Client Sales Associate
Stratford Davis
Los Angeles, United States | Posted on 07/15/2026 Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path. If you are driven by helping others succeed, enjoy connecting with people, and thrive in a results-oriented environment, this could be the opportunity you've been looking for. Key Responsibilities Build and expand your client base through networking, referrals, and proactive outreach Conduct thorough consultations to evaluate clients’ financial needs, goals, and current situations Design and present customized financial strategies aligned with client objectives Maintain strong, long-term relationships by delivering ongoing support and guidance Stay informed on industry developments, market trends, and regulatory updatesOperate with professionalism, integrity, and adherence to ethical business practices Ideal Candidate Passionate about helping others achieve financial stability and long-term success Strong communication, interpersonal, and presentation skills Self-driven, disciplined, and motivated by results in a performance-based environment Entrepreneurial mindset with the ability to work independently Committed to maintaining high ethical standards and delivering exceptional client service Previous experience in sales, finance, or customer-facing roles is a plus, but not required Benefits Flexible Work Environment: Set your own schedule and build your business on your terms Comprehensive Training & Mentorship: Access industry-leading training, ongoing development, and dedicated support to accelerate your success Uncapped Commission Structure: Your earnings are performance-driven with no income ceiling, your results directly determine your income potential. High potential commission-based role. Established Brand Alignment: Represent a respected and growing financial services organization Insurance Benefits: Access to life insurance and healthcare exchange options (medical, dental, and vision) Performance Incentives: Bonuses and reward programs based on results Incentive Travel: Qualify for exclusive trips and experiences for top performers #J-18808-Ljbffr
$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. Summary/Function We are currently seeking an... ...least two years of previous experience as a Registered Client Associate. Post‑secondary education preferred. Solid technology skills (Microsoft...SuggestedHourly payWork at office$20 - $30 per hour
...build sustainable businesses and expand our associates’ potential for career advancement.... ...East West Bank is currently seeking Private Client Associate who will be responsible for supporting... ...Private Banking Department to achieve sales, service, and operational excellence. The...SuggestedFlexible hours- ...oriented? Please share an example of how you deliver exceptional client service. 2-How do you ensure accuracy and attention to detail... ...-focused environment? We're looking for a Registered Client Associate to: Keep management systems up to date with accurate client...SuggestedWork at officeFlexible hours
$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities,...SuggestedHourly paySeasonal workWork at officeShift workDay shift$65k - $75k
...Responsibilities Keep management systems up to date with accurate client information. Educate clients on account services and... ...Qualifications Series 7 and 66 licenses required (Registered Client Associate). Must obtain required FINRA registrations within 180 days of hire...SuggestedFull timeWork at office$25 - $44 per hour
...Job Description Provides client service support to multiple Financial Advisors (FA). Supports enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions based on the FA’s specific needs. Serves as the most frequent point...Hourly paySeasonal workWork at officeShift workDay shift$30.77 - $35.9 per hour
...Our local market knowledge and industry expertise support our clients\' regional and global needs. Our core values are: Owner mindset... ...joining our team! Job overview JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client team in providing...Hourly payDaily paidContract workTemporary workLocal area- ...Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft...Work at office
$90k - $110k
...AltsWire is looking for an Associate for the Institutional Client Group, based in Los Angeles, CA. This role supports the APAC institutional sales team, building relationships and contributing to fundraising initiatives. Ideal candidates should have a degree and fluency...- ...Description About the Role This is a hands-on, face-to-face outside sales role—no sitting behind a desk all day. You’ll be out in the... ...and building long-term relationships. Once you bring in new clients, you’ll also manage those accounts and make sure they receive...Work at officeLocal area
- ...Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well...Contract workWork at officeLocal areaShift work
$50k - $60k
...where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'... .... This job is different from traditional customer service or sales: Our service is totally free, and clients are desperate for our...Work experience placementInternshipRemote work$49.5k - $77k
...Client Associate/Registered 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/Registered Client Associate, become a trusted resource to...Full timeFlexible hours$25 - $37 per hour
...a common purpose to help make financial lives better through the power of every connection. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence...Hourly paySeasonal workShift workDay shift$49.5k - $77k
...Client Associate/Registered 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. Become a trusted resource to our clients, advisors and branch. Use your administrative...Full timeFlexible hours$49.5k - $77k
...Client Associate/Registered 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/Registered Client Associate, become a trusted resource...Flexible hours$34.32k - $90k
...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...Temporary workWork at officeLocal area$22 per hour
...Client Service Associate This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm. Remote work available, but must reside in Arizona. Pay: up to $22.00 per hour Bilingual differential pay for those bilingual in Spanish!!! SAGE Counseling is actively recruiting...Hourly payFull timeWork at officeRemote workMonday to Friday- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...new clients to ensure a smooth transition Coordinate with sales, operations, and support teams to resolve issues...Full time
$90k
...expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across... ..., fielding and results seamlessly and quickly. The Survey Associate position is a key enabler in the development of our Surveys team...Flexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...Benefits Eligible for Dental, Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support within a fast-paced financial services environment. This role partners closely with advisors and internal...Work at office
$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at office- ...Youll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates... ...our operations running smoothly. Youll also collaborate wi Client Service, Associate, Client Relations, Service, Benefits, Retail...
$34.32k - $90k
...Job DescriptionClient 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...Temporary workWork at officeLocal area$80.1k - $128.16k
...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... ...PWAs business plan, including accomplishing sales and client retention goals. Primary...Temporary workLocal areaFlexible hours$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- ...country ($77B in AUM), serving both private HNW and institutional clients. The firm has approximately $15B in AUM and is located in... ...SKILLSET REQUIRED. POSITON OVERVIEW : This CSA/Trading Associate is responsible for extensive client contact and is involved in...Work at officeWork from home
$35.15k - $90k
...Overview Registered Client Service Associates provide exceptional service to clients and support Financial Advisor teams on a daily basis. The role builds trusted relationships with clients, leads with a client-first mindset, and applies strong interpersonal skills to...Work at officeLocal area$55k - $75k
...customized service is the foundation of our consistent growth. Our Correspondent Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for correspondent broker dealers, client service, and quality...Immediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Sales Associate. Be the first to apply!
- client services associate Los Angeles, CA
- client account associate Los Angeles, CA
- client success associate Los Angeles, CA
- client relationship associate Los Angeles, CA
- registered client associate Los Angeles, CA
- client solutions associate Los Angeles, CA
- client engagement associate Los Angeles, CA
- banquet sales assistant Los Angeles, CA
- car salesperson Los Angeles, CA
- international sales assistant Los Angeles, CA


