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Client Service Administrator Jobs in California (NOW HIRING)

HCI Systems

Service Administrator

Ontario, CA

$24 - $25/hr

Ability to manage 3 phone lines to facilitate client expectations with prescheduled appointments and/or and generate emergency service call work orders * Strategically plan testing appointments and ...

HCI Systems

Service Administrator

Ontario, CA

$24 - $25/hr

Ability to manage 3 phone lines to facilitate client expectations with prescheduled appointments and/or and generate emergency service call work orders * Strategically plan testing appointments and ...

HCI Systems

Service Administrator

Ontario, CA · On-site

$24 - $25/hr

Ability to manage 3 phone lines to facilitate client expectations with prescheduled appointments and/or and generate emergency service call work orders * Strategically plan testing appointments and ...

Marsh & McLennan

Client Service Executive

Los Angeles, CA · On-site

$84K - $180K/yr

Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for ...

Marsh McLennan

Client Service Executive

Los Angeles, CA · On-site

Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for ...

Client Services

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

... service delivery. * Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing. * Assist with all aspects of the ...

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How much do client service administrator jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for client service administrator in California is $21.05, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $22.55 per hour, depending on experience, location, and employer.

What are some common challenges faced by client service administrators, and how can they be addressed?

Client Service Administrators often juggle multiple client requests simultaneously, which can make prioritization challenging. They may also encounter situations where clients have urgent needs or unclear expectations. To manage these challenges, it's essential to maintain strong organizational skills, leverage customer relationship management (CRM) tools, and communicate clearly both with clients and internal teams. Regular training and open communication channels with colleagues also help ensure consistent and high-quality service delivery.

What does a client service administrator do?

A Client Service Administrator is responsible for providing administrative and support services to clients and the organization. Their duties typically include managing client accounts, handling client inquiries, processing paperwork, scheduling meetings, and ensuring that clients receive timely and accurate information. They act as a bridge between clients and the company, helping to resolve issues and improve customer satisfaction. Strong organizational and communication skills are essential for this role, as well as attention to detail and proficiency with office software.

What are the key skills and qualifications needed to thrive as a client service administrator?

To thrive as a Client Service Administrator, you need strong organizational abilities, attention to detail, and proficiency in administrative tasks, typically supported by a background in business administration or a related field. Familiarity with customer relationship management (CRM) software, office productivity tools, and sometimes basic accounting systems is important. Exceptional communication, problem-solving skills, and a customer-oriented mindset help you stand out in this position. These skills and qualities are crucial for ensuring client satisfaction, efficient operations, and maintaining strong client relationships.
What are popular job titles related to Client Service Administrator jobs in California? For Client Service Administrator jobs in California, the most frequently searched job titles are:
What job categories do people searching Client Service Administrator jobs in California look for? The top searched job categories for Client Service Administrator jobs in California are:
Client Service Administrator jobs near you
Infographic showing various Client Service Administrator job openings in California as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $43,788 per year, or $21.1 per hour.

Client Service Associate

TalentLink Solutions

Santa Barbara, CA • On-site

$16.25 - $22.25/hr

Other

Medical, Dental, Life, Retirement, PTO

Posted 26 days ago

Job description

Our firm is a premier, family-owned financial and tax management firm based in beautiful Santa Barbara, California. Since our founding in the 1960s, we have been dedicated to providing comprehensive wealth management, investment strategies, and personalized tax planning for our clients, their families, and their legacies.
As a multi-generational firm, we take pride in building deep, long-lasting relationships rooted in three core values: Integrity First, Clear Communication, and Service Above Self. We operate under a fiduciary standard, meaning our clients' financial well-being always comes first. Our practice operates off a team-based, collaborative approach where every role is vital to anticipating and addressing our clients' needs.
Our goal is to minimize the burdens standing between our clients and their financial freedom so they can focus on enjoying the moment. Our clients expect a high-touch, white-glove experience, and this role plays a big part in making them feel known, welcomed, and taken care of. We are looking for a dedicated self-directed Client Service Administrator who shares these values and is excited to grow with us as we serve our community and beyond.
Position Overview
As the Client Service Administrator, you will take a leadership role in ensuring an exceptional client experience while supporting our financial advisors. This position involves managing complex client service requests, overseeing operational workflows, ensuring compliance, and driving process improvements. Additionally, you'll manage incoming calls and schedule appointments. If you are highly organized, proactive, and thrive in a collaborative environment, this role offers an opportunity to make a significant impact.
What We're Looking For

  • Advanced Organizational Skills: Skilled at managing multiple priorities and complex processes with precision.
  • Exceptional Communication: Strong verbal and written communication skills for client interactions and team coordination.
  • Technical Expertise: Proficient in Microsoft Office Suite; advanced experience with CRM systems and financial platforms preferred.
  • Industry Expertise: In-depth knowledge of financial services, securities, compliance practices, and regulatory requirements.
  • Strategic Thinker: Capable of identifying process improvements and implementing best practices.
Key Responsibilities
Client Service & Administrative Leadership
  • Serve as a primary point of contact for client inquiries, providing timely and professional responses.
  • Oversee preparation and processing of client applications, transfers, and service requests with accuracy and efficiency.
  • Maintain and audit client records for compliance and operational integrity.
  • Coordinate with custodians and sponsor companies to resolve service issues.
Compliance & Documentation
  • Ensure strict adherence to firm and industry compliance standards.
  • Prepare and process client applications, transfers, and service requests accurately.
Operational & Team Support
  • Lead CRM data integrity initiatives and generate advanced reports for business analytics.
  • Support advisors with high-level meeting preparation, including complex reports and presentation materials.
Tax Preparation Support
  • Prepare tax questionnaire and tax preparation deliverable for mailing to clients.
  • Maintain tax database and track status of tax filings
  • Process and deliver client tax documents to financial advisors.
Compensation & Benefits
  • Subsidized Health insurance
  • Fully covered Life, AD&D, Dental and Short- & Long-term Disability
  • Paid holidays, vacation, and sick days [21 or 23 days]
  • 401(k) retirement plan non-discretionary 3% match
  • Professional development and licensing support
  • Growth opportunities within the firm
Requirements
  • In Office 4 days a week 1 day remote (excluding tax season)
  • Bachelor's Degree
  • Financial Office Experience (minimum 4 years; 7+ years preferred)
  • CRM experience required

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