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Client Development Associate Jobs in Santa Clara, CA

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of ...

Citi

Registered Client Service Associate

San Jose, CA

$78K - $109K/yr

The Licensed Client Service Associate is a developing professional role which integrates in-depth ... Developed communication and diplomacy skills are required in order to exchange potentially complex ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of ...

Ameriprise Financial

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ... We are dedicated to your career development through training, mentoring and licensing support - it ...

Ameriprise Financial

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ... We are dedicated to your career development through training, mentoring and licensing support - it ...

Fifth Third

Corporate Client Associate II

San Jose, CA · On-site

Team Development: Coach and develop junior talent; set quality standards and foster a collaborative ... Corporate Client Associate II Total Base Pay Range 71,100.00 - 145,900.00 USD Annual At Fifth Third ...

Posted today

BNBuilders

Business Development Manager

San Mateo, CA · On-site

$150K - $250K/yr

Job Summary The Business Development Manager will create and build client relationships while ... Bachelors degree in business, science or other related discipline or Associates degree and related ...

BNBuilders

Business Development Manager

San Mateo, CA · On-site

$150K - $250K/yr

The Business Development Manager will create and build client relationships while leading efforts ... Bachelors degree in business, science or other related discipline or Associates degree and related ...

BNBuilders

Business Development Manager

San Mateo, CA · On-site

$150K - $250K/yr

The Business Development Manager will create and build client relationships while leading efforts ... Bachelors degree in business, science or other related discipline or Associates degree and related ...

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Client Development Associate information

See Santa Clara, CA salary details

$6

$26

$44

How much do client development associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for client development associate in Santa Clara, CA is $26.15, according to ZipRecruiter salary data. Most workers in this role earn between $18.37 and $32.74 per hour, depending on experience, location, and employer.

What does a client development associate do?

A Client Development Associate is responsible for building and maintaining relationships with existing and potential clients to support a company's growth. They typically conduct market research, identify new business opportunities, and assist in the sales process. Their role often involves outreach, follow-up communication, and ensuring client satisfaction. By understanding clients' needs and presenting tailored solutions, they help drive revenue and foster long-term partnerships.

What are the key skills and qualifications needed to thrive as a client development associate, and why are they important?

To thrive as a Client Development Associate, you need strong communication, sales acumen, and relationship-building skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM platforms like Salesforce, proficiency in Microsoft Office, and experience with lead generation tools are commonly required. Outstanding interpersonal skills, a proactive attitude, and effective time management set top performers apart. These skills are crucial for identifying new business opportunities, nurturing client relationships, and driving revenue growth.

How does a client development associate typically collaborate with sales and account management teams?

Client Development Associates often work closely with both sales and account management teams to ensure clients receive tailored solutions and a seamless experience. They may assist in preparing client presentations, gathering insights on client needs, and coordinating follow-up activities. Regular communication with these teams helps align strategies, share updates on client progress, and identify upsell or cross-sell opportunities. This collaborative approach not only fosters strong client relationships but also supports the achievement of broader business goals.

What is the difference between Client Development Associate vs Business Development Representative?

AspectClient Development AssociateBusiness Development Representative
Primary FocusBuilding and maintaining client relationships, account managementGenerating new leads, prospecting, and closing new business
Required SkillsCommunication, relationship management, client serviceSales, prospecting, negotiation
Work EnvironmentClient-facing, account management teamsSales teams, outreach-focused roles
Common CertificationsNone specific, often related to industry certifications

The Client Development Associate primarily focuses on nurturing existing client relationships and account management, while the Business Development Representative concentrates on generating new leads and closing new deals. Both roles require strong communication skills, but their core responsibilities differ in client retention versus new business acquisition.

What is the role of a Client Development Associate?

A Client Development Associate is responsible for building and maintaining relationships with clients to promote business growth. They identify client needs, support sales efforts, and coordinate with internal teams to deliver solutions, often using CRM tools. Strong communication and interpersonal skills are essential for success in this role.

What are the most commonly searched types of Client Development jobs in Santa Clara, CA?

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

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

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

Client Development Associate jobs near you
Infographic showing various Client Development Associate job openings in Santa Clara, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $54,400 per year, or $26.2 per hour.

Client Service Associate

Morgan Stanley

Menlo Park, CA • On-site

$34K/yr

Full-time

Re-posted 7 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

36th of 152 rated financial services

Job description

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 growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
We are seeking both Registered and Non-Registered Client Services Associates for our branches.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
  • Review and take appropriate action on client account alerts

OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Additional responsibilities and requirements for a Registered Client Service Associate
  • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Prepare financial plans, client reports, and other materials for client meetings
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • Strong industry, product, and branch procedures knowledge
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Qualifications - External
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Currently hold or willingness to obtain SIE, Series 7 and 66 (or 63 and 65)

Knowledge/Skills
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven

Reports to:
  • Business Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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About Morgan Stanley

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Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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