Client Specialist Jobs in California

Client Specialist jobs in California are concentrated in financial services, wealth management, insurance, and technology, with demand at every level from associate to senior client specialist. The largest hiring markets are Los Angeles, San Francisco, and San Diego, where firms like Wells Fargo, Charles Schwab, and Salesforce maintain major operations and post consistently. The most in-demand specialties are relationship management, financial services client support, and SaaS account servicing. Scan the live roles below and apply to whichever ones fit.

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Overview

Open roles66
Top employerAssocia
Top cityLos Angeles, CA
Cities hiring38
Work type50% On-site
Top industryInsurance

Showing 5 of 66+ Client Specialist jobs

Christie's Place
Client Relations & Enrollment Specialist
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Christie's Place
Added 1d ago
Client Relations & Enrollment Specialist
Christie's Place
San Diego, California
Corporate Training
Corporate Training & Learning Development
Learning & Development
Teaching & Instruction
Bachelor's degree in social work
11-50

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W
Client Success Specialist
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W
Added 1d ago
Client Success Specialist
WildBrain CPLG
Los Angeles, California
Business Development
Growth Marketing
Marketing
$72k - $90k/yr
Hybrid

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Staffmark
Client Relationship Specialist
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Staffmark
Added 1d ago
Client Relationship Specialist
Staffmark
Sacramento, California
Customer Service & Support
Recruiting & Talent Acquisition
Account Management
$20 - $30/hr
On-Site
Bachelor's
1,001-5,000

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WildBrain
Client Success Specialist
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WildBrain
Added 1d ago
Client Success Specialist
WildBrain
Los Angeles, California
Business Strategy
Product Management
Project & Program Management
Project Management
$72k - $90k/yr
Hybrid
1,001-5,000

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L
Client Specialist
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L
Added 1d ago
Client Specialist
Lockhart Law Firm, APC
Murrieta, California
Business Strategy
Consulting & Professional Services
Strategy & Corporate Development
$21 - $25/hr
On-Site
High school diploma or GED

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See All 66 Client Specialist Jobs in California

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Client Specialist Jobs by City in California

Where California roles are concentrated, by current openings.

Los Angeles
13 jobs
San Diego
6 jobs
Sacramento
3 jobs
San Francisco
3 jobs
Irvine
2 jobs
Glendale
2 jobs
Healdsburg
2 jobs
Santa Clara
2 jobs
Newport Beach
2 jobs

Client Specialist Job Market in California

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

Who's Hiring

Associa
Associa2 open roles
Veritext
Veritext2 open roles
Plumas Bank
Plumas Bank2 open roles

Top Industries Hiring

  • Insurance
  • Medical Devices
  • Staffing & Recruiting
  • Investment & Asset Management

What California Employers Look For

The qualifications that appear most often in client specialist jobs across California.

  • Bachelor's degree in business, finance, communications, or a related field
  • Two or more years of client-facing experience in financial services or technology
  • Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
  • Strong written and verbal communication skills for client-facing interactions
  • Ability to manage multiple client accounts and meet service-level expectations
  • Experience coordinating with internal teams to resolve client issues and escalations

Client Specialist Jobs in California: Frequently Asked Questions

How do you become a client specialist in California?

Most client specialist roles in California require a bachelor's degree in business, finance, or a related field, along with demonstrated client-facing experience. For financial services roles, California employers often expect candidates to hold or pursue FINRA Series 7 or Series 63 licenses, administered through FINRA and required by the California Department of Financial Protection and Innovation for certain client-advisory functions. A background in account management, customer success, or relationship banking provides the most direct path into the role.

Which companies hire client specialists in California?

Employers hiring client specialists in California right now include Associa, Veritext, and Plumas Bank, based on current listings on Migrate Mate as of August 2026. California's concentration of financial institutions, enterprise technology companies, and insurance carriers means hiring is particularly active in the Bay Area and greater Los Angeles.

Which California cities have the most client specialist jobs?

Los Angeles, San Diego, and Sacramento lead California for client specialist openings. Los Angeles and San Francisco drive the largest share of postings because of their density of financial services firms, technology headquarters, and insurance carriers, while San Diego's growing biotech sector and wealth management industry pull strong demand in the south.

Are there remote client specialist jobs in California?

Yes, and more than many client-facing roles. About 50% of client specialist openings tied to California are remote or hybrid as of August 2026, reflecting how much of the role relies on phone, email, and CRM-based communication rather than in-person presence. Fully remote positions are most common in SaaS and financial technology companies, where the client base is national and tools-based workflows are the norm.

How can I get hired as a client specialist in California with little or no experience?

The most realistic entry path is through a customer service or sales associate role at a California bank, insurance carrier, or enterprise software company, then stepping into a client specialist title once you have account management exposure. Large California employers like Bank of America, Fidelity Investments, and Zendesk regularly hire associates without deep specialist experience and provide structured onboarding. Pursuing a FINRA Series 63 license while applying signals seriousness for financial services roles, and a portfolio of client communication samples helps for technology and SaaS positions.

Where can I find and apply to client specialist jobs in California?

You can find and apply to client specialist jobs in California on Migrate Mate, which lists current California openings. Search the roles available, find the positions that match your experience and location, and apply directly to the ones that fit.

See All 66 Client Specialist Jobs in California

Find roles in California that match your experience and apply in just a few clicks.

Find Client Specialist Jobs