Client Relationship Manager/Admin Assistant

LegacyOak Advisors powered by Ameriprise Financial LLC; Simi Valley (CA); On-site; USD 105,000 - 135,000; Full time

Benefits offered by this job

Performance-based bonus potential

Access to training resources

Job summary

A financial services firm in California seeks a Client Relationship Manager to enhance client experience and manage relationships. The ideal candidate will have over three years of experience in client relations and excellent organizational skills. Responsibilities include coordinating client communications and supporting marketing initiatives. Access to training resources and a performance-based bonus potential are included in this role.

Qualifications

• 3+ years of experience in client relations, operations, or marketing.
• Strong interpersonal and communication skills.
• Highly organized with attention to detail.

Responsibilities

• Serve as a point of contact for non-advisory client interactions.
• Build and maintain relationships with COIs.
• Collaborate to develop marketing materials.

Skills

Interpersonal skills

Communication skills

Organizational skills

CRM proficiency

Marketing knowledge

Tools

CRM systems

Microsoft Office

Social media platforms

Job description

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)