Client Associate
San Diego, CA · On-site
Key responsibilities We're looking for a Client Service Associate to: • Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals ...
Client Associate
San Diego, CA · On-site
Key responsibilities We're looking for a Client Service Associate to: • Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals ...
Client Associate
San Francisco, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Your skills and experience • ideally 1+ years of experience in client service, within the finance ...
Client Associate
San Francisco, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Your skills and experience • ideally 1+ years of experience in client service, within the finance ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Client Associate
El Segundo, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... service, finance or banking sector preferred • bachelor's degree (preferred, not required ...
Client Associate
El Segundo, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... service, finance or banking sector preferred • bachelor's degree (preferred, not required ...
Financial Planning Associate
Los Angeles, CA · On-site
$75K - $100K/yr
Financial Planning Associate JSF Financial, LLC is seeking a full-time Financial Planning Associate ... Compile, enter, and monitor CRM workflows tied to client planning requests * Collaborate with ...
New
Financial Planning Associate
Los Angeles, CA · On-site
$75K - $100K/yr
Financial Planning Associate JSF Financial, LLC is seeking a full-time Financial Planning Associate ... Compile, enter, and monitor CRM workflows tied to client planning requests * Collaborate with ...
New
Client Associate
Walnut Creek, CA · On-site
$45K - $75K/yr
As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...
New
Client Associate
Walnut Creek, CA · On-site
$45K - $75K/yr
As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...
New
Client Associate
$45K - $75K/yr
As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...
Client Associate
$45K - $75K/yr
As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...
Client Associate
San Francisco, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • Keep ... The team You will be working in the Financial Services team in San Francisco. Your working location ...
Client Associate
San Francisco, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • Keep ... The team You will be working in the Financial Services team in San Francisco. Your working location ...
Client Associate
Walnut Creek, CA · On-site
$45K - $75K/yr
As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...
Client Associate
Walnut Creek, CA · On-site
$45K - $75K/yr
As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your ... Take initiative to handle account inquiries and customer needs and escalate to financial advisors ...
Client Associate
Pasadena, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Your skills and experience • ideally 2 years of experience in client service, finance or banking ...
Client Associate
Pasadena, CA · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Your skills and experience • ideally 2 years of experience in client service, finance or banking ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
New
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
New
Wealth Management Client Associate
San Jose, CA · On-site
$25/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
San Jose, CA · On-site
$25/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
Walnut Creek, CA · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Wealth Management Client Associate
Walnut Creek, CA · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...
Financial Customer Associate information
See California salary details
$18.3K - $23.4K
3% of jobs
$23.4K - $28.5K
1% of jobs
$28.5K - $33.6K
9% of jobs
$33.6K - $38.7K
6% of jobs
$40.5K is the 25th percentile. Wages below this are outliers.
$38.7K - $43.8K
16% of jobs
$43.8K - $48.9K
11% of jobs
The median wage is $50.7K / yr.
$48.9K - $54.1K
11% of jobs
$54.1K - $59.2K
14% of jobs
$60.5K is the 75th percentile. Wages above this are outliers.
$59.2K - $64.3K
15% of jobs
$64.3K - $69.4K
11% of jobs
$69.4K - $74.5K
3% of jobs
$18.3K
$50.3K
$74.5K
How much do financial customer associate jobs pay per year?
As of Sep 7, 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:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 175 rated banks
Job description
Key responsibilities
We're looking for a Client Service Associate to:
• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and onboarding
• Perform business analytics as needed to support financial advisors in the growth of the business
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll be working as part of Global Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your skills and experience
• Series 7 and 66 licenses
• Ideally 2-3 years of experience in client service, within the finance sector
• Bachelor's degree or equivalent, focusing on Finance or Economics
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical
• Bilingual Spanish required
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Diego min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
We're looking for a Client Service Associate to:
• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• Develop customized asset allocation strategies and investment solutions for clients
• Provide support for client relationship building and onboarding
• Perform business analytics as needed to support financial advisors in the growth of the business
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll be working as part of Global Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your skills and experience
• Series 7 and 66 licenses
• Ideally 2-3 years of experience in client service, within the finance sector
• Bachelor's degree or equivalent, focusing on Finance or Economics
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical
• Bilingual Spanish required
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - San Diego min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH