Senior Client Services Associate Salaries in California

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

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

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

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity,…

$70,304 - $99,900 a year

Retaining client relationships, driving new business, and ensuring an exceptional client experience in partnership with dedicated investment teams.

$181,500 - $246,800 a year