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

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good ...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...

Client Service Associate

San Jose, CA ยท On-site

$17 - $23.50/hr

Client Service Associate We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join ...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...

Client Service Associate

Los Gatos, CA ยท On-site

$80K - $100K/yr

Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and ...

Client Service Associate

San Jose, CA ยท On-site

$17 - $23.50/hr

The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited ...

Client Service Associate

San Jose, CA ยท On-site

$17 - $23.50/hr

The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited ...

Showing results 41-60

Client Associate information

See Santa Clara, CA salary details

$21.7K

$59.9K

$88.7K

How much do client associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client associate in Santa Clara, CA is $59,855.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $72,800.00 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 Santa Clara, CA?

The most popular types of Client jobs in Santa Clara, CA are:

What are popular job titles related to Client Associate jobs in Santa Clara, CA?

For Client Associate jobs in Santa Clara, CA, the most frequently searched job titles are:

What cities near Santa Clara, CA are hiring for Client Associate jobs?

Cities near Santa Clara, CA with the most Client Associate job openings:

Infographic showing various Client Associate job openings in Santa Clara, CA as of August 2026, with employment types broken down into 84% Full Time, 11% Part Time, 1% Temporary, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $59,855 per year, or $28.8 per hour.

Client Services Associate I, Oncology

BillionToOne

Union City, CA โ€ข On-site

Full-time, Part-time

Medical, Retirement, PTO

Re-posted 7 days ago


Job description

A Rare Opportunity to Shape the Future of Genomics
Join a team of brilliant, passionate innovators determined to transform healthcare. At BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. We don't just aim for incremental improvements; we build products that are 10x better than anything that exists today.
Our scientists, engineers, sales executives, and visionaries are united by an unwavering commitment to changing the standard of care in prenatal and cancer diagnostics. This is where cutting-edge science meets human compassion, and every innovation you contribute helps remove the fear of the unknown from some of life's most critical medical moments.
If you're driven by purpose, energized by innovation, and ready to help shape the future of precision medicine at scale, this is where you belong.
We are looking for a Client Services Associate I, Oncology to provide exceptional service and support to BillionToOne's customers. This role is part of a broader Client Services organization.
The Client Services Associate holds a pivotal role in the organization as he/she will act as the face of BillionToOne for our customers including physicians, Oncology clinics, patients, clinical and auxiliary staff. The CSA will be on the front lines of all internal and external customer inquiries supporting BillionToOne's Oncology tests. The ideal candidate for this role is an ambitious and intelligent individual who is highly self-motivated and can effortlessly help drive and influence a positive patient and customer experience. The Client Services Associate I is a full-time onsite position and reports to the Client Services Manager.
Working hours are Monday to Friday, 8:30 AM to 5:00 PM PT.
Responsibilities:
  • Engage customers in a positive and courteous manner to resolve issues and deliver the best possible customer experience.
  • Oversee and effectively respond to all types of communication in a professional and articulate manner: phone, email, and web inquiries from customers (physician offices), sales representatives, and patients.
  • Handle a variety of inquiries, including questions about our technology, products, and services, status of test results, costs, billing, and insurance coverage.
  • Keep precise and clear documentation of all communications and follow-up activities.
  • Collaborate with our laboratory to ensure that client information is accurately maintained and help to ensure the timely delivery of test results.
  • Contact physicians and other medical personnel to obtain missing information from test orders.
  • Enter and qualify new customer information into CRM and LIMS systems.
  • Identify issues and trends and collaborate with commercial leadership to develop best practices for internal and external processes.
  • Participate in cross-functional projects that extend beyond routine responsibilities to contribute to building a world-class Customer Service organization.
  • Represent the organization during intra-department meetings or All Hands meetings as needed.

Qualifications:
  • 1+ years of prior client-facing experience.
  • 4-year college degree (or equivalent in experience).
  • Experience with CRM tools (Salesforce, Zendesk, etc.) is a plus.
  • Advanced organizational skills with the ability to handle multiple assignments simultaneously.
  • Ability to work in a very fast-paced, demanding environment.
  • Outstanding verbal, written, and presentation skills - ability to effectively tailor messages to different audiences.
  • Passion for creating a delightful experience for internal and external customers.
  • Ability to analyze complex situations independently and implement appropriate solutions.

Nice-To-Haves:
  • Proficiency or fluency in Spanish to effectively assist our diverse customer base and ensure a seamless patient and client experience.
  • Customer service experience in diagnostic laboratory setting.

Benefits And Perks:
  • Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients
  • Open, transparent culture that includes weekly Town Hall meetings
  • The ability to indirectly or directly change the lives of hundreds of thousands patients
  • Multiple medical benefit options; employee premiums paid 100% of select plans, dependents covered up to 80%
  • Extremely generous Family Bonding Leave for eligible employees (16 weeks, paid at 100%)
  • Supplemental fertility benefits coverage
  • Retirement savings program including a 4% Company match
  • Increase paid time off with increased tenure
  • Latest and greatest hardware (laptop, lab equipment, facilities)
  • Daily on-site lunches provided from top eateries
  • A variety of perks on campus (state of the art gym, restaurant)
  • Free on-site EV charging (compatible with all EVs, including Tesla)

At BillionToOne, we are proud to offer a combination of (1) competitive base pay, (2) generous equity options offering, (3) corporate bonus program, on top of (4) industry leading company benefits (free healthcare options, 401k match, very generous fully paid parental leave, etc.).
For this position, we offer a total compensation package of $66,123 per year, including a base pay of $28.90 per hour.
BillionToOne is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
For more information about how we protect your information, we encourage you to review our Privacy Policy.
BillionToOne is a next-generation molecular diagnostics company on a mission to make powerful, accurate diagnostic tests accessible to everyone. Our revolutionary QCT molecular counting technology enhances disease detection resolution by over a thousandfold using cell-free DNA,a breakthrough that has already transformed the lives of over half a million patients worldwide.
Our Impact
Unity Completeโ„ข is the only non-invasive prenatal screen capable of assessing fetal risk for both common recessive conditions and aneuploidies from a single maternal blood sample.
Unity Confirmโ„ข enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne's Fetal Cell Captureโ„ข Technology.
Our Northstarยฎ liquid biopsy test uniquely combines treatment selection with real-time monitoring, giving oncologists unprecedented precision in cancer care.
Our Growth
From $0 to $400M+ annualized revenue run-rate in just 6 years. In 2025, we completed one of the most successful IPOs for a medical diagnostics company, building on nearly $400M in private funding,including our $130M Series D in 2024 and backed by world-class investors including Hummingbird, Adams Street Partners, Neuberger Berman, Baillie Gifford, and Premji Invest.
Our Recognition
Forbes named us one of America's Best Startup Employers for 2025 and we're Great Place to Work certified, with 100% of our people willing to go the extra mile, even as we've scaled to over 700 employees.
Our Future
Headquartered in Menlo Park with facilities in Union City, CA, and a new lab opening in Austin, TX in 2027, we're continuing to push the boundaries of what's possible in molecular diagnostics. We're just getting started.
Ready to help us change the world, one molecule at a time? Learn more at billiontoone.com