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Client Associate Jobs in Berkeley, CA (NOW HIRING)

Marsh LLC

Client Associate

Walnut Creek, CA · On-site

$35K - $66K/yr

BSA The applicable base salary range for this role is $35,600 to $66,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education ...

Mercer France

Client Associate

Walnut Creek, CA · On-site

$35K - $66K/yr

BSA The applicable base salary range for this role is $35,600 to $66,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education ...

Marsh & McLennan

Client Associate

Walnut Creek, CA · On-site

$35K - $66K/yr

BSA The applicable base salary range for this role is $35,600 to $66,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Berkeley, CA

Client Associate information

See Berkeley, CA salary details

$22.7K

$62.4K

$92.4K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Berkeley, CA is $62,403.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $75,900.00 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 Berkeley, CA? The most popular types of Client jobs in Berkeley, CA are:
What job categories do people searching Client Associate jobs in Berkeley, CA look for? The top searched job categories for Client Associate jobs in Berkeley, CA are:
What cities near Berkeley, CA are hiring for Client Associate jobs? Cities near Berkeley, CA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Berkeley, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 77% In-person, and 23% Hybrid job distribution, with an average salary of $62,403 per year, or $30 per hour.

Client Associate

Marsh LLC

Walnut Creek, CA • On-site

$35K - $66K/yr

Other

Medical, Retirement

Posted 8 days ago

Job description

BSA


The applicable base salary range for this role is $35,600 to $66,200.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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