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Client Service Associate Jobs in Pleasanton, CA (NOW HIRING)

Beacon Pointe

Senior Client Service Associate

Campbell, CA · On-site

$70 - $90/hr

The Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high ...

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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 Pleasanton, CA is $19.07, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $21.39 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 Pleasanton, CA?

The most popular types of Client Service jobs in Pleasanton, CA are:

What cities near Pleasanton, CA are hiring for Client Service Associate jobs?

Cities near Pleasanton, CA with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Pleasanton, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $39,672 per year, or $19.1 per hour.

Senior Client Service Associate

Beacon Pointe

Campbell, CA • On-site

$70 - $90/hr

Other

Posted 4 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Campbell, CA office. The Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.

Responsibilities
  • Responds to routine client requests via phone, email and/or other contact methods.
  • Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
  • Records client inquiries including service changes, new account opening, money movement, trading, etc. in CRM.
  • Prepares custodian paperwork, facilitates account updates, and communicates with clients and advisors on status.
  • Meets regularly with wealth advisors, relationship managers, and associate wealth advisors to prioritize workload, provides timely updates on client service items, and escalates potential issues when appropriate.
  • Assists with preparation of meeting presentation materials, documents meeting follow-up, and takes ownership of specific operational-related tasks.
  • Participate in team meetings and collaborate with the operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.
  • Other duties, as assigned.
Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
  • 2-3+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent written and verbal communication skills.
  • Strong organizational, analytical, and interpersonal skills.
  • Ability to excel in a fast-paced, team environment.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.
About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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