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Client Relations Associate Jobs in Winnetka, CA (NOW HIRING)

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Client Relations Associate information

See Winnetka, CA salary details

$26.7K

$50.3K

$71.6K

How much do client relations associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client relations associate in Winnetka, CA is $50,288.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,700.00 and $53,400.00 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.

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 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.
What cities near Winnetka, CA are hiring for Client Relations Associate jobs? Cities near Winnetka, CA with the most Client Relations Associate job openings:
Client Relations Associate jobs near you
Infographic showing various Client Relations Associate job openings in Winnetka, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $50,288 per year, or $24.2 per hour.

Investment Research & Client Relations Associate

Dohmen Capital

Los Angeles, CA • On-site

$43K - $53K/yr

Full-time

Re-posted 27 days ago

Job description

Company Description

Dohmen Capital Research is an investment research firm that provides in depth analysis on equities, fixed income, and ETF's utilizing technical analysis in combination with macroeconomic and credit market analysis. The firm provides subscription services to its clients in addition to a revolutionary new investment membership program, allowing clients to manage their own portfolio with Dohmen's professional guidance in an incredibly simple, convenient, efficient, and transparent way.

Dohmen Capital Research was founded in 1977 and has a track record and customer loyalty that is unmatched. For over 35 years, Dohmen Capital has provided clients with unique investing research and analysis through a number of subscription services.

The firm's investment and economic research has allowed them to forecast the major turns in the global investment markets. The firm is not in the brokerage business.

Job Description

The Investment Client Relations Associate will be an important member to our team through market research and analysis, in addition to interacting with clients on a daily basis, communicating the value of our suite of investment products and investment research, and providing support to developing our new business ventures. We are a firm built on our investment research and technical analysis, providing our clients with the utmost support and timely market information.

The role will allow you to grow your Market/Equity Analysis and Client Servicing skills, while communicating our new investment program & services to both prospective and current clients. Your previous experience in equity research, client servicing, or reporting would help you become a valuable team member. You will have a great opportunity to learn more about the global financial markets and how to analyze individual stocks, ETF's, and charts.

We always welcome ideas and suggestions from colleagues on how to make our processes more efficient and effective. The candidate will have a great opportunity to learn more about investments and the financial markets. We are looking for someone who is determined, passionate about the financial markets, very well-rounded, capable, and willing to wear many hats in our rapidly growing firm.

RESPONSIBILITIES:

  • Constant client interaction, with both current and prospective clients (no cold calling, all inbound calls)
  • Develop and maintain a professional rapport with our clients
  • Analyzing the financial markets, including specific sectors, ETF's, and stocks (Technical & Fundamental analysis)
  • Writing analysis on investment recommendations, global financial markets, and sectors
  • Researching global financial market events and trends
  • Assist with building reports (Word, Excel) and presentations (Powerpoint)
  • Implement new methods of marketing and delivering our research and analysis to clients
  • Actively participate in the launching of a number of new business ventures

Our firm has been in business for over three decades with the best reputation and a loyal client base, ranging from retail clients to institutional clients. Candidate must have a positive personality, be detail oriented, and be able to work independently.

We are looking for someone who yearns for longevity and loyalty to our growing company, while eager to learn more about the investment markets.

Cover letters are strongly encouraged for all applicants. Located in West Los Angeles, CA. Only candidates residing in the Los Angeles Area will be considered.

Qualifications
  • Strong understanding and interest in the financial markets (ie: Stocks, Bonds, ETF's)
  • Exceptional and professional client relationship and client servicing skills (experience interacting with clients)
  • Excellent communication skills (excellent with both verbal and written English)
  • Experience in client reporting (using MS Office and/or other software)
  • Very computer proficient (MS Office: specifically Excel, Word, and PowerPoint)
  • Outstanding Excel skills (advanced functions, macros and VBA a plus)
  • Strong organizational and problem solving skills
  • Ability to organize, prioritize, and multi-task
  • Minimum 2 years of experience at an Investment firm, especially in client servicing, research, or business development.
  • Bachelor's degree from a top university
  • Native English speaker

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