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Associate Client Manager Jobs in Simi Valley, CA

TAIT

Client Support Manager

Burbank, CA · On-site

Manage and exceed client expectations to agree on clear scope, schedule, and contract. * Ensure ... Associates or Bachelors degree preferred * 5+ years experience working in a customer support or ...

Tait

Client Support Manager

Burbank, CA · On-site

Manage and exceed client expectations to agree on clear scope, schedule, and contract. * Ensure ... Associates or Bachelors degree preferred * 5+ years experience working in a customer support or ...

Pointwealth Management

Client Service Associate

Encino, CA · On-site

$55K - $85K/yr

This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a ...

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All JobsAssociate Client JobsAssociate Client Manager JobsAssociate Client Manager Jobs in Simi Valley, CA

Associate Client Manager information

See Simi Valley, CA salary details

$12

$26

$52

How much do associate client manager jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate client manager in Simi Valley, CA is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $30.77 per hour, depending on experience, location, and employer.

What does an associate client manager do?

An Associate Client Manager is responsible for supporting senior client managers in maintaining and growing relationships with clients. They assist with project management, client communications, and the delivery of products or services to ensure client satisfaction. Their role often includes data analysis, preparing reports, coordinating with internal teams, and addressing client needs or concerns. This position serves as a key link between the client and the company, helping to ensure smooth operations and the successful execution of client projects.

How does an associate client manager typically collaborate with internal teams to meet client needs?

As an Associate Client Manager, you'll work closely with cross-functional teams such as sales, marketing, product development, and customer support to ensure client objectives are met. This role often involves coordinating meetings, sharing client feedback, and aligning internal resources to deliver tailored solutions. Effective communication and organizational skills are key, as you'll act as the main point of contact between clients and your company, ensuring that all stakeholders are informed and engaged throughout project lifecycles.

What are the key skills and qualifications needed to thrive as an associate client manager, and why are they important?

To thrive as an Associate Client Manager, you need strong analytical skills, a solid understanding of client relationship management, and preferably a degree in business, marketing, or a related field. Familiarity with CRM software, data analysis tools such as Excel or Tableau, and project management systems is typically required. Exceptional communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These competencies are vital for fostering client satisfaction, driving business growth, and ensuring seamless project execution.

What is the difference between Associate Client Manager vs Client Manager?

AspectAssociate Client ManagerClient Manager
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, extensive experience in client management
Work EnvironmentSupportive team, entry to mid-level client interactionsLeadership role, direct client engagement, strategic planning
Employer & Industry UsageFinancial services, marketing, consulting firmsFinancial institutions, advertising agencies, consulting firms
Common Search & ComparisonEntry to mid-level client support rolesSenior client relationship management

The Associate Client Manager typically handles support tasks and assists in client interactions, often requiring a bachelor's degree and relevant certifications. The Client Manager role involves more direct client engagement, strategic planning, and leadership responsibilities. While both roles are vital in client-facing industries, the Associate Client Manager is an entry to mid-level position, whereas the Client Manager is more senior and strategic.

What cities near Simi Valley, CA are hiring for Associate Client Manager jobs?

Cities near Simi Valley, CA with the most Associate Client Manager job openings:

Associate Client Manager jobs near you
Infographic showing various Associate Client Manager job openings in Simi Valley, CA as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $54,570 per year, or $26.2 per hour.

Senior Registered Client Associate

UBS

Westlake Village, CA • On-site

Full-time

Re-posted 14 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 174 rated banks

Job description

Key responsibilities
A Client Associate services clients and provides operational and administrative support to Financial Advisors. This role requires the employee to be fully registered. Must have at least 5 years of industry experience.
Key Responsibilities:
• Educate clients on account services and capabilities
• Input client information into the financial planning tools and Firm tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service requests
Key Deliverables:
• Leverage communication channels to enhance relationships with clients
• Maintain management systems with up to date client information
• Organize logistics for team marketing events and maintain marketing materials
• Provide team with calendar detailing daily, weekly and monthly activities
• Identify service opportunities for clients
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll be working with a dynamic, growing team in Westlake Village benefiting our clients by offering all the firm has to offer. As a senior registered client associate, you'll play an important role within the team leading client service focus.
Your skills and experience
• series 7 and 66 licenses
• ideally 5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on day to day client service
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - Westlake Village / T min USD 85000 - max USD 120000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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