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Client Account Associate Jobs in California (NOW HIRING)

Poco Dolce Confections

Account Associate

San Francisco, CA

$56K - $76K/yr

  • Medical

  • Retirement

The Account Associate would become the point person for our wholesale accounts. This position ... Manage client relationships in order to maintain trust, build the value of our products and ...

Poco Dolce Confections

Account Associate

San Francisco, CA · On-site

$56K - $76K/yr

  • Medical

  • Retirement

The Account Associate would become the point person for our wholesale accounts. This position ... Manage client relationships in order to maintain trust, build the value of our products and ...

PIMCO

Account Associate

Newport Beach, CA · On-site

$51K - $69K/yr

Position Description The Account Associate Group serves a unique and dynamic role focused on ... Beyond client servicing, Associates play a critical role in supporting the operating infrastructure ...

PIMCO

Account Associate

Newport Beach, CA · On-site

$51K - $69K/yr

Position Description The Account Associate Group serves a unique and dynamic role focused on ... Beyond client servicing, Associates play a critical role in supporting the operating infrastructure ...

Ogletree Deakins

Client Account Manager

San Francisco, CA · On-site

$113K - $132K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary (basic description) The Client Account Manager (CAM) supports billing partners in ... Associate's or Bachelor's degree in Business, Finance, Accounting, or related field (equivalent ...

Bospar

PR Account Associate

San Francisco, CA · On-site +1

$56K - $76K/yr

  • Medical

  • Dental

  • Vision

Job Title: PR Account Associate Salary: Highly competitive Benefits and Perks: Fully paid medical ... Works with team members to enhance client image by delivering day-to-day client work and playing a ...

Bospar

PR Account Associate

San Francisco, CA · On-site

$56K - $76K/yr

  • Medical

  • Dental

  • Vision

Job Title: PR Account Associate Salary: Highly competitive Benefits and Perks: Fully paid medical ... Works with team members to enhance client image by delivering day-to-day client work and playing a ...

Hearst

Sales Account Associate

Sacramento, CA

$46K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Sales Account Associate, you will work with the sales team on processing and advertising ... Responsibilities * Assist the development of sales proposals, advertising packages, and client ...

Hearst

Sales Account Associate

Sacramento, CA

$46K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Sales Account Associate, you will work with the sales team on processing and advertising ... Responsibilities * Assist the development of sales proposals, advertising packages, and client ...

Hearst

Sales Account Associate

Sacramento, CA · On-site

$46K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Sales Account Associate, you will work with the sales team on processing and advertising ... Responsibilities * Assist the development of sales proposals, advertising packages, and client ...

Hearst Newspapers

Sales Account Associate

Sacramento, CA

$46K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Sales Account Associate, you will work with the sales team on processing and advertising ... Responsibilities * Assist the development of sales proposals, advertising packages, and client ...

Hearst Television

Sales Account Associate

Sacramento, CA · On-site

$46K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Sales Account Associate, you will work with the sales team on processing and advertising ... Responsibilities * Assist the development of sales proposals, advertising packages, and client ...

Elavon

Client Account Manager

Irvine, CA

$72K - $89K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Associate's degree, or equivalent work experience * Two or more years of client management experience in the financial industry Preferred Skills and Experience * Strong contract negotiation, account ...

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Client Account Associate information

How does a client account associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

What are the key skills and qualifications needed to thrive as a client account associate, and why are they important?

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

What is the difference between Client Account Associate vs Customer Service Representative?

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.

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

The most popular types of Client Account jobs in California are:

What cities in California are hiring for Client Account Associate jobs?

Cities in California with the most Client Account Associate job openings:

Client Account Associate jobs near you

Account Associate - State Farm Agent Team Member

Morgan King - State Farm Agent

Pleasanton, CA • On-site

$18 - $22/hr

Part-time

PTO

Re-posted 6 days ago

Job description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development

Sales Account Associate
ROLE DESCRIPTION:
As Sales Account Associate for Morgan King State Farm Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:
  • Manage client accounts and update information in the database.
  • Assist clients with policy changes and inquiries.
  • Process insurance claims and follow up with clients on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.