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Client Associate Jobs in Riverside, CA (NOW HIRING)

Alphabe Insight Inc

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

The ideal candidate is organized, articulate, and skilled in both written and verbal communication Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic ...

Full Bloom Wealth

Client Service Associate

Irvine, CA · Remote

$70K - $85K/yr

Description We are seeking a detail-oriented and technically proficient Client Service Associate to serve as the analytical and execution backbone of our advisory pod. Working in close partnership ...

Citynet

Client Support Associate

Anaheim, CA

$18.25 - $25/hr

Client Support Associate will drive between Scattered Site Bridge Housing sites to monitor the status of the hotels and guests and perform daily data entry regarding any maintenance needs or guest ...

PNC Bank

Client Experience Associate

Ontario, CA · On-site

$42.60K - $58.20K/yr

As a Client Experience Associate within PNC's Retail organization, you will be based in Ontario, CA. Bilingual Spanish preferred. PNC is an in-office company that fosters a collaborative and ...

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PNC Bank

Client Experience Associate

Grand Terrace, CA · On-site

$40.50K - $67.50K/yr

As a Client Experience Associate within PNC's Retail organization, you will be based in Grand Terrace, CA. Bilingual Spanish preferred. PNC is an in-office company that fosters a collaborative and ...

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All JobsClient Associate JobsClient Associate Jobs in Riverside, CA

Client Associate information

See Riverside, CA salary details

$19.3K

$53.2K

$78.8K

How much do client associate jobs pay per year?

As of Jun 3, 2026, the average yearly pay for client associate in Riverside, CA is $53,170.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,700.00 and $64,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 are Client Associates?

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 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 Riverside, CA? The most popular types of Client jobs in Riverside, CA are:
What are popular job titles related to Client Associate jobs in Riverside, CA? For Client Associate jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Riverside, CA look for? The top searched job categories for Client Associate jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Client Associate jobs? Cities near Riverside, CA with the most Client Associate job openings:
Client Associate jobs near you

Client Service Associate

Alphabe Insight Inc

Santa Ana, CA • On-site

$50K - $60K/yr

Full-time

Medical, Dental, Vision, PTO

Posted 12 days ago

Job description

Company Description
Job Description
Beloform is seeking a detail-oriented and proactive Communications Assistant to support internal and external communication initiatives. This role is vital in ensuring that all messaging aligns with the company's objectives and enhances our brand voice across multiple platforms (excluding social media). The ideal candidate is organized, articulate, and skilled in both written and verbal communication
Job Description
Job Description
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
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

Additional Information
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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