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Client Relationship Associate Jobs in San Ramon, CA

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 ...

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 ...

Infosys

Associate Client Partner - Retail

Sunnyvale, CA · On-site

$100K - $187K/yr

Infosys is seeking an Associate Manager - Client Services for its Retail vertical. The individual ... Client relationship management and business development: lead client relationships, build a ...

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Client Relationship Associate information

See San Ramon, CA salary details

$27.9K

$52.6K

$74.9K

How much do client relationship associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for client relationship associate in San Ramon, CA is $52,623.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,700.00 and $55,900.00 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 San Ramon, CA?

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

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

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

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

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

Client Relationship Associate jobs near you

Client Relationship Manager

San Francisco, CA • On-site

Stifel
Commercial Banking • 201 - 500 employees

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Respectful managers

Learn more about Stifelexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel.
What We're Looking For
  • Develop in-depth knowledge of client portfolios; regularly engage with clients.
  • Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative.
  • Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors.
  • Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships.
  • Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment.
  • Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities.
  • Other such duties may be necessary to maximize client relationships.

What You'll Bring
  • Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction.
  • Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Understanding new information's implications for current and future problem-solving and decision-making.
  • Managing one's own time and priorities to ensure the meeting of deadlines.
  • The ability to communicate information and ideas in spoken or written form so that others will understand.

Education & Experience
  • Minimum Required: High School Diploma or Equivalent required.
  • Minimum Required: 10 years of financial services experience.

Licenses & Credentials
  • Minimum Required: FINRA Series 7 & 63.
  • FINRA Series 65 (66) may be required depending on the business coverage.

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

Compensation Range
Salary: -
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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