... for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate ...
... for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate ...
Client Associate
$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 ...
Client Associate
$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 ...
Client Associate
Glendale, CA · On-site
Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work alongside experienced ...
Client Associate
Glendale, CA · On-site
Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work alongside experienced ...
Client Associate
San Francisco, CA · On-site
$82K - $90K/yr
... for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate ...
Client Associate
San Francisco, CA · On-site
$82K - $90K/yr
... for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate ...
Client Associate
San Francisco, CA · On-site
$70K - $76K/yr
... for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate ...
Client Associate
San Francisco, CA · On-site
$70K - $76K/yr
... for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate ...
Client Associate - $2B AUM and Career Growth
San Francisco, CA · On-site
$80K - $100K/yr
Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams An established and highly respected private wealth management firm is seeking a Client Associate or Senior ...
Quick apply
Client Associate - $2B AUM and Career Growth
San Francisco, CA · On-site
$80K - $100K/yr
Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams An established and highly respected private wealth management firm is seeking a Client Associate or Senior ...
Client Associate
Newport Beach, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Client Associate
Newport Beach, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
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 ...
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 ...
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Client Associate
Los Angeles, CA · On-site
About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at ...
Client Associate
Los Angeles, CA · On-site
About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at ...
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 ...
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 ...
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 ...
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 ...
Registered Client Associate
$30 - $32/hr
... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. • ...
Quick apply
Registered Client Associate
$30 - $32/hr
... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. • ...
Registered Client Associate
$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 ...
Registered Client Associate
$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 ...
Registered Client Associate
Pasadena, CA · On-site
$30 - $32/hr
... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. • ...
Registered Client Associate
Pasadena, CA · On-site
$30 - $32/hr
... Client Associate. • Post-Secondary education preferred. • Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. • ...
Client Associate
Palo Alto, CA · On-site
You'll: - keep management systems up to date with client information - educate clients on account services and capabilities - help with the preparation of reports and other materials for client ...
Client Associate
Palo Alto, CA · On-site
You'll: - keep management systems up to date with client information - educate clients on account services and capabilities - help with the preparation of reports and other materials for client ...
Your role - Maintain and update client information in firm systems to support accurate records and client service. - Assist with educating clients on basic account services and features, escalating ...
Your role - Maintain and update client information in firm systems to support accurate records and client service. - Assist with educating clients on basic account services and features, escalating ...
Client Associate
Beverly Hills, CA · On-site
- Maintain and update client information in firm systems to support accurate records and client service. - Assist with educating clients on basic account services and features, escalating questions as ...
Client Associate
Beverly Hills, CA · On-site
- Maintain and update client information in firm systems to support accurate records and client service. - Assist with educating clients on basic account services and features, escalating questions as ...
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
Client Associate
San Diego, CA · On-site
- Maintain and update client information in firm systems to support accurate records and client service. - Assist with educating clients on basic account services and features, escalating questions as ...
Client Associate
San Diego, CA · On-site
- Maintain and update client information in firm systems to support accurate records and client service. - Assist with educating clients on basic account services and features, escalating questions as ...
Client Associate information
See California salary details
$18.3K - $23.4K
3% of jobs
$23.4K - $28.5K
1% of jobs
$28.5K - $33.6K
9% of jobs
$33.6K - $38.7K
6% of jobs
$40.5K is the 25th percentile. Wages below this are outliers.
$38.7K - $43.8K
16% of jobs
$43.8K - $48.9K
11% of jobs
The median wage is $50.7K / yr.
$48.9K - $54.1K
11% of jobs
$54.1K - $59.2K
14% of jobs
$60.5K is the 75th percentile. Wages above this are outliers.
$59.2K - $64.3K
15% of jobs
$64.3K - $69.4K
11% of jobs
$69.4K - $74.5K
3% of jobs
$18.3K
$50.3K
$74.5K
How much do client associate jobs pay per year?
As of Jun 9, 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.
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.
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?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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:
Job description
Your role
Are you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a large, dynamic group. Your key responsibilities will be:
• Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.
• Collaborate closely with team members to deliver seamless client service and support internal operational workflows.
• Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.
• Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.
• Maintain accurate, organized, and up to date client records and documentation.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be based in our San Francisco office working with our Private Wealth Management team. We pride ourselves on delivering thoughtful advice-one family at a time. Everyone on the team plays a vital role in our success and is genuinely valued for their contributions
Your expertise
• Exceptional interpersonal, communication, and organizational skills.
• Proficiency with Microsoft Office Suite systems.
• High level of professionalism, discretion, and care when handling sensitive client information.
• Licensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Francisco min USD 70000 - max USD 76000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Are you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a large, dynamic group. Your key responsibilities will be:
• Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.
• Collaborate closely with team members to deliver seamless client service and support internal operational workflows.
• Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.
• Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.
• Maintain accurate, organized, and up to date client records and documentation.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be based in our San Francisco office working with our Private Wealth Management team. We pride ourselves on delivering thoughtful advice-one family at a time. Everyone on the team plays a vital role in our success and is genuinely valued for their contributions
Your expertise
• Exceptional interpersonal, communication, and organizational skills.
• Proficiency with Microsoft Office Suite systems.
• High level of professionalism, discretion, and care when handling sensitive client information.
• Licensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Francisco min USD 70000 - max USD 76000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
About UBS Financial Services
Sourced by ZipRecruiter
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Weehawken, NJ, US