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Client Rep Jobs in California (NOW HIRING)

Curitec

Clinical Care Representative

San Diego, CA

$85K - $105K/yr

About the Role As a Clinical Care Representative (CCR), you will serve as both a clinical resource and a trusted partner to facilities in your territory. You will educate staff on best practices in ...

Mark Thomas

Structures Representative

Fresno, CA · On-site

$130K - $205K/yr

The SR is an authorized representative of the CM Project Manager (or Resident Engineer), and/or, the client representative as assigned. The SR will exercise authority to the level assigned on a ...

Mark Thomas

Structures Representative

Oakland, CA · On-site

$130K - $205K/yr

The SR is an authorized representative of the CM Project Manager (or Resident Engineer), and/or, the client representative as assigned. The SR will exercise authority to the level assigned on a ...

VetnCare

Client Service Representative

Castro Valley, CA · On-site

$23 - $27/hr

Client Service Representative Groveway Pet Hospital Castro Valley, CA | Full-time $23-$27 per hour At Groveway Pet Hospital, we're more than a veterinary practice-we're a trusted part of the ...

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All JobsClient Rep JobsClient Rep Jobs in California

Client Rep information

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How much do client rep jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client rep in California is $26.38, according to ZipRecruiter salary data. Most workers in this role earn between $15.19 and $33.70 per hour, depending on experience, location, and employer.

What does a client representative do?

A client representative serves as the primary point of contact between a company and its clients, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often handle account management, communicate product or service information, and may use customer relationship management (CRM) tools to track interactions. Strong communication skills and product knowledge are essential for this role.

What are client reps?

Client representatives, often called client reps, are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client relationships, ensuring customer satisfaction, addressing client inquiries, and coordinating services or products to meet client needs. Client reps may also handle contract negotiations, resolve issues, and work closely with internal teams to deliver solutions. Their goal is to build strong, long-lasting relationships that benefit both the client and the company.

What are the key skills and qualifications needed to thrive as a Client Representative, and why are they important?

To thrive as a Client Representative, you need strong interpersonal communication, problem-solving abilities, and a background in customer service or a related field. Familiarity with CRM software, call center systems, and basic office applications is typically required. Exceptional listening skills, patience, and adaptability help build trust and effectively address client concerns. These skills are essential for maintaining client satisfaction, fostering long-term relationships, and supporting business growth.

How does a Client Representative typically collaborate with internal teams to address client needs?

Client Representatives act as the main point of contact between clients and the company, often working closely with internal teams such as sales, product development, and customer support. They relay client feedback, coordinate solutions for issues, and ensure that deliverables meet client expectations. Effective collaboration involves regular meetings, clear communication, and a proactive approach to problem-solving, which not only helps in quickly resolving client concerns but also strengthens long-term business relationships.
Client Rep jobs near you

Registered Representative - State Farm Agent Team Member

Robert Casares - State Farm Agent

Long Beach, CA • On-site

$75K - $125K/yr

Full-time

Retirement, PTO

Posted 18 days ago

Job description

Benefits:
  • Simple IRA
  • Simple IRA Matching
  • Bonus based on performance
  • Flexible schedule
  • Paid time off
  • Parental leave
  • Training & development

As a Registered Representative, youll do more than recommend investmentsyoull help clients translate goals into a clear plan, then stay engaged as those plans evolve. If youre the kind of professional who enjoys asking great questions, educating clients in plain language, and building relationships that last, this is your lane.
At Robert Casares Insurance and Financial Services, Inc., we believe business growth happens the right way: through consistent service, education, and referral partnershipssupported by the structure and tools you need to do your best work.
What Makes This Role Different

  • A consultative process clients actually understand (not a product pitch)
  • A built-in education engine through investment presentations
  • Prospecting + referrals as relationship-building, not pressure
  • Onboarding and support that help you ramp faster with guidance and best practices
  • Compliance that feels like a system, not a scramble
A Day in the Life (What Youll Spend Your Time Doing)

  • Morning: Financial Plan Prep + Client Review
    Start by reviewing your current client needs and preparing for upcoming plan meetings. Youll build and refine recommendations based on client goals, account activity, and current market/regulatory contextso your first client conversation of the day is focused and productive.
  • Midday: Prospecting, Referrals, and Scheduling Appointments
    In the middle of the day, youll spend time growing your pipelinereaching out to referral sources and prospects, following up on conversations, and coordinating next steps. Your goal is to schedule high-quality appointments by focusing on education and relationship-building (not pressure).
  • Afternoon: Client Meetings + Plan Recommendations
    Your afternoons are built around client-facing workholding meetings, conducting financial needs analysis, walking clients through recommendations in plain language, and ensuring their plan is clear, actionable, and compliant. Youll also confirm follow-ups and document outcomes immediately after meetings.
  • Ongoing: referral outreach and new business conversations, supported by your seminar/event presence and client education
  • Always: keep records accurate, stay current on market/regulatory updates, and ensure every recommendation is compliant and well-documented
Key Responsibilities

  • Provide consultative investment options and securities guidance tailored to client objectives
  • Conduct financial needs analysis and recommend investment solutions aligned to those goals
  • Manage client portfolios and deliver ongoing support, reviews, and communication
  • Prospect new business by identifying opportunities, starting conversations, and growing your pipeline strategically
  • Generate and cultivate referrals from clients and referral partners (encouraged through relationship-building and education)
  • Deliver presentations and seminars on investment topics to educate clients and create qualified leads
  • Stay updated on market trends and industry regulatory changes
  • Maintain accurate records of transactions and client interactions
  • Ensure compliance with all applicable rules and standards through documented processes
What Success Looks Like Here

  • Clients consistently experience clarity, responsiveness, and trust
  • Your pipeline grows through referrals + qualified conversations, supported by your educational efforts
  • You maintain disciplined documentation and compliance habitsso recommendations are always defensible and client-centered

What You Bring

  • Series 6 or Series 7 license (and any other required certifications)
  • Strong knowledge of investment products and financial markets
  • Excellent communication and customer service skills
  • A relationship-builder mindsetcomfortable earning referrals through education and trust
  • Strong analytical and detail-oriented capabilities
  • Proficiency with financial software/tools and documentation workflows
  • High ethical standards and professional integrity