Talent.com

Client associate Jobs in Ontario, CA

Create a job alert for this search

Client associate • ontario ca

Last updated: 22 hours ago

Licensed Client & Advisor Success Manager

Zapata Private Wealth GroupUpland, CA, US
Full-time

Licensed Client & Advisor Success Manager.Bilingual Spanish | Path to Office Manager / Operations Lead).Hybrid (Southern California preferred) or Remote (exceptional candidates only).Wealth Managem...Show more

 • New!

Warehouse Associate

Capstone LogisticsGuasti, CA, United States
Full-time

People want to work at Capstone because of our high-performance culture.We build strong relationships, challenge the status quo, work hard to deliver results, and pay it forward in our communities....Show more

Sales Associate

RocketPomona, CA, US
Full-time +1

As a Sales Associate you will be eligible for;.Day Performance-Based Increase.Full Time positions are also eligible for medical benefits.The Sales Associate at United Pacific works at an assigned s...Show more

TM Client Care Advisor II

Fifth Third BancorpOntario, CA, United States
Full-time

Treasury Management Client Care Advisor.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth T...Show more

Retail Associate

Ross StoresMira Loma, California
Full-time

Retail Associate-(10878000PL0226).The Retail Associate is responsible for ensuring our Customers have a positive shopping experience.The Associate makes eye contact, smiles, and greets all Customer...Show more

Warehouse Associate

UlineOntario, CA, US
Full-time

Warehouse Associate Pay from $26 to $32 per hour with significant growth and earning potential! California Branch 4810 South Hellman Avenue, Ontario, CA 91762 Go-getters wanted! Looking to join a t...Show more

 • Promoted

Task Associate

Ulta Beauty, Inc.Rancho Cucamonga, California, United States
Full-time +1

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash...Show more

Client Rep

Queen City PromotionsRancho Cucamonga, CA, US
Full-time
Quick Apply

Kickstart Your Career as a Client Rep!.Calling all recent grads & ambitious go-getters!.Want a job where you can meet new people, make a difference, and have fun doing it? Join our team as a Client...Show more

Associate Therapist

INNERPEACE THERAPYUpland, CA, US
Full-time

Pre-licensed or licensed marriage and family therapist/ LPCC or LCSW, Valid Associate license by the BBS.Providing individual, group, family and couples therapy in office .Supervision/ hours provid...Show more

Associate Veterinarian

Petco9137 Central Ave Ste A, Montclair, CA 91763 United States
Full-time

Want to help pets live their best lives?.We’re proud to be where the pets go and where the pet people go.If you want to make a real difference, create an exciting career path, feel welcome to be yo...Show more

Warehouse Associate

StaffmarkEastvale, CA, United States
Full-time

Now hiring Warehouse Associate Eastvale, CA Pay rate: $17.Shift: (1st Shift | Sundays 6 AM 2:30 PM + Monday Thursday 10 AM 6:30 PM) (2nd Shift | Monday Friday 2 PM 10:30 PM) + OT as needed.Warehous...Show more

Sales Associate

Orangetheory - Franchise #0316Eastvale, CA, US
Part-time

If you mention fitness within moments of meeting someone.We’re looking for enthusiastic individuals eager to share our story and our success with everyone who walks through that door or who calls f...Show more

Remote Client Experience Consultant (Independent)

Travel with LaniChino Hills, CA, United States
Full-time

Remote Client Experience Consultant (Independent).You will assist clients with planning, booking, and support throughout their journeys.Support clients with travel planning and reservations.Provide...Show more

Warehouse Associate

RyderChino, CA, US
Full-time +1

Immediately hiring a Permanent Full Time Warehouse General Associate to support our Facility at Ryder in Chino, CA.Hear from a Ryder Supply Chain Warehouse Employee Here:.We want the right Warehous...Show more

Distribution Associate

Fusion Life SciencesClaremont, CA, United States
Full-time
Quick Apply

Job Title: Distribution Associate Location: Claremont, CA Duration: 9 Months Job Description: Entry level position; responsible for ensuring that all shipping and re...Show more

Warehouse Associate

AutozoneOntario, CA, US
Full-time +1

Job Description \n\n\nAre you a strong communicator, adaptable leader, and team player looking for a fast-paced, hands-on role in warehouse operations? AutoZone is hiring Warehouse Associates to su...Show more

 • New!

Deli Associate

VonsLa Verne, CA, United States
Part-time

As a Deli Clerk, no one day is ever the same.You are someone who prides themselves on exceptional customer service and their knowledge of deli meats, cheeses, salads, sandwiches, dips, and gourmet ...Show more

Stock Associate

Steve MaddenOntario, CA, United States
Full-time

Stock Associate (P/T) (California, USA).The Stock Associate is responsible for verifying merchandise receipts, deliveries, and placement of merchandise in the stockroom.Maintain a passion for both ...Show more

Warehouse Associate

UlineOntario, California
Full-time

Pick customer order items and package them for same day shipping.Load outbound trailers with Uline product for our customers.Unload shipments from suppliers, ensuring accuracy and quality.High scho...Show more

People also ask
The highest-paying jobs are:
The top 10 cities are:
Licensed Client & Advisor Success Manager

Licensed Client & Advisor Success Manager

Zapata Private Wealth GroupUpland, CA, US
22 hours ago
Job type
  • Full-time
Job description
Benefits:
  • Employee discounts
  • Health insurance
  • Paid time off
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Opportunity for advancement
  • Profit sharing
  • Training & development
  • Wellness resources

Licensed Client & Advisor Success Manager


(Bilingual Spanish | Path to Office Manager / Operations Lead)


Location: In Person (Upland, CA)
Industry: Wealth Management / Financial Planning
Licensing Required: Series 7, Series 66, Life Insurance (active)
Language Requirement: Fluent Spanish & English (spoken and written)
This Is Not an Admin Role. Read This Carefully.


Zapata Private Wealth Group is seeking a bilingual, licensed, execution‑driven professional to serve as the operational backbone and client‑facing anchor of our firm.


If you are soft‑spoken, passive, uncomfortable leading conversations, or prefer to work entirely behind the scenes, this role will not be a fit.
If you:


  • Speak confidently with clients
  • Bring calm authority to conversations
  • Are warm, professional, and directive when needed
  • Take pride in follow‑through and relationship continuity
Keep reading.
Spanish Is Not a “Nice to Have” — It Is Core to the Role


You will regularly:


  • Communicate with Spanish‑speaking clients and households
  • Confirm details, timelines, and next steps in Spanish
  • Represent the firm professionally in bilingual conversations
  • Ensure clarity, trust, and confidence across language barriers
If you are not fully fluent and comfortable leading professional conversations in Spanish, do not apply.
The Role (In Plain English)


This role is internally known as “The Glue.”
You are the person clients recognize, trust, and feel comfortable contacting.
You are the person advisors rely on to ensure execution.
You are the person leadership trusts to prevent problems, not react to them.
If something does not involve giving financial advice, it starts with you.
What You Will Own (Non‑Negotiable)


Client, Advisor, & Relationship Execution


  • Serve as a primary bilingual point of contact for clients
  • Coordinate and execute client onboarding start‑to‑finish
  • Own task management and follow‑through in Wealthbox (system of record)
  • Prepare advisors for meetings (planning, estate workflow status, next steps)
  • Track, close, and document all post‑meeting items
  • Escalate issues before they become problems
Clients should feel:
“They know me. They follow up. Things get done.” Personality That Thrives Here (Read Carefully)


✅ Warm, professional, and confident
✅ Comfortable leading conversations (not just responding)
✅ Calm under pressure
✅ Naturally organized and detail‑oriented
✅ Friendly without being informal
✅ Assertive about follow‑through — without being abrasive
🚫 Apologetic communicators
🚫 People who avoid setting expectations
🚫 Anyone uncomfortable enforcing process politely but firmly
This role requires presence, not just competence.
Systems You Will Use (Daily / Heavy)


You must either already be fluent in — or be ready to master quickly:
  • Wealthbox (CRM, tasks, workflows — source of truth)
  • PreciseFP (client data gathering & completion tracking)
  • eMoney (planning support)
  • Wealth.com (estate workflow coordination)
  • Jump AI (reviewing and finalizing meeting notes)
  • Outlook (logged into Wealthbox)
  • MyRepChat (compliant client texting)
  • Zoom
  • Google Drive
  • RingCentral (fax)
If systems overwhelm you, this role will not be enjoyable.
Growth Path: Office Manager / Operations Lead


This role is intentionally designed to grow into Office Manager / Operations Lead, adding ownership of:
  • People operations & onboarding
  • Payroll & HR coordination
  • Licensing & registration tracking
  • Compliance & OSJ coordination
  • Vendors, events, and operational problem‑solving
  • Acting on behalf of the CEO operationally
You must want responsibility, not avoid it.
What You Will NOT Do


🚫 Give financial advice
🚫 Make investment decisions
🚫 Wait to be reminded
🚫 Let issues linger
🚫 Leave work undocumented


How Success Is Measured


You are succeeding when:
  • Clients feel supported and confident
  • Advisors never chase follow‑ups
  • The CEO is not in the weeds
  • Wealthbox is clean, accurate, and trusted
  • Problems are handled quietly and early
Required Qualifications


  • Fluent Spanish and English (spoken and written)
  • Active Series 7, Series 66, and Life Insurance license
  • Experience in a Wealth Management / RIA / LPL environment strongly preferred
  • Excellent written and verbal communication
  • Comfort interacting directly with clients
  • Strong process discipline and security awareness
Compensation


  • Remote (Exceptional): $40,000 – $60,000 base dependent on experience (commission & bonus opportunities)
  • Growth path to Office Manager: (additional pay/bonus/commission)
How to Apply (Intentional Filter)


To apply, submit:
  1. Resume
  2. Familiarize yourself with our company, our website and our culture!
  3. A short cover note (English is fine) answering:
    • Why this role fits how you operate
    • An example of when you owned follow‑through with a client
    • Confirmation of Spanish fluency and prior client use
Generic applications will not be reviewed.
Final Note


This role requires:
  • Execution
  • Presence
  • Warm authority
  • Bilingual confidence
If that excites you — we want to meet you.
If it feels like too much — this role is not for you.

Contact Zapata Private Wealth Group for more information at (909) 681-6900 & email denise@zapatawealth.com and cc service@zapatawealth.com