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Client Services Associate Jobs in San Ramon, CA (NOW HIRING)

TeamCivX

Client Services Associate

Orinda, CA · On-site

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Thriving Asset Management LLC

Be Seen First

Client Services Associate

Palo Alto, CA · On-site

$90K - $110K/yr

Client Services Associate (Non-Sale) Location: Palo Alto, CA Position Type: Full-time, In-Office Join a Team That Values Exceptional Client Service Are you an experienced client services professional ...

Thriving Asset Management LLC

Be Seen First

Client Services Associate

Palo Alto, CA · On-site

$90K - $110K/yr

Client Services Associate (Non-Sale) Location: Palo Alto, CA Position Type: Full-time, In-Office Join a Team That Values Exceptional Client Service Are you an experienced client services professional ...

Semantix

Client Services Associate

San Francisco, CA

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Acrisure LLC

Sr. Client Services Associate

Albany, CA · On-site

$97K/yr

Senior Client Services Associate A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge ...

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Client Services Associate information

See San Ramon, CA salary details

$11

$25

$45

How much do client services associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for client services associate in San Ramon, CA is $25.04, according to ZipRecruiter salary data. Most workers in this role earn between $19.09 and $27.93 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 San Ramon, CA?

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

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $52,074 per year, or $25 per hour.

Client Services Associate

TeamCivX

Orinda, CA • On-site

Other

Re-posted 3 days ago

Job description

Client Services Team Job Description
About TeamCivX
TeamCivX is California's leader in election strategy and communications for public agencies.
  • We create and execute informational communication strategies for public agencies
  • We help develop revenue measures for the ballot to meet the needs of our clients and the communities they serve
  • We run privately-funded political campaigns to win voter approval for taxes, bonds and other public funding, as well as affordable housing and other needed developments
  • We help elected officials and qualified candidates who reflect our values make their case to their constituents when running for election
We are a fully remote company, with partners and staff throughout California. Applicants must reside in California.
Client Services Associate (CSA)
The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on-message, on-time and error-free, and helping TeamCivX Partners, Client Services Managers (CSMs) and their clients implement communications, outreach and campaign plans on time and as directed.
A typical day for a CSA will involve producing first drafts of messaging materials and supporting CSMs in creating client-specific deliverables, as well as working with our Art and Field Teams to produce direct mail and other materials, and support client and volunteer campaign needs.
Requirements & Qualifications
  • Bachelor's Degree in Political Science, Communications or related field, or equivalent experience
  • Must be California Resident, or willing to relocate upon hire
  • Strong written and verbal communication skills
  • Experience with remote work and comfort working in a fully remote environment
  • Must be able to obtain California Drivers license and be able to travel for client meetings as needed
  • Ability to manage multiple projects simultaneously
  • Experience managing multiple and competing deadlines in a fast-paced work environment
  • Close attention to detail and strong proofreading skills
Roles and responsibilities include:
  • Messaging Development
    • Crafting and finalizing poll-tested, on-message text for handouts, mailers, websites, social media and other materials
    • Overseeing the graphic design or production of these materials, as needed and directed, by graphic designers, web developers, video producers or social media content developers, to ensure timeliness and appropriate messaging
    • Carefully proofreading materials and reviewing all drafts to ensure client-readiness
    • Supporting CSMs in the client review process for all materials to ensure timeliness and secure approvals
  • Client Management Support
    • Adding all relevant client documents to Google Drive and keeping it organized
    • Supporting Partners and CSMs in general client and campaign committee support and responsiveness, as needed and directed
  • Art & Production
    • Supporting overall management of art and design process, to ensure deadlines are met, final materials are on-time, mistake-free, on-message and approved in writing by all required parties
    • Helping create drafts for mail and social media as needed
    • Proofreading all documents before sending to client or production
    • Working with Art Team to execute edits and changes to mailers
    • Reviewing printer proofs
  • Field
    • Supporting Field Team activities to ensure all grassroots efforts, including walking, texting, phone banks, relational outreach and related efforts, are conducted on time, with mistake-free materials, to the correct targeted voters
    • Reviewing and finalizing draft materials, in coordination with CSMs
    • Providing clear and timely direction to Field Team regarding needed scripts, lists, trainings and other documents

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