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Client Service Professional Jobs in El Sobrante, CA

Wealth Management Practice

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Client Service & Operations Associate

San Francisco, CA · Remote

$90K - $110K/yr

Supporting professionals with complementary working styles--one focused on technology and ... Client Services Associate Duties and Responsibilities * Serve as the main point of contact for ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$17 - $23.50/hr

Client Service Associate The Client Service Associate provides operational support to our Wealth ... Interface with custodians and other professional interested parties on behalf of clients to ...

Ceritypartners

Client Service Associate

San Francisco, CA · On-site

$90K - $120K/yr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners ... Interface with custodians and other professional interested parties on behalf of clients to ...

CIBC US

Client Service Manager

San Francisco, CA · Hybrid

$90K - $110K/yr

We need talented, passionate professionals who are dedicated to doing what's right for our clients ... The Client Service Manager works in a team-oriented environment with Relationship Managers, other ...

CIBC

Client Service Manager

San Francisco, CA · Hybrid

$90K - $110K/yr

We need talented, passionate professionals who are dedicated to doing what's right for our clients ... The Client Service Manager works in a team-oriented environment with Relationship Managers, other ...

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How much do client service professional jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for client service professional in El Sobrante, CA is $18.31, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $19.71 per hour, depending on experience, location, and employer.

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 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.

Is client service professional a good career?

A client service professional role involves assisting customers, resolving issues, and maintaining positive relationships, which can lead to stable employment and opportunities for advancement. The career often requires strong communication skills, problem-solving abilities, and familiarity with customer management tools. It can be a good choice for individuals interested in customer interaction and service-oriented work.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What cities near El Sobrante, CA are hiring for Client Service Professional jobs?

Cities near El Sobrante, CA with the most Client Service Professional job openings:

Client Service Professional jobs near you
Infographic showing various Client Service Professional job openings in El Sobrante, CA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $38,089 per year, or $18.3 per hour.

Senior Client Service Associate

San Francisco, CA • On-site

Threadline Wealth
See more jobs at Threadline Wealthexternal

$90 - $120/hr

Other

Posted 9 days ago

Job description

The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth Advisors, and internal teams. The Senior Client Service Associate is a primary contact for client service needs and is expected to exercise sound judgment, anticipate needs, and independently manage complex service matters in a fast-paced environment.

This role takes ownership of complex client requests, onboarding and transition activities, meeting preparation, account administration, and multi-step client projects from initiation through completion. The Senior Client Service Associate anticipates client service and advisor support needs, resolves routine service issues before they escalate, and coordinates effectively across advisory, investment, operations, trading, tax, billing, and other support teams.

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