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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Overview

Open roles174+
Top employerBanfield Pet Hospital
Top cityLos Angeles, CA
Cities hiring84
Work type47% Hybrid
Top industryConsulting

Showing 5 of 174+ Client Service Associate jobs

Client Service Coordinator
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Added 2d ago
Client Service Coordinator
Ethos Veterinary Health
Redwood City, California
Customer Service
Customer Success
Customer Support
$22 - $26/hr
High school diploma or GED
10,000+

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Wealth Management Client Service Associate
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Added 2d ago
Wealth Management Client Service Associate
Pacific Pointe Advisors
Seal Beach, California
Brand & Social Media
Content & Communications
Marketing
$65k - $80k/yr
Remote (US)
Bachelor's degree

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Client Service Manager
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Added 2d ago
Client Service Manager
Gallagher
San Diego, California
Customer Service & Support
Account Management
Partnerships & Business Development
$63k - $122k/yr
On-Site
Bachelor's
10,000+

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Client Service Representative – Mental Health Practice
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Added 3d ago
Client Service Representative – Mental Health Practice
HERMOSILLO FAMILY THERAPY INC.
Covina, California
Customer Service
Customer Service & Support
Customer Support
$18 - $25/hr
Hybrid
Overseeing health insurance pre-certification

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Client Service Coordinator
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Added 3d ago
Client Service Coordinator
Coast to Coast Wealth Management
Carlsbad, California
Administrative & Office Support
Customer Service
Project Management
$60k - $75k/yr
On-Site
Associate's degree

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See All 174+ Client Service Associate Jobs in California

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Client Service Associate Jobs by City in California

Where California roles are concentrated, by current openings.

Los Angeles
20 jobs
San Francisco
17 jobs
Newport Beach
9 jobs
San Diego
8 jobs
San Jose
6 jobs
Sacramento
5 jobs
Walnut Creek
5 jobs
Long Beach
4 jobs
Brea
3 jobs

Client Service Associate Job Market in California

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

Who's Hiring

  • Banfield Pet Hospital23
  • Morgan Stanley18
  • GHD13
  • Western Veterinary Partners7
  • Gallagher5

Top Industries Hiring

  • Consulting & Professional Services18
  • Insurance3
  • Technology & Software2
  • Animal Care & Pet Services2
  • Banking & Financial Services2

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 November 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 Newport Beach 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 59% of client service associate openings tied to California are remote or hybrid as of November 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 174+ 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