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Client Services Associate Jobs in Anaheim, CA (NOW HIRING)

Associate, Client Services

Los Angeles, CA · On-site

$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.

Associate, Client Services

Los Angeles, CA · On-site

$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.

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 ...

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 ...

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 ...

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 ...

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 records, performs a wide ...

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Client Services Associate information

See Anaheim, CA salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for client services associate in Anaheim, CA is $23.45, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $26.15 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.
What are the most commonly searched types of Client Services jobs in Anaheim, CA? The most popular types of Client Services jobs in Anaheim, CA are:
What are popular job titles related to Client Services Associate jobs in Anaheim, CA? For Client Services Associate jobs in Anaheim, CA, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Anaheim, CA look for? The top searched job categories for Client Services Associate jobs in Anaheim, CA are:
What cities near Anaheim, CA are hiring for Client Services Associate jobs? Cities near Anaheim, CA with the most Client Services Associate job openings:
Infographic showing various Client Services Associate job openings in Anaheim, CA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $48,784 per year, or $23.5 per hour.

Associate, Client Services

Third Bridge Group

Los Angeles, CA

$96K - $127K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago


Job description

hackajob is collaborating with Third Bridge Group to connect them with exceptional professionals for this role.

Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics.

For nearly 20 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies.

Why Join Us?

Want to accelerate your career in a high-energy, commercial role? If you’re competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could be your next big move.

We’re offering more than a role - we’re offering a career launchpad. 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. We promote from within, and our top performers move into management in as little as two years.

You’ll thrive if you:

  • Love a fast-paced, target-driven environment

  • Have the confidence to pick up the phone and start conversations with anyone

  • Are naturally curious, quick to learn and love to solve complex problems

  • Build rapport fast and think on your feet

  • Are resilient and motivated to exceed goals

What You’ll Do

You’ll be at the heart of our business - finding, calling, and engaging industry experts to deliver the insights our clients need, often under extremely tight deadlines. Expect to spend much of your day on the phone, persuading specialists to share their expertise and securing their time for client calls. 

Day to day, you’ll:

  • Own projects end-to-end, truly understanding the specific client needs and scheduling high-calibre expert calls.

  • Cold call and engage experts across industries, overcoming objections and winning buy-in

  • Work at speed, managing multiple projects and clients at once

  • Learn fast, gaining broad knowledge of markets, business models, and regulations

  • Cross-Sell the full range of Third Bridge services including content library, surveys, advisory, as well as 1-1 calls.

What You’ll Gain

  • Commercial edge: Sales, negotiation, relationship-building skills and the opportunity to develop leadership skills very early in your career

  • Client exposure: Work with leading private equity firms, hedge funds, and consultancies

  • Clear progression: Every manager started in the Associate role; promotion possible within 2 years

  • Annual Personal Development Allowance to invest in your growth

What We’re Looking For

You’re intellectually strong, you’re ambitious, have leadership or extracurricular experience, and have shown grit through internships, work experience, or other achievements.

Salary and Benefits:

  • Total first-year salary is expected to be $96,000-$127,000 (based on average-high performance). This is inclusive of a $75,000 base salary plus an uncapped performance bonus accessible after your first month.

  • Enjoy comprehensive benefits including health, dental, vision, 401K matching, and more.

  • Appreciate good work-life balance with 15+ vacation days, flex days, and work from anywhere for one month per year.

  • Be part of our engaging culture with social events, professional development, and a dynamic, supportive team.

Would you like to learn more about our Associate position? Take our free virtual job simulation and learn what it is like to work in this role.

Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.