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Client Service Associate Jobs in Rancho Cucamonga, CA

Client Service Associate/Specialist

El Monte, CA ยท On-site

$24.38 - $26.59/hr

Video Clip 1 Video Clip 2 Video Clip 3 GENERAL SUMMARY The Client Service Associate is responsible for partnering with AVP/VP, Client Service Manager and Relationship Managers to establish and manage ...

Client Service Associate

Brea, CA ยท On-site

$60K - $85K/yr

As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and ...

Client Service Representative

Chino, CA ยท On-site

$17 - $23/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Position Description Client Service Coordinator - .docx 1 of 3 Last Revised: 08/20/2013 JP JOB ...

Client Service Coordinator

Anaheim, CA ยท On-site

$16.93 - $21.63/hr

Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and ... As individuals, we demand total responsibility from ourselves; as associates, we support the ...

Client Service Representative

Chino, CA ยท On-site

$16.25 - $22/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Position Description Client Service Coordinator - .docx 1 of 3 Last Revised: 08/20/2013 JP JOB ...

Client Service Representative

Azusa, CA ยท On-site

$16.50 - $22.50/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Client Service Representative

Azusa, CA ยท On-site

$16.50 - $22.50/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Client Service Representative

Glendora, CA ยท On-site

$16.50 - $22.50/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

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Client Service Associate information

See Rancho Cucamonga, CA salary details

$9

$17

$28

How much do client service associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for client service associate in Rancho Cucamonga, CA is $17.51, according to ZipRecruiter salary data. Most workers in this role earn between $14.23 and $19.66 per hour, depending on experience, location, and employer.

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 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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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.
What are the most commonly searched types of Client Service jobs in Rancho Cucamonga, CA? The most popular types of Client Service jobs in Rancho Cucamonga, CA are:
What cities near Rancho Cucamonga, CA are hiring for Client Service Associate jobs? Cities near Rancho Cucamonga, CA with the most Client Service Associate job openings:
Infographic showing various Client Service Associate job openings in Rancho Cucamonga, CA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $36,428 per year, or $17.5 per hour.

Client Service Associate/Specialist

Cathay Bank

El Monte, CA โ€ข On-site

$24.38 - $26.59/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 12 days ago


Job description

People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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GENERAL SUMMARY
The Client Service Associate is responsible for partnering with AVP/VP, Client Service Manager and Relationship Managers to establish and manage relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients. This role reports to the AVP/VP, Commercial Client Service Manager and supports the AVP/VP, Client Service Managers, Relationship Managers, and Portfolio Managers for an assigned portfolio.
ESSENTIAL FUNCTIONS
  • Partner closely with AVP/VP, Client Service Managers and Relationship Managers to onboard new clients, execute transactions per the correct approval and/or authorization acquired, focus on operational excellence and due diligence, and retain and grow relationships.
  • Serves as the backup for the AVP/VP, Client Service Managers as it relates to relationship management activities, day to day transactions and service-related matters, as well as operational controls for an assigned portfolio of clients.
  • Prepare, collect and review documentation for accuracy and completeness, open new accounts, research issues, process transactions and inquiries.
  • Along with AVP/VP, Client Service Manager and other bank Team Members, assist with new client onboarding and implementation of products and services.
  • Together with AVP/VP, Client Service Manager, or internal business partner, recommend, cross-sell, and coordinate the implementation of all deposit, treasury management, wealth, and international products and services that best compliments the client and their business.
  • Proactively and professionally manage client concerns, assist team members, provide prompt follow-up and appropriately escalate complex or sensitive matters to AVP/VP, Client Service Manager if needed.
  • Educate clients on banking products, services, and digital tools
  • Together with the AVP/VP, Client Service Manager engages with assigned clients to measure service levels, learn more about the client and their business, schedule appointments and discuss new opportunities.
  • Along with the AVP/VP, Client Service Manager develop cross-divisional relationships and collaborate with internal partners to fully understand client needs and provide the best client centric solutions.
  • Ensure compliance with bank policies, procedures, and regulatory requirements
  • Maintain the integrity of client data within all bank files and systems.
  • Perform general administrative and operational duties as assigned

QUALIFICATIONS
  • Education: High School diploma or equivalent required
  • Experience:
    • Minimum of 2+ year customer service, administrative, or banking experience preferred
    • Experience with windows-based applications; (Excel, Word, Power Point, Adobe, etc).
    • Experience with FIS Platform is preferable but not required.
    • Basic knowledge of banking products and services is helpful but not required.
    • Work effectively and concurrently manages competing priorities.
  • Skills/Ability:
    • Works with an appropriate sense of urgency and immediacy.
    • Strong professional verbal, written, and presentation skills.
    • Excellent organizational skills and attention to detail
    • Strong project management, organizational and analytical skills.
    • Strong interpersonal and customer service skills.
    • Strong personal attributes to complete goals and resolve issues in a competitive and changing environment.
    • Ability to work independently and collaboratively with team members.
    • Willingness to learn banking systems, policies and procedures
    • Bilingual English/Mandarin and/or Cantonese preferred
    • Commitment to providing excellent customer service and maintaining confidentiality

OTHER DETAILS
$24.38 - $26.59 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.