ZipRecruiter

Log In

1

Account Service Associate Jobs in San Ramon, CA (NOW HIRING)

Beacon Pointe Advisors

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

Client Service Associate We are currently seeking qualified candidates to join Beacon Pointe ... Monitors daily custodial alerts including cash management, account updates, trading, etc. and ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$17 - $23.50/hr

Client Service Associate The Client Service Associate provides operational support to our Wealth ... Trade client accounts, if appropriate. * Communicate directly with clients and other interested ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... Onboard and maintain client accounts, including collecting client information and required ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... Onboard and maintain client accounts, including collecting client information and required ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$90K - $120K/yr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners ... Trade client accounts, if appropriate. * Communicate directly with clients and other interested ...

Stifel

Client Service Associate - NR

San Francisco, CA · On-site

$56K - $75K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

BBR Partners

Client Service Associate

San Francisco, CA · On-site

$80K - $90K/yr

Client Service Associate San Francisco, CA BBR Partners is seeking a Client Service Associate to ... Open and maintain client accounts across custodians; guide clients through required documentation

Stifel

Client Service Associate - NR

San Francisco, CA · On-site

$56K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

Stifel

Client Service Associate - NR

San Francisco, CA · On-site

$56K - $75K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

next page

Showing results 1-20

All JobsAccount Service Associate JobsAccount Service Associate Jobs in San Ramon, CA

Account Service Associate information

See San Ramon, CA salary details

$5

$24

$29

How much do account service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for account service associate in San Ramon, CA is $24.67, according to ZipRecruiter salary data. Most workers in this role earn between $23.65 and $27.93 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 San Ramon, CA are hiring for Account Service Associate jobs?

Cities near San Ramon, CA with the most Account Service Associate job openings:

Account Service Associate jobs near you

Client Service Associate

San Jose, CA • On-site

Beacon Pointe Advisors
Finance and Insurance • 51 - 200 employees
Learn more about Beacon Pointe Advisorsexternal

$17 - $23.50/hr

Other

Re-posted 17 days ago

Job description

Client Service Associate 

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA 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 institutions. The successful candidate will have a demonstrated track record in client service, be comfortable in a fast-paced-environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry.  This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.

Responsibilities

  • Responds to routine client requests via phone, email and/or other contact methods
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • 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 Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

Qualifications

  • Undergraduate degree required with  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.
  • Strong analytical skills and ability to organize, understand and explain data sets using Excel.
  • Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
  • Demonstrated strong desire to grow in their role and career in Wealth Management.
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

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 visitwww.beaconpointe.com.

Apply