Talent.com

Client associate Jobs in Chula Vista, CA

Create a job alert for this search

Client associate • chula vista ca

Last updated: 4 days ago

Client Sales Associate

Stratford DavisSan Diego, CA, us
Full-time

As an Client Sales Associate, you will play a key role in helping individuals and families make informed financial decisions.In this position, you’ll deliver personalized guidance by understanding ... Show more

Client Service Associate

Edelman Financial EnginesSan Diego, California
$54,000.00 yearly
Full-time

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration... Show more

Client Services Associate

TradeJobsWorkforce92134 San Diego, CA, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Client Advisor - Construction

AcrisureSan Diego, CA, United States
Full-time

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 connect clie... Show more

Client Care Specialist

Ethos Veterinary HealthSan Diego, CA, US
$24.00 hourly
Full-time
Quick Apply

Veterinary Specialty Hospital (VSH)  by Ethos Veterinary Health is looking full-time Client Care Specialist to join our team.TBD The pay range for this position is $24.Compensation is negotiab... Show more

Client Advisory Associate

Whittier Trust CompanySan Diego, CA, United States
$65,000.00 yearly
Full-time

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ... Show more

Associate Client Manager

Mercer FranceSan Diego, CA, United States
$49,000.00 yearly
Full-time

The primary focus of the Senior Client Analyst is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the object... Show more

Tax Senior Associate or Supervisor - Private Client Services

WeaverSan Diego, CA, United States
$90,000.00 yearly
Full-time

Tax Senior Associate or Supervisor - Private Client Services.Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different field... Show more

Client Advisor

Hello Mazda of San DiegoSan Diego, CA, US
Full-time

More people are saying goodbye to their old jobs and Hello to their new careers.Hello, Automotive Group will be bringing a unique experience.It doesn't matter if you have automotive experience or n... Show more

Client Operations Lead

CULASan Diego, CA, United States
$23.00 hourly
Full-time

Job Category: Customer Service.CULA - San Diego, San Diego, CA 92123, USA.Client Service Lead San Diego, CA | On-site role.The Client Service Lead is responsible for delivering high-quality account... Show more

Associate Client Manager

Marsh & McLennanSan Diego, CA, United States
$49,000.00 yearly
Full-time

The primary focus of the Senior Client Analyst is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the object... Show more

Client Relations Specialist

AO Globe LifeSan Diego, CA, US
Full-time
Quick Apply

AO Globe Life is seeking motivated professionals to help families nationwide access vital supplemental benefit programs—all from home.This mission-driven, remote-first opportunity is designed... Show more

Associate Client Manager

Oliver Wyman, LLCSan Diego, CA, United States
$49,000.00 yearly
Full-time

The primary focus of the Senior Client Analyst is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the object... Show more

Associate, Client Relationship Manager

Lido Advisors, LLCSan Diego, CA, United States
Full-time

Associate, Client Relationship Manager.Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact ... Show more

Client Associate Commercial Real Estate- Commercial Term Lending

ChaseSan Diego, CA, United States
Full-time

Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is ju... Show more

Client Success Manager

TradeJobsWorkForce92102 San Diego, CA, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

 • Promoted

Sr Associate, Client Operations

CotalitySan Diego, CA, United States
$43,500.00 yearly
Full-time

Sr Associate, Client Operations.At Cotality, we are driven by a single missionto make the property industry faster, smarter, and more people-centric.Cotality is the trusted source for property inte... Show more

Client Service Associate, Commercial Lines

50191 Hub International Insurance Services Inc.San Diego, CA
Full-time

IGNITE YOUR PASSION * IMPACT WHAT MATTERS.Breaking Boundaries for 25 years - and counting.The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for t... Show more

Client Service Representative

ANIMALS ONLY VETERINARY COLLECTIVE INCSan Diego, CA, US
$20.00 hourly
Full-time +1
Quick Apply

Animals Only Small Animal Rehabilitation Client Service Representative Essential Job Duties include, but not limited to:.Be an essential and responsible member of our patient care team and work clo... Show more

People also ask
Client Sales Associate

Client Sales Associate

Stratford DavisSan Diego, CA, us
5 days ago
Job type
  • Full-time
Job description
As an Client Sales Associate, you will play a key role in helping individuals and families make informed financial decisions. In this position, you’ll deliver personalized guidance by understanding each client’s unique goals and recommending tailored solutions using a broad range of high-quality financial tools. Your success will be driven by your ability to build trust, provide meaningful strategies, and maintain long-term client relationships. This role offers the flexibility to manage your own schedule while receiving ongoing support from a collaborative and experienced team.

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 updates
  • Operate 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
Compensation & 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
  • 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 performer