ZipRecruiter

Log In

2

Remote Client Services Jobs in Novato, CA (NOW HIRING)

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Team About TeamCivX TeamCivX is California's leader in election strategy and ... Experience with remote work and comfort working in a fully remote environment * Must be able to ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Team About TeamCivX TeamCivX is California's leader in election strategy and ... Experience with remote work and comfort working in a fully remote environment * Must be able to ...

Endsight

Client Strategy Associate

Napa, CA · Remote

Remote, Must be local to the Napa, CA Area You're the kind of person who brings clarity to ... Endsight is a fast-growing IT Managed Service Provider built on one core belief: When we help ...

Endsight

Client Strategy Associate

Napa, CA · Remote

$65K - $80K/yr

Remote, Must be local to the Napa, CA Area You're the kind of person who brings clarity to ... Endsight is a fast-growing IT Managed Service Provider built on one core belief: When we help ...

next page

Showing results 1-20

All JobsClient Services JobsRemote Client Services JobsRemote Client Services Jobs in Novato, CA

Remote Client Services information

See Novato, CA salary details

$11

$26

$47

How much do remote client services jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for remote client services in Novato, CA is $26.30, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $29.38 per hour, depending on experience, location, and employer.

What is remote client services?

Remote client services involve assisting customers or clients from a distance, typically through phone, email, chat, or video conferencing. Professionals in this role handle inquiries, resolve issues, and provide support without meeting clients face-to-face. This setup allows companies to offer customer service to clients regardless of location and often includes technical support, account management, or general customer care. Remote client services roles require strong communication skills, problem-solving abilities, and comfort with digital tools.

What are some common challenges faced in a remote client services role and how can they be managed?

Working in Remote Client Services often involves navigating communication barriers, such as time zone differences and the absence of face-to-face interactions. To manage these challenges, it’s important to use clear, consistent communication tools and set expectations with clients regarding response times. Building strong relationships remotely also requires proactive follow-ups and regular check-ins with both clients and team members. Staying organized and leveraging collaborative platforms can help ensure smooth workflows and client satisfaction.

What are the key skills and qualifications needed to thrive as a remote client services professional, and why are they important?

To thrive as a Remote Client Services professional, you need strong customer service skills, problem-solving abilities, and typically a background in business, communications, or a related field. Familiarity with CRM software, help desk platforms, and remote communication tools like Zoom or Slack is often required. Excellent written and verbal communication, active listening, and self-motivation help you stand out in this position. These skills ensure efficient client support, positive customer experiences, and effective collaboration in a remote work environment.

What are the most commonly searched types of Client Services jobs in Novato, CA?

The most popular types of Client Services jobs in Novato, CA are:

What cities near Novato, CA are hiring for Remote Client Services jobs?

Cities near Novato, CA with the most Remote Client Services job openings:

Remote Client Services jobs near you
Infographic showing various Remote Client Services job openings in Novato, CA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $54,709 per year, or $26.3 per hour.

Client Service Operations Associate (Remote)

RIA Recruiting

Walnut Creek, CA • Remote

$80K - $100K/yr

Full-time

Retirement, PTO

Posted 27 days ago

Job description

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you'd like to join wealth management team that is dedicated to its clients and be part of a small firm that is founded on generosity and giving back, this may be a good fit for you! Find out more about us at pathwise.co.

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in Pacific and Mountain time zones.

Compensation:

  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Rewarding, Motivating Atmosphere
  • Permanently remote position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • New client onboarding including account setup, data collection, and account transfers
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
  • Private equity administration including subscription agreements, wire requests, and distributing statements
  • We are a team that is always striving to improve our processes, and we ask our team to help identify areas for improvement.

Requirements:

  • 3 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Warm communication style and comfortable reaching out to clients over email and phone
  • Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time
  • Tech savvy with ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.