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Client Associate Jobs in California (NOW HIRING)

East West Bank

Private Client Associate

Pasadena, CA

$20 - $30/hr

The Private Client Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions. * Work closely with Private Bankers or Private Client ...

East West Bank

Private Client Associate

Pasadena, CA · On-site

$20/hr

The Private Client Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions. Responsibilities * Work closely with Private Bankers or ...

D.A. Davidson

Client Associate

Carlsbad, CA · On-site

$26 - $28/hr

A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Carlsbad, CA branch. In this team-critical role ...

TravisMathew

Client Associate

San Jose, CA · On-site

JOB OVERVIEW The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and ...

UBS

Registered Client Associate

San Francisco, CA · On-site

$72K - $80K/yr

Do you enjoy working with data and supporting client relationships? We're looking for a Client Associate to: • Support the preparation of reports, presentations, and materials for client meetings ...

UBS

Registered Client Associate

Seal Beach, CA · On-site

$65K - $75K/yr

Your role We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the ...

D.A. Davidson

Registered Client Associate

Pasadena, CA · On-site

$30 - $32/hr

At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE ...

UBS

Registered Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

UBS

Registered Client Associate

Palo Alto, CA · On-site

$75K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

UBS

Registered Client Associate

Palo Alto, CA · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in California

Client Associate information

See California salary details

$18.3K

$50.3K

$74.5K

How much do client associate jobs pay per year?

As of Jul 22, 2026, the average yearly pay for client associate in California is $50,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $61,200.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

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

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in California? The most popular types of Client jobs in California are:
What are popular job titles related to Client Associate jobs in California? For Client Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in California look for? The top searched job categories for Client Associate jobs in California are:
What cities in California are hiring for Client Associate jobs? Cities in California with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in CA? For Client Associate jobs in CA, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in California as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,297 per year, or $24.2 per hour.
Client Associate

Client Associate

UBS - Experienced professionals - job boards

San Diego, CA

Other

Posted 7 hours ago

Job description

The Client Associate will act in an Executive Assistant (EA) capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives. This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional wealth management services.
Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings.
Anticipate scheduling conflicts and proactively resolve them.
Expense & Budget Administration
Process and submit business expenses in accordance with compliance and corporate policies.
Track team budget allocations, identifying cost-saving opportunities without compromising quality.
Travel Coordination
Plan, coordinate, and execute travel coordination for team members to meet with clients across the country.
Marketing & Digital Presence
Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards.
Oversee website and LinkedIn presence, posting timely updates and managing content calendars.
Events & Engagement
Plan, coordinate, and execute client appreciation events from concept to completion.
Manage our client gifting. Year-end holiday gifting, big life moments, and milestone birthdays.

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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