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

RIA Recruiting

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 ...

RIA Recruiting

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 ...

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All JobsClient Associate JobsClient Associate Jobs in Santa Barbara, CA

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 Jul 28, 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.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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.

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:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Santa Barbara, CA as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $56,707 per year, or $27.3 per hour.

Client Partnerships Associate

Publicis Groupe Holdings B.V

Santa Barbara, CA • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

Company Description
Hybrid role- 3 days a week in Agoura Hills or Santa Barbara, CA offices
From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch.
With over 27 years of experience and 1,000+ associates across 7 different countries, CJ (formerly Commission Junction) is the most trusted and established name in performance marketing.
We specialize in cultivating partnerships between top brands and trusted publishers to help them drive revenue and grow their businesses. CJ's industry-leading solutions and services are what makes our innovative marketing technology ("martech") the platform of choice for over 3,800 global brands across all industries including retail, travel, finance, technology, and home services. As part of Publicis Groupe, our data capabilities, future-focused tech, and strategic expertise power meaningful connections so brands can reach consumers wherever they are.
We take just as much pride in our innovative technology and comprehensive data as we do in the expertise and dedication of our people. Our collaborative teams are equipped with advanced tools, training, and career development opportunities in order to provide our clients with cutting edge solutions, strategies, and support that drive meaningful results. In an industry with much uncharted territory, our people are a trusted a steady hand.
So, what is Affiliate Marketing?
Think about the last time you bought something online. Maybe your favorite influencer shared a product that caught your eye with a coupon to help save you some cash, or perhaps you already knew what you wanted to buy, but there were so many options that you needed help from a trusted review site. However you finally made your purchase, chances are you interacted with affiliate publishers along the way-whether they influenced you, provided helpful information, or made sure you got the best price, CJ provides the performance marketing platform that connects brands with publishers to create valuable resources frequently used by shoppers such as yourself.
Here's why you'll love working here!
In addition to competitive salaries, 401K matching, wellness reimbursement programs, life insurance, comprehensive medical, dental and vision coverage, we also offer...
  • Flexible time off, no accrual necessary
  • Generous amount of paid holidays
  • Company-sponsored team building events
  • Employee Referral Program
  • Annual recognition awards
  • Flexible work arrangements
  • Parental bonding leave
  • Back-up child/elder care
  • Employee discount program
  • Work Your World
  • Business Resource Groups- these employee-led groups join together around common interests, backgrounds, or demographic factors to help build an engaging, inclusive work environment for all.

... just to name a few of our great perks!
Hybrid role- 3 days a week in office
Overview
The Associate is crucial in supporting internal account teams across a variety of back-end marketing execution and operational processes. The opportunity is for someone looking to develop their expertise in digital or affiliate marketing, with opportunities for career growth within the organization.
Responsibilities
Do these things interest you?
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 future investments.
  • As part of a client management team, collaborate with cross-departmental teams to identify and troubleshoot complex program management and technical challenges.
  • Align with client management team to ensure accurate execution and timeliness of internal and client deliverables
  • Use client and network data to tell a story and articulate this story in a clear and impactful manner to clients.

Media Buying
  • Recruit, manage and develop publisher relationships on behalf of client by communicating expectations, sharing standard processes, and providing campaign management such as disseminating offers and promotions.
  • Increase the effectiveness and efficiency of advertisers' affiliate investment by building and interpreting program performance data
  • Coordinate and communicate effectively with Media Buyers and Planners to implement Media Plans on behalf of clients by managing budget allocation, ensuring implementation of media, coordinating with affiliate publishers, platform enablement etc.
  • Build relationships with long-tail publishers to foster long-term success
  • Self-led use of CJ technologies/reporting suites, to proactively identify data based publisher fits for clients, aligning audiences to stated client goals.

Operations
  • Campaign Execution & Coordination: Assist in the execution of affiliate marketing campaigns for a portfolio of clients, including asset management and campaign communication.
  • Program Execution: Support internal account teams with the execution of standard program operations, including campaign support, payout management, and partnerships.
  • Cross-Department Collaboration: Work closely with internal teams such as Account Management, Media Investment and Technical Support to ensure seamless execution of tasks, timely completion of deliverables, and problem resolution.
  • Technology & Tool Management: Leverage internal and external marketing platforms & technology to complete campaign execution, tracking, and reporting.

Qualifications
What we look for:
  • You have a Bachelor's Degree or related work experience
  • You are passionate about providing excellent service to internal and external customers
  • You are driven to succeed
  • You are a clear and effective communicator
  • You are able to work independently and collaborate with your team to solve complex issues
  • You are proficient in Microsoft Office, especially Excel and Powerpoint
  • You have strong analytical skills
  • You are respectful to varying opinions and perspectives

Additional Information
CJ is the leader in Performance Marketing. We take pride in our innovative technology, comprehensive data solutions and our people. We equip our teams with advanced tools, training and career development opportunities all to provide modern solutions, strategies and support to deliver high quality results for our clients. We work in an energetic, results-oriented, collaborative, team environment that recognizes exceptional performance. As we evolve and grow as a business, so do you.
We're a community of creative and passionate problem solvers who go the distance to tackle the tough questions, think creatively, and drive intelligent growth, for our clients-and ourselves. We foster and embody an inclusive and collaborative culture where diverse perspectives are sought, relationships are valued, and people feel accepted with a sense of belonging in expressing themselves authentically. We pride ourselves in having a workplace environment that values both work and play. Business Resource Groups, Fun team outings, office events, and flexible time off mean a work life balance with colleagues that turn into lifelong friends.
Conditions of Employment
All job offers are contingent upon successful completion of certain background checks which unless prohibited by applicable law may include criminal history checks, employment verification, education verification, drug screens, credit checks, DMV checks (for driving positions only) and fingerprinting.
Great People Deserve Great Benefits
We know that we have some of the brightest and most dedicated associates in the world, and we believe in rewarding them accordingly. If you work here, expect competitive pay, comprehensive health coverage, and endless opportunities to advance your career.
Compensation Range: $49,305 - $65,415.00 Annually . This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 11/21/25.
All your information will be kept confidential according to EEO guidelines.
Compensation Range: USD $49,305.00 - USD $65,415.00/Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 12/7/2025.

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