Senior Client Relationship Lead (Onsite)

Tag Management Inc; San Diego (CA); On-site; USD 65,000 - 80,000; Full time

Job summary

Plumb seeks a Senior Client Relationship Associate to independently manage larger, more complex client portfolios and serve as the primary relationship owner for sophisticated clients and their advisors.

The role emphasizes proactive issue resolution, strong communication, and ownership of client outcomes, with a path toward Lead CRA through consistent retention and growth of a high-value book.

Qualifications

• Approximately 4–6+ years of relevant client-facing professional experience.
• Demonstrated ability to independently manage significant client relationships.
• Excellent communication, judgment and problem-solving skills.
• Strong professional presence.
• Ability to interact confidently with sophisticated clients and advisors.
• Demonstrated ability to resolve difficult client issues and manage expectations.
• Strong ownership mentality and proactive communication style.

Responsibilities

• Independently manages a larger and/or more complex client portfolio.
• Serves as primary relationship owner for sophisticated clients and family structures.
• Handles sensitive client conversations and significant service issues with limited supervision.
• Anticipates client needs and potential problems before they become escalations.
• Conducts proactive relationship reviews.
• Develops strong relationships with wealth advisors, CPAs, attorneys and other professional partners.
• Recognizes retention risks early and develops an appropriate response.
• Identifies opportunities to expand relationships where additional Plumb services would benefit the client.
• Assists developing CRAs with difficult client situations.
• Provides feedback regarding recurring client concerns and opportunities to improve Plumb's service model.
• Maintains a strong understanding of the revenue, complexity, health and capacity of their client portfolio.

Skills

Client relationship management

Wealth management experience

Communications skills

Problem solving

Ownership mindset

Interaction with sophisticated clients

Job description

Plumb seeks a Senior Client Relationship Associate to independently manage larger, more complex client portfolios and serve as the primary relationship owner for sophisticated clients and their advisors.

The role emphasizes proactive issue resolution, strong communication, and ownership of client outcomes, with a path toward Lead CRA through consistent retention and growth of a high-value book.