Client Relationship Manager/Admin Assistant

Overview

The Client Relationship Manager will play a key role in enhancing the client experience, strengthening referral relationships, and supporting the firm’s marketing and branding efforts. This is a non-sales role focused on strategic engagement, coordination, and relationship-building. The ideal candidate is proactive, personable, and highly organized, with a passion for helping people and growing a values-driven business.
Responsibilities

Client Experience & Engagement

Serve as a point of contact for non-advisory client interactions.
Coordinate client communications, meeting scheduling, and follow-ups.
Organize client appreciation events and educational workshops.
Collect and share client feedback to improve service delivery.

Referral & COI Relationship Management

Build and maintain relationships with centers of influence (COIs), including CPAs, attorneys, and other professionals.
Coordinate meetings and joint events with referral partners.
Track and follow up on referrals, ensuring timely communication and documentation.

Marketing & Brand Support

Collaborate with the service line to develop marketing materials and campaigns.
Manage updates to the firm’s website and social media platforms.
Support execution of marketing initiatives and monitor engagement metrics.

Internal Coordination

Work closely with financial advisors to align business development efforts with client service goals.
Coordinate with the service line for support on compliance, marketing, and operational tasks.
Help streamline internal workflows related to client outreach and event planning.

Administrative & Reporting Duties

Maintain CRM records and ensure accurate tracking of client interactions and referrals.
Prepare regular reports on business development activities and engagement metrics.
Assist with internal documentation, meeting agendas, and strategic planning materials.

Qualifications

3+ years of experience in client relations, operations or marketing (financial services experience preferred).
Strong interpersonal and communication skills.
Highly organized with attention to detail and follow-through.
Comfortable working independently and collaboratively in a small team environment.
Proficiency with CRM systems, Microsoft Office, and social media platforms.
Salary: $25-$35 per hour or based on experience. Performance-based bonus potential. Access to service line support for training and resources.
Job Details

Location: Santa Monica, CA; Calabasas, CA
Salary ranges shown in job postings: $105,000.00-$135,000.00 (Santa Monica, CA) and $85,000.00-$130,000.00 (Calabasas, CA)

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