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Client Relationship Associate Jobs in Simi Valley, CA

UBS

Client Associate

Los Angeles, CA · On-site

$65K - $85K/yr

As a Client Associate, you'll play an integral role in supporting day-to-day operations, maintaining strong client relationships, and ensuring all administrative and operational processes run ...

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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.

Senior Registered Client Associate

UBS - Experienced professionals - job boards

Westlake Village, CA

Full-time

Posted 22 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

A Client Associate services clients and provides operational and administrative support to Financial Advisors. This role requires the employee to be fully registered. Must have at least 5 years of industry experience.
Key Responsibilities:
Educate clients on account services and capabilities
Input client information into the financial planning tools and Firm tools
Assist with the preparation of reports and other materials for client meetings
Ensure appropriate documentation is collated for new accounts and service requests
Key Deliverables:
Leverage communication channels to enhance relationships with clients
Maintain management systems with up to date client information
Organize logistics for team marketing events and maintain marketing materials
Provide team with calendar detailing daily, weekly and monthly activities
Identify service opportunities for clients

What UBS employees say

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Benefits

Hours and flexibility

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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