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Client Service Officer Jobs in California (NOW HIRING)

Morgan Stanley

Business Service Officer

San Mateo, CA · On-site

POSITION SUMMARY Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service ...

cathaybank

AVP/VP, Client Service Manager

El Monte, CA · On-site

$100K - $115K/yr

DIRECT REPORTS The incumbent may have one or more direct report -Client Service Officer(s) ESSENTIAL FUNCTIONS * Execute transactions and approvals, focusing on operational excellence and due ...

cathaybank

AVP/VP, Client Service Manager

El Monte, CA · On-site

$100K - $115K/yr

DIRECT REPORTS The incumbent may have one or more direct report -Client Service Officer(s) ESSENTIAL FUNCTIONS * Execute transactions and approvals, focusing on operational excellence and due ...

cathaybank

AVP/VP, Client Service Manager

El Monte, CA · On-site

$100K - $115K/yr

DIRECT REPORTS The incumbent may have one or more direct report -Client Service Officer(s) ESSENTIAL FUNCTIONS * Execute transactions and approvals, focusing on operational excellence and due ...

cathaybank

AVP/VP, Client Service Manager

El Monte, CA · On-site

$100K - $115K/yr

DIRECT REPORTS The incumbent may have one or more direct report -Client Service Officer(s) ESSENTIAL FUNCTIONS * Execute transactions and approvals, focusing on operational excellence and due ...

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Client Service Officer information

See California salary details

$28.6K

$55.8K

$99.2K

How much do client service officer jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client service officer in California is $55,843.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $64,100.00 per year, depending on experience, location, and employer.

What is a client service officer?

Client Service Officers are professionals who act as the primary point of contact between an organization and its clients. They are responsible for addressing client inquiries, resolving issues, and ensuring a positive client experience. Their duties often include processing client requests, coordinating with internal departments, and maintaining accurate client records. By providing efficient and courteous service, Client Service Officers help build strong relationships and support customer retention.

What are the key skills and qualifications needed to thrive as a client service officer?

To thrive as a Client Service Officer, you need strong customer service abilities, attention to detail, and a background in business or finance, often supported by a relevant degree or prior experience in client-facing roles. Familiarity with customer relationship management (CRM) software, banking platforms, and document management systems is typically required. Excellent communication, problem-solving, and interpersonal skills help you build trust and effectively address client needs. These skills ensure efficient service delivery, client satisfaction, and long-term business relationships.

What are typical challenges a client service officer might face when managing multiple client accounts simultaneously?

Client Service Officers often juggle several client accounts at once, which can make prioritizing tasks and maintaining exceptional service challenging. Balancing urgent requests, resolving issues promptly, and ensuring clear communication with each client are common hurdles. Success in this role requires strong organizational skills, the ability to adapt quickly, and proactive problem-solving to meet client expectations and deadlines. Building positive relationships with both clients and internal teams also helps in managing workloads efficiently.

Is a Client Service Officer a good entry level position?

A Client Service Officer role is often suitable as an entry-level position, especially for individuals interested in customer service, communication, and administrative skills. It typically requires basic computer skills and a professional attitude, making it accessible for those starting their careers in client-facing roles.
Client Service Officer jobs near you
Infographic showing various Client Service Officer 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 $55,843 per year, or $26.8 per hour.

AVP, Client Service Officer-Transaction Banking

MUFG Bank, Ltd.

Los Angeles, CA • Hybrid

$80K - $100K/yr

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

MUFG rating

8.1

Company rating: 8.1 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Position Summary: 

The Client Service Officer will act as a point of contact for Transaction Banking of the Americas Corporate clients’ day-to-day cash management banking needs for information, account assistance and problem resolution. Utilizing working knowledge of cash management products to ensure issues are addressed appropriately, accurately and in a timely fashion.  

 
Responsibilities:

  • Support a client portfolio and internal service partners to address client needs and solutions.
  • Use cash management product knowledge to resolve challenging client issues and conduct root cause analysis.
  • Provide excellent client service support and respond to client inquiries timely.
  • Support Phone/Email/Secured Message channels to resolve client inquiries.
  • Ensure policy guidelines are followed to mitigate risk and compliance issues.
  • Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank’s Risk Vision, including the Bank’s anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance and other risk management-related requirements as appropriate.
  • Further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a strong understanding of the risks associated with the employee’s position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality regarding all customer files, customer information and business transactions.
     

Qualifications:
The right candidate will have:

  • Minimum 3 years’ experience with Client Service and Cash Management products.
  • Solid working knowledge of ACH, Wires, Payable/Receivables, Transmissions and Fraud Protection Services.
  •  Excellent communication, customer service, and problem-solving skills
  •  Strong analytical skills and excellent interpersonal skills
  •  Strong written and verbal communications. Japanese Communication skills is required.
  • Ability to work independently with strong time management skills.
  • Must be a team player who fosters a collaborative working relationship across the organization.
  • Bachelor's degree

The typical base pay range for this role is between $80K - $100K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

What MUFG employees say

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About MUFG

Sourced by ZipRecruiter

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 6th largest financial group in the world. Across the globe, we're 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Social media

Twitter

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