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Client Associate Jobs in Santa Ana, CA (NOW HIRING)

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Associate, Client Services

Costa Mesa, CA ยท On-site

$100K - $350K/yr

Associate Director of Client Services Role Summary: In this role, you will focus on the interim and project services practice side. This role is responsible for developing and maintaining long-term ...

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Client Service Associate/Specialist

El Monte, CA ยท On-site

$24.38 - $26.59/hr

Video Clip 1 Video Clip 2 Video Clip 3 GENERAL SUMMARY The Client Service Associate is responsible for partnering with AVP/VP, Client Service Manager and Relationship Managers to establish and manage ...

Showing results 41-60

Client Associate information

See Santa Ana, CA salary details

$19.3K

$53K

$78.6K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Santa Ana, CA is $53,033.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $64,500.00 per year, depending on experience, location, and employer.

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 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.

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 Santa Ana, CA? The most popular types of Client jobs in Santa Ana, CA are:
What are popular job titles related to Client Associate jobs in Santa Ana, CA? For Client Associate jobs in Santa Ana, CA, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Santa Ana, CA look for? The top searched job categories for Client Associate jobs in Santa Ana, CA are:
What cities near Santa Ana, CA are hiring for Client Associate jobs? Cities near Santa Ana, CA with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Santa Ana, 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 $53,033 per year, or $25.5 per hour.

Associate Client Partner, Insurance

Infosys Limited Digital

Newport Beach, CA โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago


Job description

Job details
Job Role
Associate Engagement Manager
Work Location
Newport Beach, CA, San Diego, CA
State / Region / Province
California
Country
USA
Skills
Domain|Sales|Sales Execution
Domain
Global Markets
Interest Group
Infosys Limited
Company
ITL USA
Requisition ID
149019BR
Salary min
100000
Salary max
187000
Infosys is seeking an Associate Engagement Manager for the Insurance vertical. This role will lead all client interfaces within the assigned account scope and, in partnership with the Client Partner / Senior Client Partner, will co-develop and execute the account plan to drive growth and client value. The Associate Engagement Manager typically manages a single account or a sub-portfolio within a large account, with an indicative annual book of business of approximately $10-$30 million.
Role Description:
โ€ข Client relationship management and business development: lead client relationships, build a portfolio up to $10-30M, lead the opportunity management cycle: Prospect-Evaluate-Propose-Close
โ€ข Client delivery assurance: collaborate with all delivery partners involved to ensure fulfillment of all commitments to the client.
โ€ข Collaborate with the Delivery Manager to address all people or infrastructure related issues that may be affecting the delivery of the project vis-ร -vis the specific client.
โ€ข Balance different projects running for the client that may involve different delivery managers or horizontal unit resources.
โ€ข Take go-to-market solutions to accounts and drive revenue from go-to-market solutions being sponsored by the business unit.
โ€ข Work closely with the Solutions Leader to build customized solutions pitches for the target account and driving the revenues and delivery of these solutions.
โ€ข Account planning and governance: build the account plan including relationships required, opportunities to be pursued, price decisions, etc.
โ€ข Craft account plan with details of the relationships required, the opportunities that have to be chased, and forecasting the potential revenue yield from such opportunities, as well as potential threats and weaknesses that need to be addressed.
โ€ข Make pricing decisions within the scope of the Master Services Agreement.
โ€ข Support pre-sales proposals for new business development outside of account scope.
โ€ข Provide vital input for building future alliances with relevant product vendors.
About Infosys Insurance:
Infosys' Insurance practice helps P&C, Life, and Health carriers modernize core platforms and reimagine customer engagement using cloud, data & AI, and intelligent automation. We deliver measurable outcomes-higher straight-through processing (STP), faster claims cycles, lower cost-to-serve, and improved NPS-through digital self-service, intelligent underwriting, and streamlined back-office operations. Our domain expertise, accelerators, and partner ecosystem enable secure, compliant transformation with faster time-to-value. From policy administration and billing to claims and servicing, we build flexible, scalable digital operating models that drive efficiency, agility, and growth.
Required Qualifications:
โ€ข Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education and 7+ years of experience, with strong sales/relationship management/account management experience
โ€ข Significant business development and project management experience
โ€ข Experience in the relevant industry/vertical
โ€ข Track record of interacting and building relationships with CXO level client contacts
โ€ข Hands-on experience with proposal creation and leading proposal presentations
โ€ข Strong leadership, interpersonal, communication and presentation skills
โ€ข Wide variety of IT and business consulting engagement experience
โ€ข Candidates authorized to work for any employer in the [United States/Canada] without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.
Preferred Qualifications:
โ€ข Knowledge of industry specific go-to-market solutions
โ€ข Good understanding of industry specific business issues and drivers
โ€ข Global Delivery Model experience
โ€ข Experience managing large multi-location consulting engagement teams
โ€ข Track record as an Account Manager in a rapidly growing client relationship
Benefits
Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:
  • Medical/Dental/Vision/Life Insurance
  • Long-term/Short-term Disability
  • Health and Dependent Care Reimbursement Accounts
  • Insurance (Accident, Critical Illness , Hospital Indemnity, Legal)
  • 401(k) plan and contributions dependent on salary level
  • Paid holidays plus Paid Time Off
About Us
Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.
EEO
Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.