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

Semantix

Client Services Associate

San Francisco, CA · On-site

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 ...

Wealth Management Practice

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Client Service & Operations Associate

San Francisco, CA · Remote

$90K - $110K/yr

Client Services Associate Job Summary We are seeking an organized, proactive, and licensed Client Services Associate to support two experienced financial advisors within our wealth management ...

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Client Services Associate information

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$11

$26

$47

How much do client services associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for client services associate in Sunnyvale, CA is $26.29, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $29.33 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 Sunnyvale, CA?

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

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

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Sunnyvale, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $54,690 per year, or $26.3 per hour.

Client Services Associate

TransPerfect

San Francisco, CA • On-site

Full-time

Re-posted 16 days ago

TransPerfect rating

7.0

Company rating: 7.0 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

271st of 500 rated business services

Job description

TransPerfect Is More Than Just a Job...
Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.

Overview

We're looking for aClient Services Associateto 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 run smoothly from start to finish. You'll help coordinate new projects, manage preflight tasks, enter key details into internal systems, and ensure everything is ready for production.

Description

  • Respond to client requests for new project initiatives through our centralized technology

  • Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests

  • Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion

  • Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team

  • Where applicable, initiate some project specifics to set the production team/individual project up for success

  • Take a proactive role in learning about clients' industry, business needs and company culture, educating the project team, and providing a high level of service

  • Monitor and communicate project progress, ensure strict adherence to deadlines and budgets and ultimately produce high quality deliverables

  • Serve as the central point of contact for and liaison between external client contact and internal production staff

  • Set and fulfill client expectations

  • Comply with all ISO regulations, processes and procedures

  • Potentially troubleshoot problem projects

  • Understand and abide by individual project instructions and effectively communicate to the production team

  • Investigate client complaints where applicable

  • Discuss issues with clients and production staff and creatively problem solve to alleviate issues

  • Complete any other tasks that are deemed appropriate for the role as assigned by a manager/supervisor

What we offer:

  • Equal opportunities within an environment that celebrates diversity.

  • Possibility to collaborate with the managers and colleagues from different, international locations.

  • Friendly working environment.

  • Opportunities to learn and grow within the Company.

Required Experience and Qualifications:

  • Minimum Bachelor's degree or its equivalent

  • Experience in customer service

  • Experience building relationships with clients and co-workers

Desired Skills and Experience:

  • Knowledge of a second language

  • Experience coordinating projects and assignment of resources

What TransPerfect employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About TransPerfect

Sourced by ZipRecruiter

TransPerfect was founded in 1992 with a simple mission to provide the highest quality language services to leading organizations worldwide. Started as a two-person company operating out of a dorm room, TransPerfect has spent nearly three decades solving global business challenges for our clients, and has turned into one of the most successful growth stories in the business world.

Industry

Translation services

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1992

Social media

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