Top 179 Client services associate Jobs in Westminster, Ca

Private Client Services GIC Associate
Capital Group Companies —Los Angeles, CA
- $80,098 - $128,157 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Health insurance
- Benefits from day one
Client Service Associate
Beacon Pointe Advisors LLC —Newport Beach, CA
- $60,000 - $65,000 a year
- Office
- Finance
- Analysis skills
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 Services Associate
Northwestern Mutual —Manhattan Beach, CA
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Senior Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Hawthorne, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
2d
Client Services - Client Services Specialist (California Region)
Veritext —Costa Mesa, CA
- $23.02 - $30.00 an hour
- Full-time
- Hybrid work
- Mid-level
- Microsoft Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
4d
Sr. Client Relations Associate
Pierre Landscape Construction —Irwindale, CA
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Criminal background check
- Paid holidays
- Disability insurance
Quick Apply
2d
Client Service Senior Associate
JPMorganChase —Irvine, CA
- $75,050 - $107,000 a year
- Full-time
- Google Workspace
- Bachelor of Science
- Research
- Health insurance
- Tuition reimbursement
Client Service Associate
Stifel —Newport Beach, CA
- $55,300 - $74,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Registered Client Service Associate
Morgan Stanley —Santa Ana, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Success Associate
EBizCharge —Irvine, CA
- Full-time
- Microsoft Outlook
- Office
- Communication skills
- Paid holidays
- Health insurance
Sales/Customer Service Representative
Harbor Party Rentals, Inc. —Huntington Beach, CA
- $20 - $25 an hour
- Full-time
- Office
- In-person
- Entry level
Quick Apply
Client Operations Associate
EBizCharge —Irvine, CA
- $0 a year
- Full-time
- Microsoft Outlook
- Bachelor's degree
- Communication skills
- Paid holidays
- Health insurance
Registered Client Service Associate
Stifel —Irvine, CA
- $55,000 - $73,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Wealth Management Client Associate
Bank of America —Brea, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Registered Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Service Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union)
USC —Los Angeles, CA
- $25.00 - $39.69 an hour
- 8 hour shift
- Hospital
- Research
- Mid-level
Client Style Advisor - Costa Mesa
Stella McCartney Ltd —Costa Mesa, CA
- $24 - $25 an hour
- Full-time
- Spanish
- Merchandising
- English
- Employee discount
- Referral program
Client Service Associate
Raymond James Financial, Inc. —Brea, CA
- $60,000 - $85,000 a year
- Full-time
- Research
- Office
- Math
- Profit sharing
- Paid holidays

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Private Client Services GIC Associate

Capital Group Companies -
Los Angeles, CA

Apply Now

Job Details

Full-time
$80,098 - $128,157 a year

Benefits

Health insurance
Benefits from day one
Retirement plan

Qualifications

Employee relationship building

Full Job Description

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones

“I can succeed as a Private Client Services GIC Associate.”

As a Global Investment Control (GIC) – Private Client Services (PCS) Associate, you will be responsible for administering Mutual Fund, ETF, and Separately Managed Accounts (SMA), including recurring distributions, asset allocation implementation, and tax loss harvesting activities. You will process investment orders and client cash flow transactions, while supporting account openings, closures, gifting activity, tax transition plans, and rebalancing efforts. You will ensure that trade activity complies with client guidelines, regulatory requirements, tax considerations, eligibility criteria, and investment restrictions. You will partner closely with the Client Relationship team, third-party service providers, and GIC teammates to support account maintenance activities and deliver high-quality client experience. You will help resolve client and investment-related inquiries, participate in projects that improve business processes and operational effectiveness, and contribute to continuous improvement initiatives. You will also support solution design efforts, provide input on process and technology enhancements, leverage automation tools and data insights, and help maintain knowledge management content that supports team onboarding and operational excellence.

“I am the person Capital Group is looking for.”

You are self-driven, intellectually curious, and motivated to understand how business processes, technology, and the investment industry work together.
You have an interest in investment operations, financial services, securities, or portfolio management and are eager to build your expertise.
You demonstrate strong attention to detail and can consistently apply policies, procedures, controls, and compliance requirements with accuracy.
You exercise sound judgment when addressing issues of moderate complexity and know when to seek guidance from teammates or more senior colleagues.
You enjoy working in a collaborative, fast-paced environment and can prioritize responsibilities while maintaining high-quality results.
You are an effective communicator who can build relationships and credibility across teams and business partners.
You are comfortable supporting projects, gathering information, and contributing to process improvements and business initiatives.
You have an analytical mindset and can use data and technology tools to identify opportunities for operational enhancements.
You are interested in automation and emerging technologies and are eager to participate in learning opportunities that improve efficiency and scalability.
You have experience using or are willing to learn project management and collaboration tools such as Confluence, Jira, and PowerPoint.
You are customer-focused, action-oriented, organized, and committed to continuous learning, feedback, and personal development.

“I can apply in less than 4 minutes.”

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎

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Los Angeles Base Salary Range: $80,098-$128,157

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Apply Now

Refine Your Search

client services associate jobs in westminster, ca

Private Client Services GIC Associate

Client Service Associate

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

Client Services Associate

Senior Client Service Associate- Bel Air Investment Advisors

Sales Representative (Sales, Customer Service)

Client Services - Client Services Specialist (California Region)

Sr. Client Relations Associate

Client Service Senior Associate

Client Service Associate

Registered Client Service Associate

Client Success Associate

Sales/Customer Service Representative

Client Operations Associate

Registered Client Service Associate

Wealth Management Client Associate

Registered Wealth Management Client Associate

Service Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union)

Client Style Advisor - Costa Mesa

Client Service Associate

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