred if already completed

Proficiency with CRM systems and Microsoft Office

Compensation & Benefits

Salary: $65,000 – $100,000 DOE

Additional Compensation: Performance bonus, yearly bonus, profit-sharing opportunities

Benefits Include:

401(k) with firm match
Health, dental, and vision insurance
Life insurance
Paid time off & paid training
Parental leave
Professional development assistance & tuition reimbursement
Employee discounts
Retirement plan
Flexible schedule (within office hours)

Schedule:

Full-time, Monday–Friday
Standard 8-hour workday
No nights or weekends

Work Location: In-person at our Orinda, CA office (relocation required prior to start)

We’re Committed to Your Success

You’ll receive hands-on training, mentorship, and opportunities to grow your career in a

supportive environment. At Pollak & Pollak, we invest in people who invest in excellence.

Learn more about us: www.pollakandpollak.com

Keywords: Wealth Management, Paraplanner, Associate Financial Advisor, Series 7, SIE, Client Service

Job Type: Full-time

Pay: $65,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in walnut creek, ca

Client Service Associate - Associate Financial Advisor

Client Support Associate

Client Associate

Client Services Associate II

Registered Client Service Associate

Wealth Management Client Associate

Client Service Associate - Schultz Collins

Client Services Associate

Part Time Seasonal Client Associate - Broadway Plaza CA

Client Services Associate I, Prenatal

Senior Client Relationship Associate - Walnut Creek / Menlo Park (onsite)

Client Associate (Hybrid position)

Client Coordinator - Integrative Mental Health Practice

Client Service Associate

Wealth Management Client Service Associate

Client Service Representative

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

Client Advisor

Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)

Client Service Manager

I want to receive the latest job alert for client services associate in walnut creek, ca

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