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 across a seniority range from entry-level service roles through senior relationship positions. The largest hiring centers are Los Angeles, San Francisco, and San Diego, where firms such as Wells Fargo, Charles Schwab, and Merrill Lynch maintain significant client-facing operations. The most in-demand specialties are portfolio servicing, high-net-worth client support, and retirement and investment account management. Find a role that fits below and apply directly.
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Showing 5 of 123+ Client Associate jobs
INTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
YOUR TEAM
You’ll be working as part of a UBS Wealth Management team in San Diego. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
YOUR EXPERTISE
- series 7 and 66 licenses preferred but not required
- ideally 2 years of experience in client service, within the finance sector
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - California - San Diego min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
YOUR TEAM
You’ll be working as part of a UBS Wealth Management team in San Diego. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
YOUR EXPERTISE
- series 7 and 66 licenses preferred but not required
- ideally 2 years of experience in client service, within the finance sector
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - California - San Diego min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
See All 123+ Client Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in California
Where California roles are concentrated, by current openings.
Client Associate Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- Morgan Stanley24
- Bank of America10
- JPMorganChase7
- UBS7
- City National Bank5
Top Industries Hiring
- Investment & Asset Management33
- Banking & Financial Services25
- Law & Legal Services16
- Technology & Software12
- Marketing & Advertising7
What California Employers Look For
The qualifications that appear most often in client associate jobs across California.
- FINRA Series 7 or Series 63 license, or willingness to obtain within a defined period
- Bachelor's degree in finance, business, economics, or a closely related field
- One or more years of client-facing experience in financial services or wealth management
- Proficiency with CRM platforms and financial account management systems
- Strong written and verbal communication skills for high-net-worth client interaction
- Ability to work on-site in a California branch office during core business hours
Client Associate Jobs in California: Frequently Asked Questions
How do you become a client associate in California?
Most client associate roles in California require a bachelor's degree in finance, business, or economics alongside FINRA registration, typically a Series 7 and Series 63 or 66 license. FINRA administers licensing exams directly, and many California firms sponsor candidates through the process after a conditional hire. Candidates without a license can still apply, as employers commonly require only that you obtain it within a set window of starting.
How much do client associates make in California?
Client associates in California earn a median of about $77,960 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $56,200 for the lowest 10% to over $125,520 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire client associates in California?
Employers hiring client associates in California right now include Morgan Stanley, Bank of America, and JPMorganChase, based on current listings on Migrate Mate as of June 2026. California's concentration of wealth management offices, regional bank branches, and independent RIA firms means openings appear across a wide range of employer sizes, from global wirehouses to boutique advisory practices in the Bay Area and Southern California.
Which California cities have the most client associate jobs?
San Francisco, Los Angeles, and Palo Alto have the most client associate openings in California. The concentration in San Francisco and Los Angeles reflects the density of major brokerage offices, private banks, and wealth management firms headquartered or regionally anchored in those metros, while San Diego draws demand from a growing base of financial advisory practices and regional offices of national firms.
Are there remote client associate jobs in California?
Yes, but they're less common than in purely desk-based roles because client associate work often involves in-person relationship management and branch support. About 14% of client associate openings tied to California are remote or hybrid as of June 2026, with most of those concentrated in back-office support, account servicing, and operational coordination rather than front-line client contact roles.
How can I get hired as a client associate in California with little or no experience?
The most realistic entry path is applying to financial services associate or client service representative roles at large California branch operations, where firms like Wells Fargo and Merrill Lynch run structured new-hire training programs that include sponsorship toward FINRA licensing. Adjacent roles in bank teller, customer service, or operations support at California credit unions or regional banks give relevant experience that hiring managers recognize. Completing a FINRA Series 63 exam before applying gives candidates a measurable edge even without prior industry experience.
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 from employers actively hiring right now. Find the roles that fit your background and apply directly to each one.
See All 123+ Client Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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