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Client Relationship Associate Jobs in California

JBA International

$41K - $52K/yr

The Relationship Associate (RA) partners with the Sales team to achieve loan production goals through the establishment and maintenance of ongoing business relationships with investors/borrowers. The ...

JBA International

Relationship Associate

Los Angeles, CA · On-site

$43K - $53K/yr

The Relationship Associate (RA) partners with the Sales team to achieve loan production goals through the establishment and maintenance of ongoing business relationships with investors/borrowers. The ...

Genesis Capital

Be Seen First

Relationship Associate

Sherman Oaks, CA · On-site

$25.82 - $43.51/hr

The Relationship Associate (RA) partners with the Sales team to achieve loan production goals through the establishment and maintenance of ongoing business relationships with investors/borrowers. The ...

Genesis Capital

Relationship Associate

Sherman Oaks, CA · On-site

$25.82 - $43.51/hr

The Relationship Associate (RA) partners with the Sales team to achieve loan production goals through the establishment and maintenance of ongoing business relationships with investors/borrowers. The ...

Stifel

Client Relationship Manager

San Francisco, CA · On-site

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... Under general supervision, The Client Relationship Manager acts as a key liaison between larger ...

Genesis Capital

Relationship Associate

Los Angeles, CA

$25.82 - $43.51/hr

The Relationship Associate (RA) partners with the Sales team to achieve loan production goals through the establishment and maintenance of ongoing business relationships with investors/borrowers. The ...

Stifel

Client Relationship Manager

San Francisco, CA · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key ...

Stifel

Client Relationship Manager

San Francisco, CA

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key ...

Endeavor Bank

RELATIONSHIP ASSOCIATE

Riverside, CA · On-site

$60K - $90K/yr

DUTIES AND RESPONSIBILITIES: • Perform a variety of tasks associated with new client deposit ... Relationship & Portfolio Managers of the Bank to manage and proactively address the needs of ...

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Client Relationship Associate information

See California salary details

$24.7K

$46.5K

$66.1K

How much do client relationship associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client relationship 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 are the key skills and qualifications needed to thrive as a Client Relationship Associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

What is the work of client relationship associate?

A client relationship associate is responsible for managing and maintaining positive relationships with clients, addressing their needs, and ensuring customer satisfaction. They often handle communication, provide support, and may use CRM tools to track interactions. Strong communication and problem-solving skills are essential for this role.

How does a Client Relationship Associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What job makes 10,000 a month without a degree?

A Client Relationship Associate can potentially earn $10,000 or more per month through commissions, bonuses, and performance incentives, especially in sales-driven environments. Success in this role often depends on strong communication skills, industry knowledge, and building long-term client relationships, with some positions offering high earning potential without requiring a degree.

Is being an RM a stressful job?

A Client Relationship Associate role can be stressful due to managing client expectations, meeting sales or service targets, and handling complex issues. The job often requires strong communication skills, organization, and the ability to work under pressure, which can contribute to stress levels depending on workload and environment.

What does a client relationship associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and retention. They handle communication, address client needs, and support account management using tools like CRM software. Strong communication and problem-solving skills are essential for this role.
What are the most commonly searched types of Client Relationship jobs in California? The most popular types of Client Relationship jobs in California are:
What are popular job titles related to Client Relationship Associate jobs in California? For Client Relationship Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in California look for? The top searched job categories for Client Relationship Associate jobs in California are:
What cities in California are hiring for Client Relationship Associate jobs? Cities in California with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Relationship Associate

Relationship Associate

JBA International

On-site

$41K - $52K/yr

Other

Posted 15 hours ago

Job description

The Relationship Associate (RA) partners with the Sales team to achieve loan production goals through the establishment and maintenance of ongoing business relationships with investors/borrowers. The RA supports the Sales Team in managing the pipeline, loan processes, and portfolio management.
Essential Functions include the following (other duties may be assigned):
  • Manage pipeline by assisting Loan Officer and Relationship Manager in building sponsor and loan files, collecting conditions, managing loan processes, and communicating status to customers.
  • Supports Sales Team throughout course of loan files, which may include follow-up with customers, collecting documents and serving as main internal point of contact for assigned loans.
  • Basic loan structuring using knowledge of front-end guidance, underwriting requirements and loan products.
  • Develop needs list based on review of the structure and Genesis underwriting requirements.
  • Reviews files and looks for any "red flags" may be in loan documentation to ensure package is sufficient and complete.
  • Works directly with investor/borrower to obtain initial documentation sufficient for submission to underwriting or portfolio management. This includes reviewing loan package and structure to ensure it meets lending criteria.

Professional Experience/Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Minimum 2 years' experience in loan processing or similar role, preferably 1 year in private/hard money space
  • Working knowledge of MS Office, specifically Outlook.
  • Attention to detail
  • Ability to apply critical thinking and problem-solving skills
  • Works well in a fast-paced environment
  • Strong organizational skills
  • Strong verbal and written communication skills with excellent follow-up
  • Highly self-motivated to learn new skills and concept
  • Team player
  • Ability and desire to work in a fast-paced, deadline-oriented environment

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