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Client Relationship
Job
AppleOne
Pasadena, CA (In Person)
$62,400 Salary, Full-Time
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Job Description
Job Summary We are seeking an Associate Client Relationship Manager / Administrative Assistant for a contract/temporary opportunity in Pasadena, CA within the financial services and wealth management industry. This role is ideal for a highly organized, detail-oriented professional who enjoys supporting client service operations, coordinating workflows, and helping a busy advisory team deliver an exceptional client experience. In this Client Relationship support role, you will provide high-level administrative and operational assistance to Client Relationship Managers and Financial Advisors. You will help manage client paperwork, account service requests, meeting preparation, documentation, scheduling, and day-to-day office coordination. This is a great opportunity to join a professional, team-oriented environment known for its client-first mindset, collaborative culture, and strong focus on accuracy, compliance, and service excellence. The right candidate will appreciate a workplace where teamwork, professionalism, follow-through, and attention to detail are highly valued. Key Responsibilities
- Prepare, process, organize, and maintain client paperwork, account documentation, and service forms.
- Assist with account openings, transfers, account maintenance, beneficiary updates, address changes, and related client service requests.
- Track outstanding paperwork, follow up on pending items, and help ensure deadlines and compliance requirements are met.
- Maintain accurate client records across multiple systems, including scanning, filing, electronic document management, and recordkeeping.
- Coordinate calendars, schedule and confirm client meetings, and prepare meeting materials, reports, and client review packets.
- Communicate professionally with clients, custodians, operations teams, product partners, Client Relationship Managers, and Financial Advisors. Compensation and Benefits
- Pay range: $29.00 to $31.00 per hour.
- Job type: Contract/Temporary.