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Senior Client Associate Jobs in California (NOW HIRING)

IMA Financial Group

Senior Client Associate

Anaheim, CA · On-site

$65K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Provides advanced client support and serves as a resource for junior associates. This role handles complex service needs, supports client presentations, and may lead specialized tasks or act as a ...

Stifel

Senior Client Service Associate

San Francisco, CA · On-site

$80K - $111K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be ...

Stifel

Senior Client Service Associate

San Francisco, CA

$80K - $111K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Senior Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics. What We're Looking For Assist with all ...

Stifel

Senior Client Service Associate

San Francisco, CA · On-site

$80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

What You'll Be Doing The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client ...

Mercer France

Associate Client Manager

San Diego, CA · On-site

$49K - $91K/yr

  • Medical

  • Retirement

Senior Client Analyst The primary focus of the Senior Client Analyst is to provide technical ... Establish and maintain positive and effective working relations with other Associates and clients.

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Senior Client Associate information

See California salary details

$28.6K

$73.2K

$131.3K

How much do senior client associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for senior client associate in California is $73,226.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $93,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are popular job titles related to Senior Client Associate jobs in California?

For Senior Client Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Senior Client Associate jobs in California look for?

The top searched job categories for Senior Client Associate jobs in California are:

What cities in California are hiring for Senior Client Associate jobs?

Cities in California with the most Senior Client Associate job openings:

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $73,226 per year, or $35.2 per hour.

Senior Client Associate

IMA Financial Group

Anaheim, CA • On-site

$65K - $75K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Provides advanced client support and serves as a resource for junior associates. This role handles complex service needs, supports client presentations, and may lead specialized tasks or act as a team lead or subject-matter resource.
ESSENTIAL JOB DUTIES include but are not limited to:

  • Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts.
  • Responds to escalated client questions and service issues with confidence, accuracy, and professionalism.
  • Supports COBRA administration and specialized, needs-based client projects as assigned by market or team leadership.
  • Coordinates and oversees work performed by junior associates, providing guidance, mentoring, and quality review.
  • Contributes to process improvement efforts and helps maintain quality, consistency, and service standards across the team.
Key strengths and traits include but are not limited to:
  • Adaptability
  • Ability to provide feedback
  • Initiating action
Qualifications:
  • 2+ years relevant experience
  • Technical application skills: OE guide applications
  • Advanced understanding of client lifecycle
  • Life & Health License: Take and pass Life & Health License within timing necessary for state requirements
#LI-JS1
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
Salary Range
$65,000-$75,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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