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Client Engagement Associate Jobs in Riverside, CA

Bank of America

Wealth Management Client Associate

Brea, CA · On-site

$15 - $20.50/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill is committed to an in-office culture that supports collaboration, engagement, and career ...

LOVESAC COMPANY

FT Sales Associate

Brea, CA · On-site

$18.59 - $21.10/hr

Lead by example through exceptional client engagement, proactive selling and a commitment to ... Associate Discounts * Pet Insurance Associates will be eligible to receive up to 125 hours of paid ...

LOVESAC COMPANY

FT Sales Associate

Brea, CA

$18.59 - $21.10/hr

Lead by example through exceptional client engagement, proactive selling and a commitment to ... Associate Discounts * Pet Insurance Associates will be eligible to receive up to 125 hours of paid ...

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All JobsClient Engagement Associate JobsClient Engagement Associate Jobs in Riverside, CA

Client Engagement Associate information

See Riverside, CA salary details

$24K

$49K

$75.6K

How much do client engagement associate jobs pay per year?

As of Jul 19, 2026, the average yearly pay for client engagement associate in Riverside, CA is $48,994.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $57,900.00 per year, depending on experience, location, and employer.

What are some common challenges a Client Engagement Associate may face when managing multiple client accounts?

Client Engagement Associates often juggle several client accounts simultaneously, which can present challenges such as prioritizing tasks, maintaining clear communication, and ensuring timely follow-ups. Balancing client expectations while meeting internal deadlines requires strong organizational skills and adaptability. It's important to develop effective time management strategies and leverage CRM tools to stay organized and responsive. Additionally, proactively addressing client concerns can help build trust and foster long-term relationships.

What does a client engagement associate do?

A client engagement associate is responsible for building and maintaining relationships with clients to ensure their needs are met and satisfaction is achieved. They often handle communication, coordinate services, and support client retention efforts, using tools like CRM software. Strong communication and organizational skills are essential for this role.

What are the key skills and qualifications needed to thrive as a Client Engagement Associate, and why are they important?

To thrive as a Client Engagement Associate, you need strong communication, relationship-building, and problem-solving skills, typically supported by a bachelor's degree in business, marketing, or a related field. Familiarity with CRM software, project management tools, and customer analytics platforms is often important. Exceptional interpersonal skills, adaptability, and a proactive attitude help you stand out in client interactions. These competencies are crucial for fostering client satisfaction, building long-term partnerships, and driving business growth.

What is the difference between Client Engagement Associate vs Customer Service Representative?

AspectClient Engagement AssociateCustomer Service Representative
Required CredentialsTypically a bachelor's degree in business, marketing, or related fieldHigh school diploma or equivalent; some roles prefer post-secondary education
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or online support platforms
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality
Common Search & ComparisonFocuses on building long-term client relationships and engagement strategiesPrimarily addresses customer inquiries and resolves issues

The main difference is that a Client Engagement Associate concentrates on fostering ongoing relationships and strategic engagement with clients, often in a professional or corporate setting. In contrast, a Customer Service Representative handles immediate customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but serve different purposes within their industries.

What jobs pay 4000 a week without a degree?

A Client Engagement Associate typically earns less than $4,000 weekly, but high-commission sales roles such as real estate agents, financial advisors, or certain insurance agents can reach or exceed that amount without requiring a degree. Success in these roles depends on skills, experience, and sales performance, often involving strong communication and client management abilities.

What does an engagement associate do?

An engagement associate is responsible for building and maintaining relationships with clients or customers, often by providing support, addressing inquiries, and ensuring satisfaction. They may use communication tools like email or CRM software and typically require strong interpersonal and organizational skills. Their role helps improve client retention and supports overall business growth.

What is a Client Engagement Associate?

A Client Engagement Associate is a professional responsible for building and maintaining strong relationships with clients to ensure their satisfaction and loyalty. They act as the primary point of contact, addressing client needs, resolving concerns, and supporting account management activities. Their role often includes onboarding new clients, providing updates on products or services, and coordinating with internal teams to deliver exceptional client experiences.

Is a CSA job stressful?

A Client Engagement Associate role can be stressful due to managing client expectations, handling multiple tasks, and meeting performance targets. Strong communication skills and time management are important to handle the workload effectively, but stress levels vary depending on the work environment and individual resilience.
What cities near Riverside, CA are hiring for Client Engagement Associate jobs? Cities near Riverside, CA with the most Client Engagement Associate job openings:
Client Engagement Associate jobs near you
Wealth Management Client Associate

Wealth Management Client Associate

Bank of America

Brea, CA • On-site

$15 - $20.50/hr

Full-time

PTO

Posted 18 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 520 frontline employees who took The Breakroom Quiz

44th of 149 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills
  • Bilingual Mandarin preferred

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - CA - Brea - 145 S STATE COLLEGE BLVD - BREA PLACE (CA7800)
Pay and benefits information
Pay range
$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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