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Client Services Associate Jobs in California (NOW HIRING)

Transitions Wealth Advisors

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Senior Client Services Associate

San Jose, CA · On-site

$80K - $105K/yr

... associate to join our team in San Jose's vibrant downtown Willow Glen. The ideal candidate is a ... Lead support to advisor team and provide service to the firms' 170+ client households * Responsible ...

Tang+Company

Client Service Associate

Torrance, CA

$18/hr

Client Services Associate OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.

Tang and Company

Client Service Associate

Torrance, CA · On-site

$18/hr

OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate. The ideal candidate is ...

Third Bridge

Associate, Client Services

Los Angeles, CA

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

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Client Services Associate information

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$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.
FX Client Services Associate

FX Client Services Associate

East West Bank

Pasadena, CA • On-site

$20/hr

Full-time

Posted yesterday

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
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 support, foreign currency account onboarding, and settlement of interbank and customer trades. The ideal candidate will have a foundational understanding of FX products and a strong attention to detail, with the ability to work across operational and client service functions in a fast-paced environment.
Responsibilities
  • Support daily FX operational activities, including post-trade processing, settlements, confirmations, and reconciliations.
  • Process interbank and customer FX transactions in a timely and accurate manner, following established procedures and controls.
  • Assist in identifying and resolving FX trade exceptions, breaks, and settlement issues, escalating as needed.
  • Support foreign currency account onboarding and maintenance, ensuring required documentation is complete and compliant with KYC and AML standards.
  • Partner with internal teams such as front office, treasury, compliance, and technology to support operational processes and resolve inquiries.
  • Monitor settlement timelines, cut-off times, and account activity to help ensure efficient transaction processing.
  • Respond to client inquiries related to FX transactions, providing timely and accurate information.
  • Assist in maintaining operational records, reports, and key metrics.
  • Support process improvement initiatives and contribute to enhancing operational efficiency and controls.
  • Participate in system testing, updates, and implementation efforts as needed.
  • Perform other duties as assigned.

Qualifications
  • Bachelor's degree in Finance, Business, Economics, or a related field, or equivalent experience.
  • 3-5 years of experience in FX Operations, Client Services, or a related financial services role.
  • Basic knowledge of FX products, including spot, forwards, and swaps.
  • Understanding of post-trade FX processes such as confirmations, settlements, and reconciliations is preferred.
  • Strong attention to detail with the ability to manage multiple tasks in a deadline-driven environment.
  • Familiarity with regulatory and compliance concepts such as KYC and AML is a plus.
  • Proficiency in Microsoft Excel and general familiarity with banking or FX systems (e.g., SWIFT) is preferred.
  • Strong communication skills and a client-service-oriented mindset.

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 $36.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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