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Client Service Operations Associate Jobs in Hercules, CA

Tang+Company

Client Service Associate

Martinez, CA · On-site

$18/hr

Client Services Associate OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.

Vodia Ventures

Client Service Associate

San Francisco, CA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... The primary role is to provide client service management support to our clients and operational ...

Vodia Ventures

Client Service Associate

San Rafael, CA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... The primary role is to provide client service management support to our clients and operational ...

Vodia Ventures

Client Service Associate

San Ramon, CA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... The primary role is to provide client service management support to our clients and operational ...

CareOnSite

Client Service Associate

Martinez, CA · On-site

$18/hr

OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate. The ideal candidate is ...

Tang and Company

Client Service Associate

Martinez, CA · On-site

$18/hr

OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate. The ideal candidate is ...

TalentLink Solutions

Client Service Associate

Fairfield, CA · On-site

$15 - $20.50/hr

As a Client Service Associate with our firm, you will work within the operations team the majority of the time while also supporting administrative tasks that are essential to keeping the office ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

We are looking for experienced client services professionals who bring deep operational knowledge, strong people leadership, and a genuine commitment to the client experience. If that describes you ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

We are looking for experienced client services professionals who bring deep operational knowledge, strong people leadership, and a genuine commitment to the client experience. If that describes you ...

NFP Corp

Client Service Leader

San Francisco, CA

We are looking for experienced client services professionals who bring deep operational knowledge, strong people leadership, and a genuine commitment to the client experience. If that describes you ...

3Y

Operations Associate

San Francisco, CA · On-site

$100K - $120K/yr

About the Role We're hiring an Operations Associate to keep our internal systems and client ... client support-ideally in a startup, healthcare, or tech-enabled services environment * Super ...

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Showing results 21-40

All JobsClient Service Operations Associate JobsClient Service Operations Associate Jobs in Hercules, CA

Client Service Operations Associate information

See Hercules, CA salary details

$12

$28

$58

How much do client service operations associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client service operations associate in Hercules, CA is $28.98, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $33.46 per hour, depending on experience, location, and employer.

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

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

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

Client Service Operations Associate jobs near you

Client Service Associate

San Francisco, CA • On-site

BCI - Brokerage Consultants Inc
Finance and Insurance • 11 - 50 employees
Learn more about BCI - Brokerage Consultants Incexternal

$90K - $105K/yr

Other

Medical, Dental, Retirement, PTO

Re-posted 13 days ago

Job description

Client Service Associate | San Francisco, CA
A boutique wealth advisory firm serving individuals, families, and institutional clients with approximately $2 billion in assets under management is seeking a Senior Client Service Associate. In this role, you will interact daily with clients, advisors, and service providers to ensure that both client and firm needs are effectively met.
Responsibilities:
Participating in all aspects of client setup including new client onboarding (opening accounts, transferring assets, setting up client on internal systems)
All ongoing maintenance of client accounts including facilitating paperwork and cashiering transactions with custodial accounts and private investments
Collaborating with advisors to ensure client data is complete and accurate
Employing a proactive mindset when assisting clients and advisors troubleshooting various operational issues and finding solutions in unique situations
Responding to advisor and client requests in a timely manner and following up as needed
Requirements:
Bachelor's degree or equivalent
Minimum of 3 years of financial services experience
Advanced Microsoft Office skills with an emphasis on Excel
Experience working with multiple custodians (Schwab and Fidelity a plus) and private investments
Experience with performance reporting systems (Addepar) and CRM (Salesforce) a plus
The expected compensation for this position includes a base salary between $90,000 and $105,000, plus a bonus, along with comprehensive benefits such as full individual healthcare and dental coverage. Additional perks include a hybrid work schedule (three days in the office), 15 days of paid time off-which increases with tenure-and 10 firm holidays. Employees are also eligible to participate in the company's 401(k) plan after one year of service, with generous firm contributions of 3-5% of compensation, as well as commuter benefits.

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