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

6 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

Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers. Prepare various administrative deliverables which…

$31.20 - $40.80 an hour

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

A variety of perks on campus (state of the art gym, fully stocked kitchen with snacks, drinks, etc.). Collaborate with laboratory, data entry, sales, billing,…

$28.90 an hour