Client Service Associate Jobs in California
Client Service Associate jobs in California are among the most active in the country, concentrated in financial services, wealth management, insurance, and banking across a market that runs from boutique advisory firms to major institutional players at every experience level. Los Angeles, San Francisco, and San Diego account for the largest share of openings, where firms like Charles Schwab, Wells Fargo, and Fidelity Investments maintain significant California operations. The most in-demand specialties are brokerage support, retail banking service, and investment account administration. Scan the live roles below and apply to whichever ones fit.
Find Client Service Associate JobsOverview
Showing 5 of 151+ Client Service Associate jobs
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
The pay range for this role is
The pay range listed reflects a general hiring range for the area , with the specific rate determined based on the candidate’s experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Here at Banfield, w e prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out s ome of o ur “ M eow-velous” benefits:
Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered .
Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.*
Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
Paid Time Off and Holidays: Take a break , recharge your wellbeing , and celebrate days of personal significance with paid time off and holidays. *
Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.*
Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you’ll have financial protection .
Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.*
Back-Up Child and Elder Care & Family Support Resources : When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.*
Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.*
Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.*
Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.*
Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.*
Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.*
Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable. *
Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
The pay range for this role is
The pay range listed reflects a general hiring range for the area , with the specific rate determined based on the candidate’s experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Here at Banfield, w e prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out s ome of o ur “ M eow-velous” benefits:
Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered .
Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.*
Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
Paid Time Off and Holidays: Take a break , recharge your wellbeing , and celebrate days of personal significance with paid time off and holidays. *
Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.*
Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you’ll have financial protection .
Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.*
Back-Up Child and Elder Care & Family Support Resources : When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.*
Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.*
Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.*
Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.*
Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.*
Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.*
Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable. *
Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).
See All 151+ Client Service Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Client Service Associate JobsClient Service Associate Jobs by City in California
Where California roles are concentrated, by current openings.
Client Service Associate Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- Banfield Pet Hospital17
- Morgan Stanley14
- GHD13
- California Bank & Trust10
- Western Veterinary Partners5
Top Industries Hiring
- Consulting & Professional Services18
- Investment & Asset Management4
- Animal Care & Pet Services3
- Science & Research1
- Banking & Financial Services1
What California Employers Look For
The qualifications that appear most often in client service associate jobs across California.
- FINRA Series 7 or Series 66 license preferred or required by most California financial services employers
- Bachelor's degree in finance, business, economics, or a closely related field
- One to three years of client-facing experience in financial services or banking
- Proficiency with CRM platforms such as Salesforce and brokerage back-office systems
- Strong written and verbal communication skills for handling high-net-worth client inquiries
- Familiarity with California consumer protection regulations and FINRA compliance requirements
Client Service Associate Jobs in California: Frequently Asked Questions
How do you become a client service associate in California?
Most California employers require a bachelor's degree in business, finance, or a related field, though some will consider equivalent experience. For roles at broker-dealers and registered investment advisers, hiring managers commonly expect or sponsor candidates for FINRA licensing, particularly the Series 7 and Series 66, which are administered through FINRA and recognized statewide. Entry-level candidates who complete these exams before applying are consistently preferred over those who haven't started the process.
Which companies hire client service associates in California?
Companies currently hiring client service associates in California include Banfield Pet Hospital, Morgan Stanley, and GHD, per current listings on Migrate Mate as of September 2026. California's concentration of wealth management firms, regional banks, and insurance carriers means steady demand from both national brands and well-established regional players.
Which California cities have the most client service associate jobs?
Los Angeles, San Francisco, and Irvine have the most client service associate openings in California. Los Angeles and San Francisco drive the largest volumes given their dense concentrations of financial institutions, private wealth management offices, and insurance headquarters, while San Diego's growing fintech sector and established military-affiliated financial services firms add meaningful demand in Southern California.
Are there remote client service associate jobs in California?
Yes, and more than many service roles, because client service associates in financial services frequently handle work that can be done by phone, email, and account management systems. About 53% of client service associate openings tied to California are remote or hybrid as of September 2026, reflecting the desk-based nature of much of the work. Account administration and inbound client support tend to be the most remote-friendly functions within the role.
How can I get hired as a client service associate in California with little or no experience?
The most realistic entry path is a bank teller, personal banker, or retail branch role at a California institution like Bank of America, Wells Fargo, or a regional credit union, which builds the client-facing and compliance fundamentals hiring managers look for. Large California broker-dealers and asset managers also run associate development programs that onboard candidates without prior investment experience and sponsor them through FINRA licensing. Completing even the Series 7 exam before applying, or holding a FINRA Securities Industry Essentials certificate, gives candidates a measurable edge over the general applicant pool.
Where can I find and apply to client service associate jobs in California?
You can find and apply to client service associate jobs in California on Migrate Mate, which lists current California openings in one place. Search the roles available, find the ones that match your background and location, and apply directly to the ones that fit.
See All 151+ Client Service Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Client Service Associate Jobs