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Client Relations Associate Jobs in California (NOW HIRING)

City National Bank

Relationship Associate - PBB

Los Angeles, CA · On-site

$16.66 - $25.02/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

RELATIONSHIP ASSOCIATE - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work ... Provides accurate and timely responses to client inquiries to ensure retention of existing ...

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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 Aug 19, 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 1% As Needed, 86% Full Time, 8% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $46,472 per year, or $22.3 per hour.

Client Relationship Associate

Apollon Wealth Management, LLC

Los Angeles, CA • On-site

$43K - $53K/yr

Other

Posted 27 days ago

Job description

Client Relationship Associate
Reports to: Sr. Director of Staffing and Operations
Status: Exempt
As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional client experience from the first interaction through ongoing account servicing. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and takes pride in keeping operations organized, accurate, and efficient.
You will play a key role in supporting advisors with client service, account administration, meeting coordination, and day-to-day office operations while ensuring all client requests are handled with professionalism, urgency, and attention to detail.
Responsibilities

  • Serve as a primary point of contact for clients, providing exceptional service through phone, email, and in-person interactions.
  • Support advisors throughout the client relationship by preparing paperwork, gathering documentation, completing service requests, and ensuring timely follow-up on client needs.
  • Prepare, process, and track client account paperwork, including new account openings, transfers, beneficiary updates, money movement requests, maintenance requests, and other account servicing activities.
  • Coordinate client onboarding and ensure all required documentation is complete, accurate, and submitted in accordance with firm and custodian requirements.
  • Schedule client meetings, maintain advisor calendars, coordinate meeting logistics, and prepare materials needed for appointments.
  • Execute post-meeting follow-up by completing assigned action items, documenting meeting notes when appropriate, and ensuring outstanding tasks are completed.
  • Utilize Salesforce and other firm technology to accurately document client interactions, track tasks, maintain records, and ensure timely completion of requests.
  • Maintain a thorough understanding of Apollon's policies, procedures, and service standards while ensuring all work is completed in accordance with regulatory and compliance requirements.
  • Assist advisors with administrative responsibilities, allowing them to focus on delivering comprehensive financial advice and strengthening client relationships.
  • Answer incoming phone calls, direct inquiries appropriately, and provide prompt, professional responses to client and internal requests.
  • Maintain organized electronic and physical client files while protecting confidential client information.
  • Proactively identify opportunities to improve workflows, enhance efficiencies, and elevate the client experience.
  • Collaborate with advisors, relationship managers, and operational teams to provide a seamless, high-touch experience for every client.

Skills & Qualifications
  • 3+ years of experience in wealth management, financial services, banking, or a related client service role (preferred).
  • Experience supporting financial advisors or relationship managers in an administrative or client service capacity.
  • Working knowledge of investment account types, account maintenance, and financial industry documentation (preferred).
  • Experience with Salesforce or other CRM platforms (preferred).
  • Familiarity with Fidelity and other custodial platforms (preferred).
  • Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams (required).
  • Outstanding customer service skills with a genuine passion for creating exceptional client experiences.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with the ability to prioritize multiple tasks while maintaining accuracy and attention to detail.
  • Ability to work independently while also collaborating effectively within a team environment.
  • Demonstrated problem-solving skills and a proactive approach to identifying solutions.
  • High level of professionalism, discretion, and commitment to maintaining client confidentiality.
  • Ability to adapt to changing priorities and thrive in a fast-paced, service-oriented environment.

Apply