ZipRecruiter

Log In

1

Client Associate Jobs in Anaheim, CA (NOW HIRING)

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Whittier Trust Client Advisory Associate Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized ...

Third Bridge

Associate, Client Services

Los Angeles, CA · On-site

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Associate, Client Services

Los Angeles, CA · On-site

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Position Summary The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Position Summary The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this ...

Halbert Hargrove

Be Seen First

Associate Client Service Manager

Long Beach, CA · On-site

$60K/yr

The Associate Client Service Manager maintains open communication with clients and team members, assists clients in scheduling their regular appointments with advisors, follows through on all ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

previous pagenext page

Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Anaheim, CA

Client Associate information

See Anaheim, CA salary details

$19.4K

$53.4K

$79K

How much do client associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client associate in Anaheim, CA is $53,355.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $64,900.00 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 is a client associate?

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?

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 Anaheim, CA? The most popular types of Client jobs in Anaheim, CA are:
What job categories do people searching Client Associate jobs in Anaheim, CA look for? The top searched job categories for Client Associate jobs in Anaheim, CA are:
What cities near Anaheim, CA are hiring for Client Associate jobs? Cities near Anaheim, CA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Anaheim, CA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $53,355 per year, or $25.7 per hour.

Associate, Institutional Client Group (APAC)

CIM Group, LP

Los Angeles, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

ABOUT CIM GROUP:
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!

POSITION PURPOSE:
 

CIM Group is a private alternatives asset manager with 30-years of experience and approximately $32 billion in assets under management. Our expertise spans private equity and credit investments across real estate and infrastructure, offering a range of funds across the risk-return spectrum as well as customized client solutions.

The Institutional Client Group (ICG) builds and maintains relationships with institutional investors and intermediaries globally. ICG includes regional institutional sales teams across the Americas, EMEA, and APAC-primarily serving pension funds, sovereign wealth funds, and endowments-as well as the Financial Institutions Group (FIG), which serves major insurance companies and banks, and Global Consultant Relations (GCR), which works with investment consultants, OCIO providers, and other asset managers.

ICG is seeking an Institutional Client Associate to join the APAC institutional sales team. Working alongside senior team members, this individual will contribute to key fundraising initiatives and work directly with some of the world's largest and most sophisticated institutional investors. The position offers cross-border client coverage in a strategically important and growing region, coordination with international stakeholders, and an active role in hosting APAC client visits to the U.S.

As a visible member of a collaborative, high-performing team, the successful candidate will gain hands-on experience, develop critical skills, and build a strong foundation for a successful career at a respected and growing investment firm. This position is based at our headquarters in Los Angeles.

RESPONSIBILTIES:
  • Partner with ICG Relationship Managers to build new and strengthen existing relationships across the APAC region, including Australia, New Zealand, Singapore, Taiwan, and China.
  • Learn about the industry, markets, client types, firm products, and narratives.
  • Support fundraising efforts through meeting preparation, follow-up, and coordination of roadshows and client-facing events.
  • Coordinate, support, and help host APAC client visits to the U.S.
  • Contribute to a defined sales territory by managing CRM (Salesforce) data, actively overseeing the pipeline, and executing the overall sales strategy.
  • Utilize third-party data tools-such as Preqin, eVestment, and WithIntelligence-to gather investor insights and intelligence.
  • Compile data and create presentations and other deliverables for internal stakeholders, including updates on fundraising efforts, client feedback, and industry trends.
  • Coordinate directly with internal portfolio management, investment, and reporting teams to ensure timely delivery of information requests and client reporting.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
  • 0-3 years of experience.
  • Bachelor's degree required; a relevant field of study and internship experience are preferred.
  • FINRA Series 7 and Series 63 licenses are required for this role (an existing SIE is a plus). Employment is contingent upon obtaining these licenses within 6 months of hire. CIM Group will provide study materials and dedicated time to help you prepare and succeed.
  • Fluency in English is required; additional language skills are not required, but Mandarin proficiency is a plus.
ABOUT YOU:
  • Interest in financial services, including sales, capital markets, investments, and/or real assets.
  • Strong interpersonal and communication skills, both written and verbal.
  • Collaborative mindset, working effectively with colleagues at all levels and locations.
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
  • Ability to work effectively, both independently and in a team environment.
  • Strong analytical skills with high attention to detail and accuracy.
  • Strong project management skills.
  • Proficiency in Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word.
WHAT CIM OFFERS:

At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:

  • A variety of Medical, dental, and vision benefit plans
  • Health Savings Account with a generous employer contribution
  • Company paid life and disability insurance
  • 401(k) savings plan, with company match
  • Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
  • Up to 16 hours of volunteer time off
  • Up to 16 weeks of Paid Parental Leave
  • Ongoing professional development programs
  • Wellness program, including monthly and quarterly prizes
  • And more!

Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in Los Angeles, CA is $90,000- $100,000. 

 
#LI-BL1

HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:
At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
 
*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
 
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
 
CIM does not accept unsolicited resumes from Agencies.  Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid.  If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.
apply for this job

Apply