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Client Relationship Associate Jobs in Simi Valley, CA

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 ...

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 ...

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 ...

Capgroup

Global Client Services Manager

Los Angeles, CA · On-site

$179K - $286K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... as a Strategic Client Relationship RFP Manager at Capital Group." As a Strategic Client ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Simi Valley, CA

Client Relationship Associate information

See Simi Valley, CA salary details

$25.8K

$48.6K

$69.2K

How much do client relationship associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client relationship associate in Simi Valley, CA is $48,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,300.00 and $51,600.00 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.

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 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 most commonly searched types of Client Relationship jobs in Simi Valley, CA? The most popular types of Client Relationship jobs in Simi Valley, CA are:
What are popular job titles related to Client Relationship Associate jobs in Simi Valley, CA? For Client Relationship Associate jobs in Simi Valley, CA, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Simi Valley, CA look for? The top searched job categories for Client Relationship Associate jobs in Simi Valley, CA are:
What cities near Simi Valley, CA are hiring for Client Relationship Associate jobs? Cities near Simi Valley, CA with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Simi Valley, CA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 16% Part Time, and 8% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $48,610 per year, or $23.4 per hour.

Client Relationship Associate

Apollon Wealth Management

Los Angeles, CA • On-site

$43K - $53K/yr

Full-time

Posted 21 days ago

Job description

Client Relationship Associate
Reports to: Sr. Director of Staffing and Operations
Status: Exempt

As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional client experience from the first interaction through ongoing account servicing. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and takes pride in keeping operations organized, accurate, and efficient.
You will play a key role in supporting advisors with client service, account administration, meeting coordination, and day-to-day office operations while ensuring all client requests are handled with professionalism, urgency, and attention to detail.
 Responsibilities
  • Serve as a primary point of contact for clients, providing exceptional service through phone, email, and in-person interactions.
  • Support advisors throughout the client relationship by preparing paperwork, gathering documentation, completing service requests, and ensuring timely follow-up on client needs.
  • Prepare, process, and track client account paperwork, including new account openings, transfers, beneficiary updates, money movement requests, maintenance requests, and other account servicing activities.
  • Coordinate client onboarding and ensure all required documentation is complete, accurate, and submitted in accordance with firm and custodian requirements.
  • Schedule client meetings, maintain advisor calendars, coordinate meeting logistics, and prepare materials needed for appointments.
  • Execute post-meeting follow-up by completing assigned action items, documenting meeting notes when appropriate, and ensuring outstanding tasks are completed.
  • Utilize Salesforce and other firm technology to accurately document client interactions, track tasks, maintain records, and ensure timely completion of requests.
  • Maintain a thorough understanding of Apollon's policies, procedures, and service standards while ensuring all work is completed in accordance with regulatory and compliance requirements.
  • Assist advisors with administrative responsibilities, allowing them to focus on delivering comprehensive financial advice and strengthening client relationships.
  • Answer incoming phone calls, direct inquiries appropriately, and provide prompt, professional responses to client and internal requests.
  • Maintain organized electronic and physical client files while protecting confidential client information.
  • Proactively identify opportunities to improve workflows, enhance efficiencies, and elevate the client experience.
  • Collaborate with advisors, relationship managers, and operational teams to provide a seamless, high-touch experience for every client.

Skills & Qualifications
  • 3+ years of experience in wealth management, financial services, banking, or a related client service role (preferred).
  • Experience supporting financial advisors or relationship managers in an administrative or client service capacity.
  • Working knowledge of investment account types, account maintenance, and financial industry documentation (preferred).
  • Experience with Salesforce or other CRM platforms (preferred).
  • Familiarity with Fidelity and other custodial platforms (preferred).
  • Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams (required).
  • Outstanding customer service skills with a genuine passion for creating exceptional client experiences.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with the ability to prioritize multiple tasks while maintaining accuracy and attention to detail.
  • Ability to work independently while also collaborating effectively within a team environment.
  • Demonstrated problem-solving skills and a proactive approach to identifying solutions.
  • High level of professionalism, discretion, and commitment to maintaining client confidentiality.
  • Ability to adapt to changing priorities and thrive in a fast-paced, service-oriented environment.

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