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Client Service Associate

Vodia Ventures

Burlingame, CA · $70k–$90k a year · Posted November 5, 2026

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More in California job market · All Client Service Associate jobs (187) · Financial Services & Banking · Customer Success jobs

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Pay compared with the market

This listing pays about $80,000 a year. 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. That is 26% above the median, above the middle half of those listings.

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.

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Skills this job asks for

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  • CRM
  • Salesforce

About the job

... Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar...