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Accounts Associate Jobs in Santa Rosa, CA (NOW HIRING)

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 ...

Heritage Landscape Supply Group

Yard Associate

Fulton, CA · On-site

$19 - $23.94/hr

The Full Time - Yard Associate for Heritage Family of Companies is responsible for supporting daily ... accounts, company-paid life and short-term disability, plus optional long-term disability, and ...

tcw

Sales Associate

Napa, CA

$15.75 - $21.50/hr

As a Sales Associate at The Chef's Warehouse, you ultimately act as the face of our company by ... Collaborate with inside sales representatives to keep account activities and literature up to date

Perdue Farms

Production Associate

Petaluma, CA

$21.25 - $22.95/hr

Summary Join our team as a Production Associate and be part of the team that brings quality ... accounts and paid time off. Schedule : Monday through Friday, Multiple Day shifts Principal ...

J.Crew

Sales Associate

Novato, CA · On-site

$17.73 - $19.10/hr

Job Summary As a Sales Associate, you embody our brand with personal style and passion, bringing ... The base salary offered will take into account internal equity and may vary depending on the ...

Endsight

Client Strategy Associate

Napa, CA · Remote

Career Pathing As a Client Strategy Associate (CSA) , you'll support our Pods' Client Strategy ... You'll work closely with General Managers, Technical Account Managers, and cross-functional teams ...

Perdue Farms

Production Associate

Petaluma, CA · On-site

$21.25 - $22.95/hr

Summary Join our team as a Production Associate and be part of the team that brings quality ... accounts and paid time off. Schedule : Monday through Friday, Multiple Day shifts Principal ...

J.Crew

Sales Associate

Novato, CA · On-site

$17.73 - $19.10/hr

Job Summary As a Sales Associate, you embody our brand with personal style and passion, bringing ... The base salary offered will take into account internal equity and may vary depending on the ...

J.Crew

Sales Associate

Napa, CA · On-site

$16.90 - $19.10/hr

Job Summary As a Sales Associate, you embody our brand with personal style and passion, bringing ... The base salary offered will take into account internal equity and may vary depending on the ...

J. Crew

Sales Associate

Napa, CA

$16.90 - $19.10/hr

Job Summary As a Sales Associate, you embody our brand with personal style and passion, bringing ... The base salary offered will take into account internal equity and may vary depending on the ...

Perdue Farms

Production Associate

Petaluma, CA

$21.25 - $22.95/hr

Summary Join our team as a Production Associate and be part of the team that brings quality ... accounts and paid time off. Schedule : Monday through Friday, Multiple Day shifts Principal ...

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All JobsAccounts Associate JobsAccounts Associate Jobs in Santa Rosa, CA

Accounts Associate information

See Santa Rosa, CA salary details

$32.3K

$62.1K

$85.3K

How much do accounts associate jobs pay per year?

As of Jun 30, 2026, the average yearly pay for accounts associate in Santa Rosa, CA is $62,117.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,900.00 and $70,500.00 per year, depending on experience, location, and employer.

How does an Accounts Associate typically collaborate with other departments within a company?

As an Accounts Associate, you’ll frequently interact with teams such as Sales, Procurement, and Operations to ensure accurate invoicing, expense tracking, and reconciliation of financial records. Effective communication is vital, as you may need to clarify invoice discrepancies with vendors or work with department managers to resolve budget variances. This collaborative environment helps build your understanding of the business and can open doors to broader roles in finance or accounting as you gain experience.

What does an Accounts Associate do?

An Accounts Associate is responsible for supporting the accounting and finance department with tasks such as processing invoices, maintaining financial records, reconciling accounts, and assisting with payroll. They ensure the accuracy of financial documents, help prepare reports, and may communicate with vendors and clients regarding payments or billing issues. This role is essential for keeping a company’s financial operations organized and compliant with regulations.

Can you make $500,000 a year as an accountant?

Accounts associates typically earn salaries well below $500,000 annually, with most earning between $50,000 and $80,000 depending on experience, location, and industry. Achieving a $500,000 salary generally requires advanced roles such as senior accountants, financial managers, or CFOs, often combined with bonuses, profit sharing, or ownership stakes. Developing specialized skills, certifications like CPA, and gaining extensive experience can help progress toward higher compensation levels.

What is the work of account associate?

An accounts associate is responsible for managing financial records, processing transactions, and reconciling accounts. They often use accounting software and require attention to detail to ensure accuracy in financial data and reporting.

What does an account associate do?

An accounts associate is responsible for managing client accounts, processing transactions, maintaining accurate records, and supporting account-related inquiries. They often use accounting software and require strong organizational and communication skills to ensure financial accuracy and customer satisfaction.

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

To thrive as an Accounts Associate, you need a solid understanding of accounting principles, attention to detail, and typically a degree in accounting, finance, or a related field. Familiarity with accounting software like QuickBooks, SAP, or Microsoft Excel, and sometimes certification such as CPA or relevant bookkeeping credentials, is commonly expected. Strong organizational skills, time management, and effective communication help professionals manage deadlines and collaborate with teams. These competencies are crucial for ensuring accurate financial records, compliance, and the smooth operation of accounting processes.

What is the difference between Accounts Associate vs Accounts Clerk?

AspectAccounts AssociateAccounts Clerk
Required CredentialsTypically an associate degree in accounting or financeHigh school diploma or equivalent, some roles may prefer post-secondary coursework
Work EnvironmentOffice setting, often in finance or accounting departmentsOffice environment, handling routine financial data entry and record keeping
Employer & Industry UsageCommon in corporate, retail, and financial services industriesWidely used in small to medium businesses, government agencies, and retail
Common Search & Comparison IntentYesYes

While both roles involve handling financial data, Accounts Associates typically have more responsibilities, such as assisting with financial analysis and reporting, and often require a relevant degree. Accounts Clerks focus on data entry, record keeping, and basic transaction processing. The choice depends on experience level and specific job duties within the organization.

What job makes $10,000 a month without a degree?

An Accounts Associate typically does not earn $10,000 a month without specialized experience or certifications. High-paying roles that can reach this level without a degree often include sales, real estate, or certain entrepreneurial ventures, but they usually require strong skills, networking, and proven performance. Most roles with such income levels generally demand relevant experience or industry-specific knowledge.
What are the most commonly searched types of Accounts jobs in Santa Rosa, CA? The most popular types of Accounts jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Accounts Associate jobs? Cities near Santa Rosa, CA with the most Accounts Associate job openings:
Accounts Associate jobs near you

Client Service Associate

Vodia Ventures

Santa Rosa, CA • On-site

$70K - $90K/yr

Other

Posted 5 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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