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Avp Client Services Jobs in California (NOW HIRING)

NFP Corp

AVP, Client Service

Los Angeles, CA · On-site

... services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... The Client Service Manager will have responsibility for ensuring that every client receives ...

NFP Corp

AVP, Client Service

Los Angeles, CA · On-site

... services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... The Client Service Manager will have responsibility for ensuring that every client receives ...

NFP Corp

AVP, Client Service

Los Angeles, CA · On-site

... services--empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... The Client Service Manager will have responsibility for ensuring that every client receives ...

cathaybank

AVP/VP, Client Service Manager

El Monte, CA

$100K - $115K/yr

GENERAL SUMMARY The AVP/VP, Client Service Manager is responsible for establishing and managing ... Strong knowledge of products and services typically offered to commercial clients. * Strong ...

cathaybank

AVP/VP, Client Service Manager

El Monte, CA

$100K - $115K/yr

GENERAL SUMMARY The AVP/VP, Client Service Manager is responsible for establishing and managing ... Strong knowledge of products and services typically offered to commercial clients. * Strong ...

cathaybank

AVP/VP, Client Service Manager

El Monte, CA

$100K - $115K/yr

GENERAL SUMMARY The AVP/VP, Client Service Manager is responsible for establishing and managing ... Strong knowledge of products and services typically offered to commercial clients. * Strong ...

cathaybank

AVP/VP, Client Service Manager

El Monte, CA · On-site

$100K - $115K/yr

GENERAL SUMMARY The AVP/VP, Client Service Manager is responsible for establishing and managing ... Strong knowledge of products and services typically offered to commercial clients. * Strong ...

Cathay Bank

AVP/VP, Client Service Manager

El Monte, CA · On-site

$100K - $115K/yr

... SUMMARY The AVP/VP, Client Service Manager is responsible for establishing and managing ... Strong knowledge of products and services typically offered to commercial clients. * Strong ...

Cathay Bank

AVP/VP, Client Service Manager

El Monte, CA · On-site

$80 - $115/hr

The AVP/VP, Client Service Manager is responsible for establishing and managing relationships with ... Strong knowledge of products and services typically offered to commercial clients. * Strong ...

Cathay Bank

AVP/VP, Client Service Manager

El Monte, CA · On-site

$100K - $115K/yr

... SUMMARY The AVP/VP, Client Service Manager is responsible for establishing and managing ... Strong knowledge of products and services typically offered to commercial clients. * Strong ...

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All JobsAvp Client Services JobsAvp Client Services Jobs in California

Avp Client Services information

See California salary details

$38K

$89.8K

$160.9K

How much do avp client services jobs pay per year?

As of Sep 3, 2026, the average yearly pay for avp client services in California is $89,756.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $108,100.00 per year, depending on experience, location, and employer.

What is an AVP Client Services?

An AVP Client Services, or Assistant Vice President of Client Services, is a mid-to-senior-level management professional responsible for overseeing client relationships and ensuring high levels of customer satisfaction. They typically lead teams that handle client accounts, resolve issues, and deliver tailored solutions to meet client needs. AVPs of Client Services also collaborate closely with sales, operations, and executive leadership to drive growth and retention. Their role often involves analyzing client feedback, implementing service improvements, and maintaining strong communication channels between the company and its clients.

What are the key skills and qualifications needed to thrive as an AVP Client Services?

To thrive as an AVP Client Services, you generally need a background in business administration, account management, and client relationship management, often supported by a bachelor's or master's degree. Familiarity with CRM platforms, data analytics tools, and project management software is typically expected. Exceptional communication, leadership, and problem-solving skills help you build strong client partnerships and lead service teams effectively. These competencies are crucial for driving client satisfaction, retaining business, and delivering consistent service excellence.

What are the most common challenges faced by an AVP Client Services, and how can they be effectively managed?

An AVP of Client Services often faces challenges such as balancing client expectations with operational capabilities, managing diverse client portfolios, and ensuring consistent service quality across teams. Effective management involves strong communication, proactive problem-solving, and fostering close collaboration between client-facing and internal teams. Building trust with clients and empowering team members through ongoing training and support are also critical to overcoming these challenges and driving client satisfaction.

What is the difference between Avp Client Services vs Client Relationship Manager?

AspectAvp Client ServicesClient Relationship Manager
CredentialsTypically requires a bachelor’s degree, with many having advanced degrees or certifications in finance, business, or related fieldsUsually requires a bachelor’s degree; certifications like CRM or financial licenses can be advantageous
Work EnvironmentCorporate offices, client sites, and financial institutions; involves strategic planning and high-level client interactionOffice-based, focusing on maintaining and growing client relationships, often in financial or service industries
Employer & Industry UsageFinancial services, banking, asset management, and consulting firmsBanking, insurance, and financial services sectors

While both roles involve client interaction, the Avp Client Services typically holds a more strategic and leadership-oriented position, overseeing teams and high-value accounts. The Client Relationship Manager focuses on day-to-day client engagement and retention. Understanding these differences helps in career planning and job search strategies.

What are the most commonly searched types of Avp Client Services jobs in California?

The most popular types of Avp Client Services jobs in California are:

What are popular job titles related to Avp Client Services jobs in California?

For Avp Client Services jobs in California, the most frequently searched job titles are:

What job categories do people searching Avp Client Services jobs in California look for?

The top searched job categories for Avp Client Services jobs in California are:

Avp Client Services jobs near you
Infographic showing various Avp Client Services job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $89,756 per year, or $43.2 per hour.

AVP, Client Service

NFP Corp

Los Angeles, CA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 7 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
The Client Service Manager will have responsibility for ensuring that every client receives exceptional service and that the Client Service team members they manage deliver consistent exceptional service. The Client Service Manager supervises Client Service Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is expected that this role will continue to act as a CSA for an assigned group of clients in addition to leading their team of CSAs. Required to be in the office at least two days per week for the purposes of management and supervision of direct team, as well as collaboration and relationship building with managers, members of other teams, and client-facing staff.
Responsibilities:
  • Continues to act as a CSA for assigned clients.
  • Leads a team of Client Service professionals and optimizes Client Service operations by executing on the following:
    • Promotes department goals by motivating and training employees.
    • Coordinates and provides day-to-day oversight to employees including managing the CSA workload distribution and ensuring CSA back-up coverage during vacations and absences.
    • Leads their direct reports through the performance management lifecycle including:
      • Providing direction and support to employees on goal setting and career development planning.
      • Developing and delivering performance reviews as well as ongoing feedback conversations to support growth and development.
      • Making recommendations related to compensation (bonuses and increases) and communicating decisions with team members.
    • In collaboration with other Client Service team members, identifies and leads opportunities to make changes that improve operations across the team.
    • Engages with leaders, peers, and staff; share successes and promotes teamwork, collaboration and manages conflicts appropriately and efficiently.
    • Collaborates on CSA training materials and curriculum.
    • Assists leadership in setting strategic direction for key programs.
    • Serves as escalation point for challenging Client Service issues.
    • Collaborates closely with other managers in their respective office and region such as Client Ops Manager(s), Office Lead(s), the manager(s) of Advisor Associates and others outside of function to build team connectivity and positive team culture.
    • Utilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc.
    • Exercises independent judgment across a broader range of areas. Addresses issues, future needs, and the adaptation of new processes, methods, and technologies.
    • Performs other duties as and when needed.

Qualifications:
  • Previous back-office operations or executive/administrative assistant experience, including experience in financial planning and/or the securities industry.
  • High-touch, direct client experience is essential.
  • Understanding of the value proposition of being a fee-only fiduciary
  • Previous supervisory experience managing teams is a plus.
  • Excellent computer skills and general technical ability; comfort with navigating various software applications and systems.
  • Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is highly preferred.
  • Continuously exhibits personal integrity and professional initiative and a personable attitude.
  • Strong problem-solving and influence/consensus-building skills.
  • Strong communication and organizational skills.
  • Ability to work through questions and concerns collaboratively.
  • Required to be in the office at least two days per week, for the purposes of management and supervision of direct team, as well as collaboration and relationship building with managers, members of other teams, and client-facing staff.

Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
  • Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $80,000 - $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
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