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Client Service Representative in Thousand Oaks, CA

Client Service Representative job description

Client service representatives should have experience working with financial instruments and proficiency in Microsoft Office tools and database technology. Candidates must be strong communicators with proven customer service skills. A bachelor’s degree in finance or business is required. Many firms look for candidates with at least one year of experience working in the financial services industry.

Typical client service representative duties: include:

Resolving client service issues thoroughly and courteously Helping clients with deposits and withdrawals, transfers, and other account activity Informing clients about product availability and attributes Helping to develop client service systems, policies, and procedures Coordinating with other customer service divisions to drive client satisfaction

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Salary for Client Service Representative in Thousand Oaks, CA

72390 - 134620

Low
72390
The candidate is new to the role or has limited experience and is still developing core skills.
Mid
104775
The candidate has moderate experience in the role or one similar, meets most requirements and may hold transferable skills or relevant certifications.
High
134620
The candidate has extensive experience in the role, demonstrates advanced skills and often brings specialized certifications or industry experience.
Projected salaries for related positions Job title Low Mid High Operations Director 171450 207645 244475 Operations Manager 114300 142875 169863 Mortgage Underwriter 78740 97790 130810 Mortgage Processor 42863 53658 72708 Loan Processor 51118 60643 76200 Loan Administrator 44450 51435 63818 Performance Analyst 76835 94298 116523 Trader/Sales Assistant 68263 84138 100013

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The salary benchmarks in the Salary Guide From Robert Half are the result of a rigorous, multistep process designed to reflect projected market trends for 2027. They are based on actual compensation for professionals Robert Half has placed nationwide, along with third-party job posting data from Textkernel that we use for independent validation. Learn more about our methodology.
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