ZipRecruiter

Log In

1

Client Operations Associate Jobs in Berkeley, CA

EOS

Sales Operations Associate

Hayward, CA

$60K - $68K/yr

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 ...

EOS

Sales Operations Associate

Hayward, CA · On-site

$60K - $68K/yr

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 ...

EOS

Sales Operations Associate

Hayward, CA · On-site

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 ...

Belcan

Facilities Maintenance Associate

Berkeley, CA · On-site

$30/hr

Berkeley CA 3 + Months A Facilities Maintenance Operations Associate job opportunity is available with our client in Berkeley, CA. In this role you will be responsible to make sure the facility runs ...

Belcan

Facilities Maintenance Associate

Berkeley, CA · On-site

$30/hr

Berkeley CA 3 + Months A Facilities Maintenance Operations Associate job opportunity is available with our client in Berkeley, CA. In this role you will be responsible to make sure the facility runs ...

next page

Showing results 1-20

All JobsClient Operations Associate JobsClient Operations Associate Jobs in Berkeley, CA

Client Operations Associate information

See Berkeley, CA salary details

$13

$32

$65

How much do client operations associate jobs pay per hour?

As of Jul 3, 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 is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What does a customer operations associate do?

A client operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to maintain client satisfaction and operational efficiency.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Success in the position often depends on strong communication skills, organization, and the ability to work under pressure.

What jobs pay 4000 a week without a degree?

A Client Operations Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain tech sales positions, which can reach or exceed that amount with experience and commissions. These roles often require strong communication skills, industry knowledge, and sometimes certifications, but not necessarily a college degree.
What cities near Berkeley, CA are hiring for Client Operations Associate jobs? Cities near Berkeley, CA with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Berkeley, CA as of June 2026, with employment types broken down into 79% Full Time, 18% Part Time, and 3% 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.
Capital Formation Operations Associate

Capital Formation Operations Associate

IEQ Capital

Foster City, CA

Other

Posted 10 days ago

Job description

Who are we?

IEQ Capital is a Registered Investment Advisor (RIA) seeking to transform traditional wealth management. Our firm integrates intellectual and emotional intelligence to drive exceptional investment results while maintaining a values-oriented culture that fosters connection and collaboration with our clients. As an independent, employee-owned company, we adhere to the fiduciary standard, prioritizing our clients' best interests.

The Role

IEQ Capital's Investment Operations, Capital Formation team is looking for a detail-oriented and highly motivated Capital Formation Operations Associate to support the capital formation lifecycle for alternative investment opportunities across the platform. This role sits at the intersection of capital formation, investment operations, legal documentation, compliance coordination, and client-team enablement.

The associate will help ensure that new and existing investment opportunities are operationally ready for client engagement, subscription, and closing. The role requires hands-on coordination across internal stakeholders and external partners, including client teams, investment research, marketing, compliance, legal counsel, fund administrators, and General Partners. The ideal candidate brings prior exposure to private fund capital formation, investor relations, fundraising operations, subscription documentation, or alternative investment platform support.

Key Responsibilities

Capital Formation Readiness & Execution

  • Support the end-to-end capital formation process for alternative investment opportunities, from pre-launch readiness through subscription execution and close tracking.
  • Coordinate with investment, marketing, legal, compliance, and client-facing teams to ensure opportunities are positioned, documented, and ready for client engagement.
  • Track launch milestones, capital raise timelines, subscription deadlines, minimums, capacity constraints, closing schedules, and other key fundraising logistics.
  • Help translate investment opportunity details into clear operational requirements for internal stakeholders supporting client education, diligence, and subscription workflows.

Investment Vehicle Launch & Subscription Operations

  • Manage the operational setup of alternative investment opportunities, including feeder vehicle launches, direct subscription pathways, document workflows, and investor onboarding requirements.
  • Coordinate the preparation, review, distribution, and execution of subscription agreements, offering documents, investor questionnaires, side letters, and related fund documentation.
  • Utilize DocuSign and other workflow tools to create efficient, accurate, and scalable subscription processes.
  • Maintain accurate opportunity, launch, subscription, and close-status records in Salesforce or similar CRM / workflow systems; identify bottlenecks and escalate issues proactively.

Legal, Compliance & External Partner Coordination

  • Partner with internal and external legal teams to facilitate timely review and execution of fund documentation and investor materials.
  • Coordinate with compliance to ensure capital formation and subscription workflows follow applicable regulatory, policy, and approval requirements.
  • Support operational due diligence, background check coordination, document collection, and issue escalation as part of the opportunity launch process.
  • Serve as a day-to-day liaison with fund administrators, General Partners, counsel, and other external partners to resolve documentation, onboarding, and closing-related questions.

Cross-Team Collaboration & Training

  • Serve as a key point of contact for client teams and internal stakeholders on capital formation workflows, subscription logistics, deadlines, documentation requirements, and opportunity launch status.
  • Develop step-by-step guides, process maps, FAQs, and training materials that improve internal understanding of capital formation and investment onboarding processes.
  • Host internal training sessions to educate client-facing teams on new opportunities, subscription workflows, document requirements, and key process changes.
  • Coordinate with Research and Marketing teams to support accurate, compliant, and timely distribution of investment materials and launch communications.

Process Improvement & Project Management

  • Conduct post-launch and post-close reviews to identify inefficiencies, pain points, and opportunities to improve the capital formation experience for client teams and operational partners.
  • Lead or support operational improvement projects that enhance scalability, accuracy, transparency, and timeliness across the capital formation and investment onboarding lifecycle.
  • Develop dashboards, trackers, or reporting tools to improve visibility into launch readiness, subscription progress, capital raise status, and process bottlenecks.
  • Continuously refine the role and identify innovative ways to add value to Investment Operations, Investment Onboarding, and the broader investment platform.
Qualifications

Required Skills & Experience

  • 1-3 years of relevant experience in capital formation, investor relations, fundraising operations, private fund operations, alternative investments, investment operations, or fund onboarding.
  • Working knowledge of private fund subscription processes, investor documentation, capital raise timelines, and cross-functional launch coordination.
  • Strong organizational skills and attention to detail, with the ability to manage multiple opportunities, deadlines, stakeholders, and workstreams simultaneously.
  • Excellent communication and interpersonal skills, including the ability to coordinate effectively with client-facing teams, legal, compliance, operations, marketing, research, and external partners.

Preferred Skills & Experience

  • Prior experience at a private fund manager, placement agent, RIA, multi-family office, fund administrator, investor relations team, or alternative investment platform.
  • Knowledge of alternative investment structures, feeder vehicles, subscription agreements, offering memoranda, investor questionnaires, side letters, and closing mechanics.
  • Familiarity with compliance standards and approval workflows related to private funds, marketing materials, investor eligibility, and subscription documentation.
  • Experience working with General Partners, fund administrators, legal teams, compliance professionals, investment research teams, and client-facing distribution teams.
  • Strong analytical and problem-solving abilities for diagnosing process gaps, improving workflow design, and building scalable operating models.
Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $90,000 - $115,000, depending on skills and experience.

#LI-Hybrid

Apply