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.
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The Whole Pet Vet Hospital & Wellness Center is seeking an outgoing Client Service Representative to serve as the welcoming face of our hospital. In this fast-paced role, you will create exceptional client experiences, build trust through compassionate service, manage appointments and daily patient flow, handle multi-line phones and in-person interactions, process transactions, and support clients with essential information about our services. Ideal candidates are friendly, detail-oriented, highly organized, and thrive in a team-focused customer service environment.
Schedule and compensation:
- Compensation: $24 - $26 per hour, for each hour worked
- This is a full-time position, with a 5/8 schedule and availability needed Monday through Friday and 2 weekend inventory days per year.
Full-time Benefits Package*:
- Health package: Medical, dental, and vision insurance with choice of United Healthcare or Kaiser Permanente
- Life insurance and disability
- Employee Assistance Program
- 401k with company match starting in 2027
- Paid time off in accordance with site policy and applicable law
- Personal pet discount
- Uniform allowance
- Part-time team members may be eligible for limited benefits in accordance with company policy and state law
Minimum qualifications and skill set:
- 2+ years of experience in a customer service, reception, or client-facing role
- Previous veterinary receptionist or healthcare-related front-desk experience preferred
- Fear Free Certification or willingness to become certified
- Proficiency in the following skills:
- Ability to manage a multi-phone line system while assisting in-person clients
- Exceptional verbal and written communication skills
- Ability to provide compassionate, professional service to clients during both routine and emotionally sensitive situations
- Strong organizational and time management skills
- Experience scheduling appointments and coordinating calendars preferred
- Ability to accurately process payments and maintain financial records
- Positive attitude and willingness to collaborate with a team
- Ability to remain calm, professional and solution-oriented during busy periods
About us:
The Whole Pet Vet Hospital and Wellness Center in Los Gatos, CA is a modern, progressive practice offering integrative care including rehab and acupuncture. We practice Fear Free handling to ensure the comfort and well-being of our patients during their visits. Our team approaches every aspect of our patients' wellness to provide the highest quality, comprehensive care. We are proud to meet not only the needs of our patients through excellent medicine and service, but also the needs of our team by prioritizing a positive culture and work-life balance.
#LI-RX1
Western Veterinary Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, pregnancy, childbirth or related conditions, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Western Veterinary Partners is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in the job application process. If you need assistance or an accommodation due to a disability, please contact hr@westernvetpartners.com. Hiring decisions will be based on merit, qualifications and the legitimate needs of the business.
Candidate Privacy Notice
The Whole Pet Vet Hospital & Wellness Center is seeking an outgoing Client Service Representative to serve as the welcoming face of our hospital. In this fast-paced role, you will create exceptional client experiences, build trust through compassionate service, manage appointments and daily patient flow, handle multi-line phones and in-person interactions, process transactions, and support clients with essential information about our services. Ideal candidates are friendly, detail-oriented, highly organized, and thrive in a team-focused customer service environment.
Schedule and compensation:
- Compensation: $24 - $26 per hour, for each hour worked
- This is a full-time position, with a 5/8 schedule and availability needed Monday through Friday and 2 weekend inventory days per year.
Full-time Benefits Package*:
- Health package: Medical, dental, and vision insurance with choice of United Healthcare or Kaiser Permanente
- Life insurance and disability
- Employee Assistance Program
- 401k with company match starting in 2027
- Paid time off in accordance with site policy and applicable law
- Personal pet discount
- Uniform allowance
- Part-time team members may be eligible for limited benefits in accordance with company policy and state law
Minimum qualifications and skill set:
- 2+ years of experience in a customer service, reception, or client-facing role
- Previous veterinary receptionist or healthcare-related front-desk experience preferred
- Fear Free Certification or willingness to become certified
- Proficiency in the following skills:
- Ability to manage a multi-phone line system while assisting in-person clients
- Exceptional verbal and written communication skills
- Ability to provide compassionate, professional service to clients during both routine and emotionally sensitive situations
- Strong organizational and time management skills
- Experience scheduling appointments and coordinating calendars preferred
- Ability to accurately process payments and maintain financial records
- Positive attitude and willingness to collaborate with a team
- Ability to remain calm, professional and solution-oriented during busy periods
About us:
The Whole Pet Vet Hospital and Wellness Center in Los Gatos, CA is a modern, progressive practice offering integrative care including rehab and acupuncture. We practice Fear Free handling to ensure the comfort and well-being of our patients during their visits. Our team approaches every aspect of our patients' wellness to provide the highest quality, comprehensive care. We are proud to meet not only the needs of our patients through excellent medicine and service, but also the needs of our team by prioritizing a positive culture and work-life balance.
#LI-RX1
Western Veterinary Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, pregnancy, childbirth or related conditions, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Western Veterinary Partners is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in the job application process. If you need assistance or an accommodation due to a disability, please contact hr@westernvetpartners.com. Hiring decisions will be based on merit, qualifications and the legitimate needs of the business.
Candidate Privacy Notice
See All 101+ 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
- GHD13
- Morgan Stanley8
- Banfield Pet Hospital7
- Western Veterinary Partners5
- Stifel4
Top Industries Hiring
- Consulting & Professional Services18
- Insurance4
- Law & Legal Services2
- Healthcare & Medical Services2
- Investment & Asset Management2
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 GHD, Morgan Stanley, and Banfield Pet Hospital, per current listings on Migrate Mate as of August 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 San Diego 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 42% of client service associate openings tied to California are remote or hybrid as of August 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 101+ Client Service Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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