ZipRecruiter

Log In

1

Client Operations Associate Jobs in Menlo Park, CA

LVMH

Operations Associate - Part Time

San Francisco, CA · 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 ...

LVMH

Operations Associate - Part Time

San Leandro, CA · 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 ...

LVMH

Operations Associate - Part Time

San Francisco, CA · 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 ...

LVMH

Operations Associate - Part Time

San Francisco, CA · 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 ...

LHH US

Operations Associate

Dublin, CA · Remote

$20 - $25.64/hr

This will be a 100% remote long-term contract opportunity with our client and will work PST hours. Product Operations Associate About the Role We're looking for a highly organized, detail-oriented ...

LVMH

Operations Associate - Flex

Milpitas, CA · 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 ...

LVMH

Operations Associate - Part Time

Walnut Creek, CA · 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 ...

LHH US

Operations Associate

Dublin, CA · Remote

$20 - $25.64/hr

This will be a 100% remote long-term contract opportunity with our client and will work PST hours. Product Operations Associate About the Role We're looking for a highly organized, detail-oriented ...

3Y

Operations Associate

San Francisco, CA · 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 ...

3Y Health

Operations Associate

San Francisco, CA · 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 ...

3Y Health

Operations Associate

San Francisco, CA · 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 ...

Adecco

Sales Operations Associate

Mountain View, CA · On-site

$57.38/hr

Adecco is assisting a local client recruiting for a Sales Operations Associate opportunity in Mountain View, CA with an onsite work schedule. This is an excellent opportunity to join a winning ...

New

next page

Showing results 1-20

All JobsClient Operations Associate JobsClient Operations Associate Jobs in Menlo Park, CA

Client Operations Associate information

See Menlo Park, CA salary details

$13

$30

$62

How much do client operations associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for client operations associate in Menlo Park, CA is $30.93, according to ZipRecruiter salary data. Most workers in this role earn between $20.96 and $35.67 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 cities near Menlo Park, CA are hiring for Client Operations Associate jobs? Cities near Menlo Park, CA with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Menlo Park, CA as of August 2026, with employment types broken down into 85% Full Time, 11% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $64,330 per year, or $30.9 per hour.

Client Service Operations Associate

Leading Financial Advisory Firm

Walnut Creek, CA • On-site, Remote

$80K - $100K/yr

Full-time

Retirement, PTO

Posted 18 days ago

Job description

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you'd like to join wealth management team that is dedicated to its clients and be part of a small firm that is founded on generosity and giving back, this may be a good fit for you! Find out more about us at pathwise.co.
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in Pacific and Mountain time zones.
Compensation:
  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Rewarding, Motivating Atmosphere
  • Permanently remote position

Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • New client onboarding including account setup, data collection, and account transfers
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
  • Private equity administration including subscription agreements, wire requests, and distributing statements
  • We are a team that is always striving to improve our processes, and we ask our team to help identify areas for improvement.

Requirements:
  • 3 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Warm communication style and comfortable reaching out to clients over email and phone
  • Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time
  • Tech savvy with ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:
Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

Apply