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Client Associate Jobs in Novato, 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 ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Endsight

Client Strategy Associate

Napa, CA · On-site

$65K - $80K/yr

Client Strategy Associate Department: Client Strategy Employment Type: Full Time Location: Napa Compensation: $65,000 - $80,000 / year Description Location: Remote, Must be local to the Napa, CA Area ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Semantix

Client Services Associate

San Francisco, CA

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Endsight

Client Strategy Associate

Napa, CA · Remote

Career Pathing As a Client Strategy Associate (CSA) , you'll support our Pods' Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively. You'll work ...

Endsight

Client Strategy Associate

Napa, CA · Remote

$65K - $80K/yr

Career Pathing Purpose -- What You'll Do As a Client Strategy Associate (CSA) , you'll support our Pods' Client Strategy teams by helping ensure client strategy processes are executed consistently ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Novato, CA

Client Associate information

See Novato, CA salary details

$21.7K

$59.8K

$88.6K

How much do client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client associate in Novato, CA is $59,836.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $72,800.00 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?

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 Novato, CA?

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

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

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Novato, CA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $59,836 per year, or $28.8 per hour.

ASSOCIATE, WEALTH ADVISOR

Cresset Capital

San Francisco, CA • On-site

$85K - $130K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Job description

About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Job Description
Cresset is seeking an Associate, Wealth Advisor (AWA) to join Cresset's wealth management team. The AWA provides comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and must be comfortable supporting relationships and projects with limited direction. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.
Key Responsibilities
Client Relationships
  • Proactively support the Wealth Advisor (WA) by providing excellent client service and maintaining a high level of client satisfaction
  • Build a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations
  • Prepare client meeting materials; may attend client and / or prospect meetings
  • Manage completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed
  • Serve as a liaison between clients and their CPAs, estate planning attorneys, and other professional advisors, coordinating communication and facilitating the implementation of comprehensive planning

Financial Planning
  • Assist experienced Advisors in the production and maintenance of net worth statements, financial plans, cash flow projections, and wealth forecasting models
  • Where appropriate, attend prospect and client meetings to gather information to create financial plans
  • Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed
  • Learn and understand current wealth planning trends, legislative developments, and techniques; partner with the Wealth Advisor to enhance client planning

Portfolio Management
  • Review client portfolios and assist experienced Advisors with the development, presentation, and implementation of investment recommendations to clients, including portfolio construction, proposals, rebalancing, phase-in planning, and quarterly performance reviews
  • Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations
  • Assist with the implementation of client portfolio trades, including execution, margin maintenance, and settlement
  • Develop and maintain investment policy statements (IPS)

Operations
  • Coordinate with the Client Associate to ensure tasks and requests are handled, including new client onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests
  • Document client notes, investment changes, and activities in Salesforce
  • Review clients' quarterly performance reports and collaborate with Reporting to identify and resolve issues

Qualifications
  • Bachelor's Degree required; strong preference given to MBA, CFA®, or CFP® professionals or those on track to earn any of these designations
  • Previous work / internship experience in financial services required; 2+ years' experience preferred
  • Series 65 license required; unlicensed candidates required to obtain the license within 120 calendar days of employment
  • Highest ethical standards with willingness to learn and comply with SEC and other company required rules and regulations
  • Initiative, problem solving ability, adaptability, and flexibility
  • Effective speaking and presentation ability
  • Excellent writing proficiency and communication skills
  • Strong numerical aptitude
  • Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously
  • Ability to work independently over time with limited guidance
  • Coachable with the ability to work in a team environment and independently when necessary
  • Learning and development mindset and drive for continuous improvement
  • Personal commitment to continuing education for professional development and growth
  • Proficient with Microsoft Office suite; knowledge of eMoney, Salesforce, Addepar, and custodial platforms is a plus
  • Represent Cresset's Core Values
  • Displays Cresset's Core Behaviors

What We Offer:
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $85,000 - $130,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Everything Starts With Culture.
Our Vision
We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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