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Senior Client Associate Jobs in California (NOW HIRING)

Oliver Wyman

Associate Client Manager

San Diego, CA · On-site

$49K - $91K/yr

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.

Marsh & McLennan

Associate Client Manager

San Diego, CA · On-site

$49K - $91K/yr

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.

Mercer France

Senior Client Manager

San Diego, CA · On-site

Client Manager II The Client Manager II applies experience and critical thinking skills to ... with internal associates and clients. Education and/or Experience * Must possess a strong ...

Oliver Wyman

Senior Client Manager

San Diego, CA · On-site

Client Manager II The Client Manager II applies experience and critical thinking skills to ... with internal associates and clients. Education and/or Experience * Must possess a strong ...

IMA Financial Group

Senior Client Executive

Anaheim, CA · On-site

$160K - $180K/yr

Shapes the overall client relationship and lifecycle strategy. * Networks and builds relationships ... We've built a reputation for putting our associates first What if we told you that you could be an ...

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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.

Associate Client Manager

Oliver Wyman

San Diego, CA • On-site

$49K - $91K/yr

Other

Medical, Retirement

Re-posted 10 days ago

Job description

Senior Client Analyst

The primary focus of the Senior Client Analyst is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.

Essential Duties & Responsibilities
  • Process paperwork for new and renewal business to include:
  • Applications and other documents required for a submission
  • Binders
  • Certificates of Insurance
  • Policies
  • Invoices
  • Finance Agreements
  • Endorsements
  • Audits
  • Perform account reconciliation.
  • Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
  • Prepare Summary Of Insurance.
  • Have good verbal and written communication skills for both client and internal communication.
  • Maintain client files.
    • File all documentation in ImageRight per regions filing guidelines.
    • Manage Tasks within ImageRight.
  • Participate in Errors & Omission audits.
  • Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
  • A bachelor's degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
  • A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
  • Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
  • Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
  • Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
  • Proficiency with MS Office software (i.e., Word, Excel and Outlook).
  • Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
  • Strong attention to detail.
Work Environment & Physical Demands
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
  • Work is performed in a typical interior office environment.

The applicable base salary range for this role is $49,000 to $91,300.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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