Client Relationship in Pasadena, California

Location

Pasadena, California

Job Type

Full-time

Salary

$60,300 – $64,500/yr

Company

AppleOne

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. - Location: Pasadena, CA.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.