ZipRecruiter

Log In

1

Client Relationship Associate Jobs in Beaumont, CA

Allied Universal

Client Manager - Temp

Riverside, CA · On-site

$77K/yr

As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...

Bank of America

Relationship Banker

Palm Springs, CA · On-site

$25 - $26.77/hr

Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Highland, CA

$18.25 - $24/hr

Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Cathedral City, CA · On-site

$25 - $26.77/hr

Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Stratford Davis

Client Sales Associate (Remote)

Riverside, CA · Remote

$15.25 - $20.50/hr

We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused ... Maintain strong, long-term relationships by delivering ongoing support and guidance * Stay informed ...

H&R Block

Tax Associate

Lake Elsinore, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Temecula, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Riverside, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Corona, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Riverside, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Corona, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Riverside, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Riverside, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Riverside, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Riverside, CA · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

next page

Showing results 1-20

All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Beaumont, CA

Client Relationship Associate information

See Beaumont, CA salary details

$25.5K

$48.1K

$68.4K

How much do client relationship associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for client relationship associate in Beaumont, CA is $48,081.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,800.00 and $51,100.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

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.

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 skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are popular job titles related to Client Relationship Associate jobs in Beaumont, CA?

For Client Relationship Associate jobs in Beaumont, CA, the most frequently searched job titles are:

What job categories do people searching Client Relationship Associate jobs in Beaumont, CA look for?

The top searched job categories for Client Relationship Associate jobs in Beaumont, CA are:

What cities near Beaumont, CA are hiring for Client Relationship Associate jobs?

Cities near Beaumont, CA with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Beaumont, CA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 17% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $48,081 per year, or $23.1 per hour.

Registered Client Service Associate

Riverside, CA • On-site

Morgan Stanley
Finance and Insurance • 10K+ employees

8.3

Company rating: 8.3 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

36th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Morgan Stanleyexternal

$33K/yr

Full-time

Re-posted 6 days ago

Job description

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
  • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Prepare financial plans, client reports, and other materials for client meetings
  • Review and take appropriate action on client account alerts

OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred

Knowledge/Skills
  • Strong industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Reports to:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $33,280 and $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley logo

About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

View All Morgan Stanley Jobs

What Morgan Stanley employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply