Client Relationship Manager Jobs in California
Client Relationship Manager jobs in California are among the most active in the country, concentrated in financial services, technology, healthcare, and professional services, with openings at every level from entry-level account coordinator through senior relationship director. The deepest hiring markets are Los Angeles, San Francisco, and San Diego, where firms like Wells Fargo, Salesforce, and Kaiser Permanente maintain large client-facing operations. The most in-demand specializations are wealth management, enterprise software accounts, and commercial banking. Find a role that fits below and apply directly.
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Showing 5 of 59+ Client Relationship Manager jobs
About this role:
Wells Fargo is seeking a Business Relationship Support Associate in Global Payments & Liquidity Dedicated Service Team. Covers jobs providing high level of general support to relationship managers on customer business customers and partners (relationship managers, sales, marketing, operations) within the business customer portfolios. Acts as the customers' main point of contact for operational and product questions. Duties may include proactively handling client account and/or product issues, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries. Helps with customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.
In this role, you will:
- Provide support for a portfolio of customers
- Work with business client managers to maintain a portfolio of accounts
- Oversee overall customer experience
- Handle customer issues and assist in decisions with business client managers
- Help with customer associated risk management
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- Handle medium to complex customer issues which include escalation and resolution
- Collaborate and consult with peers, colleagues, and managers to resolve medium to complex issues
Required Qualifications:
- 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
- Treasury Management Dedicated Client Services Experience
- Experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
- Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
- Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
- Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
- Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information
Job Expectations:
- The hours for this position may vary between 7 AM and 6 PM Local Standard Time.
- This position offers a hybrid work schedule.
- Ability to travel 10%
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $30.77 - $45.67
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
6 Oct 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
About this role:
Wells Fargo is seeking a Business Relationship Support Associate in Global Payments & Liquidity Dedicated Service Team. Covers jobs providing high level of general support to relationship managers on customer business customers and partners (relationship managers, sales, marketing, operations) within the business customer portfolios. Acts as the customers' main point of contact for operational and product questions. Duties may include proactively handling client account and/or product issues, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries. Helps with customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.
In this role, you will:
- Provide support for a portfolio of customers
- Work with business client managers to maintain a portfolio of accounts
- Oversee overall customer experience
- Handle customer issues and assist in decisions with business client managers
- Help with customer associated risk management
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- Handle medium to complex customer issues which include escalation and resolution
- Collaborate and consult with peers, colleagues, and managers to resolve medium to complex issues
Required Qualifications:
- 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
- Treasury Management Dedicated Client Services Experience
- Experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
- Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
- Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
- Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
- Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information
Job Expectations:
- The hours for this position may vary between 7 AM and 6 PM Local Standard Time.
- This position offers a hybrid work schedule.
- Ability to travel 10%
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $30.77 - $45.67
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
6 Oct 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
See All 59 Client Relationship Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find JobsClient Relationship Manager Jobs by City in California
Where California roles are concentrated, by current openings.
Client Relationship Manager Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
- Technology & Software
- Investment & Asset Management
What California Employers Look For
The qualifications that appear most often in client relationship manager jobs across California.
- Bachelor's degree in business, finance, marketing, or a related field
- Three or more years of client-facing account management or relationship banking experience
- Demonstrated proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for executive-level client interactions
- Experience managing book of business and hitting retention or revenue targets
- Familiarity with financial products, SaaS solutions, or healthcare services depending on industry
Client Relationship Manager Jobs in California: Frequently Asked Questions
How do you become a client relationship manager in California?
Most client relationship managers in California enter the field with a bachelor's degree in business, finance, or a related discipline, then build experience in account coordination, inside sales, or customer success roles. There is no state-issued license required for the general role, but those working in financial services often pursue FINRA Series 7 or Series 66 licenses, while wealth management-focused positions may require a California-recognized investment adviser registration through the Department of Financial Protection and Innovation.
Which companies hire client relationship managers in California?
Employers hiring client relationship managers in California right now include GHD, U.S. Bank, and Ernest, based on current listings on Migrate Mate as of October 2026. California's concentration of major banks, enterprise tech companies, and large healthcare systems means sustained demand for this role across multiple sectors statewide.
Which California cities have the most client relationship manager jobs?
Los Angeles, San Francisco, and Irvine have the most client relationship manager openings in California. Los Angeles and San Francisco drive the largest share of postings through their dense clusters of financial institutions, enterprise technology firms, and professional services companies, while San Diego's biotech and defense sectors add a consistent stream of openings in more specialized client-facing roles.
Are there remote client relationship manager jobs in California?
Yes, and more than many client-facing roles, since a significant portion of relationship management work can be handled through video calls, CRM platforms, and digital communications. About 86% of client relationship manager openings tied to California are remote or hybrid as of October 2026, reflecting how broadly the role has shifted since the pandemic. Portfolio review, reporting, and strategy calls tend to be the most remote-friendly responsibilities, while onboarding new clients and handling complex escalations typically require in-person presence.
How can I get hired as a client relationship manager in California with little or no experience?
The most realistic entry path is through a customer success associate or junior account coordinator role at a California-based SaaS company or regional bank, where structured onboarding programs are common. Large employers like Wells Fargo, Charles Schwab, and Kaiser Permanente run new-grad and rotational associate programs that feed into relationship management tracks. Lateral moves from inside sales, retail banking, or client services put candidates on a fast path to the role, and earning a Salesforce Administrator certification adds a measurable edge when applying to tech-sector openings.
Where can I find and apply to client relationship manager jobs in California?
You can find and apply to client relationship manager jobs in California on Migrate Mate, which lists current California openings across industries and seniority levels. Find roles that fit your background and apply directly.
See All 59 Client Relationship Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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