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Client Operations Associate Jobs in Dana Point, CA

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Position Summary The Client Advisory Associate supports Client Advisors with account management and ... Direct the Trust Operations Department regarding daily account transactions such as wire and cash ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Position Summary The Client Advisory Associate supports Client Advisors with account management and ... Direct the Trust Operations Department regarding daily account transactions such as wire and cash ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K/yr

Perform operational or administrative functions for client related requests (i.e., check requests ... Registered Client Service Associates may highlight a service or product but may not discuss ...

Stifel

Registered Client Service Associate

Irvine, CA

$55K - $73K/yr

Perform operational or administrative functions for client related requests (i.e., check requests ... Registered Client Service Associates may highlight a service or product but may not discuss ...

Stifel

Registered Client Service Associate

Irvine, CA

$55K - $73K/yr

Perform operational or administrative functions for client related requests (i.e., check requests ... Registered Client Service Associates may highlight a service or product but may not discuss ...

Vance Wealth

Sr. Client Service Associate

Costa Mesa, CA · On-site

$35 - $45/hr

Purpose The purpose of the Sr. Client Service Associate role is to provide exceptional client service, operational support, and administrative coordination to the Advisor Team and clients served by ...

Stifel

Client Service Associate

Newport Beach, CA · On-site

$55K/yr

Perform operational or administrative functions for client related requests (i.e., check requests ... Registered Client Service Associates may highlight a service or product but may not discuss ...

Stifel

Client Service Associate

Newport Beach, CA · On-site

$55K - $74K/yr

Perform operational or administrative functions for client related requests (i.e., check requests ... Registered Client Service Associates may highlight a service or product but may not discuss ...

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Client Operations Associate information

See Dana Point, CA salary details

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How much do client operations associate jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for client operations associate in Dana Point, CA is $28.00, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $32.31 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 Dana Point, CA are hiring for Client Operations Associate jobs? Cities near Dana Point, CA with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Business Operations Associate (Process Improvement & Automation)

Business Operations Associate (Process Improvement & Automation)

CompassX Group

Irvine, CA • On-site

$45K - $60K/yr

Full-time

Posted 7 days ago

Job description

CompassX is a boutique business and technology consulting firm. We help Fortune 500 and high-growth clients deliver their most strategic initiatives, from enterprise transformations to digital and data-driven projects. With over 15 years of proven results, we've expanded across industries including financial services, pharmaceuticals, aerospace, consumer products, and quick service restaurants.
We are honored to be recognized as a three-time winner of Consulting Magazine's Best Boutique Firms to Work For, and previously recognized as a "Best Place to Work" in Southern California and one of INC.'s 5000 fastest-growing private companies in the U.S.
We're hiring a motivated Operations Associate (Process Improvement & Automation) to bring structure, smart automation, and continuous improvement to how CompassX runs internally.
You'll be the person who spots what's manual, repetitive, or inefficient - and actually fixes it, building the systems and workflows our team runs on. It's a hands-on, high-visibility role with direct exposure to firm leadership and real ownership from day one.
What You'll Do
  • Hunt down the manual, repetitive, clunky processes nobody's had time to fix - and build the automation or system that finally kills them. This is the heart of the role.
  • Turn tribal knowledge into real documentation and lightweight automations, so good processes don't live in one person's head.
  • Own our CRM like it's your product - keep it clean, current, and push it actually to work harder for the team.
  • Take the recurring busywork off our leaders' plates - scheduling, research prep, documentation - so they can focus on what only they can do.
  • Run point on contractor onboarding and offboarding end-to-end, making sure nothing gets missed.
  • Spot where a spreadsheet, template, or shared doc could replace a scramble - and build it before it's needed.
  • Partner with the team to standardize how we track, tag, and organize information, so nothing lives only in someone's inbox or memory.
  • Pilot new tools (AI-assisted or otherwise) that make the team faster, and roll out the ones that stick.

What You'll Bring
  • 1+ year of experience in operations, process improvement, or a similar hands-on support role - new grads strongly encouraged to apply.
  • A genuine curiosity for how things work and a habit of fixing what's inefficient, even if nobody asked.
  • Comfortable using (or quickly learning) a CRM, spreadsheet tools, and lightweight automation tools (e.g., Zapier, Make, or similar).
  • Excellent written communication - comfortable documenting processes clearly and drafting internal messages.
  • Highly organized, reliable, and detail-oriented - you like building systems and keeping them running.
  • A confident and diplomatic communicator - you'll be reminding senior leaders to follow through on commitments, tactfully and persistently.
  • Takes initiative without being asked, identifies opportunities, and moves work forward independently.
  • Comfortable operating in ambiguity, shifting priorities, and quickly learning new tools or approaches.

Why CompassX
  • A front-row seat to how a consulting firm builds its from the ground up. You'll help shape it, not just execute someone else's playbook.
  • Direct, regular access to firm leadership and real ownership over a function they depend on.

$45,000 - $60,000 a year
The posted range reflects the anticipated compensation for this opportunity. Depending on the role, client requirements, and business needs, compensation may be structured as a salaried position with bonus eligibility or as an hourly contract engagement (including 1099 independent contractor arrangements).
Final compensation and engagement type will be determined based on factors including experience, skills, qualifications, internal equity, market conditions, and the nature of the role.
Our consultants say CompassX is a place where they can truly find their own path. As part of a smaller firm, they see the impact of their work, have an identity, and know their voice matters. They value the freedom to take the reins of their careers, shape their client work, and maintain a direct line to leadership.
With CompassX's focus on serving local Southern California clients, consultants not only build lasting relationships but also see the results of their work in the communities where they live.
At CompassX, you won't just follow a path - you'll create one.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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