Registered Practice Associates are licensed field employees who, in addition to capabilities ... General practice support; supporting practice's client service model (including scheduling client ...
Registered Practice Associates are licensed field employees who, in addition to capabilities ... General practice support; supporting practice's client service model (including scheduling client ...
Client Service Coordinator
Salinas, CA · On-site
$17.70 - $22.62/hr
Medical
Dental
Vision
Life
Retirement
PTO
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator
Salinas, CA · On-site
$17.70 - $22.62/hr
Medical
Dental
Vision
Life
Retirement
PTO
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Tax Associate
Pacific Grove, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Pacific Grove, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Seaside, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Seaside, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Monterey, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Monterey, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Salinas, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Salinas, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Monterey, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Monterey, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Hollister, CA · On-site
$17.75 - $23.50/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Hollister, CA · On-site
$17.75 - $23.50/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Monterey, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Monterey, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Marina, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Marina, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Salinas, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Salinas, CA · On-site
$16.65 - $20.55/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Operations Associate - Part Time
Monterey, CA · On-site
$20.85 - $23.98/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Part Time
Monterey, CA · On-site
$20.85 - $23.98/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Associate DVM
Castroville, CA · On-site
$150K/yr
Associate Veterinarian (DVM) - Small Animal (Dogs & Cats) Wave Veterinary Medical Center ... client communication Routine soft-tissue surgeries, including mass removals Dental procedures ...
Associate DVM
Castroville, CA · On-site
$150K/yr
Associate Veterinarian (DVM) - Small Animal (Dogs & Cats) Wave Veterinary Medical Center ... client communication Routine soft-tissue surgeries, including mass removals Dental procedures ...
Catering - Associate
Monterey, CA · On-site
$16.50/hr
Catering Associate at the Monterey Bay Aquarium Catering Associate Who are we: SSA Group works with ... Maintain a friendly and approachable attitude towards the client, guests, and staff. * Communicate ...
Catering - Associate
Monterey, CA · On-site
$16.50/hr
Catering Associate at the Monterey Bay Aquarium Catering Associate Who are we: SSA Group works with ... Maintain a friendly and approachable attitude towards the client, guests, and staff. * Communicate ...
Operations Associate - Part Time
Monterey, CA · On-site
$20.85 - $23.98/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Part Time
Monterey, CA · On-site
$20.85 - $23.98/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Catering Associate Who are we: SSA Group works with zoos, aquariums, museums, and other cultural ... Maintain a friendly and approachable attitude towards the client, guests, and staff. * Communicate ...
Catering Associate Who are we: SSA Group works with zoos, aquariums, museums, and other cultural ... Maintain a friendly and approachable attitude towards the client, guests, and staff. * Communicate ...
Operations Associate - Part Time
$20.85 - $23.98/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Part Time
$20.85 - $23.98/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Catering Associate Who are we: SSA Group works with zoos, aquariums, museums, and other cultural ... Maintain a friendly and approachable attitude towards the client, guests, and staff. * Communicate ...
Catering Associate Who are we: SSA Group works with zoos, aquariums, museums, and other cultural ... Maintain a friendly and approachable attitude towards the client, guests, and staff. * Communicate ...
Associate Veterinarian
Medical
Dental
Vision
PTO
Associate Veterinarian Location: Multiple Opportunities Available Nationwide Aeries Recruiting ... Client communication and education * Collaboration with technicians and support staff Veterinarian ...
Quick apply
Associate Veterinarian
Medical
Dental
Vision
PTO
Associate Veterinarian Location: Multiple Opportunities Available Nationwide Aeries Recruiting ... Client communication and education * Collaboration with technicians and support staff Veterinarian ...
Associate Veterinarian
Pacific Grove, CA · On-site
$66K - $180K/yr
Medical
Dental
Vision
Retirement
PTO
Empathetic partners who develop strong client and Associate relationships built on trust Compensation * Salary is negotiable based on experience. The annual salary range for this position is $66,560 ...
Associate Veterinarian
Pacific Grove, CA · On-site
$66K - $180K/yr
Medical
Dental
Vision
Retirement
PTO
Empathetic partners who develop strong client and Associate relationships built on trust Compensation * Salary is negotiable based on experience. The annual salary range for this position is $66,560 ...
Client Associate information
See Monterey, CA salary details
$20.5K - $26.2K
3% of jobs
$26.2K - $32K
1% of jobs
$32K - $37.7K
9% of jobs
$37.7K - $43.5K
6% of jobs
$45.5K is the 25th percentile. Wages below this are outliers.
$43.5K - $49.2K
16% of jobs
$49.2K - $55K
11% of jobs
The median wage is $57K / yr.
$55K - $60.7K
11% of jobs
$60.7K - $66.4K
14% of jobs
$68K is the 75th percentile. Wages above this are outliers.
$66.4K - $72.2K
15% of jobs
$72.2K - $77.9K
11% of jobs
$77.9K - $83.7K
3% of jobs
$20.5K
$56.5K
$83.7K
How much do client associate jobs pay per year?
As of Aug 16, 2026, the average yearly pay for client associate in Monterey, CA is $56,480.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $68,700.00 per year, depending on experience, location, and employer.
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.
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 the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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 cities near Monterey, CA are hiring for Client Associate jobs?
Cities near Monterey, CA with the most Client Associate job openings:
Ameriprise rating
7.7
Based on 130 frontline employees who took The Breakroom Quiz
106th of 150 rated financial services
Job description
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Registered Practice Associates are licensed field employees who, in addition to capabilities approved for registered staff, may also complete one or more of the 6* permissible activities and capabilities enabled for this role.Key Responsibilities- Proactively support a segment of advisors book in all service/sales activities; including engaging every client in a digital relationship, preparing financial and/or delivering plans, conducting investment research, re-balancing portfolios, completing trades and transactions, servicing clients via in person or virtual meetings
- Perform general licensed activities to support the practice. Responsibilities may include, are not limited to: executing and participating in marketing events, client prospecting, servicing all clients within the practice, executing practice service model, managing proactive client contact, etc
- General practice support; supporting practice's client service model (including scheduling client and prospect meetings), executing practice's marketing plan (including planning and attending events), engaging clients in the digital experience, processing client requests, following up on new business submission, rectifying errors, etc.
Required Qualifications
- Bachelors degree or equivalent
- 3 - 5 years Relevant Experience Required
- Series 7 or ability to obtain within 150 days
- State securities agent registration (S63 or S66) or ability to obtain within 150 days
- State IAR registration (S65 or S66) or ability to obtain within 150 days
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days
- Must obtain and hold all required licenses for a registered role per firm guidelines.
- Experience working in a client service environment
- Detail oriented, strong math and analytical skills.
- Good organization and time management.
- Able to manage multiple priorities and demands effectively.
- Able to work independently with little direction.
- Able to communicate effectively with team members, clients, prospects and peers.
- Process oriented.
- Strong computer and software skills.
- Commitment to deliver the Ameriprise Client Experience for a financial advisory practice.
Preferred Qualifications
Base Pay Salary
*Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
What Ameriprise employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Ameriprise
Sourced by ZipRecruiter
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1894