Client Service Associate - $4B+ AUM!
Robert Half
Listing collected from Robert Half's career site. NextChapter is independent of Robert Half.
Walnut Creek, CA · Posted November 4, 2026
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Where Walnut Creek, CA ranks
Where Walnut Creek, CA placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #14Best cities for junior jobs in California31% · of 54
- #16Cities with the most hybrid jobs in the West Coast14% · of 66
- #20Best cities for junior jobs in the West Coast31% · of 71
Rankings about customer success jobs
- Best cities for customer success jobs #1 New York (367 openings)
- Employers with the most customer success jobs #1 Gallagher (167 roles)
Customer Success jobs · Top Customer Success employers · All rankings
Pay compared with the market
This listing does not state pay. Across 72 open client service associate listings that state pay, the middle half runs $49,500 to $72,000 and the median is $63,500.
Listed pay is what employers advertise, not what people are paid.
Client Service Associate salaries by state · Check your own pay
How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support....