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

Endsight

Client Strategy Associate

Napa, CA · On-site

$65K - $80K/yr

Client Strategy Associate Department: Client Strategy Employment Type: Full Time Location: Napa Compensation: $65,000 - $80,000 / year Description Location: Remote, Must be local to the Napa, CA Area ...

Endsight

Client Strategy Associate

Napa, CA · Remote

Career Pathing As a Client Strategy Associate (CSA) , you'll support our Pods' Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively. You'll work ...

Endsight

Client Strategy Associate

Napa, CA · Remote

$65K - $80K/yr

Career Pathing Purpose -- What You'll Do As a Client Strategy Associate (CSA) , you'll support our Pods' Client Strategy teams by helping ensure client strategy processes are executed consistently ...

Adventist Health

Urology - St. Helena/Napa

Saint Helena, CA · On-site

$580K - $605K/yr

Therefore, we require that all associates receive all required vaccinations, including, but not limited to, measles, mumps, flu (based on the seasonal availability of the flu vaccine typically during ...

Vodia Ventures

Client Service Associate

Santa Rosa, CA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

CDK Global

Client Services Rep (B2B)

Petaluma, CA · On-site

$18.50 - $25/hr

This position provides computer hardware, systems, client and DMV support for automobile ... At CDK, our associates are the key to our success! At CDK you will enjoy a vibrant and diverse ...

CDK Global

Client Services Rep (B2B)

Petaluma, CA · On-site

$18.50 - $25/hr

This position provides computer hardware, systems, client and DMV support for automobile ... At CDK, our associates are the key to our success! At CDK you will enjoy a vibrant and diverse ...

Banfield

Client Service Coordinator

Santa Rosa, CA · On-site

$19.75 - $25.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ...

H&R Block

Tax Associate

Sebastopol, CA · On-site

$16.65 - $20.55/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Cotati, CA · On-site

$16.65 - $20.55/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Hidden Valley Lake, CA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Windsor, CA · On-site

$16.65 - $20.55/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Napa, CA · On-site

$16.65 - $20.55/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Santa Rosa, CA · On-site

$16.65 - $20.55/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Santa Rosa, CA

Client Associate information

See Santa Rosa, CA salary details

$20.2K

$55.7K

$82.5K

How much do client associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client associate in Santa Rosa, CA is $55,721.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $67,800.00 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 Rosa, CA?

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

What job categories do people searching Client Associate jobs in Santa Rosa, CA look for?

The top searched job categories for Client Associate jobs in Santa Rosa, CA are:

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 18% Part Time, 1% Temporary, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $55,721 per year, or $26.8 per hour.

Client Strategy Associate

Endsight

Napa, CA • On-site

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

Client Strategy Associate
Department: Client Strategy
Employment Type: Full Time
Location: Napa
Compensation: $65,000 - $80,000 / year
Description
Location: Remote, Must be local to the Napa, CA Area
You're the kind of person who brings clarity to complexity.
You notice the details that keep things running smoothly-and the patterns that help people make better decisions. When priorities collide or information gets messy, you're the one who brings order, calm, and forward motion.
You care about client experience. You like connecting dots across teams, translating data into insight, and making sure nothing important slips through the cracks. And you want your work to matter-to clients, to teammates, and to the business.
That's where Endsight comes in.
Who We Are:Endsight is a fast-growing IT Managed Service Provider built on one core belief:
When we help others thrive, we thrive too.
We partner with small and mid-sized organizations-including nonprofits-to ensure their technology delivers real business value. Our teams collaborate across strategy, service delivery, finance, and operations to create thoughtful, high-impact client experiences.
Working at Endsight feels a bit like being part of a great university-you'll learn fast, build strong relationships, and grow alongside people who care deeply about doing great work.
Benefits:
  • Medical: Company pays 100% of the base plan for the employee and family
  • Dental & Vision
  • 401(k) with employer matching
  • Accrued Paid Time Off
  • 9 Paid Holidays
  • Career Pathing

Purpose - What You'll Do
As a Client Strategy Associate (CSA), you'll support our Pods' Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively. You'll work closely with General Managers, Technical Account Managers, and cross-functional teams to improve client health, retention, and satisfaction.
Your work will include:
  • Supporting executive business reviews (EBRs) and client check-ins through scheduling, preparation, data analysis, and follow-up
  • Monitoring client health trends and surfacing risks or opportunities using dashboards and reports
  • Helping drive resolution for client issues, disputes, and escalations across teams
  • Supporting onboarding, renewals, invoicing, and client communications using Endsight best practices
  • Collaborating with Finance, Professional Services, Support, and Sales to ensure a cohesive client experience
  • For experienced CSAs, managing a small portfolio of clients to ensure they realize value from Endsight's solutions

Who Thrives Here
You'll do well in this role if you:
  • Take pride in helping clients and teammates succeed
  • Enjoy organizing information, managing follow-through, and improving processes
  • Communicate clearly, calmly, and professionally-especially when stakes are high
  • Are comfortable working with data, systems, and structured workflows
  • Like collaborating across teams and building trusted relationships
  • Want to grow your career in client strategy, customer success, or account leadership

Experience & SkillsWe're looking for someone with 3-5 years of relevant experience, such as:
  • Client success, account coordination, or service delivery roles
  • MSP, SaaS, or professional services environments
  • Cross-functional, client-facing work involving operations, finance, or support

You'll be successful if you bring:
  • Strong organizational and follow-up skills
  • Experience working in CRM and/or PSA tools
  • Confidence managing recurring workflows (reporting, scheduling, invoicing support, escalations)
  • Excellent written and verbal communication skills
  • A service-oriented mindset and steady approach under pressure

Why Join Endsight
  • Work with a collaborative, purpose-driven team
  • Build skills in client strategy, analytics, and cross-functional leadership
  • Make a direct impact on client retention and satisfaction
  • Grow in a company that invests in learning, career paths, and doing the right thing

Join a Team That's All-In on Helping You Thrive
If you're ready to grow your impact, sharpen your client strategy skills, and help organizations thrive through thoughtful execution and collaboration-we'd love to meet you.
Apply today and let's build something excellent together.

Apply