Onsite Client Relationship Lead

Tag Management Inc; San Diego (CA); On-site; USD 60,000 - 70,000; Full time

Job summary

Plumb is seeking a Client Relationship Associate in La Jolla, CA. This full-time, onsite role focuses on developing and owning relationships with an assigned portfolio of Plumb clients, from onboarding through ongoing service.

The position emphasizes client care, accurate documentation, and proactive communication to ensure satisfaction. The CRA shepherds onboarding, collaborates with internal teams, and serves as the relationship owner to avoid handoffs and loss of institutional knowledge.

Qualifications

• 2–4+ years of client service or financial services experience.
• Excellent verbal and written communication skills.
• Strong organization and follow-through.
• Professional demeanor and interpersonal skills.

Responsibilities

• Serve as the primary relationship contact for an assigned portfolio of clients.
• Manage onboarding and transition to ongoing service.
• Develop understanding of client needs and service expectations.
• Build professional relationships and communicate proactively on requests and deadlines.
• Coordinate with internal teams to meet client needs.
• Maintain documentation of client preferences and communications.

Skills

Client service

Relationship management

Communication

Organization

Account management

Onboarding

Tools

QuickBooks

AI-enabled tools

Job description

Plumb is seeking a Client Relationship Associate in La Jolla, CA. This full-time, onsite role focuses on developing and owning relationships with an assigned portfolio of Plumb clients, from onboarding through ongoing service.

The position emphasizes client care, accurate documentation, and proactive communication to ensure satisfaction. The CRA shepherds onboarding, collaborates with internal teams, and serves as the relationship owner to avoid handoffs and loss of institutional knowledge.