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Client Relations Associate Jobs in California (NOW HIRING)

Heimat

Member Relations

Los Angeles, CA · On-site

$43K - $53K/yr

Member Relations Member Relations plays an integral role in providing an elevated, seamless experience for HEIMAT members and guests. This role is responsible for welcoming members, providing ...

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Client Relations Associate information

See California salary details

$24.7K

$46.5K

$66.1K

How much do client relations associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for client relations associate in California is $46,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $49,300.00 per year, depending on experience, location, and employer.

What is a client relations associate?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

What are the key skills and qualifications needed to thrive as a client relations associate?

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.

How does a client relations associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

What is the difference between Client Relations Associate vs Customer Service Representative?

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

What are the most commonly searched types of Client Relations jobs in California?

The most popular types of Client Relations jobs in California are:

What are popular job titles related to Client Relations Associate jobs in California?

For Client Relations Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Client Relations Associate jobs in California look for?

The top searched job categories for Client Relations Associate jobs in California are:

What cities in California are hiring for Client Relations Associate jobs?

Cities in California with the most Client Relations Associate job openings:

Client Relations Associate jobs near you
Infographic showing various Client Relations Associate job openings in California as of August 2026, with employment types broken down into 81% Full Time, 13% Part Time, and 6% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $46,472 per year, or $22.3 per hour.

Client Relationship Associate

Plumb, Inc. Defunct

San Diego, CA • On-site

$42K - $53K/yr

Other

Posted 4 days ago

Job description

Client Relationship Associate

The Client Relationship Associate is responsible for developing and owning relationships with an assigned portfolio of Plumb clients. The CRA becomes involved at the beginning of onboarding and remains the client's primary relationship contact throughout the life of the relationship. The objective is for every client to know exactly who their person at Plumb is and to feel informed, understood and well cared for. The CRA shepherds the client through onboarding, coordinating with internal teams, communicating progress, resolving questions and ensuring that client preferences, expectations and unique circumstances are accurately captured. Once onboarding is complete, the CRA remains the relationship owner so the client does not experience an unnecessary handoff or loss of institutional knowledge. This is a client relationship position—not an operational production position. Operations, Accounting and Reporting teams are responsible for performing and managing routine bill processing, reconciliations, accounting and report production.

Key Responsibilities

  • Serve as the primary relationship contact for an assigned portfolio of clients.
  • Shepherd new clients from onboarding kickoff through transition to ongoing service.
  • Develop a strong understanding of each client's family structure, financial administration needs, communication preferences and service expectations.
  • Build trusted, professional relationships with clients.
  • Communicate proactively regarding significant requests, deadlines, open issues and service matters.
  • Coordinate with Operations, Accounting, Reporting, Technology and other internal teams when client needs require cross-functional involvement.
  • Maintain visibility into important client deliverables without becoming the manager of operational production.
  • Take ownership of client questions and concerns through resolution.
  • Identify potential service problems or client dissatisfaction early and escalate appropriately.
  • Develop relationships with wealth advisors, CPAs, attorneys and other professionals associated with the client.
  • Identify appropriate opportunities for additional Plumb services.
  • Maintain accurate documentation of important client preferences, decisions and communications.
  • Develop and grow a healthy portfolio, or book, of client relationships.

Performance & Compensation

Incentive compensation is designed to reward employees as the value of the portfolio they successfully manage grows. Performance is evaluated primarily based on:

  • Client retention
  • Client satisfaction and relationship quality
  • Portfolio revenue and appropriate growth
  • Successful onboarding and relationship continuity
  • Communication, responsiveness and follow-through
  • Professional judgment and client-service standards

Portfolio capacity is evaluated using revenue, complexity, service mix and client demands, rather than simply the number of assigned clients.

Qualifications

  • Approximately 2–4+ years of relevant client service, professional services, financial services, accounting, wealth management or similar experience preferred.
  • Excellent verbal and written communication skills.
  • Strong organization and follow-through.
  • Professional demeanor and strong interpersonal skills.
  • High degree of ownership, urgency and accountability.
  • Good judgment and discretion when handling sensitive financial matters.
  • Ability to work effectively with a wide variety of client personalities.
  • Ability to understand financial and operational concepts without needing to perform the underlying accounting work.
  • Comfortable learning new technology and AI-enabled tools.

Experience with accounting, bill pay, QuickBooks, financial administration or family-office services is helpful but not required.

Career Progression

A successful CRA can advance to Senior Client Relationship Associate by demonstrating the ability to independently manage a healthy and growing client portfolio, retain clients, successfully onboard new relationships and consistently deliver a high-quality client experience.

About Plumb

Plumb provides bill pay, accounting, reporting, and financial administration services to high-net-worth individuals, families, and their advisors. Our clients entrust us with highly sensitive financial information and important financial responsibilities. We are building a highly professional, technology-enabled operating organization that combines excellent people, strong controls, modern technology, and exceptional client service. This position will play an important role in developing and leading our growing onsite operations team in La Jolla.

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