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Senior Client Service Associate Jobs (NOW HIRING)

Stifel

Senior Client Service Associate

San Francisco, CA

$80K - $111K/yr

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 · On-site

$80K/yr

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 ...

Westwood

Senior Client Service Associate

Houston, TX

The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted ...

Vance Wealth

Sr. Client Service Associate

Costa Mesa, CA · On-site

$35 - $45/hr

Purpose The purpose of the Sr. Client Service Associate role is to provide exceptional client service, operational support, and administrative coordination to the Advisor Team and clients served by ...

SEIA, LLC / Bates Wealth Advisors, LLC

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Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Salary Range:$50,000.00 To $75,000.00 Annually JOB TITLE: Sr. Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Salary Range:$50,000.00 To $75,000.00 Annually JOB TITLE: Sr. Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor ...

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Senior Client Service Associate information

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$29K

$74.2K

$133K

How much do senior client service associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for senior client service associate in the United States is $74,198.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Senior Client Service Associate typically earns less than $4,000 weekly, but some high-paying roles in sales, real estate, or certain freelance consulting positions can reach or exceed that amount without requiring a degree. Success in these roles often depends on experience, skills, and performance rather than formal education. High commissions, bonuses, or entrepreneurial efforts are common ways to achieve such income levels without a degree.

What is the highest paying job in customer service?

Senior Client Service Associates or similar senior customer service roles often have higher salaries within the customer service field, especially in financial services or corporate environments. These positions typically require extensive experience, strong communication skills, and sometimes specialized certifications, and they can offer salaries exceeding $60,000 annually depending on the industry and location.

What does a senior client service associate do?

A senior client service associate manages client accounts, provides support and solutions to client inquiries, and ensures high levels of customer satisfaction. They often handle complex issues, coordinate with internal teams, and may use customer relationship management (CRM) tools to track interactions and service requests.

What is the role of a senior customer service associate?

A senior client service associate is responsible for managing client accounts, providing advanced support, and resolving complex issues to ensure customer satisfaction. They often mentor junior staff, utilize customer relationship management (CRM) tools, and require strong communication and problem-solving skills. The role may also involve coordinating with other departments to meet client needs and improve service processes.
What cities are hiring for Senior Client Service Associate jobs? Cities with the most Senior Client Service Associate job openings:
What states have the most Senior Client Service Associate jobs? States with the most job openings for Senior Client Service Associate jobs include:
Infographic showing various Senior Client Service Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,198 per year, or $35.7 per hour.
Senior Client Service Associate

Senior Client Service Associate

Beacon Pointe Advisors LLC

Campbell, CA

$75K - $85K/yr

Full-time

Posted 4 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Campbell, CA office. The Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. 

Responsibilities

  • Responds to routine client requests via phone, email and/or other contact methods.
  • Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
  • Records client inquiries including service changes, new account opening, money movement, trading, etc. in CRM.
  • Prepares custodian paperwork, facilitates account updates, and communicates with clients and advisors on status.
  • Meets regularly with wealth advisors, relationship managers, and associate wealth advisors to prioritize workload, provides timely updates on client service items, and escalates potential issues when appropriate.
  • Assists with preparation of meeting presentation materials, documents meeting follow-up, and takes ownership of specific operational-related tasks.
  • Participate in team meetings and collaborate with the operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.
  • Other duties, as assigned.

Qualifications

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
  • 2-3+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent written and verbal communication skills.
  • Strong organizational, analytical, and interpersonal skills.
  • Ability to excel in a fast-paced, team environment.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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