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Client Relationship Assistant Jobs (NOW HIRING)

FIRST ONSITE

Client Relationship Manager

Hayward, CA

Participate in client meetings and assist with proposals and RFPs * Ensure Salesforce (CRM) data is accurate and up to date * Partner with Marketing to maintain brand consistency in presentations and ...

First Onsite - US

Client Relationship Manager

Fullerton, CA · On-site

$85K - $100K/yr

Participate in client meetings and assist with proposals and RFPs * Ensure Salesforce (CRM) data is accurate and up to date * Partner with Marketing to maintain brand consistency in presentations and ...

First Onsite - US

Client Relationship Manager

Fullerton, CA · On-site

$85K - $100K/yr

Participate in client meetings and assist with proposals and RFPs * Ensure Salesforce (CRM) data is accurate and up to date * Partner with Marketing to maintain brand consistency in presentations and ...

Morgan Stanley

Client Relationship Analyst

Bethesda, MD · On-site

... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ... relationships • Executing money movement transactions at the request of the client and/or FA/PWA ...

FIRST ONSITE

Client Relationship Manager

Waipahu, HI

Participate in client meetings and assist with proposals and RFPs * Ensure Salesforce (CRM) data is accurate and up to date * Partner with Marketing to maintain brand consistency in presentations and ...

MBE Wealth

Client Relationship Manager

Reedsburg, WI · On-site

What's the role? Our Client Relationship Manager provides operational support to MBE Wealth ... Your secondary role will be to assist the Financial Advisors with marketing campaigns and provide ...

MBE Wealth

Client Relationship Manager

Baraboo, WI · On-site

What's the role? Our Client Relationship Manager provides operational support to MBE Wealth ... Your secondary role will be to assist the Financial Advisors with marketing campaigns and provide ...

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$29K

$57.4K

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How much do client relationship assistant jobs pay per year?

As of May 30, 2026, the average yearly pay for client relationship assistant in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Relationship Assistant, and why are they important?

To thrive as a Client Relationship Assistant, you need strong communication skills, attention to detail, and a background in business or customer service, often supported by a relevant diploma or degree. Familiarity with CRM software, office productivity tools, and sometimes experience with data entry systems are typically required. Exceptional interpersonal skills, problem-solving abilities, and a proactive attitude help you build rapport and address client needs effectively. These skills ensure positive client experiences, efficient issue resolution, and ongoing business growth through strong client relationships.

How does a Client Relationship Assistant typically collaborate with account managers and other departments?

Client Relationship Assistants play a crucial role in supporting account managers by handling routine client communications, scheduling meetings, and ensuring client needs are promptly addressed. They often act as a bridge between clients and various internal teams such as sales, marketing, and customer support, helping to coordinate responses and deliverables. This collaborative approach ensures that clients receive consistent and timely service, while also allowing the assistant to gain exposure to different aspects of the business, which can be valuable for career growth.

What are Client Relationship Assistants?

Client Relationship Assistants are professionals who support account managers or client service teams by maintaining strong relationships with clients. They handle daily communications, help resolve client concerns, coordinate meetings, and ensure client needs are met efficiently. Their role is essential in fostering client satisfaction and loyalty, which often leads to repeat business and positive referrals. They may also assist with administrative tasks, updating records, and preparing reports to help the team deliver excellent service.

Is CSR an entry level job?

A Client Relationship Assistant role is often considered entry level, suitable for individuals with strong communication and customer service skills. Many positions require minimal prior experience, though some may prefer familiarity with CRM software or related tools. Advancement opportunities typically exist with experience and skill development.
More about Client Relationship Assistant jobs
What cities are hiring for Client Relationship Assistant jobs? Cities with the most Client Relationship Assistant job openings:
What are the most commonly searched types of Client Relationship jobs? The most popular types of Client Relationship jobs are:
What states have the most Client Relationship Assistant jobs? States with the most job openings for Client Relationship Assistant jobs include:
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Client Relationship Assistant jobs near you
Infographic showing various Client Relationship Assistant job openings in the United States as of May 2026, with employment types broken down into 63% Full Time, 34% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Client Relationship Manager

First Onsite - US

Waipahu, HI • On-site

Full-time

Posted 24 days ago

Job description

A Day in the Life of a Client Relationship Manager

As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success.

Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information.

Responsibilities:

  • Deliver exceptional customer experience with a strong client focus
  • Support and collaborate with the sales team, including National and Regional members
  • Participate in client meetings and assist with proposals and RFPs
  • Ensure Salesforce (CRM) data is accurate and up to date
  • Partner with Marketing to maintain brand consistency in presentations and materials
  • Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics)
  • Travel up to 10%, including overnight and extended disaster site assignments as needed

Experience & Education:

  • Minimum of three years of experience in an administrative or sales support role
  • Proficient with various technologies such as the Microsoft Office suite and Salesforce
  • Restoration industry experience, preferred
  • Bachelor's degree, preferred

First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Third party resume submissions are not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee.


Job Posted by ApplicantPro