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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The Client Service Associate provides proactive advisor level support while maintaining a high level of customer service. The ideal candidate will play an integral role in the office, working closely with a group of Advisors and acting as a direct liaison to clients. The candidate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. You will be responsible for a variety of research and special projects, and will be in charge of reporting, high level and critical correspondence, and working collaboratively in an exciting and high touch professional environment.
Responsibilities
- Serve as a resource to multiple financial advisors in supporting client relationships
- Assist in the implementation of new client accounts and the ongoing servicing of existing clients
- Managing travel & expenses, including making travel arrangements and processing expenses for team members
- Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
Qualifications
- Bachelor's Degree preferred but not required
- Strong proficiency in Microsoft Office
- Excellent analytical skills and problem-solving abilities
- Exemplary interpersonal and communication skill
- Knowledge of financial industry and investment products preferred but not required
Salary and Benefits
- Hourly or salary compensation structure based on experience
- Part time or full time available
- If full time, a hybrid in office / work from home is available
- Paid company healthcare
- Paid time off
Company
- Pacific Pointe Advisors is a fast-growing, family centered wealth management firm providing sound financial guidance and advice. We provide financial planning, financial advice, and comprehensive wealth management to an array of households.
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Work Location: In person
See All 163+ 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 Stanley18
- JPMorganChase16
- TravisMathew Apparel11
- UBS7
- Bank of America7
Top Industries Hiring
- Banking & Financial Services11
- Fintech5
- Investment & Asset Management5
- Technology & Software1
- Consulting & Professional Services1
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 Morgan Stanley, JPMorganChase, and TravisMathew Apparel and others right now, based on current listings on Migrate Mate as of November 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, Los Angeles, and Newport Beach 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 42% of client associate openings tied to California are remote or hybrid as of November 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 163+ Client Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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