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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Veterinary Client Service Coordinator
$22.00–$26.00/hour (DOE)
Full-Time | Four 10-Hour Shifts | Redwood City, CA
Weekend and Some Holiday Availability Required
SAGE Veterinary Centers – Redwood City is hiring a Veterinary Client Service Coordinator to join our Emergency & Specialty hospital.
If you have strong customer service, hospitality, veterinary reception, or medical front desk experience and enjoy helping people in a fast-paced environment, this is an opportunity to build your career with one of the Bay Area's leading specialty veterinary hospitals.
Responsibilities
In your day-to-day, you will:
- Welcome clients and patients and provide professional, compassionate service.
- Manage client check-in and check-out for Emergency and Specialty appointments.
- Answer multi-line phones, emails, and client questions.
- Schedule appointments, procedures, and specialty consultations.
- Communicate hospital services, policies, and next steps clearly to clients.
- Maintain accurate and confidential client and patient records.
- Prepare invoices, calculate fees, process payments, and support financial transactions.
- Coordinate with veterinarians, Veterinary Technicians, and other hospital teams.
- Help manage client flow and front desk operations during busy periods.
- Support pet owners during emergency and emotionally difficult situations.
- Remain calm, organized, and solutions-focused as hospital priorities change.
Qualifications
- High school diploma or equivalent.
- Minimum one year of customer service experience.
- Veterinary hospital, animal hospital, medical reception, healthcare, or hospitality experience strongly preferred.
- At least one year of hospitality experience providing a welcoming client experience.
- Excellent verbal and written communication skills.
- Strong organization and multitasking skills.
- Comfortable working in a busy Emergency & Specialty veterinary environment.
- Strong computer skills, including Microsoft Word, Excel, and Outlook.
- Accurate data entry and typing speed of 45+ WPM.
- Proficiency using a 10-key calculator.
- Compassionate and professional approach when assisting clients during stressful situations.
- Ability to maintain confidentiality and adapt to changing priorities.
Benefits
Full-time benefits may include:
- Medical, dental, and vision insurance
- Life and disability insurance
- 401(k) with employer contribution
- Paid vacation and sick leave
- Three weeks accrued paid time off
- Flexible Spending Accounts (FSA)
- Employee Assistance Program (EAP)
- Health and wellness resources
- Ongoing training and professional development
- Career advancement opportunities within Ethos Veterinary Health
Why SAGE Redwood City?
SAGE Redwood City is an Emergency & Specialty veterinary hospital serving pets and families throughout the San Francisco Peninsula and Bay Area. Our Client Service team works closely with Emergency clinicians, specialists, Veterinary Technicians, and support teams to create a compassionate and organized experience from arrival through discharge.
This position is a great fit for someone with experience as a Veterinary Receptionist, Veterinary Customer Service Representative, Client Service Representative, Client Care Coordinator, Medical Receptionist, Front Desk Coordinator, or Veterinary Client Service Coordinator who wants to grow in specialty and emergency veterinary medicine.
About Ethos Veterinary Health
Ethos Veterinary Health, part of the NVA Group, is a network of more than 140 specialty and emergency veterinary hospitals committed to advancing veterinary medicine through exceptional care, collaboration, learning, and innovation.
Join Us
If you're passionate about customer service and want to support pets and their families during some of the moments when they need us most, we'd love to hear from you.
Apply today to join the Client Service team at SAGE Redwood City.
Equal Opportunity Employer
Ethos is an Equal Opportunity Employer. Ethos does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status, or any other basis covered by applicable law. All employment decisions are based on qualifications, competence, merit, and business need.
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See All 174+ Client Service Associate Jobs in California
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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 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.
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