Senior Client Services Associate Salaries in California

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

$75,000 - $85,000 a year

7 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

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

6 days ago

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

Employees are also eligible for a discretionary annual bonus program, or if field sales staff, a sales-based incentive plan.

$149,000 - $212,000 a year

The successful candidate will be expected to configure environments, develop prototypes, review code, troubleshoot technical issues, establish integration…

$142,900 - $301,300 a year

6 days ago