Client Services Associate Salaries in California

Effectively triage and answer inbound communication including phone, chat, e-fax, email, and portal messages within set service levels.

$27.38 - $39.12 an hour

Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering…

$75,000 - $90,000 a year

4 days ago

Proficiency in Excel, Outlook, CRM tools, and money movement processes. Execute cash management activity, including wires, ACHs, and security transfers.

$80,000 - $90,000 a year

You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance.

$110,000 - $300,000 a year

4 days ago

Strong operational and client service skills. Undergraduate degree or equivalent practical experience. A client-centric mindset and consistently acts in the…

$90,000 - $105,000 a year

9 days ago

Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution,…

$60,500 - $90,000 a year

13 days ago