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Client Associate Jobs in Berkeley, CA (NOW HIRING)

Removery

Travel/Float RN Laser Associate

Emeryville, CA · On-site

$55/hr

Travel Registered Nurse Laser Associate Join us at Removery - the global leader in laser tattoo ... Effective and client centric communication style. * Available to work flexible hours, including ...

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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.

Private Wealth, Client Associate (San Francisco)

Citizens

San Francisco, CA

$37.50 - $47.59/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Job description

Description

The Wealth Manager Client Service Associate (CSA) plays a critical role in supporting one of Citizens Private Wealth's top-performing Wealth Management teams in the San Francisco market. This highly visible position offers the opportunity to partner closely with experienced Wealth Managers and serve a sophisticated, high-net-worth client base, helping deliver an exceptional client experience at every stage of the relationship.

In this role, the CSA is responsible for leading client onboarding, servicing existing relationships, and ensuring seamless execution of day-to-day client needs. The successful candidate will build trusted relationships with affluent clients and their families, acting as a key point of contact and providing white-glove service tailored to their unique financial goals. The CSA also supports ongoing client engagement through proactive communication, sharing investment updates, market insights, and performance reporting, while helping to strengthen and deepen client relationships.

This is an exciting opportunity for a polished and dedicated client service professional to gain exposure to complex wealth management strategies, collaborate with a high-performing advisory team, and play an integral role in the continued growth and success of a leading wealth management practice.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Candidates may be required to hold Series 7 & 66 or 63/65
  • Undergraduate degree a plus
  • Foundational knowledge of investment and banking products
  • Detail oriented and customer focused
  • Professional verbal and written communication
  • Prior brokerage or RIA experience

Hours & Work Schedule
Hours per Week: 40
Work Schedule: Monday - Friday

Pay Transparency

The salary range for this position is $37.50 - $47.59 per hour, plus an opportunity to earn additional discretionary incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Education:Why Work for UsEmployment Type: 1ST

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