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Client Service Jobs in California (NOW HIRING)

Alphabe Insight

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our ...

Halbert Hargrove

Be Seen First

Associate Client Service Manager

Long Beach, CA · On-site

$60K/yr

The Associate Client Service Manager maintains open communication with clients and team members, assists clients in scheduling their regular appointments with advisors, follows through on all ...

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 through an elevated standard of care. The Client Service Associate assists with the development and ...

Tang+Company

Client Service Associate

Torrance, 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.

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All JobsClient Service JobsClient Service Jobs in California

Client Service information

See California salary details

$9

$18

$26

How much do client service jobs pay per hour?

As of Jun 23, 2026, the average hourly pay for client service in California is $18.55, according to ZipRecruiter salary data. Most workers in this role earn between $15.19 and $20.62 per hour, depending on experience, location, and employer.

How can I make 2000 a week working from home?

A client service role can potentially pay $2,000 weekly if it involves high-volume client interactions, specialized skills, or commission-based earnings. Achieving this income may require experience, excellent communication skills, and the ability to handle multiple accounts or sales remotely, often with flexible schedules and relevant tools like CRM software.

What does client service do?

Client service professionals are responsible for managing relationships with clients, addressing their needs, and ensuring satisfaction. They communicate effectively, resolve issues, and often use customer management tools to maintain positive interactions and support business retention.

What are client service jobs?

Client service jobs focus on assisting customers or clients by addressing their needs, answering questions, solving problems, and ensuring satisfaction with a company’s products or services. These roles can be found in various industries, such as finance, retail, hospitality, and technology. Client service professionals often communicate directly with clients through phone, email, chat, or in person and must have strong communication and problem-solving skills. Their goal is to build positive relationships and help retain clients for the business.

How does a Client Service professional typically collaborate with other departments to address client needs?

Client Service professionals often act as the primary point of contact for clients, but they regularly collaborate with teams like Sales, Account Management, and Technical Support to resolve client inquiries efficiently. This cross-functional teamwork ensures that client issues are addressed holistically and with the right expertise. Clear communication skills and the ability to coordinate between departments are crucial for success in this role. Regular meetings and shared client updates are common practices to maintain alignment and deliver a seamless client experience.

What are the key skills and qualifications needed to thrive as a Client Service professional, and why are they important?

To thrive as a Client Service professional, you need strong communication skills, problem-solving abilities, and a customer-focused mindset, often supported by a degree in business or a related field. Familiarity with customer relationship management (CRM) systems, ticketing platforms, and basic office software is typically required. Exceptional interpersonal skills, patience, and the ability to remain calm under pressure help you build trust and resolve client concerns effectively. These skills are crucial for ensuring client satisfaction, fostering loyalty, and maintaining a positive company reputation.

What is a client service job description?

A client service job involves assisting customers or clients by addressing their needs, providing information, and resolving issues to ensure satisfaction. It often requires strong communication skills, problem-solving abilities, and familiarity with customer management tools or software. The role may include tasks such as responding to inquiries, processing orders, and maintaining positive client relationships.

What job makes $10,000 a month without a degree?

In client service roles, earning $10,000 a month without a degree is uncommon but possible in high-level sales, account management, or consulting positions that rely on experience, skills, and performance. These roles often require strong communication, negotiation skills, and industry knowledge, with some professionals reaching this income through commissions or bonuses. Typically, such earnings are achieved in industries like finance, technology, or enterprise services.
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 jobs? Cities in California with the most Client Service job openings:
Client Service jobs near you
Infographic showing various Client Service job openings in California as of June 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $38,586 per year, or $18.6 per hour.
Client Service Leader

Client Service Leader

National Financial Partners

San Francisco, CA

Full-time

Medical, Retirement, PTO

Posted 21 days ago

Job description

Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory servicesempowering clients to navigate complexity with clarity and confidence.
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people firstour clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
Client Services is the connective tissue of the firm. Our CS professionals own the client relationship end to end, partnering daily with advisors and their teams to deliver a seamless, high-quality experience for every client we serve.
We are building a CS leadership team that holds the standard for service excellence across the organization. That means developing and managing CS professionals who take ownership, setting and enforcing service standards, and working closely with advisory teams, compliance, technology, and data operations to ensure clients receive informed, consistent service at every touchpoint.
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, we want to hear from you.
What We Look For:
Client Experience and Service Standards
  • Commitment to delivering a consistent, high-quality client experience across every interaction and touchpoint
  • Ability to set, communicate, and enforce service standards with teams, holding staff accountable to the client experience the firm expects
  • Understanding of what clients need at each stage of the relationship and how CS professionals can own that experience proactively
  • Track record of building teams that take ownership rather than execute tasks, with the judgment to act on behalf of advisors and clients independently
Advisor and Cross-Functional Partnership
  • Ability to build strong working relationships with advisors and their teams, serving as a trusted partner on client service matters
  • Experience collaborating across functions, including investment, compliance, technology, and operations, to resolve issues and deliver on client needs
  • Comfort representing Client Services in cross-functional settings and communicating the team's work, standards, and needs to leadership and partners
  • Skill in managing competing priorities across advisory teams while maintaining consistent service delivery standards
  • Experience supporting advisor integrations or onboarding, including familiarity with the operational workflows, timelines, and coordination required to bring an advisory team onto a new platform and service model
Operational Expertise
  • Expert-level knowledge of custodial platforms: Schwab, Fidelity, and Pershing, including account structures, transaction processing, and escalation management
  • Deep understanding of RIA client service operations: account onboarding, money movement, and regulatory requirements
  • Familiarity with alternative investment subscription document processing, including outside manager requirements, account eligibility, and access across custodial and private investment portals
  • Proficiency in Salesforce and CRM systems, including workflow design and reporting
Leadership and People Development
  • Demonstrated experience managing client services teams with accountability for performance, development, and service delivery standards
  • Ability to develop managers and frontline staff, through structured coaching, feedback, and individual development planning
  • Give direct feedback, and address performance issues constructively
  • Track record of building accountability structures and holding teams to consistent standards across locations or functions
  • Collaborative working style with the credibility to influence peers and cross-functional partners without direct authority.
  • Experience building and delivering training programs for client services staff
Strategic and Operational Thinking
  • Ability to identify systemic gaps, design solutions, and drive implementation across teams or regions
  • Project management capability: experience running structured, multi-phase programs with defined milestones, owners, and reporting cadences
  • Data-driven approach to performance management: able to interpret metrics, identify trends, and translate findings into action
  • Experience contributing to or leading firm-wide initiatives that required cross-functional coordination
  • Experience owning or contributing to an operational playbook, including building integration frameworks, training curricula, process templates, and handoff standards that scale across engagements
  • Ability to manage multiple concurrent initiatives with overlapping timelines, maintaining quality and accountability across each
Communication and Stakeholder Engagement
  • Strong written and verbal communication skills with the ability to represent Client Services to advisors, leadership, and external partners
  • Comfort with difficult conversations at the team, peer, and senior stakeholder level
  • Ability to present complex operational topics clearly and with authority
  • Experience engaging founders, senior advisors, or executive stakeholders with credibility, communicating the CS model, service standards, and integration expectations in a way that builds confidence and trust
Qualifications:
  • Minimum 10 years of experience in financial services with significant client service operational expertise
  • Minimum 5 years of people management experience, including demonstrated ability to manage managers and oversee teams across multiple locations or functions
  • Track record of leading strategic initiatives and driving process improvement across a client services function
  • Expert proficiency across major custodial platforms and CRM systems required
  • Bachelor's degree or equivalent directly related experience; advanced degree preferred)
What We Offer:
Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.
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