Pasadena, California, United States · On-site
$34k–$90k/yr
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interacti…
Skills: Client service, Financial services, Relationship management, Transaction execution, Account maintenance
Diamond Bar, California, United States · Hybrid
$53k–$87k/yr
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the …
Skills: Claim Handling, Customer Service, Policy Interpretation, Workers Compensation, Investigation
Ontario, California, United States · On-site
$18/hr–$20/hr
By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experi…
Skills: Claims management, Customer service, Data entry, Communication, Microsoft Office
Melville, Saskatchewan, Canada · Hybrid
$100k–$150k/yr
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned prof…
Skills: Federal income tax, Tax research, M&A tax structuring, Due diligence, Partnership taxation
Beverly Hills, California, United States · On-site
$120k–$170k/yr
The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled …
Skills: Risk management, Compliance, Supervision, Regulatory reporting, Data security
Redding, California, United States · On-site
$80k–$181k/yr
The Commercial Loan Officer is responsible for soliciting, negotiating, underwriting and coordinating the closing of complex, equipment, SBA, commercial real estate and business loans in compliance with the Bank’s lendin…
Skills: Commercial lending, Financial analysis, Business development, Loan underwriting, Credit analysis
Truckee, California, United States · On-site
$28/hr–$34/hr
For over twenty years, Martis Camp has set the standard for extraordinary private community living in the Tahoe region. It’s a place where families and friends come together to enjoy an unmatched mountain lifestyle—surro…
Skills: Accounts Payable, Invoice Processing, General Ledger Coding, Data Entry, Vendor Communication
Escondido, California, United States · Remote Solely
$17/hr–$20/hr
Customer Service Representative The Company Since 2001, DebtWave has been helping consumers pay off their credit card debt through financial education, budgeting, and its debt management program. We are considered one of…
Skills: Customer service, Phone support, Account management, Communication, Multi-tasking
Anaheim, California, United States · Hybrid
$85k–$105k/yr
The Opportunity Position Title: Institutional Giving Manager Department: Development Location: Anaheim, CA Reports To: Development Director Classification: Exempt Status: Full-Time, occasional evenings and weekends requi…
Skills: Institutional fundraising, Grant writing, Strategic planning, Portfolio management, Prospect research
Oakland, California, United States · Hybrid
$80k–$130k/yr
Job Summary: TURN seeks a policy analyst to join TURN’s Energy Team of high-impact regulatory policy advocates. A strong applicant communicates effectively (written and oral) with all levels throughout the organization a…
Skills: Energy policy, Regulatory advocacy, Quantitative analysis, Economic analysis, Financial modeling
Santa Monica, California, United States · On-site
$168k–$311k/yr
Job Title:Head of Compensation Requisition ID:R027856 Job Description: YOUR MISSION As Head of Compensation, you are the senior leader responsible for continuously evolving the global compensation strategy and clear and …
Skills: Global compensation strategy, Executive compensation, Organizational design, Job architecture, Workday
San Francisco, California, United States · Hybrid
$240k–$295k/yr
Why Join Stand: At Stand, you’ll help build a new class of global property protection. We use advanced physics and AI to model catastrophic risk at the asset level, then automate underwriting and mitigation before loss o…
Skills: Agentic systems, Evaluation frameworks, Model Context Protocol, Production engineering, System architecture
Los Angeles, California, United States · On-site
$57k–$102k/yr
Overview This will be for the Central Los Angeles area. Position Summary: If you are passionate about helping people restore their lives when the unexpected happens, and providing the best experience, then our Mercury In…
Skills: Auto appraising, Vehicle inspection, Damage estimation, Claims settlement, Negotiation
Beaumont, California, United States · On-site
$18/hr–$25/hr
Description Now is the time to join Beaumont Smiles Dentistry and Orthodontics. You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next …
Skills: Financial counseling, Patient education, Treatment planning, Insurance pre-authorization, Objection handling
Torrance, California, United States · On-site
$100k–$122k/yr
Sales Agent $100K+ earning potential Comprehensive benefits including pension plan Paid training Our door is open to talented sales professionals with the ambition, initiative, self-determination, strong work ethic, care…
Skills: Sales, Lead generation, Prospecting, Networking, Communication
Diamond Bar, California, United States · On-site
$20/hr–$23/hr
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Custo…
Skills: Customer service, Cash handling, Banking transactions, Problem solving, Communication skills
Berkeley, California, United States · On-site
At Towne Park, it’s more than a job, you can make an impact. A career with us is rewarding in more ways than one. As a hospitality services company, our commitment is to create smiles by delivering exceptional experience…
Skills: Account management, Financial management, Business metrics, Staff scheduling, Recruitment
Lodi, California, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Mortgage lending, Loan origination, Team management, Financial analysis, Client relationship management
Lodi, California, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Banking products, Client prospecting, Customer relationships, Customer solutions, Documentation
San Francisco, California, United States · On-site
$250k–$315k/yr
Reports to: Head of School Hours: Full-Time, Exempt The San Francisco Friends School (SFFS), located in the heart of the Mission District in San Francisco, educates K-8 students in the tradition of Quaker learning. By ex…
Skills: Financial planning, Strategic planning, Operations management, Budgeting, Risk management
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Client Service Associate provides daily support to Financial Advisors and their teams by managing client relationships and executing administrative tasks. Responsibilities include processing money movements, maintaining client accounts, and coordinating office logistics.
Candidates must hold a High School Diploma or equivalent, with a college degree preferred. An active Series 7 and Series 66 or 63/65 license is required, along with at least two years of industry experience.
POSITION SUMMARY
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA/team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Knowledge/Skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self-motivated and results driven
Reports to:
• Business Service Officer
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $34,320.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Based on 8926 listings with disclosed salaries, most finance & accounting jobs in California pay between $77k–$211k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 15,474 open finance & accounting positions in California listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, JPMorganChase, Wells Fargo, U.S. Bank, Citi, among others. Browse the listings above to see every active employer.
Yes — 5481 of the 15474 open finance & accounting positions offer remote or hybrid work (1552 remote, 3929 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
