Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate
Santa Barbara, CA · On-site
$19 - $21/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate
Santa Barbara, CA · On-site
$19 - $21/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate
Santa Barbara, CA · On-site
$19 - $21/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate
Santa Barbara, CA · On-site
$19 - $21/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Within the Associate role, there are several tracts available for focus. Strategy * Providing account updates to a client's growing publisher base. Evaluate performance and make recommendations for ...
Within the Associate role, there are several tracts available for focus. Strategy * Providing account updates to a client's growing publisher base. Evaluate performance and make recommendations for ...
Within the Associate role, there are several tracts available for focus. Strategy * Providing account updates to a client's growing publisher base. Evaluate performance and make recommendations for ...
Within the Associate role, there are several tracts available for focus. Strategy * Providing account updates to a client's growing publisher base. Evaluate performance and make recommendations for ...
Client Services Associate
$19 - $21/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Quick apply
Client Services Associate
$19 - $21/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associate
Santa Barbara, CA · On-site
$34K/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Ventura, CA · On-site
$70K - $110K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Ventura, CA · On-site
$70K - $110K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Ventura, CA · On-site
$70K - $110K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Quick apply
Client Service Associate
Ventura, CA · On-site
$70K - $110K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Ventura, CA · Hybrid
$70K - $110K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Ventura, CA · Hybrid
$70K - $110K/yr
We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...
Client Service Associate
Santa Barbara, CA · Hybrid
$15.75 - $21.75/hr
Position Overview As the Client Service Administrator, you will take a leadership role in ensuring an exceptional client experience while supporting our financial advisors. This position involves ...
Quick apply
Client Service Associate
Santa Barbara, CA · Hybrid
$15.75 - $21.75/hr
Position Overview As the Client Service Administrator, you will take a leadership role in ensuring an exceptional client experience while supporting our financial advisors. This position involves ...
Client Service Associate
Santa Barbara, CA · On-site
$16.25 - $22.25/hr
Position Overview As the Client Service Administrator, you will take a leadership role in ensuring an exceptional client experience while supporting our financial advisors. This position involves ...
Client Service Associate
Santa Barbara, CA · On-site
$16.25 - $22.25/hr
Position Overview As the Client Service Administrator, you will take a leadership role in ensuring an exceptional client experience while supporting our financial advisors. This position involves ...
Client Service Associate
Santa Barbara, CA · On-site
$15.75 - $21.75/hr
Position Overview As the Client Service Administrator, you will take a leadership role in ensuring an exceptional client experience while supporting our financial advisors. This position involves ...
Client Service Associate
Santa Barbara, CA · On-site
$15.75 - $21.75/hr
Position Overview As the Client Service Administrator, you will take a leadership role in ensuring an exceptional client experience while supporting our financial advisors. This position involves ...
Private Client Advisor
$100K - $180K/yr
About the Role: Our Private Client Advisor will work with the high and ultra-high net wealth ... We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans ...
Private Client Advisor
$100K - $180K/yr
About the Role: Our Private Client Advisor will work with the high and ultra-high net wealth ... We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans ...
Senior Client Service Associate (Santa Barbara, CA)
Santa Barbara, CA · On-site
$55K - $75K/yr
Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the financial services industry, Raymond James is seeking a dynamic client ...
Senior Client Service Associate (Santa Barbara, CA)
Santa Barbara, CA · On-site
$55K - $75K/yr
Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the financial services industry, Raymond James is seeking a dynamic client ...
Client Service Representative
Goleta, CA · On-site
$17 - $22.53/hr
JOB TITLE Client Service Representative SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service ... The pay range for this role is $17.00 - $22.53 Hourly If you are a current associate, you need to ...
Client Service Representative
Goleta, CA · On-site
$17 - $22.53/hr
JOB TITLE Client Service Representative SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service ... The pay range for this role is $17.00 - $22.53 Hourly If you are a current associate, you need to ...
Client Associate information
See Santa Barbara, CA salary details
$20.6K - $26.4K
3% of jobs
$26.4K - $32.1K
1% of jobs
$32.1K - $37.9K
9% of jobs
$37.9K - $43.6K
6% of jobs
$45.7K is the 25th percentile. Wages below this are outliers.
$43.6K - $49.4K
16% of jobs
$49.4K - $55.2K
11% of jobs
The median wage is $57.2K / yr.
$55.2K - $60.9K
11% of jobs
$60.9K - $66.7K
14% of jobs
$68.3K is the 75th percentile. Wages above this are outliers.
$66.7K - $72.5K
15% of jobs
$72.5K - $78.2K
11% of jobs
$78.2K - $84K
3% of jobs
$20.6K
$56.7K
$84K
How much do client associate jobs pay per year?
How does a client associate typically collaborate with other teams within a financial services firm?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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.

Full-time
Posted 8 days ago
Job description
Job Title: Client Services Associate
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.
Job Overview:
The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.
Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service.
Duties and Responsibilities:
- Provides 5-star customer service to all employees (in all forms of communication).
- Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.
- Manages outgoing mail/package transactions.
- Performs duties associated with shipping and receiving of materials.
- Notifies employees upon receipt of inbound deliveries.
- Distributes mail/packages to company personnel.
- Acts as point of contact for company personnel on mail/package inquiries.
- Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper).
- Submit work orders for certain requests.
- Service and replenish the barista, pantry, conference, kitchen, or meetings areas.
- Will perform meeting room and conference room set ups.
- May perform building occupant moves within assigned facilities.
- Will perform light maintenance and cleaning duties as assigned.
- Maintains the Business Service Center area in a neat and orderly fashion.
- Monitors level of office supplies on the floor, and replenishing and orders accordingly.
- Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality.
- Proactively seeks out additional work during downtime.
- Builds professional relationships with customers and other teams.
- Maintains professionalism and composure when interacting with all employees.
- Trains back-up and providing guidance on policies and procedures.
- Determines what additional support is needed when handling sensitive inquiries.
- Provides exceptional customer service to client.
- Provides reception or concierge (front of office) coverage as needed.
Competencies:
- Strong verbal and written communication skills.
- Excellent customer service skills.
- PC skills MS Office Suite experience.
- Ability to handle multiple tasks simultaneously.
- Good organizational skills.
- Working knowledge of MFD equipment.
- Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.
- Possesses ability to work independently and capable of completing projects.
- Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.
Qualifications and Education Requirements:
- High School Diploma (or equivalent) required.
- 1+ years prior work experience preferred.
- Ability to work assigned work hours determined by manager.
- Excellent organizational and time management skills.
- Analytical abilities and aptitude in problem-solving.
- Superb written and verbal communication skills.
- Current knowledge or ability to learn computer-based systems required for functions of position.
- Required to maintain an overall professional appearance and attitude.
- Adhere to all policies and procedures required.
Physical Demands:
- Approximately 50% of the time this position requires the below physical demands.
- Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.
- Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.
- Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).
- Ability to lift or move 40 lbs. or greater frequently.
Travel: None or Negligible
Other Duties:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.