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Client Service Associate Jobs in California (NOW HIRING)

Tang+Company

Client Service Associate

Torrance, CA · On-site

$18/hr

Client Services Associate OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.

Beacon Pointe Advisors

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

Client Service Associate We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join ...

Choreo

Client Service Associate

Petaluma, CA · On-site

$16.75 - $23/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Alphabe Insight

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...

Choreo

Client Service Associate

Petaluma, CA · On-site

$16.75 - $23/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Choreo

Client Service Associate

Petaluma, CA · On-site

$16.50 - $22.75/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Choreo

Client Service Associate

Petaluma, CA

$16.75 - $23/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...

RIA Recruiting

Client Service Associate

Ventura, CA · On-site

$70K - $110K/yr

Client Service Associate Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura, CA and we are seeking a full-time Client Service Associate to join our team. We are committed to ...

Alphabe Insight

Client Service Associate

Los Angeles, CA · On-site

$50K - $55K/yr

Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and ...

Tang and Company

Client Service Associate

Torrance, CA · On-site

$18/hr

OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate. The ideal candidate is ...

Tang and Company

Client Service Associate

Torrance, CA · On-site

$18/hr

OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate. The ideal candidate is ...

Tang and Company

Client Service Associate

Torrance, CA · On-site

$18/hr

OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate. The ideal candidate is ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in California

Client Service Associate information

See California salary details

$8

$16

$27

How much do client service associate jobs pay per hour?

As of Jul 10, 2026, the average hourly pay for client service associate in California is $16.91, according to ZipRecruiter salary data. Most workers in this role earn between $13.75 and $18.99 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in California? The most popular types of Client Service jobs in California are:
What cities in California are hiring for Client Service Associate jobs? Cities in California with the most Client Service Associate job openings:
Client Service Associate jobs near you
Client Service Associate

Client Service Associate

Tang+Company

Torrance, CA • On-site

$18/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Client Services Associate

OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate. The ideal candidate is enthusiastic, organized, detail-oriented, with a professional and respectful attitude, efficient and able to prioritize tasks.

Pay Rate: $18/hr Essential Duties and Responsibilities

  • Heavy customer interface by telephone, electronically or face to face
  • Respond promptly to customer inquiries
  • Handle and resolve customer complaints
  • Obtain and evaluate all relevant information to handle inquiries and complaints
  • Provide prompt, courteous service to all external and internal customers
  • Assist with special projects as assigned
  • Direct requests and unresolved issues to the designated resource
  • Manage customers' accounts
  • Keep records of customer inquiries, comments and complaints and actions taken
  • Communicate and coordinate with internal departments
  • Follow up on customer interactions

The Client Service Associate will also possess strong customer service and problem-solving skills, technical knowledge or technical aptitude, strong listening and oral communication skills as well as team orientation organizational skills.

  • IT knowledge and ability
  • Excellent communication skills, verbal and written
  • Attention to detail and accuracy
  • Accountability
  • Organizational Skills
  • Motivated and results driven
  • Strong interpersonal skills
  • Commitment to continuous improvement
  • Maintain a positive mental attitude and professional work ethic
  • Confidentiality

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