ZipRecruiter

Log In

1

Client Associate Jobs in Riverside, CA (NOW HIRING)

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 ...

EBizCharge

Client Operations Associate

Irvine, CA · On-site

Ebizcharge Administrative Team Member Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, ...

SPS-North America

Client Service Associate

Santa Ana, CA · On-site

$15 - $20.75/hr

* Serve as the subject matter expert for team. * Perform various Mail Center activities including (sorting mail, metering, folding, inserting, delivery, and pickup). * Lift heavy boxes, files or paper ...

SPS-North America

Client Service Associate

Santa Ana, CA · On-site

$18/hr

* Serve as the subject matter expert for team. * Perform various Mail Center activities including (sorting mail, metering, folding, inserting, delivery, and pickup). * Lift heavy boxes, files or paper ...

Banfield Pet Hospital

Client Service Coordinator

Walnut, CA · On-site

$18.25 - $24/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Positively resolving a client's problem when it is reported to you improves a client's overall ...

Wasson & Associates, Inc.

Associate Attorney

Tustin, CA · On-site +1

Competitive Compensation Job Summary We are seeking an Associate Attorney to join our law firm. In ... Maintain detailed and accurate client records Qualifications * Successful completion of a Juris ...

next page

Showing results 1-20

People also search for

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 Operations Associate

Client Operations Associate

EBizCharge

Irvine, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 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.
Our administrative team plays a key role in the merchants' onboarding process, working closely with the sales team to ensure a smooth experience before, during, and after a merchant is onboarded. We assist with gathering and organizing the necessary documentation, setting up merchant accounts, and provide support if any concerns arise.
Responsibilities
  • Support in the onboarding process of new clients by taking virtual application calls and submitting documentation related to new accounts accurately and timely.
  • Professionalism when handling phone calls, emails, and other correspondence.
  • Prepare and send out agreements for signature.
  • Enter and maintain all information correctly in Salesforce and various databases.
  • Notify appropriate parties if impactful changes are requested by clients.
  • Effectively multitask and manage their time efficiently.
  • Follow up appropriately when needed to ensure accounts experience a high level of responsiveness, even if there is no substantive update or resolution to an outstanding item.
  • Help clients dispute chargebacks by gathering all necessary documentation to prove it was a valid charge.
  • Assist the Administration team with other duties as assigned.
  • Collaborate with Senior Management and various departments such as Technical Support and Sales.

Qualifications
  • Bachelor's degree is highly preferred.
  • Self-starter with the ability to learn fast and work independently as well as within a team.
  • Good work ethic and flexible hours.
  • Strong proficiency in Microsoft Excel, Word, and Outlook.
  • Comfortable working with a wide variety of professionals.
  • The duties and requirements listed above should not be interpreted as all-inclusive.
  • 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.

Apply