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Client Services Associate Jobs in California (NOW HIRING)

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 ...

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 ...

East West Bank

FX Client Services Associate

Pasadena, CA

$20 - $36/hr

FX Client Services (Operations) Associate East West Bank is seeking a motivated FX Client Services (Operations) Associate to support post-trade foreign exchange activities. This role will assist with ...

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East West Bank

FX Client Services Associate

Pasadena, CA · On-site

$20 - $36/hr

East West Bank is seeking a motivated FX Client Services (Operations) Associate to support post-trade foreign exchange activities. This role will assist with FX processing functions, including client ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in California

Client Services Associate information

See California salary details

$9

$22

$40

How much do client services associate jobs pay per hour?

As of Jun 14, 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 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 the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

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

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

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, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
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
Infographic showing various Client Services Associate job openings in California as of June 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Temporary. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $45,988 per year, or $22.1 per hour.
Client Services Associate

Client Services Associate

Stacks Bowers Galleries

Costa Mesa, CA • On-site

$22 - $24/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Are you a people person who loves solving problems, helping others, and staying organized in a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of our company.

This is a great role for someone who’s detail-oriented, eager to learn, and enjoys variety in their day. No two days are exactly the same—and you’ll be at the heart of keeping our clients happy and operations running smoothly.

Essential Job Duties/Responsibilities:

  • Answer and route incoming calls (50–200/day), providing clear, friendly help with account and order related inquiries, and booking appointments.
  • Respond to emails and in-person inquiries with empathy and professionalism.
  • Keep calendars and conference room schedules up to date.
  • Process and send documents, mailings, and office supply orders.
  • Help with packaging and shipping items—and checking that deliveries arrive on time.
  • Support the office team with various admin tasks (filing, organizing, logging requests, formatting documents).
  • Help customers understand our services, products, and promotions.
  • Track and follow up on customer questions, concerns, or complaints.
  • Represent the company at trade shows when needed.
  • Essential functions will be performed in the Corporate Headquarters secondary building but will also extend into all public areas of the building including but not limited to the copy room, various conference rooms, break room, library, studio, shipping room and supply rooms. In addition to the secondary corporate headquarters building, some job duties will be performed in a primary building within the same property.

Required Skills/Proficiencies:

  • Strong communicator and active listener
  • Friendly, professional, and approachable demeanor
  • Comfortable with Microsoft Office (Outlook, Word & Excel)
  • Organized and self-motivated
  • 1–2 years of customer service experience preferred
  • Associate’s degree a plus—but not required
  • Previous sales experience helpful but not necessary

Full-Time | $22.00 – $24.00/hr | On-site – Costa Mesa, CA

Perks & Benefits:

  • Health, vision, dental, and life insurance
  • 401(k) with company match
  • Paid vacation & holidays
  • Flexible spending and health savings accounts
  • Employee Assistance Program
  • Room to grow, learn, and make a real impact

You'll join a collaborative and supportive team in a company that values great service, teamwork, and attention to detail. Whether you're answering phones or prepping for a trade show, your work matters and is seen.

Equal Opportunity Employer. Candidates must be authorized to work in U.S. Thorough background check. This is a full-time position. No recruiters.

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