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Client Associate Jobs in San Ramon, CA (NOW HIRING)

UBS

Client Associate

San Francisco, CA · On-site

$55K - $75K/yr

Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

Rockefeller Financial

Client Associate

San Francisco, CA · On-site

$75K - $90K/yr

The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...

UBS

Client Associate

San Francisco, CA · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...

UBS

Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...

TravisMathew

Part Time Client Associate

San Jose, CA · On-site

JOB OVERVIEW The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and ...

UBS

Registered Client Associate

Palo Alto, CA · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...

Travis Mathew

Part Time Client Associate

San Jose, CA · On-site

JOB OVERVIEW The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and ...

UBS

Registered Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

UBS

Registered Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in San Ramon, CA

Client Associate information

See San Ramon, CA salary details

$20.7K

$57K

$84.4K

How much do client associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client associate in San Ramon, CA is $56,954.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,700.00 and $69,300.00 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 San Ramon, CA?

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

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

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $56,954 per year, or $27.4 per hour.

Client Associate

UBS - Experienced professionals - job boards

Danville, CA • On-site

Full-time

Re-posted 5 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

Are you analytical and detail oriented. Do you enjoy working with data and supporting client relationships?
We're looking for a Client Associate to:
Support the preparation of reports, presentations, and materials for client meetings
Conduct basic research and analysis to support investment strategies and client discussions
Assist in monitoring portfolios and tracking performance
Be responsible for implementing investment actions in client portfolios

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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