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Client Service Associates Jobs in California (NOW HIRING)

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Client Service Associate

San Jose, CA · On-site +1

$65K - $80K/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 ...

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 ...

Thriving Asset Management LLC

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Client Service Associate

Palo Alto, CA · On-site

$90K - $110K/yr

Client Service Associate (Non-Sale) Location: Palo Alto, CA Position Type: Full-time, In-Office Join a Team That Values Exceptional Client Service Are you an experienced client service professional ...

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 ...

Cathay Bank

Client Service Associate/Specialist

El Monte, CA · 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 ...

Stifel

Client Service Associate

Newport Beach, CA · On-site

$55K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists ...

JPMorgan Chase & Co.

Client Service Associate

Irvine, CA · On-site

$70K - $87K/yr

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point ...

J.P. Morgan

Client Service Associate

Irvine, CA

$15.50 - $21.50/hr

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point ...

Stifel

Client Service Associate

Newport Beach, CA

$55K - $74K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists ...

JP Morgan Chase

Client Service Associate

Irvine, CA

$15.50 - $21.50/hr

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point ...

Vodia Ventures

Client Service Associate

Santa Rosa, CA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists ...

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Client Service Associates information

What is the difference between Client Service Associates vs Customer Service Representatives?

AspectClient Service AssociatesCustomer Service Representatives
Required CredentialsHigh school diploma; some roles may prefer associate or bachelor's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, various industries
Employer & Industry UsageFinancial services, wealth managementRetail, telecommunications, hospitality
Common Search & ComparisonClient Service Associates vs Customer Service Representatives

Client Service Associates typically work in financial settings, handling client accounts and providing specialized support, often requiring financial knowledge. Customer Service Representatives work across various industries, focusing on general customer inquiries and support. While both roles involve client interaction, Client Service Associates usually require more industry-specific credentials and work in more specialized environments.

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 work in financial, banking, or customer service environments, utilizing communication skills and tools like CRM software to ensure client satisfaction and retention.

What is the role of a client service associate?

A client service associate is responsible for supporting clients by addressing inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and smooth operations.

Is a client service associate entry level?

Yes, client service associate positions are typically entry-level roles that require basic customer service skills, communication abilities, and sometimes familiarity with financial or client management software. Many employers offer on-the-job training and do not require extensive prior experience or advanced certifications.
What are popular job titles related to Client Service Associates jobs in California? For Client Service Associates jobs in California, the most frequently searched job titles are:
What job categories do people searching Client Service Associates jobs in California look for? The top searched job categories for Client Service Associates jobs in California are:
Client Service Associates jobs near you
Infographic showing various Client Service Associates 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.

Client Service Associate

Leading Financial Advisory Firm

San Jose, CA • On-site, Remote

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. 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 us at betterwealth.us
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full time. This position is open to candidates in Pacific and Mountain time zones.
Compensation & Benefits:
  • Salary range of $65K-80K, commensurate with relevant experience
  • Bonus based on firm and personal performance
  • Profit sharing program
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance - $1050/month stipend
  • Dental and Vision insurance
  • 401(k) with a 4% match
  • Generous PTO Policy & Paid Holidays - 25 PTO days in the first year
  • $100/month WFH reimbursement
  • Dependent Care FSA
  • Group term life and long-term disability insurance
  • Professional, Fun, Motivating Atmosphere
  • Permanently remote position
  • Room for growth to a management level position

Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for Schwab
  • Maintain and update client data in our CRM - Advyzon
  • Initiate, manage, and optimize workflows in Advyzon
  • Data input into our financial planning software - RightCapital
  • Scheduling client meetings via phone and email
  • 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 improve this position to make it better over time!

Requirements:
  • 2 years of financial services experience
  • Adept and skilled with technology and 3rd party software. We are a paperless office
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • 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 CRM Software / Database Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
  • Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings

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 meet with the leadership team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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