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

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 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 ...

SPS-North America

Client Service Associate

Santa Ana, CA · On-site

$15 - $20.75/hr

* Serve as the subject matter expert for team. * Perform various Mail Center activities including (sorting mail, metering, folding, inserting, delivery, and pickup). * Lift heavy boxes, files or paper ...

Venbrook

Client Service Representative

Irvine, CA · Hybrid

$33.65/hr

Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits REPORTS TO ... Associate's or Bachelor's degree preferred * Bilingual English and Spanish preferred * Experience ...

Silk Commerce

Social Commerce Associate

Irvine, CA · On-site

As a Social Commerce Associate, you will work closely with our Accounts, Shop Operations, and ... Required Experience: * 0-2+ years of experience in account management, client services, or a ...

Stretto

Client Onboarding Associate

Irvine, CA

Client Onboarding Associate (Treasury and Cash Management) Position Summary Client Onboarding ... Bachelor's degree required * 1 to 3 years of experience in operations, client service, banking ...

Stretto

Client Onboarding Associate

Irvine, CA · On-site

$28.85 - $38.46/hr

Client Onboarding Associate (Treasury and Cash Management) Position Summary Client Onboarding ... Bachelor's degree required * 1 to 3 years of experience in operations, client service, banking ...

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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
Support Services Associate

Support Services Associate

Redwitz, Inc.

Irvine, CA • Hybrid

$24 - $29/hr

Other

Posted 22 days ago

Job description

Job Type
Full-time
Description
We kindly ask that recruiters, agencies, and third parties do not contact us regarding this role. We are only considering applications submitted directly by candidates.
About Us
At Redwitz, we offer a comprehensive range of professional services, including accounting, audit, financial statement, tax services, fraud detective services and outsourced CFO services. Our firm is guided by our core values - Integrity, Communication, Caring and Compassion, and Passion for Excellence - which are deeply embedded in everything that we do. These values drive us to deliver exceptional service to our clients while fostering a supportive, collaborative environment for our team members.
Redwitz operates under a hybrid working model, offering flexibility and balance while maintaining a strong culture of teamwork and professional growth.
Salary Range: $24.00 - $29.00 per hour
Description
The Support Services position (specialty: 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 documents, maintaining accurate records in CCH Axcess, coordinating follow-ups, and assisting with the assembly and delivery of tax returns and related client deliverables. The ideal candidate is highly organized, detail-oriented, professional in client communication, and comfortable working in a fast-paced, deadline-driven environment.
Key Responsibilities

  • Collect, organize, and manage client tax documents and confidential financial information with accuracy and discretion.
  • Communicate with clients via phone and email to request missing items, gather details, and respond to basic tax-related administrative questions.
  • Support the tax team by coordinating workflow, tracking deliverables, and helping ensure deadlines are met.
  • Create and maintain organized digital client folders to ensure efficient document management and easy retrieval.
  • Follow up with clients and internal team members to resolve outstanding items and keep engagements moving
  • forward.
  • Assist in the closing process by assembling tax returns, obtaining required signatures, reviewing final deliverables with clients, and completing related bookkeeping procedures.
  • Perform general administrative support tasks including correspondence, mail processing, typing documents, and
  • conducting information research as needed.
  • Assemble and finalize client deliverables such as tax returns, tax organizers, and financial statements with strong attention to detail.
  • Maintain accurate client records in CCH Axcess, including data entry, updates, and document tracking.
  • Prepare, organize, and send tax returns, extensions, and notice responses via certified mail, including creating labels and tracking mail through USP.
  • Scan, file, redact, and convert documents into secure electronic formats while maintaining confidentiality and compliance standards.
  • Assist annually with preparation of tax organizers and conduct periodic file audits to ensure consistency and organization.
  • Support office operations by managing conference room scheduling, office calendars, and staff availability.
  • Help maintain a professional office environment by monitoring supply inventory and keeping shared areas (kitchen/common
  • spaces) organized and stocked.
  • Serve as a point of contact for internal communication and general office updates within office
Requirements
Required Skills
  • Strong organizational skills with the ability to manage multiple tasks and deadlines
  • High attention to detail and accuracy, especially when handling confidential information
  • Professional written and verbal communication skills for client and internal correspondence
  • Proficiency with Microsoft Office (Outlook, Word, Excel) and document management systems
  • Ability to learn and navigate tax software
  • Basic understanding of tax documents and administrative processes (training provided)
  • Time management skills and ability to prioritize in a deadline-driven environment

Salary Description
$24.00 - $29.00

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