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Client Service Associate Jobs in California (NOW HIRING)

RIA Recruiting

Client Service Associate

Ventura, CA · On-site

$70K - $110K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Chase

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our ...

Hackajob

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our ...

Ameriprise Financial

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited ...

BBR Partners

Client Service Associate

San Francisco, CA · On-site

$80K - $90K/yr

Client Service Associate San Francisco, CA BBR Partners is seeking a Client Service Associate to play a central role in delivering exceptional client and operational support. This role sits at the ...

Alphabe Insight Inc

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

The ideal candidate is organized, articulate, and skilled in both written and verbal communication Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic ...

Alphabe Insight Inc

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

The ideal candidate is organized, articulate, and skilled in both written and verbal communication Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic ...

Wedbush Securities

Client Service Associate

Los Angeles, CA · On-site

$15.50 - $21.50/hr

Our Correspondent Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for correspondent broker dealers, client service, and ...

Wedbush Securities

Client Service Associate

Los Angeles, CA

$15.50 - $21.50/hr

Our Correspondent Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for correspondent broker dealers, client service, and ...

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site +1

$80K - $100K/yr

We are seeking an experienced Client Service Associate to join our team. This position will have direct client contact in our goal to provide excellent client service. This position is Hybrid from ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in California

Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Aug 22, 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 is a client service associate?

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.

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 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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

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
Infographic showing various Client Service Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $35,180 per year, or $16.9 per hour.

Client Service Associate

Leading Financial Advisory Firm

Ventura, CA • On-site

$70K - $110K/yr

Full-time

Medical, Retirement, PTO

Re-posted 18 days ago

Job description

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 helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about the firm at screamingeaglewm.com
This position will be in-office with the possibility of hybrid work schedule after a three month training period.
Compensation:
  • Salary range of $70K-$110K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • $300/month health care stipend
  • 401(k) with 3% employer contribution
  • 10 PTO days in the first year plus 9 yearly holidays
  • No business development

Responsibilities include:
  • Respond to client requests with timeliness and accuracy
  • Process account opening applications, transfer paperwork, money movements and/or other various custodial tasks
  • Manage notes, activities, workflows and reports in our CRM
  • Manage and execute client deliverables after the advisors' meetings and communicate with clients to follow up
  • Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
  • We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time!

Requirements:
  • 2 years of financial services experience
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Proactive Go-Getter - take initiative to handle what you can without being asked
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Experience with our systems/software is not required but please mention it if you have used: A360, WealthBox, LPL ClientWorks, eMoney, Income Lab, Holistiplan, Nitrogen, Wealth.com.

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

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