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Entry Level Client Relations Associate Jobs in California

Heimat

Member Relations

Los Angeles, CA · On-site

$43K - $53K/yr

Member Relations Member Relations plays an integral role in providing an elevated, seamless experience for HEIMAT members and guests. This role is responsible for welcoming members, providing ...

Heimat

Member Relations

Los Angeles, CA · On-site

$43K - $53K/yr

Member Relations plays an integral role in providing an elevated, seamless experience for HEIMAT members and guests. This role is responsible for welcoming members, providing concierge services ...

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Entry Level Client Relations Associate information

What is an entry level client relations associate?

An Entry Level Client Relations Associate is a professional who acts as a liaison between a company and its clients, ensuring customer satisfaction and addressing client needs or concerns. They typically handle client inquiries, provide information about products or services, and support senior account managers in maintaining strong client relationships. This role often serves as a starting point for a career in client services or account management, offering valuable experience in communication, problem-solving, and customer service. Entry level associates may also assist in preparing reports, scheduling meetings, and following up on client feedback.

What are the key skills and qualifications needed to thrive as an entry level client relations associate, and why are they important?

To thrive as an Entry Level Client Relations Associate, you need strong interpersonal skills, basic understanding of customer service principles, and at least a high school diploma or equivalent. Familiarity with CRM software, email platforms, and office productivity tools is typically expected. Excellent communication, active listening, and adaptability are standout soft skills for building client trust and resolving concerns effectively. These abilities are vital for fostering positive client experiences, maintaining client loyalty, and supporting overall business growth.

What are some common challenges faced by entry level client relations associates, and how can they be overcome?

Entry Level Client Relations Associates often encounter challenges such as managing multiple client requests simultaneously, understanding diverse client needs, and adapting to fast-paced changes within the organization. Effective time management, active listening, and clear communication are essential skills to address these challenges. Building strong relationships with team members and seeking feedback from supervisors can also help new associates navigate their responsibilities more confidently and grow within the role.

What is the difference between Entry Level Client Relations Associate vs Customer Service Representative?

AspectEntry Level Client Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer a bachelor's degreeHigh school diploma or equivalent; certifications are optional
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or office environments, handling customer inquiries
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality, various service industries

While both roles involve interacting with clients and customers, the Entry Level Client Relations Associate typically focuses on managing client accounts and building relationships in a professional setting, often within corporate industries. In contrast, Customer Service Representatives primarily handle customer inquiries and support in more transactional environments. Understanding these differences can help job seekers target the right roles based on their skills and career goals.

What cities in California are hiring for Entry Level Client Relations Associate jobs?

Cities in California with the most Entry Level Client Relations Associate job openings:

Entry Level Client Relations Associate jobs near you
Infographic showing various Entry Level Client Relations Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution.

Client Relationship Associate - Torrance, CA

Torrance, CA • On-site

EP Wealth Advisors
Finance and Insurance • 11 - 50 employees
Learn more about EP Wealth Advisorsexternal

$21.63 - $31.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary 

The Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. 

$21.63 - $31.25 an hour

Duties and Responsibilities 

  • Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting 

  • Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements 

  • Research and resolve client issues leveraging internal support resources and/or escalate as appropriate to management 

  • Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars 

  • Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing 

  • Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients 

  • Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards 

  • Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner 

  • Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers 

  • Participate in team projects, business initiatives and engage in training and education opportunities as required 

  • Office administrative duties as needed 

Qualifications 

  • Bachelor's degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience. 

  • Ideal candidates will have 1-3 year's experience working in investment advisory, asset management or a financial services company 

  • Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization 

  • Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment 

  • Proficiency in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable 

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays + 2 floating holidays
  • 3 Weeks PTO
  • Paid Volunteer Time
  • Paid Parental Leave 
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected].
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