1

Client Operations Associate Jobs in Berkeley, CA

Operations Associate - Part Time

Walnut Creek, CA ยท On-site

$22.60 - $27.70/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Operations Associate - Flex

Concord, CA ยท On-site

$22.60 - $26/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Operations Associate

San Francisco, CA ยท On-site

$100K - $120K/yr

You'll work closely with our clinical, client success, and leadership teams to ensure day-to-day operations are efficient, reliable, and scalable. Responsibilities * Own day-to-day operational ...

Operations Associate - Part Time

Walnut Creek, CA ยท On-site

$22.60 - $27.70/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Operations Associate - Flex

Concord, CA ยท On-site

$22.60 - $26/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Operations Associate IV

Menlo Park, CA ยท On-site

$46 - $66/hr

Title: Operations Associate Location: Remote (CA or NY locations preferred) Duration: 47W, 5D ... Our solutions are tailored to each client and include a wide variety of professional services ...

As a Sales Operations Associate , you will play a key role in organizing and coordinating cutting ... Attend client meetings, representing the Sales Operations department. * Work closely with Finance ...

next page

Showing results 1-20

Client Operations Associate information

See Berkeley, CA salary details

$13

$32

$65

How much do client operations associate jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for client operations associate in Berkeley, CA is $32.13, according to ZipRecruiter salary data. Most workers in this role earn between $21.78 and $37.07 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, and why are they important?

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 job makes $10,000 a month without a degree?

A Client Operations Associate can potentially earn $10,000 a month through experience, performance bonuses, and skill development in areas like client management, communication, and software tools. High earnings in this role often depend on industry, company size, and individual performance, with some professionals reaching this level without a formal degree by building expertise and a strong professional network.
What cities near Berkeley, CA are hiring for Client Operations Associate jobs? Cities near Berkeley, CA with the most Client Operations Associate job openings:
Infographic showing various Client Operations Associate job openings in Berkeley, CA as of June 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,840 per year, or $32.1 per hour.
Operations Associate - Client Services

Operations Associate - Client Services

Parallel Advisors

San Francisco, CA โ€ข On-site

$72K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago


Job description

Job Summary:
The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams. This is a hybrid role (3x/week in person) based out of our San Francisco Office.

Primary Duties and Responsibilities:

  • Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
  • Manage all aspects of our clientsโ€™ operational needs within the timeframes committed to by Parallel and within the deadlines established by our custodians.
  • Serve as a resource to multiple financial advisors in supporting client relationships.
  • Lead or participate in cross-functional group projects to improve quality and efficiency within the teams.

Required Skills/Abilities:

  • Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance.
  • Strong organizational, analytical, communication, and interpersonal skills.
  • Ability to work effectively in a fast-paced and deadline-oriented environment. Capability to manage multiple demands and competing priorities.
  • Excellent written and verbal communication skills.
  • Broker/Dealer platform experience a plus.
  • CRM Experience, specifically Salesforce, a plus.

Education and Experience:

  • Bachelors Degree or Equivalent Work Experience
  • Two (2) to Five (5) years of experience in Financial Services

Salary and Benefits:

  • Salary based upon experience (Salary range $72,000 - $90,000)
  • Opportunity for discretionary, semi-annual incentive awards (10% annual bonus based on performance)
  • Benefits including health care, dental, vision, and 401k plans
  • Opportunity for support of professional accreditation and continuing education requirements and other professional development


Company: Parallel Advisors, LLC

  • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
  • To enhance our clientsโ€™ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.
  • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations โ€“ including savings directives, insurance requirements, and investment strategies โ€“ flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
  • We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms.
  • At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.
  • Parallel Advisors, LLC is an Equal Opportunity Employer.