ZipRecruiter

Log In

1

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

Endsight

Client Strategy Associate

Napa, CA · On-site

$65K - $80K/yr

Client Strategy Associate Department: Client Strategy Employment Type: Full Time Location: Napa ... Endsight is a fast-growing IT Managed Service Provider built on one core belief: When we help ...

Endsight

Client Strategy Associate

Napa, CA · Remote

Endsight is a fast-growing IT Managed Service Provider built on one core belief: When we help ... Career Pathing As a Client Strategy Associate (CSA) , you'll support our Pods' Client Strategy ...

Endsight

Client Strategy Associate

Napa, CA · Remote

$65K - $80K/yr

Endsight is a fast-growing IT Managed Service Provider built on one core belief: When we help ... Career Pathing Purpose -- What You'll Do As a Client Strategy Associate (CSA) , you'll support our ...

Stifel

Client Service Associate - NR

San Francisco, CA · On-site

$56K - $75K/yr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Stifel

Client Service Associate - NR

San Francisco, CA · On-site

$56K - $75K/yr

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

Stifel

Client Service Associate - NR

San Francisco, CA · On-site

$56K/yr

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

previous page

Showing results 41-60

All JobsClient Services Associate JobsClient Services Associate Jobs in Novato, CA

Client Services Associate information

See Novato, CA salary details

$11

$26

$47

How much do client services associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client services associate in Novato, CA is $26.30, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $29.38 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Novato, CA?

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

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

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Novato, CA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $54,709 per year, or $26.3 per hour.

Client Strategy Associate

Endsight

Napa, CA • On-site

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Job description

Client Strategy Associate
Department: Client Strategy
Employment Type: Full Time
Location: Napa
Compensation: $65,000 - $80,000 / year
Description
Location: Remote, Must be local to the Napa, CA Area
You're the kind of person who brings clarity to complexity.
You notice the details that keep things running smoothly-and the patterns that help people make better decisions. When priorities collide or information gets messy, you're the one who brings order, calm, and forward motion.
You care about client experience. You like connecting dots across teams, translating data into insight, and making sure nothing important slips through the cracks. And you want your work to matter-to clients, to teammates, and to the business.
That's where Endsight comes in.
Who We Are:Endsight is a fast-growing IT Managed Service Provider built on one core belief:
When we help others thrive, we thrive too.
We partner with small and mid-sized organizations-including nonprofits-to ensure their technology delivers real business value. Our teams collaborate across strategy, service delivery, finance, and operations to create thoughtful, high-impact client experiences.
Working at Endsight feels a bit like being part of a great university-you'll learn fast, build strong relationships, and grow alongside people who care deeply about doing great work.
Benefits:
  • Medical: Company pays 100% of the base plan for the employee and family
  • Dental & Vision
  • 401(k) with employer matching
  • Accrued Paid Time Off
  • 9 Paid Holidays
  • Career Pathing

Purpose - What You'll Do
As a Client Strategy Associate (CSA), you'll support our Pods' Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively. You'll work closely with General Managers, Technical Account Managers, and cross-functional teams to improve client health, retention, and satisfaction.
Your work will include:
  • Supporting executive business reviews (EBRs) and client check-ins through scheduling, preparation, data analysis, and follow-up
  • Monitoring client health trends and surfacing risks or opportunities using dashboards and reports
  • Helping drive resolution for client issues, disputes, and escalations across teams
  • Supporting onboarding, renewals, invoicing, and client communications using Endsight best practices
  • Collaborating with Finance, Professional Services, Support, and Sales to ensure a cohesive client experience
  • For experienced CSAs, managing a small portfolio of clients to ensure they realize value from Endsight's solutions

Who Thrives Here
You'll do well in this role if you:
  • Take pride in helping clients and teammates succeed
  • Enjoy organizing information, managing follow-through, and improving processes
  • Communicate clearly, calmly, and professionally-especially when stakes are high
  • Are comfortable working with data, systems, and structured workflows
  • Like collaborating across teams and building trusted relationships
  • Want to grow your career in client strategy, customer success, or account leadership

Experience & SkillsWe're looking for someone with 3-5 years of relevant experience, such as:
  • Client success, account coordination, or service delivery roles
  • MSP, SaaS, or professional services environments
  • Cross-functional, client-facing work involving operations, finance, or support

You'll be successful if you bring:
  • Strong organizational and follow-up skills
  • Experience working in CRM and/or PSA tools
  • Confidence managing recurring workflows (reporting, scheduling, invoicing support, escalations)
  • Excellent written and verbal communication skills
  • A service-oriented mindset and steady approach under pressure

Why Join Endsight
  • Work with a collaborative, purpose-driven team
  • Build skills in client strategy, analytics, and cross-functional leadership
  • Make a direct impact on client retention and satisfaction
  • Grow in a company that invests in learning, career paths, and doing the right thing

Join a Team That's All-In on Helping You Thrive
If you're ready to grow your impact, sharpen your client strategy skills, and help organizations thrive through thoughtful execution and collaboration-we'd love to meet you.
Apply today and let's build something excellent together.

Apply