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

... to senior bankers and clients. * Own diligence workflows and content readiness: ensure models ... Corporate Client Associate II Total Base Pay Range 71,100.00 - 145,900.00 USD Annual At Fifth Third ...

New

... to senior bankers and clients. * Own diligence workflows and content readiness: ensure models ... COMPENSATION Corporate Client Associate II Total Base Pay Range 71,100.00 - 145,900.00 USD Annual ...

New

... Senior Client Partner, develop the account plan for effective client management. Usually, an ... Associate Manager - Client Services handles a single account or part of a large account with a P&L ...

A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be ...

A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be ...

Associate, Wealth Management

San Francisco, CA · On-site

$18.50 - $24.75/hr

A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be ...

Associate, Wealth Management

San Francisco, CA · On-site

$18.50 - $24.75/hr

A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be ...

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Senior Client Associate information

See Sunnyvale, CA salary details

$34K

$87.1K

$156.1K

How much do senior client associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for senior client associate in Sunnyvale, CA is $87,083.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,200.00 and $111,500.00 per year, depending on experience, location, and employer.

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 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 job categories do people searching Senior Client Associate jobs in Sunnyvale, CA look for?

The top searched job categories for Senior Client Associate jobs in Sunnyvale, CA are:

What cities near Sunnyvale, CA are hiring for Senior Client Associate jobs?

Cities near Sunnyvale, CA with the most Senior Client Associate job openings:

Infographic showing various Senior Client Associate job openings in Sunnyvale, 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 77% Physical, 3% Hybrid, and 20% Remote job distribution, with an average salary of $87,083 per year, or $41.9 per hour.

Senior Client Service Associate

Threadline Wealth

San Francisco, CA • On-site

$90 - $120/hr

Other

Posted 15 days ago


Job description

The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth Advisors, and internal teams. The Senior Client Service Associate is a primary contact for client service needs and is expected to exercise sound judgment, anticipate needs, and independently manage complex service matters in a fast-paced environment.

This role takes ownership of complex client requests, onboarding and transition activities, meeting preparation, account administration, and multi-step client projects from initiation through completion. The Senior Client Service Associate anticipates client service and advisor support needs, resolves routine service issues before they escalate, and coordinates effectively across advisory, investment, operations, trading, tax, billing, and other support teams.

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