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

Tax Alchemy

Client Service Associate

Irvine, CA · On-site +1

$70K - $85K/yr

Client Service Associate Department: Financial Advisory Employment Type: Full Time Location: Remote Reporting To: Financial Advisor Compensation: $70,000 - $85,000 / year Description We are seeking a ...

Full Bloom Wealth

Client Service Associate

Irvine, CA · Remote

$70K - $85K/yr

Description We are seeking a detail-oriented and technically proficient Client Service Associate to serve as the analytical and execution backbone of our advisory pod. Working in close partnership ...

Chedraui USA

Part-time Associate - 726 Tustin

Tustin, CA · On-site

$16.90/hr

Provide excellent Customer Service? * Love your Community? * Love Food? Join our Smart & Final store operations team as a Part-time Associate - 726 Tustin ! Store Location 1114 IRVINE BLVD TUSTIN ...

Smart and Final

Part-time Associate - 443 Hemet

Hemet, CA · On-site

$16.90/hr

Provide excellent Customer Service? * Love your Community? * Love Food? Join our Smart & Final store operations team as a Part-time Associate - 443 Hemet ! Store Location 2525 W. FLORIDA AVENUE HEMET ...

Chedraui USA

Part-time Associate - 443 Hemet

Hemet, CA · On-site

$16.90/hr

Provide excellent Customer Service? * Love your Community? * Love Food? Join our Smart & Final store operations team as a Part-time Associate - 443 Hemet ! Store Location 2525 W. FLORIDA AVENUE HEMET ...

Redwitz, Inc.

Support Services Associate

Irvine, CA · Hybrid

$24 - $29/hr

Tax assistant) provides administrative and client service support to the tax team to ensure a smooth and efficient tax preparation process. This role is responsible for organizing and managing client ...

Redwitz, Inc

Support Services Associate

Irvine, CA · On-site

$24 - $29/hr

Tax assistant) provides administrative and client service support to the tax team to ensure a smooth and efficient tax preparation process. This role is responsible for organizing and managing client ...

Redwitz

Support Services Associate

Irvine, CA · On-site

$24 - $29/hr

Tax assistant) provides administrative and client service support to the tax team to ensure a smooth and efficient tax preparation process. This role is responsible for organizing and managing client ...

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Client Services Associate information

See Riverside, CA salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Jun 4, 2026, the average hourly pay for client services associate in Riverside, CA is $23.37, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $26.06 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 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 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 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 Riverside, CA? The most popular types of Client Services jobs in Riverside, CA are:
What are popular job titles related to Client Services Associate jobs in Riverside, CA? For Client Services Associate jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Riverside, CA look for? The top searched job categories for Client Services Associate jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Client Services Associate jobs? Cities near Riverside, CA with the most Client Services Associate job openings:
Client Services Associate jobs near you

Associate Client Manager, Retirement -The Baldwin Group Wealth Advisors

The Baldwin Group

Irvine, CA • On-site

$70K/yr

Full-time

Retirement

Posted 28 days ago

Job description

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a n Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
PRIMARY RESPONSIBILTIES:
  • Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines
  • Update and generate weekly reports utilizing the CRM and MS Office
  • Maintain/update CRM and Department tracking sheets on a real time basis
  • Data gathering for surveys
  • Offer additional support in facilitating RFP's from various vendors through the RPAG system
  • Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction
  • Special projects as needed

EDUCATION AND EXPERIENCE:
  • Bachelor's Degree preferred.
  • 2-4 years of working experience in customer service in the financial services industry or analytical role preferred.
  • Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills.
  • Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire.

SKILLS AND ABILITIES:
  • Excellent customer services skills.
  • Extremely detail oriented, exceptional follow through, and reliable in all aspects.
  • Strong interest in learning about the retirement plan industry.
  • Interest in pursuing advanced designations and securities licensing. Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook • Prior experience with CRM software
  • Familiarity with RPAG investment analysis software, preferred but not required

LOCATION:
  • Hybrid position, minimum 3 days in office

IMPORTANT NOTICE:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):
  • The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Annual salary is $70,000+ and is negotiable upon time of offer.
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IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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