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Client Associate Jobs in Irvine, CA (NOW HIRING)

Alphabe Insight

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our ...

hackajob

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our ...

Hackajob

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our ...

Raymondjames

Client Service Associate

Brea, CA · On-site

$60K - $85K/yr

As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and ...

Chase

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our ...

Stifel

Client Service Associate

Newport Beach, 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 ...

Stifel

Client Service Associate

Newport Beach, CA · On-site

$55K - $74K/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 ...

Stifel

Client Service Associate

Newport Beach, CA · On-site

$55K - $74K/yr

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 ...

IMA Financial Group

Client Manager

Anaheim, CA · On-site

$75K - $80K/yr

Reviews work completed by Client Associates before delivery to clients. * Resolves claims, billing, and eligibility issues while coordinating with internal support teams. * May coach peers or guide ...

New

JPMorgan Chase & Co

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

JP Morgan Chase

Client Service Associate

Irvine, CA

$15.50 - $21.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

JPMorgan Chase Bank, N.A.

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

J.P. Morgan

Client Service Associate

Irvine, CA

$15.50 - $21.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

JPMorgan Chase & Co.

Client Service Associate

Irvine, CA · On-site

$70K - $87K/yr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

JPMorgan Chase & Co.

Client Service Associate

Irvine, CA · On-site

$70K - $87K/yr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

J.P. Morgan

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Irvine, CA

Client Associate information

See Irvine, CA salary details

$19.9K

$54.7K

$81K

How much do client associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client associate in Irvine, CA is $54,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $66,600.00 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 Irvine, CA?

The most popular types of Client jobs in Irvine, CA are:

What are popular job titles related to Client Associate jobs in Irvine, CA?

For Client Associate jobs in Irvine, CA, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Irvine, CA look for?

The top searched job categories for Client Associate jobs in Irvine, CA are:

What cities near Irvine, CA are hiring for Client Associate jobs?

Cities near Irvine, CA with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Irvine, CA as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $54,705 per year, or $26.3 per hour.

Client Service Associate

Alphabe Insight

Santa Ana, CA • On-site

$50K - $60K/yr

Other

Medical, Dental, Vision, PTO

Re-posted 26 days ago

Job description

Client Service Associate

Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently, and ensuring a seamless client experience. The ideal candidate is a problem-solver with a strong work ethic and excellent communication skills.

Responsibilities

  • Provide responsive, professional service to existing and prospective clients
  • Answer client inquiries via phone, email, or in-person and ensure timely follow-up
  • Maintain accurate client records and documentation
  • Collaborate with internal departments to coordinate client requests
  • Identify client needs and communicate solutions clearly
  • Track service issues and escalate when necessary
  • Support onboarding and orientation for new clients
  • Maintain a high level of product knowledge to better serve client needs

Qualifications

  • High school diploma or equivalent (Bachelor's degree preferred)
  • 1–3 years of experience in client services, administration, or related field
  • Strong interpersonal and communication skills
  • Excellent organizational and time management abilities
  • Ability to handle multiple priorities with accuracy and attention to detail
  • Professional demeanor and customer-first attitude
  • Proficiency in Microsoft Office Suite and general computer systems

Benefits

  • Competitive salary ($50,000 - $60,000 per year)
  • Growth and advancement opportunities within the company
  • Ongoing training and skill development
  • Supportive and team-oriented work environment
  • Paid time off and holidays
  • Health, dental, and vision insurance options

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