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Customer Relationship Associate Jobs in California

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 ... Supports Sales Team throughout course of loan files, which may include follow-up with customers ...

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 ... Supports Sales Team throughout course of loan files, which may include follow-up with customers ...

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 ... Supports Sales Team throughout course of loan files, which may include follow-up with customers ...

TriNet

Associate Customer Relationship Manager

Dublin, CA · On-site +1

$63K - $128K/yr

Provides on-demand touchpoint to customers to ensure satisfaction and increase breadth and depth of C-Suite relationships * Identifies client service opportunities and coordinates the execution of ...

TriNet

Associate Customer Relationship Manager

Dublin, CA · On-site +1

$63K - $128K/yr

Provides on-demand touchpoint to customers to ensure satisfaction and increase breadth and depth of C-Suite relationships * Identifies client service opportunities and coordinates the execution of ...

PacSun

CRM Specialist

Anaheim, CA · On-site

$75K/yr

Responsible for day-to-day management of CRM campaign processes from design through deployment and ... The associate is frequently required to sit; stand; walk; use hands to finger, handle or feel; as ...

IDEMIA

Customer Relationship Executive (Hybrid)

CA · On-site

Purpose The CRE - Customer Relationship Executive is responsible for managing customer ... Profile & Other Information • Minimum Associate's Degree, Bachelors's Degree preferred • 5+ ...

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All JobsCustomer Relationship Associate JobsCustomer Relationship Associate Jobs in California

Customer Relationship Associate information

See California salary details

$24.7K

$46.5K

$66.1K

How much do customer relationship associate jobs pay per year?

As of Aug 3, 2026, the average yearly pay for customer relationship associate in California is $46,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $49,300.00 per year, depending on experience, location, and employer.

What qualifications are needed to be an RM?

A Customer Relationship Associate typically needs a high school diploma or equivalent, strong communication and interpersonal skills, and experience in customer service or sales. Some roles may require familiarity with CRM software and relevant certifications, depending on the industry and company requirements.

What does a customer relations associate do?

A customer relations associate manages interactions with customers to ensure satisfaction and build loyalty. They handle inquiries, resolve complaints, and provide product or service information, often using communication tools like phone, email, or chat. Strong interpersonal skills and knowledge of company policies are essential for this role.

What does a Customer Relationship Associate do?

A Customer Relationship Associate is responsible for building and maintaining positive relationships with clients or customers. They handle inquiries, resolve issues, and provide information about products or services. Their goal is to ensure customer satisfaction, encourage loyalty, and support the overall growth of the company by delivering excellent service. They often communicate with customers via phone, email, or in-person, and may also assist with account management and feedback collection.

Is being an RM a stressful job?

A Customer Relationship Associate role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or when dealing with difficult customers.

What are the key skills and qualifications needed to thrive as a Customer Relationship Associate, and why are they important?

To thrive as a Customer Relationship Associate, you need strong communication skills, a customer-focused mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software such as Salesforce, MS Office Suite, and ticketing systems is commonly required. Exceptional interpersonal skills, problem-solving abilities, and patience help you stand out in managing diverse client needs. These competencies are crucial for building lasting client relationships, ensuring customer satisfaction, and supporting business growth.

What is the difference between Customer Relationship Associate vs Customer Service Representative?

AspectCustomer Relationship AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer customer service or sales experienceHigh school diploma or equivalent; customer service experience often preferred
Work EnvironmentOffice settings, client-facing roles, sales environmentsCall centers, retail, office settings, customer support centers
Employer & Industry UsageBanking, insurance, retail, telecommunicationsRetail, telecom, hospitality, tech support
Common Search & Comparison IntentUnderstanding roles involving client engagement and relationship buildingCustomer support and issue resolution

The main difference is that a Customer Relationship Associate focuses on building and maintaining long-term client relationships, often involving sales and personalized service. In contrast, a Customer Service Representative primarily handles customer inquiries, complaints, and support issues. Both roles require strong communication skills and customer-focused credentials, but their daily tasks and objectives differ based on relationship management versus support functions.

What are some common challenges faced by Customer Relationship Associates, and how can they be addressed?

Customer Relationship Associates often encounter challenges such as managing high volumes of customer inquiries, dealing with difficult clients, and balancing administrative tasks with relationship-building efforts. Developing strong communication and problem-solving skills can help address these challenges, as well as staying organized and using CRM tools efficiently. Regular training and collaborating closely with team members also support effective handling of complex situations and continuous improvement in customer service.

What is the highest paying job in customer service?

In customer service, roles such as Customer Service Manager, Client Services Director, or Customer Experience Executive tend to have the highest salaries, often exceeding $70,000 annually. These positions typically require leadership skills, industry experience, and sometimes advanced certifications or training in customer relationship management tools.
What are the most commonly searched types of Customer Relationship jobs in California? The most popular types of Customer Relationship jobs in California are:
What cities in California are hiring for Customer Relationship Associate jobs? Cities in California with the most Customer Relationship Associate job openings:
Customer Relationship Associate jobs near you
Infographic showing various Customer Relationship Associate job openings in California as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,472 per year, or $22.3 per hour.

Client Relationship Associate

Apollon Wealth Management

Los Angeles, CA • On-site

$43K - $53K/yr

Full-time

Posted 11 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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