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Client Associate Jobs in Riverside, CA (NOW HIRING)

EBizCharge

Client Success Associate

Irvine, CA · On-site

Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and professional manner. * Provide first-level support for client issues related to products and ...

EBizCharge

Client Success Associate

Irvine, CA · On-site

Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and professional manner. * Provide first-level support for client issues related to products and ...

Chase

Client Service Senior Associate

Irvine, CA · On-site

Job Title Client Service Senior 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 ...

New

JPMorgan Chase & Co

Client Service Senior Associate

Irvine, CA · On-site

$20.75 - $28.50/hr

Client Service Senior Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the ...

New

JP Morgan Chase

Client Service Senior Associate

Irvine, CA

$20.75 - $28.50/hr

Client Service Senior Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the ...

New

Sclogistics

Sr. Client Services Supervisor

Ontario, CA · On-site

$80K - $90K/yr

... our associates opportunities to enhance their skills, build meaningful careers and end each day ... Position Description The Senior Client Services Supervisor coordinates and directs the Client ...

EBizCharge

Client Operations Associate

Irvine, CA · On-site

Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce ...

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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 28, 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 does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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.

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 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 Success Associate

Client Success Associate

EBizCharge

Irvine, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magento and WooCommerce. EBizCharge offers its employees tremendous learning opportunities, career growth potential, and a dynamic work environment.
Responsibilities:
  • Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and professional manner.
  • Provide first-level support for client issues related to products and services.Document client interactions, issues, resolutions, and follow-up activities within Salesforce CRM.
  • Collaborate with internal teams, including Technical Support, Sales, Product, and Client Operations.
  • Escalate complex technical issues to appropriate support teams while maintaining ownership of client communication.
  • Monitor and manage support queues to ensure service agreements are met.
  • Assist with account maintenance requests and general product inquiries.
  • Maintain accurate records and ensure compliance with company policies and industry regulations.

Qualifications:
  • Self-starter with the ability to learn fast and work independently as well as within a team.
  • Prior experience with training and/or demos on products or software is strongly desired.
  • Good work ethic and flexible hours.
  • Strong proficiency in Microsoft Excel, Word, Outlook, and computer savvy.
  • Comfortable working with a wide variety of professionals.
  • The duties and requirements listed above should not be interpreted as all-inclusive.
  • Additional functions may be assigned as deemed appropriate.
  • Must have strong communication skills.

Benefits:
  • Employer paid benefits (including Medical, Dental, Vision, & life insurance) for selected plans for the employee.
  • Retirement 401(k) plan with company match.
  • Gym access, dry cleaners, car wash conveniently located within building.
  • Generous PTO plan with an additional 9 Days Company Paid Holidays per year.

Job Type: Full-time
The Company is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations. The Company prohibits unlawful discrimination against any job applicant, employee, or unpaid intern by any employee of the Company, including supervisors and coworkers. Pay discrimination between employees of the opposite sex or between employees of another race or ethnicity performing substantially similar work, as defined by the California Fair Pay Act and federal law, is prohibited.

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