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Client Services Associate Jobs in California (NOW HIRING)

Century Group

Associate, Client Services

Costa Mesa, CA · On-site

$100K - $350K/yr

Associate Director of Client Services Role Summary: In this role, you will focus on the interim and project services practice side. This role is responsible for developing and maintaining long-term ...

Century Group

Associate, Client Services

Walnut Creek, CA · On-site

$100K - $350K/yr

Associate Director of Client Services Role Summary: In this role, you will focus on the interim and project services practice side. This role is responsible for developing and maintaining long-term ...

Guardant Health

Director, Client Services

Palo Alto, CA · On-site

$181.80 - $250/hr

Own national performance for a team of 100+ Client Services Associates and leaders aligned to a territory-based model***** ****Design and scale SLAs, SOPs, coverage models, and workflows to support a ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K - $73K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Cathay Bank

Client Service Associate/Specialist

El Monte, CA · On-site

$24.38 - $26.59/hr

Video Clip 1 Video Clip 2 Video Clip 3 GENERAL SUMMARY The Client Service Associate is responsible ... Educate clients on banking products, services, and digital tools * Together with the AVP/VP, Client ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 9, 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?

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 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 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
Infographic showing various Client Services Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 25% Part Time, 3% Temporary, and 3% Contract. 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.

Senior Premier Client Services Associate

East West Bank

Pasadena, CA • On-site

Other

Re-posted 11 days ago

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

118th of 170 rated banks

Job description

Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively.
Responsibilities
  • Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
  • Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
  • Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc.
  • Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
  • Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank's deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
  • Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
  • Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
  • Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
  • Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness and client satisfaction.
  • Perform other duties as assigned.
Qualifications
  • High school diploma, or equivalent education and related training with three years of customer service experience. Or Associate's degree in related field with two years of customer service experience.
  • Minimum 5 years of banking experience in account opening particularly for business entities and customer service.
  • Candidate should have basic knowledge on general banking regulations such as BSA, CIP, OFAC, etc.
  • Familiar with new account opening process and commercial account structures.
  • Possess basic knowledge of loan operations.
  • Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
  • Strong customer service contact handling skills.
  • Ability to manage high-volume inquiries in a timely manner.
  • Strong organization skills.
  • Ability to complete all core trainings.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Possess math aptitude with ability to grasp general accounting and financial concepts.
  • Must be fluent in English both speaking and written.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $20.00/Hr. - USD $27.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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