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Client Operations Associate Jobs in California (NOW HIRING)

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Client Operations Associate information

See California salary details

$11

$25

$52

How much do client operations associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client operations associate in California is $25.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $29.90 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a client operations associate?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What are the most commonly searched types of Client Operations jobs in California?

The most popular types of Client Operations jobs in California are:

What cities in California are hiring for Client Operations Associate jobs?

Cities in California with the most Client Operations Associate job openings:

Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in California as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, 2% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $53,874 per year, or $25.9 per hour.

Investment Services Operations Associate

San Diego County Credit Union

San Diego, CA • On-site

$25.75 - $33.50/hr

Full-time

Posted 23 days ago

Job description

Position Summary

The Investment Services Operations Associate will provide comprehensive administrative and operational support to SDCCU Investment Services financial advisors. In this role, the Investment Services Operations Associate will support both financial advisors and their end-clients with a focus on enhancing client relationships, managing, and resolving a wide range of account‑related operational inquiries and ensuring compliance with industry regulations.

The ideal candidate is proactive, detail‑oriented, and driven to excel in a fast‑paced environment. They must demonstrate a service‑first mindset and consistently deliver high‑touch, white‑glove support with professionalism, accuracy, and urgency.

Minimum Qualifications (Licenses, Education, Experience, Skills)

  • 1 year of administrative or operational experience in the financial services industry
  • High school diploma or equivalent. Bachelor’s degree in Finance, Business, Economics or a related field is highly preferred.
  • Working experience with a CRM system (Salesforce preferred)
  • Proficient with Microsoft Office
  • Effective organizational skills and ability to manage multiple projects, establish priorities and meet deadlines.
  • Effective interpersonal and communication skills and proven ability dealing with clients and staff.
  • FINRA SIE, Series 6/7, and Series 63/65 preferred.

Essential Duties and Responsibilities

  • Prepare and submit new account documentation, ensuring all required materials are complete for processing.
  • Manage client inquiries including account notifications, cash management, RMD outreach, annual review scheduling, issue resolution, signing documents, and placing unsolicited trades.
  • Manage the scheduling of client and prospect meetings.
  • Coordinate and track rollovers and transfers (manual and ACAT) to ensure timely completion.
  • Identify client needs and refer clients seeking financial guidance to advisors.
  • Maintain operational excellence through ongoing training on policies, procedures, platforms, and service best practices.

Other Duties and Responsibilities

  • Perform other duties as assigned.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.


Monday-Friday: 8:00am-5:00pm
Saturday-Sunday: OFF
Full time - 40 hours/week