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Financial Client Services Associate Jobs in San Rafael, CA

Endsight

Client Strategy Associate

Napa, CA · Remote

$65K - $80K/yr

Our teams collaborate across strategy, service delivery, finance, and operations to create ... Career Pathing Purpose -- What You'll Do As a Client Strategy Associate (CSA) , you'll support our ...

Stifel

Client Service Associate - NR

San Francisco, CA · On-site

$56K - $75K/yr

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

Stifel

Client Service Associate - NR

San Francisco, CA

$56K - $75K/yr

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

Stifel

Client Service Associate - NR

San Francisco, CA · On-site

$56K/yr

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

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in San Rafael, CA

Financial Client Services Associate information

See San Rafael, CA salary details

$15

$35

$75

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

As of Aug 10, 2026, the average hourly pay for financial client services associate in San Rafael, CA is $35.63, according to ZipRecruiter salary data. Most workers in this role earn between $23.03 and $38.32 per hour, depending on experience, location, and employer.

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What job categories do people searching Financial Client Services Associate jobs in San Rafael, CA look for? The top searched job categories for Financial Client Services Associate jobs in San Rafael, CA are:
What cities near San Rafael, CA are hiring for Financial Client Services Associate jobs? Cities near San Rafael, CA with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in San Rafael, CA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $74,108 per year, or $35.6 per hour.

Financial Services Associate Attorney

Direct Counsel

San Francisco, CA • On-site

$260K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

Financial Services Associate Attorney
Locations: Boston, MA | Los Angeles, CA | New York, NY | Philadelphia, PA | San Francisco, CA | Washington, DC

Direct Counsel is seeking a Financial Services Associate Attorney to join the Financial Services practice of a premier Am Law firm. This is an exceptional opportunity to advise leading financial services firms, asset managers, investment advisers, and investment funds on a broad range of regulatory and transactional matters within one of the industry's most respected practices.

The ideal candidate will have 3–7 years of experience with a strong understanding of federal securities laws and an interest in advising clients on the evolving regulatory landscape affecting the asset management industry.

Responsibilities

  • Advise asset managers, investment advisers, investment funds, broker-dealers, and other financial services firms on federal securities laws and regulatory compliance.

  • Counsel clients on matters involving the Investment Company Act, Investment Advisers Act, and other applicable securities regulations.

  • Assist clients with fund formation, registration, regulatory examinations, enforcement matters, and ongoing compliance obligations.

  • Advise on cross-border regulatory issues affecting investment advisers and investment funds.

  • Provide guidance on emerging issues involving exchange-traded funds (ETFs), interval funds, business development companies (BDCs), commodities regulation, blockchain, and digital assets.

  • Collaborate with attorneys across multiple practice areas to provide strategic legal advice on complex financial services and asset management matters.

Qualifications

  • J.D. from an accredited law school with strong academic credentials.

  • 3–7 years of experience in financial services regulation, investment management, or securities law.

  • Strong knowledge of the Investment Company Act and/or the Investment Advisers Act.

  • Experience with exchange-traded funds (ETFs), interval funds, business development companies (BDCs), broker-dealer regulation, commodities regulation, global asset management regulation, or digital assets is a plus.

  • Large law firm, in-house, or regulatory agency experience is preferred.

  • Excellent analytical, drafting, communication, and organizational skills.

  • Active bar admission, or eligibility for admission, in the jurisdiction where the candidate will be based.

Compensation & Benefits

  • Salary: Starting at $260,000, with compensation commensurate with class year and experience.

  • Comprehensive benefits package including medical, dental, vision, retirement savings, paid time off, professional development opportunities, and additional employee wellness benefits.

This is an outstanding opportunity for an attorney looking to build a sophisticated financial services and investment management practice while advising leading asset managers, investment funds, and financial institutions on cutting-edge regulatory and compliance matters.