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

Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.

$75,000 - $85,000 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

Undergraduate degree in accounting, finance or similar related field with a desire to build practical experience in an advisory arena.

$81,500 - $103,500 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

2 days ago

With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion in assets under management…

$90,000 - $125,000 a year