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Client Manager Jobs in Simi Valley, CA (NOW HIRING)

City National Bank

Client Manager

Los Angeles, CA · On-site

CLIENT MANAGER WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch ...

Bank of America

Private Client Manager II

Los Angeles, CA · On-site

$110K - $215K/yr

Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...

Bank of America

Private Client Manager II

Los Angeles, CA · On-site

$110K - $215K/yr

Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...

City National Bank

Client Officer

Inglewood, CA · On-site

$22.27 - $33.43/hr

Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. Monitors and maintains operations procedures for compliance ...

City National Bank

Client Officer Senior

Los Angeles, CA · On-site

$24.46 - $36.69/hr

Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. • Monitors and maintains operations procedures for ...

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Client Manager information

See Simi Valley, CA salary details

$34.1K

$68.2K

$110.5K

How much do client manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for client manager in Simi Valley, CA is $68,237.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $80,500.00 per year, depending on experience, location, and employer.

What does a client manager do?

A Client Manager is responsible for maintaining and growing relationships with an organization’s clients. They serve as the main point of contact, ensuring clients' needs are met and addressing any issues or concerns. Their duties often include managing client accounts, communicating regularly with clients, coordinating with internal teams to deliver products or services, and identifying opportunities for upselling or cross-selling. The goal of a Client Manager is to foster client satisfaction and loyalty, ultimately contributing to the company’s growth.

What are some common challenges client managers face when handling multiple client accounts simultaneously?

Client Managers often juggle several client accounts at once, which can present challenges such as managing competing priorities, ensuring consistent communication, and meeting diverse expectations. Time management and organization skills are crucial, as is the ability to quickly adapt to different client needs and industry sectors. Building strong relationships with both clients and internal teams helps mitigate misunderstandings and ensures deadlines and deliverables are met. Regular check-ins, clear documentation, and proactive problem-solving are key strategies to successfully navigate these challenges.

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

To excel as a Client Manager, you need strong relationship-building, account management, and negotiation skills, typically supported by a degree in business or a related field. Familiarity with CRM software, project management tools, and data analysis systems is commonly required. Exceptional communication, problem-solving abilities, and emotional intelligence help you stand out when managing client expectations and fostering loyalty. These skills and qualities are crucial for maintaining client satisfaction, growing business accounts, and ensuring long-term partnerships.

What is the difference between Client Manager vs Account Executive?

AspectClient ManagerAccount Executive
Primary RoleMaintains client relationships, ensures client satisfaction, manages ongoing accountsGenerates new business, acquires new clients, presents products/services
Required SkillsCustomer service, communication, relationship managementSales, negotiation, presentation skills
Work EnvironmentLong-term client engagement, account management teamsSales pitches, client meetings, prospecting
Industry UsageCommon in consulting, marketing, techCommon in sales, advertising, tech

While both roles involve client interaction, a Client Manager focuses on maintaining and growing existing client relationships, ensuring satisfaction and retention. An Account Executive primarily works on acquiring new clients and closing sales. Understanding these differences helps in choosing the right career path or job search focus.

How do I become a client manager?

To become a client manager, typically one needs a bachelor's degree in business, marketing, or a related field, along with experience in customer service or sales. Strong communication, relationship management skills, and proficiency with CRM software are important. Gaining relevant certifications, such as Certified Client Management Professional (CCMP), can also enhance prospects.

Is a client manager a good job?

A client manager is a professional responsible for maintaining client relationships, ensuring customer satisfaction, and supporting business growth. The role often requires strong communication, problem-solving skills, and familiarity with customer management tools. It can offer stable employment and opportunities for advancement in various industries.

What is the role of a client manager?

A client manager is responsible for maintaining and strengthening relationships with clients, understanding their needs, and ensuring their satisfaction. They coordinate communication between clients and internal teams, often using CRM tools, and work to retain clients and identify opportunities for account growth.
More about Client Manager jobs

What are the most commonly searched types of Client jobs in Simi Valley, CA?

The most popular types of Client jobs in Simi Valley, CA are:

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

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

Client Manager jobs near you
Infographic showing various Client Manager job openings in Simi Valley, CA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $68,237 per year, or $32.8 per hour.

Client Manager

Los Angeles, CA • On-site

City National Bank
See more jobs at City National Bankexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

CLIENT MANAGER
WHAT IS THE OPPORTUNITY?
Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
  • Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly.
  • Partner with Private Banker in profiling across the full spectrum of the needs of PB target segments. Utilize planning capabilities and proactively offer customized solutions to all clients.
  • Identity new opportunities by deepening and broadening existing relationships.
  • Participate with CNB team on sales calls. Help Banker facilitate pre-brief and de-brief meetings.
  • Assume primary responsibility for on-boarding new clients or expanding current clients with new investment management and trust, new loan facilities, new deposits, and all other solutions. Lead coordination with all partners to ensure a smooth and seamless on-boarding process.
  • Manage relationships with the Private Banker and client team in planning, delivery and regular review with clients including the obtaining of information to complete the 360 reviews.
  • Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
  • Proactively communicate with clients about current conditions in the financial markets and necessary adjustments and discuss/recommend changes to their existing solution set. Ensure full client team is coordinated on communication.
  • Work closely with Credit Team members in analyzing the financial needs of clients and monitoring their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that required financial information is received in a timely manner and coordinate the preparation of loan documents and subsequent signing.
  • Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients.
  • Work with the Private Banker and rest of Client Team to ensure preparation of all presentation and review materials.
  • For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO.
  • Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilitates).
  • Communicate in a timely and productive manner with clients and with all risk areas, especially the credit team when there is a borrowing relationship.
  • Ensure renewal, covenant monitoring, and related documents are received in a timely manner.
  • Ensure the bank has a current Investment Policy Statement that is aligned with the client's objectives.
  • Maintain all appropriate training and continuing education requirements for licenses and certifications.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • Bachelor's Degree or equivalent
  • Minimum 10 years of relationship management experience in financial services; preferably one or more of the following: asset management, banking/credit, personal trust, and brokerage services.
  • Minimum of 8 years of experience working with high net worth clients.
  • Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.

Additional Qualifications
  • 10 years of experience in financial services and 8 years of experience working with high net worth clients.
  • Possesses a proven track record of strong relationship management skills.
  • Proactively contribute suggestions and demonstrate- productive collaboration with the team of Private Bankers supported and with Line of Business and product partners.
  • FINRA Series 7 and 63 and 65 or 66 Preferred

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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