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Csa Associate Jobs in California (NOW HIRING)

THE POSITION The Clinical Services Associate provides mental health treatment services for mental ... The CSA must also work well independently and adept at managing competing demands, multiple ...

... Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is expected that this role will continue to act as a CSA ...

... Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is expected that this role will continue to act as a CSA ...

... Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is expected that this role will continue to act as a CSA ...

... Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is expected that this role will continue to act as a CSA ...

... Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is expected that this role will continue to act as a CSA ...

Compliance Engineer

Rancho Cordova, CA · On-site

$80K - $95K/yr

Associate's degree or higher in engineering or a related technical field, or equivalent practical ... 1 / CSA B44 and CSA B44.1 / ASME A17.5 standards • Knowledge of seismic requirements for ...

Showing results 41-60

Csa Associate information

What are the most commonly searched types of Csa jobs in California? The most popular types of Csa jobs in California are:
What cities in California are hiring for Csa Associate jobs? Cities in California with the most Csa Associate job openings:
Infographic showing various Csa Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Client Service Associate

Beacon Pointe Advisors

Newport Beach, CA • On-site

$15.50 - $21.50/hr

Other

Re-posted 17 days ago


Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.

Responsibilities

  • Responds to routine client requests via phone, email and/or other contact methods
  • Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
  • Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status
  • Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned

Qualifications

  • Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred)
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent interpersonal and verbal/written skills.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.