Associate

• Support a career dedicated to wealth management
• Serve as a vital part of the team in a collegial, open-door environment
• Deliver an exceptional client experience
• Manage multiple priorities in a fast-paced environment
• Build positive relationships with clients and colleagues
• Perform accurate, high-quality work and provide operational and client service support

Client Associate

• Process all inbound and outbound stock shipments
• Assist with inventory, cycle counts, merchandising, and product transfers
• Maintain stockroom organization so products are easily located for the sales team
• Replenish merchandise within the boutique
• Assist the sales floor as needed
• Help maintain a safe and clean boutique environment
• Demonstrate loss prevention efforts
• Collaborate with team members to ensure customers find their preferred coffees and products
• Drive productivity through preparation and organization

Retail Stock Associate – Part-time

• Partner with the San Francisco team in a 24+ month developmental role
• Gain knowledge across technical, clinical, and sales aspects of Intuitive’s business
• Assist sales representatives with surgeon trainings, hospital robotic development, and overall territory management
• Guide technical in-services for customers, including operating room staff and surgeons
• Sell the benefits of advanced technology to existing robotic users and contribute to team quotas
• Gain experience in goal setting, territory mapping, and quota attainment preparation
• Manage administrative tasks, including sales/procedure reporting, sales activity outcomes, and expense report submission

Clinical Territory Associate

• Serve as the primary administrative support person for the Vice President of Development department and provide supplemental support to other department staff
• Manage remote and in-person Development department meeting logistics and coordination
• Oversee travel planning and logistics for fundraising staff for group meetings as needed
• Assist with tracking deadlines for internal report and communication deliverables
• Work with the AR Accountant to manage gift processing integration in Raiser’s Edge
• Produce donor acknowledgement letters and other stewardship communications
• Maintain accurate and consistent document filing in the department's SharePoint
• Serve as the primary point of contact for incoming Development department calls, emails, and inquiries
• Triage and prioritize time-sensitive requests
• Support the Vice President of Development with donor engagement tracking and Moves Management in Raiser’s Edge
• Coordinate meetings and travel, manage communications and reporting, support donor stewardship activities, and maintain organized systems for fundraising and donor engagement operations

Development Associate

• Litigate securities fraud matters on behalf of the firm’s institutional investor clients
• Represent investors in complex securities fraud actions
• Develop and assess potential legal claims and litigation strategy
• Work toward precedent-setting reforms that increase market transparency
• Hold wrongdoers accountable and improve corporate business practices
• Take a meaningful role in multiple complex cases, often opposite significantly more senior lawyers
• Collaborate with the firm’s Securities Litigation team

Securities Litigation Associate

• Build lasting customer relationships through proactive conversations
• Lead discovery-driven conversations to understand customer needs
• Connect customers with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making referrals
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Process transactions accurately while maintaining compliance and operational standards
• Use digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Support branch operations by flexing between cash handling and customer banking activities

Associate Personal Banker

• Develop and update financial models for utility-scale renewable energy project portfolio
• Support valuation analysis including IRR, NPV, and cash flow projections
• Conduct sensitivity analysis on power prices, capital costs, operating expenses, and financing terms
• Analyze power price forecasts, storage revenue opportunities, and contract structures
• Support evaluation of PPA pricing, merchant exposure, and capacity revenues
• Work closely with Development and Commercial teams to update project economics as development milestones are achieved
• Track key project assumptions including interconnection costs, capital expenditures, and operating expenses
• Assist with preparation of investment memos, lender presentations, and financial summaries
• Support due diligence processes for project financing and acquisitions
• Maintain project valuation databases and analytical tools
• Support improvements to financial modeling templates and analytics workflows

Associate, Project Valuations – Project Analytics

• Participate in structured training classes covering insurance policies, claim processes, systems, and procedures
• Assist in reviewing, investigating, and documenting Workers Compensation claims under close supervision
• Investigate, develop, and evaluate action plans for claim resolution
• Assess coverage and determine claim compensability under Workers Compensation, including evaluating potential fraud
• Participate in telephonic and/or onsite file reviews
• Learn to determine coverage, compensability, and exposure based on policy terms and claim facts
• Gather information from policyholders, claimants, witnesses, and third-party providers
• Communicate claim status to business customers, injured employees, medical providers, and legal counsel
• Maintain accurate claim activity records in claim management systems
• Coordinate medical treatment with internal or external resources when appropriate
• Demonstrate openness to continuous learning, particularly in AI and digital transformation
• Perform other duties as assigned

Workers Compensation Associate – Claim Representative

• Receive wood from the saw shop and piece it together with a nail gun along set stringers
• Build and repair wooden pallets from freshly cut or recycled wood
• Stack finished products by hand for forklift operators to move to appropriate areas
• Ensure personal and workplace safety by following company procedures
• Achieve high quality standards while maintaining a high volume of finished goods
• Work the 2nd shift, Monday through Friday, 2:30 p.m. to 11:00 p.m.

Manufacturing Associate – Pallet Builder

• Build deep client relationships through client-focused processes and solutions
• Promote product usage and adoption and reduce client cancellations
• Implement product-based workflows and support smooth user onboarding
• Gather product feedback and advocate for clients with Product Development
• Understand clients’ business and investment processes and provide solutions using FactSet products
• Support FactSet applications
• Create custom FactSet models, screens, and automated processes
• Plan and lead product trainings in client offices and at training seminars
• Develop knowledge of financial markets while working with multiple clients

Associate jobs in California