Client Associate Salaries in California

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $44 an hour

Comfort with technology and AI-assisted tools — we use them daily. Generate and distribute account statements, performance reports, and regulatory…

$65,000 - $85,000 a year

Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.

$40,500 - $67,500 a year

As a Customer Support Specialist, you’ll play a key role in ensuring our clients’ customers receive top-notch support. Full-time and part-time available.

$20,800 - $41,600 a year

Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence,…

$32.21 - $44.27 an hour

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).

$34,320 - $90,000 a year