ZipRecruiter

Log In

1

Client Service Jobs in California (NOW HIRING)

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, providing services for 100 to 150 clients. The Client Service Associate is a key member of the ...

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 ...

CIBC US

Client Service Manager

San Francisco, CA · Hybrid

$90K - $110K/yr

The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and ...

Jonus Group

Client Service Manager

Walnut Creek, CA · On-site

$95 - $125/hr

Client Service Manager Job Summary Seeking a highly motivated and detail-oriented Client Service Manager to join a dynamic financial services team. This role is pivotal in delivering exceptional ...

New

CIBC

Client Service Manager

San Francisco, CA · Hybrid

$90K - $110K/yr

The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and ...

previous page

Showing results 41-60

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 Sep 2, 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.

What is a client service?

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.

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 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.

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 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 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 $38,586 per year, or $18.6 per hour.

Client Service Associate

Ceritypartners

San Francisco, CA • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 20 days ago

Job description

Position Summary:

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client Service Associate is a key member of the service team for each client and serves as the liaison that facilitates the relationship between the client and the custodian.

Primary Responsibilities

  • Responsible for execution of all daily client transactions and activity. Interface with custodians and other professional interested parties on behalf of clients to complete client transactions and facilitate operational processes, providing information, guidance and instructions as circumstances dictate. These responsibilities include:

  • Coordinate the set up and ongoing maintenance of client accounts at the custodians.

  • Initiate and follow through with asset transfers.

  • Coordinate cashiering needs such as wires, checks, EFTs, etc.

  • Compile and complete necessary client and custodian paperwork.

  • Troubleshoot and resolve client issues -- escalate internally with team or with custodian as required.

  • Prepare annual and semi-annual investment portfolio reviews as well as any monthly or quarterly reports for clients.

  • Trade client accounts, if appropriate.

  • Communicate directly with clients and other interested parties, in both written and verbal formats, as needed to provide superior client service.

  • Record all client contact and activity information into our CRM system.

  • Provide other support to the client service teams as needed.

  • Backup Client Service Associate team members.

  • Backup reception and phones when needed.

  • Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities. This includes compliance with legal, professional, and established firm standards of conduct. Uphold all Cerity Partner values as work is performed.

Required Qualifications:

  • 2-3 years of experience in the Financial Services industry, preferably with a broker-dealer, a mutual fund company, or a registered investment advisor.

  • BS/BA degree from an accredited college or university or equivalent experience required.

Preferred Qualifications:

  • Series 65 preferred / required within first year of employment.

  • Schwab Institutional, Fidelity Investments, Black Diamond, Orion, and/or Salesforce

Skills and Competencies:

  • Strong MS Office skills required.

  • Ability to interact professionally with high-net-worth clients and institutions.

  • Flexible in day-to-day work flow. Cooperative team player: willing to put team ahead of self.

  • Interpersonal Communications

  • Detail-Orientation/Quality Focus

  • Time-Management

  • Analytical Skills

  • Customer Focus

  • Organizing Skills

  • Business or Job-Specific Knowledge

  • Team Orientation

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.

  • Must be able to lift up to 15 pounds at times.

Compensation Range:

$90,000-120,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Apply