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Internal Associate Jobs in Berkeley, CA (NOW HIRING)

BluePath Health

Associate

Larkspur, CA · On-site

$50 - $70/hr

The Associate works closely with internal teams and clients to ensure timely delivery of high-quality work. This is a hybrid position that requires a minimum of two days per week in a BluePath Health ...

Blue Path Health

Associate

Larkspur, CA · On-site

$50 - $70/hr

The Associate works closely with internal teams and clients to ensure timely delivery of high-quality work. This is a hybrid position that requires a minimum of two days per week in a BluePath Health ...

Tang+Company

Client Service Associate

Martinez, CA · On-site

$18/hr

Provide prompt, courteous service to all external and internal customers * Assist with special ... Client Service Associate will also possess strong customer service and problem-solving skills ...

New

TIAA

Internal Advisor Consultant

San Francisco, CA

$90K - $110K/yr

The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Internal Advisor Consultant

San Francisco, CA · On-site

$90K - $110K/yr

The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Internal Advisor Consultant

San Francisco, CA · On-site

$54K - $70K/yr

The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

CareOnSite

Client Service Associate

Martinez, CA · On-site

$18/hr

... Services Associate. The ideal candidate is enthusiastic, organized, detail-oriented, with a ... Provide prompt, courteous service to all external and internal customers * Assist with special ...

Tang and Company

Client Service Associate

Martinez, CA · On-site

$18/hr

... Services Associate. The ideal candidate is enthusiastic, organized, detail-oriented, with a ... Provide prompt, courteous service to all external and internal customers * Assist with special ...

Tang and Company

Client Service Associate

Martinez, CA · On-site

$18/hr

... Services Associate. The ideal candidate is enthusiastic, organized, detail-oriented, with a ... Provide prompt, courteous service to all external and internal customers * Assist with special ...

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Showing results 41-60

All JobsInternal Associate JobsInternal Associate Jobs in Berkeley, CA

Internal Associate information

See Berkeley, CA salary details

$33.1K

$172.9K

$380.2K

How much do internal associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for internal associate in Berkeley, CA is $172,902.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,400.00 and $260,200.00 per year, depending on experience, location, and employer.

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Is it okay to apply for an internal associate job?

Applying for an internal associate position is generally appropriate if you meet the job requirements and have relevant skills such as communication, organization, and familiarity with company procedures. Internal roles often favor candidates with prior experience within the organization or related industry knowledge. It is important to review the specific qualifications and application instructions provided by the employer.

What are the most commonly searched types of Internal jobs in Berkeley, CA?

The most popular types of Internal jobs in Berkeley, CA are:

What cities near Berkeley, CA are hiring for Internal Associate jobs?

Cities near Berkeley, CA with the most Internal Associate job openings:

Internal Associate jobs near you
Infographic showing various Internal Associate job openings in Berkeley, CA as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $172,902 per year, or $83.1 per hour.

Trade & Cash Operations Associate | San Francisco Bay Area

Daley And Associates, LLC

Alameda, CA • On-site

$110K - $120K/yr

Other

Posted 17 days ago

Job description

Trade & Cash Operations Associate | San Francisco Bay Area

A leading investment management firm is seeking a Trade & Cash Operations Associate to support securities transactions, cash movements, settlements, reconciliations, and investment reporting. This role will work closely with the investment team, custodians, brokers, and other internal and external stakeholders.

Schedule: Hybrid, 3 days onsite 
Compensation: $110,000-120,000 + bonus 

Responsibilities
  • Facilitate securities transactions, settlements, reconciliations, and cash movements.
  • Prepare daily cash forecasts and asset allocation reporting.
  • Coordinate internal cash transfers, wires, and investment funding.
  • Monitor investment activity and maintain accurate investment and accounting data.
  • Identify and resolve settlement, cash, and transaction-related issues.
  • Prepare management reports, dashboards, and ad-hoc analyses.
  • Research transaction details and ensure compliance with internal policies and regulations.
  • Serve as a key point of contact for brokers, custodians, and internal stakeholders.
  • Support process improvement and cross-functional projects.
Qualifications
  • Bachelor’s degree and 2+ years of relevant experience.
  • Experience with investment operations, securities settlement, and cash management.
  • Exposure to public and private investments.
  • Strong Excel and Microsoft Office skills.
  • Excellent attention to detail, organization, and problem-solving abilities.
  • Strong communication and interpersonal skills.
  • Familiarity with securities, derivatives, and other complex financial instruments.
  • Financial modeling or business intelligence experience preferred.
  • Bloomberg experience is a plus.
For immediate consideration, please reach out to Kelly Lucey directly at klucey@daleyaa.com.

Apply