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

Associate, Client Services

Costa Mesa, CA ยท 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 ...

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 Irvine, CA salary details

$10

$24

$43

How much do client services associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for client services associate in Irvine, CA is $24.05, according to ZipRecruiter salary data. Most workers in this role earn between $18.32 and $26.83 per hour, depending on experience, location, and employer.

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 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 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 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 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 the most commonly searched types of Client Services jobs in Irvine, CA?

The most popular types of Client Services jobs in Irvine, CA are:

What are popular job titles related to Client Services Associate jobs in Irvine, CA?

For Client Services Associate jobs in Irvine, CA, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Irvine, CA look for?

The top searched job categories for Client Services Associate jobs in Irvine, CA are:

What cities near Irvine, CA are hiring for Client Services Associate jobs?

Cities near Irvine, CA with the most Client Services Associate job openings:

Infographic showing various Client Services Associate job openings in Irvine, CA as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 100% In-person job distribution, with an average salary of $50,018 per year, or $24 per hour.

Client Services Associate

Meier Law Firm

Newport Beach, CA โ€ข On-site

Full-time

Posted 4 days ago


Job description

Description
Client Services Associate - Fall Opening
The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys, managing client interactions, and supporting the day-to-day operations of a high-performing estate planning practice. This is an opportunity to build practical legal experience, develop professional skills, and gain insight into how a successful law firm operates.
We will only review applications that are accompanied by a cover letter.
Responsibilities
$45
Qualifications
$46