Walnut Creek, California, United States · Hybrid
$36k–$66k/yr
Company: Description: BSA The applicable base salary range for this role is $35,600 to $66,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education…
Skills: Client Relations, Financial Services
Alamo, California, United States · On-site
$23/hr–$31/hr
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Relationship Building, Customer Service, Cash Handling, Financial Product Knowledge, Digital Banking Tools
Walnut Creek, California, United States · On-site
$72k–$85k/yr
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,…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
Walnut Creek, California, United States · On-site
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manage…
Skills: Relationship Management, Business Development, Financial Planning, Prospecting, Wealth Management
Walnut Creek, California, United States · On-site
$60k–$75k/yr
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry. As an underwriting professional, you’ll have the chance to use advanced tools to determine what…
Skills: Underwriting, Risk Assessment, Analytical Thinking, Collaboration, Professional Networking
Walnut Creek, California, United States · Hybrid
Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, …
Skills: Client Relationship Management, Account Management, Mentoring, Strategic Advice, Project Management
Walnut Creek, California, United States · On-site
$166k–$295k/yr
About the Role: Responsible for managing and leading middle market banking activity and production in an assigned market, overseeing a portfolio of approx. $500-800MM and serving clients with $15+MM of annual revenue. Ma…
Skills: Middle Market Banking, Commercial Lending, Corporate Lending, Portfolio Management, Team Leadership
Walnut Creek, California, United States · On-site
$104k–$168k/yr
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About th…
Skills: Wealth Management, Affluent Banking, Credit Analysis, Lending Products, Deposit Products
Menlo Park, California, United States · On-site
$110k–$125k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Investment Strategy, Risk Management, Tax Planning, Estate Planning
Menlo Park, California, United States · On-site
$110k–$125k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Investment Strategy, Tax Planning, Estate Planning, Risk Management
Walnut Creek, California, United States · On-site
$25/hr–$34/hr
Schedule: Monday through Friday Hours: Monday to Thursday 8:00am to 3:00pm PST, Friday 8:00am to 2:30pm PST The Clinic Assistant performs receptionist and billing responsibilities related to clinic operations; coordinate…
Skills: Medical Billing, Medical Coding, Receptionist Duties, Patient Scheduling, Electronic Health Records
San Joaquin County, California, United States · On-site
$70k–$80k/yr
Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier hu…
Skills: Insurance Solicitation, Policy Placement, Underwriting Coordination, Time Management, Multitasking
Walnut Creek, California, United States · On-site
$26/hr–$28/hr
Job DetailsLevel: ExperiencedJob Location: Walnut Creek 1 - Walnut Creek, CA 94596Position Type: Full TimeSalary Range: $26.00 - $28.00 HourlyJoin a winning team at United Business Bank and enjoy a friendly and collabora…
Skills: Banking Operations, Deposit Compliance, Reconciliations, ACH Transaction Processing, Chargeback Processing
Walnut Creek, California, United States · On-site
$110k–$120k/yr
Job DetailsJob Location: Joybound - Walnut Creek, CA 94598Position Type: Full TimeSalary Range: $110,000.00 - $120,000.00 SalaryPosition Summary: Reporting to the Senior Director of Philanthropy, the Associate Director o…
Skills: Planned Giving, Major Gift Solicitation, Donor Stewardship, Portfolio Management, Relationship Building
Walnut Creek, California, United States · On-site
$23/hr–$26/hr
Job DetailsJob Location: Walnut Creek - Walnut Creek, CA 94596Position Type: Full TimeSalary Range: $23.00 - $26.00 HourlyWho Are We? With an “A” health rating and solid year-over-year growth, San Francisco F…
Skills: Banking Transactions, Member Services, Account Management, Loan Origination, Customer Service
Walnut Creek, California, United States · On-site
$85k–$110k/yr
Description Position: Wealth Management Client Service Associate Location: Walnut Creek, CA Hiring Firm: Soteris Private Wealth Pay Range: $85,000 – $110,000 Base + Discretionary Bonus Potential Experience: 3-5+ years of…
Skills: Client Service, Wealth Management Operations, Account Maintenance, Money Movement, CRM Management
Walnut Creek, California, United States · Hybrid
$72k–$96k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Teaching and Coaching Skills in…
Skills: Communication, Interpersonal Skills, Financial Planning, Customer Service, Relationship Building
Walnut Creek, California, United States · On-site
$112k–$185k/yr
Introduction: The Business Development Consultant is responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This rol…
Skills: Executive Presentation, Communication, Change Management, Cross-functional Collaboration, Data Analysis
Walnut Creek, California, United States · On-site
Description ORGANIZATIONAL SUMMARY: Our Goal is to promote a culture of professionalism that operates at the highest level of integrity. We strive in hiring the best staff, providing them substantial training, competitiv…
Skills: Cash Handling, Customer Service, Data Entry, Organizational Skills, Computer Literacy
Walnut Creek, California, United States · Hybrid
$75k–$125k/yr
Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We con…
Skills: Commercial Insurance Placement, Financial Analysis, Negotiation, Risk Transfer Solutions, Market Strategy
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 Associate provides support and services to clients within the organization. The role focuses on maintaining client relationships and operational efficiency.
Candidates should possess relevant experience, skills, and training. Education and certifications may be considered on a case-by-case basis.
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
There are currently 150 open finance & accounting positions in Walnut Creek, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Morgan Stanley, Northwestern Mutual, Acrisure, Golden State Dermatology, Kinder's Premium Quality Seasonings & Sauces, among others. Browse the listings above to see every active employer.
Yes — 59 of the 150 open finance & accounting positions offer remote or hybrid work (9 remote, 50 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.
