Client Associate Jobs in California

Client Associate jobs in California are among the most active in the country, concentrated in wealth management, financial services, and brokerage operations across the state's major financial centers. Most of the hiring is in San Francisco, Los Angeles, and San Diego, where firms like Wells Fargo, Charles Schwab, and Morgan Stanley maintain large client-facing teams. The most in-demand specialties are portfolio support, high-net-worth client servicing, and retirement accounts. Scan the live roles below and apply to whichever ones fit.

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Overview

Open roles109+
Top employerJPMorganChase
Top citySan Francisco, CA
Cities hiring48
Work type77% On-site
Top industryInvestment

Showing 5 of 109+ Client Associate jobs

San Francisco SPCA
Animal & Client Care Associate (Part Time)
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San Francisco SPCA
Added 1d ago
Animal & Client Care Associate (Part Time)
San Francisco SPCA
San Francisco, California
Healthcare Administration
Patient Services & Wellbeing
Physical Therapy
$25 - $27/hr
High school diploma or GED
201-500

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Marsh McLennan Agency
Associate Client Manager
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Marsh McLennan Agency
Added 1d ago
Associate Client Manager
Marsh McLennan Agency
San Diego, California
Customer Service & Support
Administrative & Office Support
Business Operations
Customer Service
$21.05 - $44.92/hr
On-Site
Bachelor's

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California Bank & Trust
Part-Time Client Service Associate (Teller)- Diamond Bar, CA
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California Bank & Trust
Added 1d ago
Part-Time Client Service Associate (Teller)- Diamond Bar, CA
California Bank & Trust
Diamond Bar, California
Healthcare Administration
Patient Services & Wellbeing
Physical Therapy
$20 - $26/hr
High school diploma or GED
1,001-5,000

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Morgan Stanley
Registered Client Service Associate
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Morgan Stanley
Added 1d ago
Registered Client Service Associate
Morgan Stanley
Fresno, California
Accounting
Corporate Development & M&A
$35k - $90k/yr
High school diploma or GED
10,000+

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Hightower Advisors
Client Service Associate - Schultz Collins
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Hightower Advisors
Added 1d ago
Client Service Associate - Schultz Collins
Hightower Advisors
Orinda, California
Business Operations
Business Strategy
Consulting & Professional Services
$70k - $80k/yr
Hybrid
1,001-5,000

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See All 109+ Client Associate Jobs in California

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Client Associate Jobs by City in California

Where California roles are concentrated, by current openings.

San Francisco
15 jobs
San Diego
11 jobs
Los Angeles
11 jobs
Newport Beach
7 jobs
Pasadena
4 jobs
San Jose
3 jobs
Palo Alto
3 jobs
Sacramento
3 jobs
Santa Clara
3 jobs

Client Associate Job Market in California

A snapshot from current California openings, updated as new roles post.

Who's Hiring

  • JPMorganChase
    JPMorganChase22
  • UBS
    UBS12
  • Morgan Stanley
    Morgan Stanley8
  • TravisMathew Apparel
    TravisMathew Apparel7
  • Bank of America
    Bank of America5

Top Industries Hiring

  • Investment & Asset Management15
  • Banking & Financial Services10
  • Fintech7
  • Medical Devices2
  • Law & Legal Services2

What California Employers Look For

The qualifications that appear most often in client associate jobs across California.

  • FINRA Series 7 and Series 66 licenses required or must be obtained within 90 days
  • Bachelor's degree in finance, business, or a related field preferred
  • One to three years of client-facing experience in financial services or banking
  • Proficiency with CRM platforms such as Salesforce or Tamarac
  • Strong written and verbal communication skills for high-net-worth client interactions
  • Ability to manage multiple advisor relationships and prioritize competing deadlines

Client Associate Jobs in California: Frequently Asked Questions

How do you become a client associate in California?

Most California client associate roles in financial services require passing the FINRA Series 7 and Series 66 exams, both of which need employer sponsorship to sit. Candidates typically hold a bachelor's degree in finance, business, or economics. Some firms hire candidates without licenses and sponsor the exams during onboarding. Outside of licensed financial roles, client associate positions in other industries require no state credential, and hiring is based on experience and communication skills.

Which companies hire client associates in California?

California client associate roles are posted by JPMorganChase, UBS, and Morgan Stanley and others right now, based on current listings on Migrate Mate as of August 2026. California's large concentration of registered investment advisors and major bank branches means openings appear consistently across both the Bay Area and Southern California.

Which California cities have the most client associate jobs?

San Francisco, San Diego, and Los Angeles have the most client associate openings in California. San Francisco and Los Angeles dominate because of their dense financial district activity and the regional headquarters of national brokerage and wealth management firms, while San Diego draws openings from its growing private banking sector and large military-affiliated financial planning clientele.

Are there remote client associate jobs in California?

Yes, but they're less common than fully on-site roles, since client associate work is relationship-driven and many firms expect in-office presence for advisor support. About 23% of client associate openings tied to California are remote or hybrid as of August 2026, reflecting selective flexibility. The tasks most likely to be remote are administrative support, trade processing, and document preparation rather than direct client-facing duties.

How can I get hired as a client associate in California with little or no experience?

The most realistic entry path is applying to bank branch associate or client service representative roles at large California retail banks like Bank of America, JPMorgan Chase, or Union Bank, which regularly hire candidates without financial licenses and provide on-the-job training. From there, internal transfers into wealth management support are common. Completing a FINRA Series 7 exam prep course before applying gives candidates a measurable edge even without a license in hand.

Where can I find and apply to client associate jobs in California?

You can find and apply to client associate jobs in California on Migrate Mate, which lists current California openings. Search the roles available, find the ones that match your background and location, and apply directly to the ones that fit.

See All 109+ Client Associate Jobs in California

Find roles in California that match your experience and apply in just a few clicks.

Find Client Associate Jobs