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Account Service Associate Jobs in Rohnert Park, CA

Vodia Ventures

Client Service Associate

Santa Rosa, CA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Plan and manage new account onboarding process including SMA and alternative investments * Closely ...

Grainger Businesses

Field Account Representative

Napa, CA · On-site

$59K - $89K/yr

Known for its commitment to service and purpose-driven culture, the Company reported 2025 revenue ... Associate's Degree or * Bachelor's Degree or equivalent experience preferred * 1+ years of sales ...

Grainger Businesses

Field Account Representative

Napa, CA · On-site

$59K - $89K/yr

Known for its commitment to service and purpose-driven culture, the Company reported 2025 revenue ... Associate's Degree or * Bachelor's Degree or equivalent experience preferred * 1+ years of sales ...

Panda Restaurant Group

Service Team

Windsor, CA

$22 - $25/hr

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...

Panda Restaurant Group

Service Team

Santa Rosa, CA · On-site

$22 - $25/hr

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...

Panda Restaurant Group

Service Team

Rohnert Park, CA

$22 - $25/hr

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...

Panda Restaurant Group

Service Team

Sonoma, CA · On-site

$22 - $25/hr

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...

Panda Restaurant Group

Service Team

Napa, CA

$22 - $25/hr

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...

Panda Restaurant Group

Service Team

Santa Rosa, CA

$22 - $25/hr

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...

Panda Restaurant Group

Service Team

Santa Rosa, CA · On-site

$22 - $25/hr

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...

Panda Restaurant Group

Service Team

Novato, CA · On-site

$22 - $25/hr

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...

Panda Restaurant Group

Service Team

Petaluma, CA

$22 - $25/hr

Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...

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Account Service Associate information

See Rohnert Park, CA salary details

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How much do account service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for account service associate in Rohnert Park, CA is $24.45, according to ZipRecruiter salary data. Most workers in this role earn between $23.41 and $27.69 per hour, depending on experience, location, and employer.

Is an account service associate an entry level job?

An account service associate position is often considered entry-level, suitable for individuals with basic customer service skills and a high school diploma or equivalent. The role typically involves on-the-job training and does not usually require extensive prior experience or advanced certifications.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What is the role of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, and ensuring client satisfaction. They often handle account updates, resolve issues, and coordinate with internal teams to meet client needs, typically using customer relationship management (CRM) tools. Strong communication and organizational skills are essential for success in this role.

What cities near Rohnert Park, CA are hiring for Account Service Associate jobs?

Cities near Rohnert Park, CA with the most Account Service Associate job openings:

Account Service Associate jobs near you

Client Service Associate

Santa Rosa, CA • On-site

Vodia Ventures
See more jobs at Vodia Venturesexternal

$70K - $90K/yr

Other

Re-posted 2 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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