Client Associate
$35.6k - $66.2kOliver Wyman
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, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
- ...Wealth Management Client Associate Walnut Creek, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( . In this role you will: Assist Profit Formula Financial...SuggestedWork experience placementWork at office
- ...Client Associate In Wealth And Investment Management Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will...SuggestedWork experience placementWork at office
$45k - $75k
...Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative...SuggestedFlexible hours- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. You will handle account questions, assist with money movements, onboarding, and digital tool adoption while...Suggested
$57.75k - $126k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...Full timeTemporary workWork at officeFlexible hoursNight shift- ...Client Service Associate Location - Walnut Creek, CA Duration - 6+ months The Client Service Associate serves as a primary point of contact for clients and is the welcoming face of the office, creating a professional and exceptional client experience for every interaction...Temporary workWork experience placementWork at officeFlexible hours
$35.15k - $90k
Registered Client Service Associates 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...Temporary workWork at officeLocal areaWork visa$70k - $85k
Roklyn is partnering with a well-established independent wealth management firm in Concord, CA to hire a Client Service Associate. This is a practice with a small, close-knit team, where clients are known by name. Clients feel like family, and the work is rewarding because...Full timeWork at office- ...right opportunities. Reach out via LinkedIn or email to start a conversation.A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and...
- JPMorgan Chase & Co. is looking for a Private Client Investment Associate to provide exceptional service in Wealth Management. This role involves supporting Private Client Advisors, facilitating operational requests, and building strong client relationships. The ideal candidate...
- ...Client Services Team Job Description About TeamCivX TeamCivX is California's leader in election strategy and communications... ...California. Applicants must reside in California. Client Services Associate (CSA) The primary focus of TeamCivX Client Services...Remote workRelocation
- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
$45k - $75k
...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours- Morgan Stanley in Walnut Creek seeks a Registered Client Service Associate to provide exceptional client service, support Financial Advisors, and build trusted relationships. You will handle routine client inquiries, process transactions, and assist with account documentation...Work at office
$75k - $85k
...believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering...$35.15k - $90k
...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...Full timeTemporary workWork at officeLocal areaWork visa- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...
- ...demands, pleadings, discovery, and pre-trial preparationRepresent clients in litigation and advisory matters in state and federal courts... ...when appropriateCollaborate closely with experienced associates and paralegals to build strong case strategiesRepresent businesses...
- A growing litigation practice is seeking a California-licensed Associate Attorney with insurance defense litigation experience to join its... ...matters and proactively manage case deadlinesCommunicate with clients regarding case developments, litigation strategy, and...Contract workRemote work
$140k - $220k
...fully remote and requires admission in CA bar**********What You'll DoAs a Litigation Attorney, you'll play a key role in defending clients across a range of liability claims. You'll be trusted to lead cases, shape strategy, and deliver results.Develop and execute litigation...Remote work$115k - $125k
Trust & Estates Associate Location: Concord, NH (Hybrid Schedule)Salary: $115K-$125K baseA well-established New Hampshire law practice is... ..., tax, and wealth transfer matters.ResponsibilitiesAdvise clients on estate planning strategies, including wills, revocable and irrevocable...- Municipal/General Public Agency Attorney We are seeking a skilled Municipal/General Public Agency Attorney to join our team in Walnut Creek. This is a unique opportunity to engage in meaningful legal work that directly impacts communities across California. You'll work...
$155k
...trial of catastrophic injury, wrongful death, and complex litigation cases. The Construction Litigation Practice partners and senior associates are seasoned and well-respected trial attorneys who have broad trial experience. Our attorneys have been cited by the National...Work at office- ...civil litigation defense practice in Walnut Creek is seeking an Associate Attorney to join its team on a contract-to-hire basis. This... ...opportunity to take ownership of their cases, work directly with clients, and gain meaningful litigation experience in a collaborative environment...Contract workRemote work
- Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance AV-rated Bay Area law firm seeks insurance coverage attorney with 1+ years of coverage experience and/or litigation experience. California bar admission ...Work at officeRemote workWork from homeFlexible hours
$160k - $250k
...services in the field of labor and employment law. With a commitment to excellence and a focus on client satisfaction, we are seeking an experienced wage-and-hour Associate Attorney to join our thriving class action and PAGA team. Why join us? Benefits include: PPO...Local area$100k - $165k
...employment litigation and is passionate about achieving results for clients. You will work with a collaborative national team of talented... ...our platform. Our current national base salary ranges are: Associates (approximately 1-6+ years): $100,000–$165,000; Senior...Contract workLocal areaRemote workFlexible hours- ...Our client, a prominent national law firm, is seeking a Litigation Attorney to join their Walnut Creek team. Candidates should have 2 to 15+ years of general liability defense or related experience. Candidates must have admitted to practice in CA. This position...Work at officeRemote workFlexible hours
$190k - $235k
...comprehensive litigation, discovery, and investigation strategies Prepare and successfully try cases before judges and juries and represent clients in arbitration proceedings Conduct depositions, examine witnesses, and present compelling legal arguments Prepare pleadings,...Work at officeRelocation packageFlexible hours2 days per week
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