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Institutional Client Relationship Manager Jobs in California

Client Relationship Manager

Irvine, CA ยท On-site

$70 - $95/hr

Position Summary The Client Relationship Manager is responsible for delivering an exceptional customer experience while supporting the day-to-day operations of View Cleaners. This role combines ...

Client Relationship Manager

Modesto, CA ยท On-site

$59K - $67K/yr

You will be responsible for building strong client relationships, managing accounts, and coordinating with internal teams to achieve exceptional outcomes. Responsibilities * Serve as the main liaison ...

Client Relationship Manager

Irvine, CA ยท On-site

$20 - $25/hr

Position Summary The Client Relationship Manager is responsible for delivering an exceptional customer experience while supporting the day-to-day operations of View Cleaners. This role combines ...

Client Relationship Manager

Glendale, CA ยท On-site

$70K - $110K/yr

Client Relationship Manager Castlewatch Wealth | Glendale, California Full-Time | Hybrid Eligible After Six Months Castlewatch Wealth is seeking a highly organized, detail-oriented Client ...

Client Relationship Manager

Irvine, CA ยท Hybrid

$60K - $70K/yr

Description Client Relationship Manager Location: Remote (Hybrid if within 35 miles of a FlexTG office - 3 days onsite) Salary: $60,000-$70,000 base + quarterly bonuses + commission incentives About ...

What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients ...

What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients ...

Client Relationship Manager

Irvine, CA ยท On-site

$65 - $85/hr

Position Summary The Client Relationship Manager is responsible for delivering an exceptional customer experience while supporting the day-to-day operations of View Cleaners. This role combines ...

Client Relationship Manager

Irvine, CA ยท Hybrid

$60K - $70K/yr

Client Relationship Manager ???? Location: Remote (Hybrid if within 35 miles of a FlexTG office - 3 days onsite) ???? Salary: $60,000-$70,000 base + quarterly bonuses + commission incentives About ...

Client Relationship Manager ???? Location: Remote (Hybrid if within 35 miles of a FlexTG office - 3 days onsite) ???? Salary: $60,000-$70,000 base + quarterly bonuses + commission incentives About ...

Client Relationship Manager

Glendale, CA ยท On-site

$70 - $110/hr

Client Relationship Manager Castlewatch Wealth | Glendale, California Full-Time | Hybrid Eligible After Six Months Castlewatch Wealth is seeking a highly organized, detail-oriented Client ...

Client Relationship Manager

Irvine, CA ยท On-site

$60K - $70K/yr

Description Client Relationship Manager Location: Remote (Hybrid if within 35 miles of a FlexTG office - 3 days onsite) Salary: $60,000-$70,000 base + quarterly bonuses + commission incentives About ...

Client Relationship Manager

Glendale, CA ยท On-site

$70 - $110/hr

Client Relationship Manager Castlewatch Wealth | Glendale, California Full-Time | Hybrid Eligible After Six Months Castlewatch Wealth is seeking a highly organized, detail-oriented Client ...

Client Relationship Manager

Glendale, CA ยท On-site

$70K - $110K/yr

Client Relationship Manager Castlewatch Wealth Glendale, California Full-Time Hybrid Eligible After Six Months Castlewatch Wealth is seeking a highly organized, detail-oriented Client Relationship ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Bakersfield, CA Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses ...

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Institutional Client Relationship Manager information

What does an institutional client relationship manager do?

An Institutional Client Relationship Manager is responsible for managing and nurturing relationships with large, institutional clients such as pension funds, insurance companies, and endowments. They act as the main point of contact, ensuring clients are satisfied with the services provided and addressing any concerns or needs. These professionals work closely with internal teams to deliver tailored solutions, provide market insights, and facilitate communication between clients and their organization. Their goal is to maintain long-term partnerships and support client retention and growth.

What are the key skills and qualifications needed to thrive as an institutional client relationship manager, and why are they important?

To thrive as an Institutional Client Relationship Manager, you need a strong background in finance or business, expertise in investment products, and experience managing institutional accounts, often supported by a bachelor's or master's degree. Familiarity with CRM systems, portfolio management tools, and relevant certifications such as CFA or Series 7 are highly valuable. Exceptional communication, client service orientation, and problem-solving skills set top performers apart in this role. These abilities are crucial for building trust, retaining institutional clients, and driving business growth in a competitive financial environment.

What are some common challenges institutional client relationship managers face when managing multiple high-value clients?

Institutional Client Relationship Managers often juggle the demands of several large clients, each with unique investment goals and service expectations. One key challenge is balancing proactive communication and personalized support while staying organized and responsive to urgent requests. Additionally, these managers must keep up with industry regulations, market trends, and internal product updates to provide informed guidance. Effective time management, strong relationship-building skills, and leveraging digital tools are essential to successfully meeting these challenges.

What is the difference between Institutional Client Relationship Manager vs Financial Advisor?

AspectInstitutional Client Relationship ManagerFinancial Advisor
CredentialsTypically requires a bachelor's degree, certifications like CFA or CFP are commonRequires a bachelor's degree, CFP certification often preferred
Work EnvironmentWorks mainly with institutional clients such as pension funds, corporationsServes individual clients and families
Employer & IndustryFinancial institutions, asset management firms, banksFinancial planning firms, banks, independent practices
Primary FocusManaging relationships with institutional clients, providing tailored investment solutionsProviding personalized financial planning and investment advice to individuals

The Institutional Client Relationship Manager primarily focuses on managing relationships with institutional clients like pension funds and corporations, offering specialized investment services. In contrast, Financial Advisors serve individual clients, providing personalized financial planning. While both roles require financial certifications and industry knowledge, their client base and work environment differ significantly.

What are popular job titles related to Institutional Client Relationship Manager jobs in California?

For Institutional Client Relationship Manager jobs in California, the most frequently searched job titles are:

What job categories do people searching Institutional Client Relationship Manager jobs in California look for?

The top searched job categories for Institutional Client Relationship Manager jobs in California are:

What cities in California are hiring for Institutional Client Relationship Manager jobs?

Cities in California with the most Institutional Client Relationship Manager job openings:

Infographic showing various Institutional Client Relationship Manager job openings in California as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Client Relationship Manager

View Cleaners

Irvine, CA โ€ข On-site

$70 - $95/hr

Other

Posted 10 days ago


Job description

Position Summary

The Client Relationship Manager is responsible for delivering an exceptional customer experience while supporting the day-to-day operations of View Cleaners. This role combines customer relationship management, retail store leadership, administrative support, team coaching, client retention, and business development.

As the primary point of contact for clients, the Client Relationship Manager ensures that every customer interaction reflects View Cleaners' commitment to luxury garment care, professionalism, and personalized service. This position also supports home delivery clients, retail operations, marketing initiatives, team communications, and administrative functions. The role combines responsibilities from both retail management and administrative leadership functions.

Key Responsibilities Client Experience & Relationship Management
  • Build strong relationships with retail and home delivery clients.
  • Ensure every customer is greeted promptly, professionally, and courteously.
  • Resolve client concerns, service issues, and garment claims quickly and professionally.
  • Follow up with customers regarding delayed orders, special requests, and satisfaction concerns.
  • Develop and maintain relationships with VIP, concierge, and high-value clients.
  • Increase client retention through personalized service and proactive communication.
  • Generate referral business and positive online reviews.
Retail Store Operations
  • Oversee daily operations of the retail location.
  • Ensure all garments are processed accurately and ready when promised.
  • Maintain a clean, organized, and professional store environment.
  • Reconcile cash drawers and verify daily deposits.
  • Monitor workflow between retail stores, production plant, and delivery routes.
  • Maintain operational reports and performance metrics.
  • Fill in for Customer Service Representatives when necessary.
Team Leadership & Development
  • Train, coach, and mentor Customer Service Representatives.
  • Conduct onboarding for new team members.
  • Develop and maintain Standard Operating Procedures (SOPs).
  • Create schedules and manage timekeeping records.
  • Foster teamwork, accountability, and positive workplace culture.
  • Conduct daily huddles and team communication meetings.
  • Monitor employee performance and provide constructive feedback.
Administrative & Office Support
  • Answer client emails, phone calls, and online inquiries.
  • Support payroll preparation and administrative record keeping.
  • Assist with HR documentation and compliance.
  • Coordinate meetings, training schedules, and internal communications.
  • Maintain organized digital and physical records.
  • Support management with special projects and reporting.
Marketing & Business Development
  • Support implementation of marketing campaigns.
  • Assist with social media engagement and customer outreach.
  • Promote View Cleaners' Home & Office Pickup and Delivery Service.
  • Support customer loyalty and referral programs.
  • Identify opportunities to increase sales and client engagement.
  • Help strengthen View Cleaners' reputation as Orange County's premier garment care provider.
Key Competencies
  • Exceptional customer service and relationship-building skills
  • Strong verbal and written communication
  • Leadership and coaching abilities
  • Professional conflict resolution
  • Organizational and project management skills
  • Attention to detail
  • Problem-solving mindset
  • Positive attitude and professionalism
  • Ability to multitask in a fast-paced environment
  • Strong computer skills, including Microsoft Office, POS systems, CRM software, and email platforms
Preferred
  • Dry cleaning, hospitality, luxury retail, or service industry experience
  • Experience managing customer relationships and teams
  • Knowledge of garment care and textile services
About View Cleaners

View Cleaners is Orange County's premier dry cleaning and laundry service, serving customers since 1976. We specialize in luxury garment care, wedding gowns, designer apparel, household items, and complimentary home and office pickup and delivery service. Our mission is to provide world-class customer experience through exceptional service, attention to detail, and lasting client relationships.

Core Values:
  • Customer First
  • Accountability
  • Integrity
  • Continuous Improvement
  • Teamwork
  • Excellence in Service

This position is ideal for someone who enjoys building relationships, leading people, solving problems, and helping grow a high-end service business.

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