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Client Service Professional Jobs in California (NOW HIRING)

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...

Morgan Stanley

Client Service Associate

Monterey, CA · On-site

$35K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...

Morgan Stanley

Client Service Associate

Monterey, CA · On-site

$35K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...

Marsh & McLennan

Client Service Executive

Los Angeles, CA · On-site

$84K - $180K/yr

Client Executive Service - Commercial Insurance Assume responsibility for client accounts and other ... Provide necessary business information to enhance the team's professional development. * Ensure ...

Banfield

Client Service Representative

Los Angeles, CA · On-site

$16.93 - $21.63/hr

Passionate Customer Service Professional Needed. Must Love Pets. Banfield Pet Hospital - Eagle Rock Client Service Coordinator needed for Banfield Pet Hospital in 7315 N. Figueroa St. Ste 105, Los ...

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How much do client service professional jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client service professional in California is $16.76, according to ZipRecruiter salary data. Most workers in this role earn between $14.23 and $18.03 per hour, depending on experience, location, and employer.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

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

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.
What are the most commonly searched types of Client Service jobs in California? The most popular types of Client Service jobs in California are:
What cities in California are hiring for Client Service Professional jobs? Cities in California with the most Client Service Professional job openings:
Client Service Professional jobs near you
Infographic showing various Client Service Professional 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, with an average salary of $34,869 per year, or $16.8 per hour.

Registered Client Service Associate

Morgan Stanley

San Jose, CA • On-site

$34K/yr

Full-time

Re-posted 27 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

30th of 150 rated financial services

Job description

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
  • Review and take appropriate action on client account alerts

OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven

Reports to:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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