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Financial Customer Associate Jobs in California (NOW HIRING)

Rockefeller Financial

Client Associate

San Francisco, CA · On-site

$75K - $90K/yr

... financial advisory services firm. Originally founded in 1882 as the family office of John D ... The Client Associate will work with our Private Advisor team members and will interact directly ...

Hiver

Finance Customer Support Associate

San Jose, CA · On-site +1

$20.50 - $28.25/hr

Finance Customer Support Associate Department: Finance Employment Type: Contract / Temp Location: USA Remote Reporting To: Neelam Purohit Compensation: $3.50 - $4.50 / hour Description About us:

RBC

Client Associate

San Diego, CA · On-site

$39K - $61K/yr

Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...

New

RBC Capital Markets, LLC

Client Associate

San Diego, CA · On-site

$39K - $61K/yr

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...

New

Royal Bank of Canada

Client Associate

San Diego, CA · On-site

$39K - $61K/yr

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...

CapRock

Client Associate

Newport Coast, CA · On-site

... in CRM and other tools used for client management including contact information and other ... Bachelor's Degree in Business or Finance focus. * Minimum of 2 years of financial industry ...

Royal Bank of Canada

Client Associate

La Jolla, CA

$39K - $61K/yr

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...

RBC

Client Associate

Walnut Creek, CA · On-site

$45K - $75K/yr

Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...

New

UBS

Client Associate

San Jose, CA · On-site

Do you have 1-3 years of client service experience in financial services or wealth management? Are ... CRM and account management systems. • Support client service requests and educate clients on ...

UBS

Client Associate

Los Angeles, CA · On-site

... to Financial Advisors • Maintain a detailed calendar of team activities, meetings, and client ... As a Client Associate, you'll play an integral role in supporting day-to-day operations ...

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Showing results 1-20

All JobsFinancial Customer Associate JobsFinancial Customer Associate Jobs in California

Financial Customer Associate information

See California salary details

$18.3K

$50.3K

$74.5K

How much do financial customer associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial customer associate in California is $50,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $61,200.00 per year, depending on experience, location, and employer.

What does a financial customer associate do?

A Financial Customer Associate assists clients with their financial accounts, answering questions and resolving issues related to investments, banking, or retirement products. They often provide information about account balances, transactions, and company policies, as well as guide customers through various financial processes. This role usually involves communicating with clients over the phone, via email, or through online chat, ensuring a positive customer experience. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What skills and qualifications are needed to be a financial customer associate?

To thrive as a Financial Customer Associate, you need a solid understanding of financial products, customer service principles, and typically at least a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, financial account systems, and sometimes FINRA Series 6 or 7 certifications is advantageous. Strong communication, problem-solving, and active listening skills set top performers apart in handling client inquiries and concerns. These skills are crucial for ensuring client satisfaction, maintaining compliance, and building trust in financial services.

What does a typical day look like for a financial customer associate, and how do they interact with other teams?

A typical day for a Financial Customer Associate involves responding to customer inquiries about financial products, resolving account issues, and guiding clients through transactions or processes. Associates often work in a fast-paced call center or office environment, utilizing phone and online communication tools. Collaboration with other departments, such as compliance, operations, and financial advisors, is common to ensure accurate and timely service. This teamwork not only helps resolve complex customer issues but also provides Associates with valuable exposure to different aspects of the financial industry.

What cities in California are hiring for Financial Customer Associate jobs?

Cities in California with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you
Infographic showing various Financial Customer Associate job openings in California as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $50,297 per year, or $24.2 per hour.

Financial Customer Service Representative

Tahoe Forest Health

Truckee, CA • On-site

$29.17/hr

Other

Posted 18 days ago

Job description

Job Title

Bargaining Unit: EA

Rate of Pay: $29.17/hour + DOE

Summary Acts as customer service agent for health system billing.

Essential Duties and Responsibilities

  • Complies with established departmental policies and procedures, objectives, quality assurance program, safety, environmental and infection control standards.
  • Completes outbound and inbound calls to patients with balances to collect payment or set up payment arrangements.
  • Maintains effective communication with hospital staff, physicians, physician's offices, patient and/or families, insurance companies, and appropriate vendors.
  • Utilizes computer system and its features.
  • Utilizes call software to answer all incoming calls to hospital billing number.
  • Assists patients with questions regarding insurance, billing, balances, and pricing.
  • Maintains positive and can-do attitude in all interactions.
  • Documents all patient interactions into EMR.
  • Takes patient payments and applies to appropriate accounts
  • Answers patient financial questions from MyChart.
  • Assists patient in setting up MyChart account.
  • Covers front desk when scheduled and assists walk-in patients with financial questions.
  • Directs all visitors from front desk to appropriate area.
  • Assists patient with account to complete resolution including ensuring timely follow up from other areas.
  • Works District returned mail for statements and final notices.
  • Gather patient complaints and escalates to Financial Counseling Coordinator as appropriate. Has ability to speak to district pricing and answer questions without escalating.
  • Assists with training of staff as needed.
  • Creates financial estimates for prospective patients.
  • Completes quality checks as assigned.
  • Utilizes interpreters services as needed.
  • Verifies and routes e-mails to appropriate area from information message system.
  • Sets up patient accounts on payment plans and sends letters to patients.
  • Sends Financial Assistance applications. Refers patients to Financial Counseling as needed.
  • Maintains appropriate HFMA certification and ongoing education.
  • Attends and participates in department approved training.
  • Understands, supports, promotes, and adheres to the customer service philosophy and standards of the Tahoe Forest Hospital District.
  • Demonstrates System Values in performance and behavior.
  • Complies with System policies and procedures.
  • Other duties as may be assigned.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibilities No supervisory responsibilities.

Minimum Education/Experience Associate's Degree or equivalent from two-year college or technical school or 6 months to 1 year relevant experience

Required Licenses/Certifications Healthcare Financial Management Association (HFMA): Certified Revenue Cycle Representative (CRCR) - Within 1 year of hire into job

Other Experience/Qualifications Required: Strong aptitude with Microsoft Access

Preferred: Bilingual candidates, One to two years' experience working with public and experience in patient registration and/or hospital patient accounting office

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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