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Financial Client Service Associate Jobs in Cypress, CA

hackajob

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple ... Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers ...

Hackajob

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple ... Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers ...

BeloForm Craft

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our ...

JPMorgan Chase Bank, N.A.

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while ... Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers ...

J.P. Morgan

Client Service Associate

Irvine, CA

$15.50 - $21.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while ... Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers ...

JPMorgan Chase & Co

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while ... Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers ...

Chase

Client Service Associate

Irvine, CA · On-site

$15.50 - $21.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while ... Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers ...

Raymondjames

Client Service Associate

Brea, CA · On-site

$60K - $85K/yr

As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and ...

Stifel

Client Service Associate

Newport Beach, CA · On-site

$55K/yr

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

Stifel

Client Service Associate

Newport Beach, CA · On-site

$55K - $74K/yr

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

Stifel

Client Service Associate

Newport Beach, CA · On-site

$55K - $74K/yr

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

Alphabe Insight Inc

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

The ideal candidate is organized, articulate, and skilled in both written and verbal communication Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic ...

Alphabe Insight Inc

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

The ideal candidate is organized, articulate, and skilled in both written and verbal communication Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic ...

Wedbush

Client Service Associate

Los Angeles, CA · On-site

$55K - $75K/yr

We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures ... Our Correspondent Services Division has an immediate need for a Client Service Associate. This ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K/yr

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

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Financial Client Service Associate information

See Cypress, CA salary details

$14

$33

$71

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Cypress, CA is $33.87, according to ZipRecruiter salary data. Most workers in this role earn between $21.92 and $36.44 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities near Cypress, CA are hiring for Financial Client Service Associate jobs?

Cities near Cypress, CA with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Cypress, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $70,452 per year, or $33.9 per hour.

Client Service Associate

Brea, CA • On-site

Raymond James Financial Services
Accounting Services • 11 - 50 employees
Learn more about Raymond James Financial Servicesexternal

$60K - $85K/yr

Other

Medical, Retirement, PTO

Re-posted 15 days ago

Job description

At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships.

As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and customer service skills.

When you become a part of the Blunt Wealth Services family, you will have a highly collaborative, positive, and trusted team by your side!

Essential Duties and Responsibilities

  • Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

  • Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

  • Opens new client accounts, process money movement, and researches information as needed

  • Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion

  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients

  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor

  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software

  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures

  • Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

  • Company’s working structure, policies, mission, and strategies

  • General office practices, procedures, and methods

  • Basic investment concepts, practices and procedures used in the securities industry

  • Financial markets, products and industry regulations

Skill in

  • Client Relationship Management (CRM) software

  • Microsoft Office

  • Effective communication (in-person, virtual, phone and mail)

  • Marketing, branding, and social media

Ability to

  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

  • Analyze and research account information

  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

  • Handle stressful situations and provide a high level of customer service in a calm and professional manner

  • Analyze problems and establish solutions in a fast-paced environment

  • Use mathematics sufficient to process account and transaction information

  • Use appropriate interpersonal styles and communicate effectively

  • Work both independently and as part of a team

  • Provide a high level of customer service

Experience: 1+ years of experience in the financial services industry.

Salary: $60,000 - $85,000

Benefits: Medical, Retirement + Profit Sharing, Annual Discretionary Bonus, PTO

Travel: Not Required

Workstyle: Onsite

Blunt Wealth Management and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this

Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

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