Top 168 Finance associate Jobs in Walnut Creek, Ca

Financial Client Service Associate
Mosher Financial Advisors, LLC - a Private Financial Planning firm —Lafayette, CA
- $52,000 - $63,000 a year
- Overtime
- Background check
- Microsoft Excel
- Research
- Health insurance
- Dental insurance
Quick Apply
12h
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
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Entry Level - Wealth Management Associate
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Associate Financial Advisor
Edward Jones —Piedmont, CA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
5d
Associate, Corporate Finance
Uber —San Francisco, CA
- $106,000 - $118,000 a year
- Full-time
- Office
- Entry level
- 401(k)
14d
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
JPMorganChase —Danville, CA
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Pleasant Hill, CA
- $85,000 - $100,000 a year
- Microsoft Excel
- Writing skills
- Research
Financial Planning Associate
Burton Enright Welch —Walnut Creek, CA
- $85,000 - $110,000 a year
- Full-time
- CPA
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Associate Wealth Advisor
Focus Financial Partners —Walnut Creek, CA
- $110,000 - $125,000 a year
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
10d
Associate, Strategic Finance
Ramp —San Francisco, CA
- $104,000 - $192,000 a year
- Full-time
- Hybrid work
- Mid-level
- SQL
- Home Health
- Travel reimbursement
- AD&D insurance
Associate Wealth Management Advisor
U.S. Bank National Association —Walnut Creek, CA
- $65,000 - $80,200 a year
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
4d
Associate Financial Planner
Edelman Financial Engines, LLC —Danville, CA
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor
Focus Partners Wealth —Walnut Creek, CA
- $110,000 - $125,000 a year
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
10d
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
WM Affluent Associate
U.S. Bank National Association —Walnut Creek, CA
- $24.23 - $32.31 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Associate Banker-Preferred Cantonese
East West Bank —Oakland, CA
- $22.00 - $23.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Wealth Management Associate
Equitable Advisors LLC —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
14d
Associate, US Municipal Finance
Royal Bank of Canada —San Francisco, CA
- $115,000 - $180,000 a year
- Full-time
- Customer service
- 5 years
- Bachelor of Science
- Disability insurance
- Health insurance
Associate, Finance & Strategy - New Verticals
DoorDash USA —San Francisco, CA
- $87,000 - $128,000 a year
- Microsoft Excel
- Mid-level
- SQL
- Paid parental leave
- Parental leave
Quick Apply
Senior Associate, Strategic Finance - Tech
Uber —San Francisco, CA
- $131,000 - $145,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- 401(k)

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Financial Client Service Associate

Mosher Financial Advisors, LLC - a Private Financial Planning firm
Lafayette, CA

Quick Apply

Job Details

Full-time
$52,000 - $63,000 a year
12 hours ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Retirement plan
Paid sick time

Qualifications

Teamwork
Microsoft Excel
Spreadsheets
Research
Bachelor's degree
Attention to detail
Client services
Productivity software
Client email correspondence
Client interaction via phone calls
Excel data analysis

Full Job Description

Financial Client Service Associate

Position Summary

Mosher Financial Advisors (MFA), a well-established and highly respected financial planning firm located in Lafayette, California, is seeking a motivated individual to join our collaborative team. The Financial Client Service Associate will support the firm's Financial Planners while delivering exceptional day-to-day service to clients. This role also partners closely with other team members to ensure office operations and administrative processes run efficiently.

The ideal candidate will have at least two years of experience in financial client services, a working knowledge of investment account types, and a basic understanding of retirement account distributions, account transfers, and financial account paperwork. Recent graduates with a Bachelor's degree in Business Administration, Economics, Finance, or a related field will also be considered.

Compensation

The Financial Client Service Associate position offers a competitive annual base salary ranging from $52,000 to $63,000. In addition, MFA contributes 12% of your total annual compensation (approximately $6,240 to $7,560) directly to the company's retirement plan on your behalf. This employer contribution is 100% immediately vested.

Paid Time Off Benefits

Five paid sick days annually, if needed.

Paid vacation days beginning after completion of 6 months of full-time employment.

Other Benefits

Full-time employees are eligible for:

Quarterly bonuses through the Growth Incentive Plan (GIP)
Medical insurance benefits
401(k) plan participation
Medical Flexible Spending Account (Med-FSA) participation which enables the employee to use pre-tax dollars to pay for many medical, dental, vision, and prescription costs for yourself and eligible dependents.

Key Responsibilities(training will be provided in many of these areas)

Client Service

Provide administrative, non-advisory support by gathering client information and responding to client inquiries and requests.
Open new client accounts and maintain existing accounts.
Complete and process account forms, ensuring documents are prepared and sent for signatures promptly.
Handle client and firm transactions, including asset transfers, cash transfers, beneficiary updates, and account re-registrations.
Schedule, coordinate, and organize review materials for client meetings.

Financial Planner Support

Prepare materials for client meetings, including reports, investment summaries, money movement diagrams, and required forms.
Complete follow-up tasks resulting from client meetings.
Conduct research and analysis as requested.
Prepare and distribute client communications as needed.

Administrative Support

Collaborate with team members to support the firm's day-to-day administrative operations.
Maintain records for both active and former clients, coordinate document storage, and update internal tracking systems for accurate record retrieval.
Assist with compliance activities, including audit preparation and completion of required post-audit actions.
Track monthly production and terminations and produce reports.
Provide backup phone coverage when necessary.

Qualifications

Bachelor's degree preferred.
Two or more years of administrative assistant and/or client service experience; experience in financial planning or the securities industry is preferred.
Proficiency with Microsoft Office applications.
Basic to intermediate Microsoft Excel skills are required (including data entry basic formulas, formatting, adjusting cells, linking cells in multiple worksheets).
Experience with CRM software and the ability to quickly learn industry-specific technology.
Ability to work independently with minimal supervision.
Demonstrated initiative and strong problem-solving abilities.
Maintain a commitment to improving work quality overtime and ensuring accuracy.
Excellent organizational skills with exceptional attention to detail.
Ability to manage multiple priorities and meet deadlines.
Strong written and verbal communication skills.
Self-motivated, solution-oriented, and committed to working collaboratively as part of a team.
Comfortable working in a small business environment.

Pay: $52,000.00 - $63,000.00 per year

Benefits:

401(k)
Flexible spending account
Health insurance
Paid time off
Retirement plan
Vision insurance

Experience:

Client services: 2 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in walnut creek, ca

Financial Client Service Associate

Client Service Associate - Associate Financial Advisor

Entry Level - Wealth Management Associate

Associate Financial Advisor

Associate, Corporate Finance

J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA

Associate Wealth Advisor

Financial Planning Associate

Associate Wealth Advisor

Associate, Strategic Finance

Associate Wealth Management Advisor

Associate Financial Planner

Associate Wealth Advisor

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

WM Affluent Associate

Associate Banker-Preferred Cantonese

Wealth Management Associate

Associate, US Municipal Finance

Associate, Finance & Strategy - New Verticals

Senior Associate, Strategic Finance - Tech

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

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