Top 330 Licensing 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
Licensing Officer
Preview Casino —Vallejo, CA
- Full-time
- Background check
- Google Workspace
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
Assistant Center Director
Learn & Play Montessori —Moraga, CA
- $28 - $32 an hour
- Full-time
- Classroom
- Mid-level
- 3 years
- Paid holidays
- Dental insurance
Quick Apply
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
Senior Escrow Assistant
Williston Financial Group —Danville, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid time off
Administrative Associate
Cummins Inc. —San Leandro, CA
- $78,720 - $118,080 a year
- Writing skills
- Mid-level
- Office
- Health savings account
- Health insurance
Optician Level 1
Walmart —Martinez, CA
- $22 - $30 an hour
- Part-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Data and Reporting Specialist
Ruby's Place —Castro Valley, CA
- $28.72 - $31.74 an hour
- Full-time
- Hybrid work
- Background check
- Writing skills
- Office
- 403(b) matching
- Health insurance
Quick Apply
Behavioral Clinician I
Alameda County Sheriff's Office - Recruiting Unit —Dublin, CA
- $97,227.00 - $111,598.50 a year
- Full-time
- Writing skills
- Psychology
- Computer skills
Quick Apply
1122 - Escrow Assistant
Williston Financial Group —Danville, CA
- $25 - $34 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid time off
Associate Product Development Manager, Old Navy Licensing
Gap Inc. —San Francisco, CA
- $86,300 - $112,200 a year
- Full-time
- Mid-level
- Analytics
- Store discount
- Employee stock purchase plan
Industry Contracts Officer (7380U), IPIRA-Industry Alliance Office #86544
University of California Berkeley —Berkeley, CA
- $82,800 - $140,000 a year
- Full-time
- Customer service
- Mid-level
- Office
Associate Clinician I
Hope Program, A Licensed Clinical Social Worker Professional Corporation —Concord, CA
- $70,000 - $85,000 a year
- Full-time
- Clinic experience
- Clinic
- Travel
- Relocation assistance
Quick Apply
Associate General Counsel
Burning Man —San Francisco, CA
- $162,000 - $210,000 a year
- Weekends as needed
- 6 years
- Analysis skills
- Bachelor's degree
- Commuter assistance
- Paid parental leave
8d
Associate Teacher - Project Substitute
County of Contra Costa, California —Contra Costa County, CA
- $39,257.35 - $47,717.58 a year
- Online Application
- Classroom
- High school diploma or GED
- Preschool
Business Insurance Service Trainee
Marsh —Walnut Creek, CA
- $35,600 - $66,200 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Office
- Health insurance
- 401(k)
Substitute Teacher Assistant, Early Childhood Education (4112C) - #84059
University of California Berkeley —Berkeley, CA
- $24.91 an hour
- Full-time
- Classroom
- CPR Certification
- Ability to walk for extended periods
Credentialing Coordinator / Job Req 721743116
ALAMEDA ALLIANCE FOR HEALTH —Alameda, CA
- $27.11 - $40.66 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Server
The Cheesecake Factory —Walnut Creek, CA
- $16.90 an hour
- Part-time
- 18 years or older
- Basic math
- 1 year
- Health insurance
- Dental insurance
Preschool Teacher @ the Y - Antioch
YMCA of the East Bay —Antioch, CA
- $30 - $38 an hour
- Microsoft Word
- School experience
- Classroom

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licensing associate jobs near walnut creek ca

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

licensing associate jobs in walnut creek ca

Client Service Associate - Associate Financial Advisor

Licensing Officer

Assistant Center Director

Wealth Management Client Service Associate

Senior Escrow Assistant

Administrative Associate

Optician Level 1

Data and Reporting Specialist

Behavioral Clinician I

1122 - Escrow Assistant

Associate Product Development Manager, Old Navy Licensing

Industry Contracts Officer (7380U), IPIRA-Industry Alliance Office #86544

Associate Clinician I

Associate General Counsel

Associate Teacher - Project Substitute

Business Insurance Service Trainee

Substitute Teacher Assistant, Early Childhood Education (4112C) - #84059

Credentialing Coordinator / Job Req 721743116

Server

Preschool Teacher @ the Y - Antioch

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

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