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Senior Client Associate Jobs in Carson, CA (NOW HIRING)

Bakertilly

Senior Associate - Client Success

Irvine, CA · On-site

We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources ...

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Senior Client Associate information

See Carson, CA salary details

$30.3K

$77.6K

$139.1K

How much do senior client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for senior client associate in Carson, CA is $77,599.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $99,400.00 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 cities near Carson, CA are hiring for Senior Client Associate jobs? Cities near Carson, CA with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Carson, CA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $77,599 per year, or $37.3 per hour.

Associate, Wealth Management

IEQ Capital

Los Angeles, CA • Hybrid

Full-time

Re-posted 8 days ago

Job description

Who are we? 

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.  

The Role 

We are looking for a motivated professional to join our team as an Associate.The Associate will work closely with the rest of the team to manage important elements of the client relationship.  Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to: 

  • Support the Partners and their team by providing operational functions such as: 
    • Money movement (i.e. wire and journals) 
    • Account creation and maintenance 
    • Ad hoc project management 
    • Portfolio performance updates 
    • Database management 
  • Communicate with clients regarding transactions, such as asset transfers and account opening procedures 
  • Participate in educational sessions with the senior team members to expand the Associate's knowledge of the markets and our business
  • Ensure adherence to the firm's compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.

"Upward mobility" are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners. 

Qualifications 
  • 1-2+ years of relevant work or internship experience preferred 
  • Deep curiosity about the financial markets 
  • Exceptional organizational skills and attention to detail 
  • Ability to think critically and anticipate issues 
  • Exceptional verbal and written communications skills 
  • Good relationship-building skills both inside and outside of the organization 
  • Ability to work in a fast-paced, high-volume, high-pressure environment 
  • Experience with Salesforce is a plus 
  • "No task is too small" mentality 
  • Bachelor's degree is required  
Compensation

The salary range for this role, inclusive of base and bonus, is $90,000 - $110,000, depending on skills and experience.

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