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

Client Service Associate

Ventura, CA ยท 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 ยท 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 ยท 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 ยท 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 ยท 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 ...

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Client Associate information

See Santa Barbara, CA salary details

$20.6K

$56.7K

$84K

How much do client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client associate in Santa Barbara, CA is $56,707.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $69,000.00 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 job categories do people searching Client Associate jobs in Santa Barbara, CA look for? The top searched job categories for Client Associate jobs in Santa Barbara, CA are:
What cities near Santa Barbara, CA are hiring for Client Associate jobs? Cities near Santa Barbara, CA with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Santa Barbara, CA as of August 2026, with employment types broken down into 40% Full Time, 40% Part Time, and 20% Temporary. Highlights an 80% In-person, and 20% Hybrid job distribution, with an average salary of $56,707 per year, or $27.3 per hour.

Client Services Associate

SPS North America

Santa Barbara, CA โ€ข On-site

Full-time

Posted 9 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.