Senior Client Services Associate Salaries in California

Demonstrate curiosity, sound judgment, and the ability to critically evaluate and responsibly leverage AI-enabled tools in accordance with company policies,…

$26 - $43 an hour

Assisting with managing cash positions, money movements, and private banking services for clients as needed. Managing risk and assisting the Firm in adhering to…

$100,000 - $135,000 a year

Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are…

$90,000 - $125,000 a year

Maintain digital record of telephone and written contact with clients and third parties, including drafting client correspondence for review and approval.

$80,000 - $111,000 a year

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$35,152 - $90,000 a year

Work with clients to develop omni-channel campaigns (in-store and digital) by defining upfront measurable KPIs that tie to the client’s overall business goals.

$95,400 - $123,900 a year

1 day ago