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Financial Client Service Associate Jobs in Lakeside, CA

TalentLink Solutions

Client Service Associate

San Diego, CA · On-site

$15.50 - $21.25/hr

... independent financial advisors nationwide. We understand that managing and operating a broker ... Respond to client requests for service and trouble-shoot service issues. * Establish client files ...

TalentLink Solutions

Client Service Associate

San Diego, CA · On-site

$16 - $22/hr

... independent financial advisors nationwide. We understand that managing and operating a broker ... Respond to client requests for service and trouble-shoot service issues. * Establish client files ...

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Financial Client Service Associate information

See Lakeside, CA salary details

$14

$32

$69

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 Lakeside, CA is $32.65, according to ZipRecruiter salary data. Most workers in this role earn between $21.11 and $35.10 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 Lakeside, CA are hiring for Financial Client Service Associate jobs?

Cities near Lakeside, 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 Lakeside, CA as of June 2026, with employment types broken down into 75% Full Time, 23% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,913 per year, or $32.7 per hour.

Senior Client Service Associate

San Diego, CA • On-site

Boutique Recruiting
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Boutique Recruitingexternal

$70K - $75K/yr

Full-time

Retirement, PTO

Posted 6 days ago

Job description

Position Title: Client Service Associate
Salary Range: $70,000 - $75,000 / Year, DOE
A boutique wealth management firm is seeking a Client Service Associate to serve as a trusted point of contact for high-net-worth clients while owning the operational details that keep a growing practice running smoothly. This individual will manage client communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows while partnering closely with financial advisors, custodians, compliance, and back-office teams. The ideal candidate is polished, proactive, and exceptionally organized, with a natural ability to build relationships and the discipline to follow every detail through to completion
Responsibilities
  • Deliver a warm, polished, and highly personalized client experience while serving as a trusted first point of contact for service requests and day-to-day needs
  • Process new accounts, transfers, deposits, distributions and other account service requests with exceptional accuracy and follow-through
  • Prepare account paperwork, statements, performance reports and regulatory correspondence while tracking outstanding items through completion
  • Own CRM data integrity by maintaining accurate client records, notes, workflows, follow-ups and recurring processes
  • Anticipate advisor and client needs before meetings by preparing materials, technology and hospitality details so every interaction feels seamless
  • Manage client correspondence and the firm inbox with professionalism, discretion and urgency while appropriately escalating complex matters
  • Support office operations and client events by maintaining a polished environment, coordinating supplies and mail, and assisting with seminars and special events

Requirements
  • Minimum 3 years of experience within financial services, including wealth management, banking, brokerage, insurance or a related environment
  • Bachelor's degree
  • Strong proficiency in Microsoft Outlook, Excel and Word with experience using CRM platforms such as Salesforce, Redtail, Wealthbox or similar
  • Exceptional attention to detail with the ability to manage competing priorities without sacrificing accuracy or client service
  • Polished verbal and written communication skills with a genuine ability to build trust and meaningful relationships with clients
  • Proactive, discreet, and highly dependable approach to handling confidential financial and personal information
  • Comfort learning and using modern technology and AI-assisted tools as part of daily workflows

Benefits
  • Competitive base salary commensurate with experience
  • Performance-based bonus opportunity
  • Comprehensive employee benefits
  • 401(k) retirement plan
  • Paid time off and company holidays

If you are the person clients remember because you made everything easier, more personal and more thoughtful, this is the opportunity to bring that standard of service to a firm that values it - apply today!
#LI-LO1 #LI-SB1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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