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Client Services Associate Jobs in California (NOW HIRING)

The TCW Group

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Robert Half

Client Services Associate

Santa Barbara, CA · On-site

$28.50 - $33/hr

We are looking for a Client Services Associate to join a Financial Services team in Santa Barbara, California on a Contract basis. In this role, you will support clients throughout their service ...

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Semantix

Client Services Associate

San Francisco, CA · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Axos Bank

Client Services Associate

San Diego, CA · On-site

The position blends client service, operational support, and sales-oriented outreach within a fast-paced, call center-style environment. The ideal candidate is comfortable handling both inbound ...

Freenome

Client Services Associate II

Brisbane, CA · On-site

$27.38 - $39.12/hr

As a Client Services Associate within our Customer Experience team, you will be at the forefront of shaping an exceptional customer experience for healthcare providers, their staff, and their ...

Freenome

Client Services Associate II

Brisbane, CA · On-site

$27.38 - $39.12/hr

As a Client Services Associate within our Customer Experience team, you will be at the forefront of shaping an exceptional customer experience for healthcare providers, their staff, and their ...

Freenome

Client Services Associate II

Brisbane, CA · Remote

$27.38 - $39.12/hr

As a Client Services Associate within our Customer Experience team, you will be at the forefront of shaping an exceptional customer experience for healthcare providers, their staff, and their ...

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Client Services Associate information

See California salary details

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How much do client services associate jobs pay per hour?

As of Jul 5, 2026, the average hourly pay for client services associate in California is $22.11, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $24.66 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in California? The most popular types of Client Services jobs in California are:
What are popular job titles related to Client Services Associate jobs in California? For Client Services Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in California look for? The top searched job categories for Client Services Associate jobs in California are:
What cities in California are hiring for Client Services Associate jobs? Cities in California with the most Client Services Associate job openings:
Client Services Associate jobs near you

Client Services Associate

Entrust Administration, Inc

Oakland, CA • On-site

Other

Posted 7 days ago

Job description

About Entrust

The Entrust Group is a pioneer in the world of Self-directed IRAs. For over 40 years, we’ve provided account administration services for self-directed retirement accounts and tax-advantaged plans. As a self-directed IRA administrator, Entrust assists clients in purchasing alternative investments with their retirement funds that are typically unavailable through banks and brokerage firms. With an Entrust self-directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more.

Job Summary

The Client Services Associate is the outward face of our company with the overarching goals and responsibilities to represent our company to new clients, support our current clients and make sure their issues are resolved appropriately and in a timely manner.

As a Client Services Associate, you will report to the Client Services Manager. In this role you will be supporting our clients as a first point of contact and resolving questions concerning their accounts. We rely on you to actively listen to our clients and utilize your customer service experience, resourcefulness, and problem-solving skills to meet their needs and deliver a great experience across every interaction you have with them.

This position requires basic understanding of financial concepts providing front-line customer service and operational process support to our clients as well as internal team members.

Excellent customer service is the key to loyalty, retention, and business growth and as the face of the company, the Client Services Associates contribute to the success of our company.

Responsibilities

The duties and responsibilities of the role include, but are not limited to:

  • Answer client inquiries from various channels (phone, email, etc.) in a courteous and professional manner.
  • Provide advanced technical and operational assistance to our clients.
  • Communicate to ensure satisfactory assistance or issue resolution is given to each client.
  • Perform a variety of tasks related to our client's IRA transactions and maintenance including researching items per clients' requests.
  • Escalate client inquiries to the Client Services Manager as needed.
  • Take initiative to continuously develop skills and industry knowledge to enhance the value of all client interactions.
  • Act as a one stop subject matter expert for all general questions for our clients as well as operations team members.
  • Effectively communicate and recommend continuous improvements to back-office processes identified through daily interactions with clients and internal operations teams.
  • Other duties as assigned by the Client Services Manager.

Qualifications

  • Excellent written and verbal communication skills.
  • Excellent interpersonal skills.
  • Excellent organizational, problem-solving, and analytical skills.
  • Display empathy, passion, and commitment to deliver excellent client experience.
  • Computer proficiency and ability to quickly learn new software tools.
  • Strong work ethic and punctuality.
  • Previous banking experience is preferred.
  • Proven ability to handle multiple projects and to prioritize workload.
  • Flexibility and enthusiasm while working with internal and external stakeholders.
  • 2+ years of client service experience.
  • Some knowledge of IRA and qualified retirement plans a plus.

The Entrust Group is an equal employment opportunity and affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, status as a qualified individual with a disability, or any other characteristic protected by law.

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