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Client Services Assistant Jobs in Berkeley, CA (NOW HIRING)

GardaWorld

Client Services Manager - Security

Emeryville, CA · On-site

$85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Security Client Services Manager, you'll be the trusted link between our clients and our ... business unit * Assist in the development and implementation of staffing schedules, budgets ...

GardaWorld

Client Services Manager - Security

Emeryville, CA · On-site

$85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Security Client Services Manager, you'll be the trusted link between our clients and our ... Assist in the development and implementation of staffing schedules, budgets, payroll, and other ...

GardaWorld

Client Services Manager - Security

Emeryville, CA

$85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Security Client Services Manager, you'll be the trusted link between our clients and our ... business unit * Assist in the development and implementation of staffing schedules, budgets ...

GardaWorld

Client Services Manager - Security

Emeryville, CA · On-site

$85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Security Client Services Manager, you'll be the trusted link between our clients and our ... business unit * Assist in the development and implementation of staffing schedules, budgets ...

GardaWorld

Client Services Manager - Security

Emeryville, CA · On-site

$85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Security Client Services Manager, you'll be the trusted link between our clients and our ... Assist in the development and implementation of staffing schedules, budgets, payroll, and other ...

The Manor Association

Client Services Agent

Redwood City, CA · On-site

$19 - $25.50/hr

The CSA (Client Services Agent) is the primary hub where the client minute-to-minute workflow is ... Maintain ownership of the incident until either the Assistant CM or CM acknowledges receipt and ...

The Manor Association

Client Services Agent

Redwood City, CA · On-site

$19 - $25.50/hr

The CSA (Client Services Agent) is the primary hub where the client minute-to-minute workflow is ... Maintain ownership of the incident until either the Assistant CM or CM acknowledges receipt and ...

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All JobsClient Services JobsClient Services Assistant JobsClient Services Assistant Jobs in Berkeley, CA

Client Services Assistant information

See Berkeley, CA salary details

$14

$24

$34

How much do client services assistant jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for client services assistant in Berkeley, CA is $24.52, according to ZipRecruiter salary data. Most workers in this role earn between $20.29 and $27.98 per hour, depending on experience, location, and employer.

What is a client services assistant?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

Is client services a good job?

Client services roles, such as Client Services Assistant, involve interacting with clients to address their needs and ensure satisfaction. These jobs often require strong communication, problem-solving skills, and familiarity with customer management tools, and they can offer stable employment with opportunities for advancement.

What are some typical challenges a client services assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

What are the most commonly searched types of Client Services jobs in Berkeley, CA?

The most popular types of Client Services jobs in Berkeley, CA are:

What are popular job titles related to Client Services Assistant jobs in Berkeley, CA?

For Client Services Assistant jobs in Berkeley, CA, the most frequently searched job titles are:

What job categories do people searching Client Services Assistant jobs in Berkeley, CA look for?

The top searched job categories for Client Services Assistant jobs in Berkeley, CA are:

What cities near Berkeley, CA are hiring for Client Services Assistant jobs?

Cities near Berkeley, CA with the most Client Services Assistant job openings:

Client Services Assistant jobs near you
Infographic showing various Client Services Assistant job openings in Berkeley, CA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 15% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $51,000 per year, or $24.5 per hour.

Client Services Manager

SUMMIT FINANCIAL GROUP LLC

San Ramon, CA • On-site

Full-time

Re-posted 10 days ago

Job description

Description:

Client Service Team Leadership:

  • Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards.
  • Establish and manage team goals, track progress, and celebrate achievements.
  • Design and update processes/workflows to maximize team effectiveness.
  • Assist in hiring and lead training of new team members, and provide ongoing training and development support.
  • Design collaborative activities that break down silos and encourage bonding. (Think escape rooms, scavenger hunts, or volunteer outings.)

Client Services:

  • Act as the quarterback for onboarding new advisors by working with the advisor, broker/dealer and service team for seamless book of business transitions.
    • Remain main support person for the practice until well established on our platform.
  • Manage book of business transfers, re-codes, and other client account-related changes for existing business.
  • Handle escalated client service issues with tact and professionalism.
  • Create, revise, and manage CRM workflows to optimize client interactions.

Operations and Compliance:

  • Partner with the compliance team to implement and monitor compliance initiatives.
  • Maintain the integrity of the CRM and RJ Box systems, ensuring data accuracy and security.
  • Generate departmental reports for data integrity, CRM usage, new business, and other key metrics.

Additional Responsibilities:

  • Work collaboratively with other departments to ensure alignment and efficiency.
  • Maintain a positive and professional demeanor in all interactions.
Requirements:
  • Minimum 3-5 years of experience in a client services or operations role in a financial services environment.
  • Proven track record of success in team leadership and supervision.
  • Excellent organizational, communication, and time management skills.
  • Strong analytical and problem-solving abilities.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
  • Familiarity with compliance regulations in the financial services industry (preferred).
  • Bachelor's degree in a relevant field (e.g., business administration, finance) or equivalent experience.