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Client Associate Jobs in Anaheim, CA (NOW HIRING)

Century Group

Associate, Client Services

Costa Mesa, CA · On-site

$100K - $350K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Associate Director of Client Services Role Summary: In this role, you will focus on the interim and project services practice side. This role is responsible for developing and maintaining long-term ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K - $73K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K - $73K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 records, performs a wide ...

Infosys

Associate Client Partner, Insurance

Newport Beach, CA · On-site

$100K - $187K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Infosys is seeking an Associate Engagement Manager for the Insurance vertical. This role will lead all client interfaces within the assigned account scope and, in partnership with the Client Partner ...

Cathay Bank

Client Service Associate/Specialist

El Monte, CA · On-site

$24.38 - $26.59/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Video Clip 1 Video Clip 2 Video Clip 3 GENERAL SUMMARY The Client Service Associate is responsible for partnering with AVP/VP, Client Service Manager and Relationship Managers to establish and manage ...

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Showing results 41-60

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, Client Services

Century Group

Costa Mesa, CA • On-site

$100K - $350K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

About Us:
Century Group is an award-winning recruiting and staffing firm that provides top-tier talent to start up, mid-market and Global 1000 enterprises. Our team of driving individuals consists of former accountants, executive recruiters and specialized professionals. We bring an average of 10 years of experience and a deep understanding of the industry, helping clients identify, evaluate and deliver the right professionals - fast!
We thrive on a simple, yet effective team approach we call "The Group Concept". This concept is so ingrained here that it's half of our name! Century Group is always looking for top talent interested in creating their path to success and uncapped earning potential. We encourage you to be part of our winning team and learn more about our company, our rewards and see how Century Group is not just different, it's better.
Associate Director of Client Services
Role Summary:
In this role, you will focus on the interim and project services practice side. This role is responsible for developing and maintaining long-term relationships with industry leaders and clients. This role is crucial to expanding new and existing opportunities - demanding detailed oriented professionals who thrive in a results-driven, fast-paced and collaborative environment. Ideal candidates excel in high-volume cold calling, generating business leads, and possess a positive attitude and motivation for success.
This role will be working out of our beautiful Costa Mesa office.
Responsibilities:
  • Develop and cultivate relationships with specific target accounts in designated geographical areas.
  • Work with clients to identify future projects /assignments and interim roles within accounting and finance.
  • Manage new and existing accounts through frequent communication and client visits.
  • Communicate cross-functionally with internal teams regarding additional needs and upcoming engagements.
  • Negotiate contracts and ensure documentation is executed.
  • Support office goals by participating in team meetings, where you will discuss the project pipeline and marketing strategies.
Qualifications:
  • Bachelor's Degree required.
  • 2+ years of professional experience in business development and sales, or staffing.
  • A background in accounting and finance is preferred, but not required.
Success Factors:
  • Ability to build strong working relationships with prospective and current clients.
  • Proactive approach with strong multi-tasking and management skills.
  • Strong knowledge of strategic sales and outreach methods.
  • Ability to generate new business opportunities.
  • Effective negotiation, influencing and communication skills.
  • Integrity and confidentiality.
Our Benefits:
  • Century Group offers an excellent compensation package, including a competitive base salary and an incentive plan with unlimited earning potential. Total compensation will range from $100,000 to $350,000 with a base salary between $70,000 - $80,000 DOE.
  • Strong benefits package including Medical, Dental, Vision within 30-days of employment.
  • Company matching 401(k) plan, Life Insurance, Parental Leave Benefits, Paid Time Off (PTO) and 10 paid holidays.
  • Company-wide celebrations - lunches, company events and team outings.
  • Disclaimer: The actual salary of a successful applicant may vary from posted ranges based on the candidate's experience, skills, and abilities along with internal alignment and market data research based on location.

Century Group International, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or veteran status, or any other characteristic protected by federal, state, or local law.
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