Client Relationship Associate

Job type: Full-time, exempt

Location: Mission Valley, San Diego, CA

Role Summary:

We are looking for an exceptional Client Relationship Associate to support enterprise client relationships and provide white-glove service experiences in our fastest-growing segment, TEAM Private Family Services. This individual will be a trusted partner to a highly effective team of Client Relationship Managers who serve as the primary points of contact for ultra-high-net-worth advisors, their clients, and employees. This individual will directly support all aspects of the client lifecycle.

Client Relationship Associates report directly to the Vice President of Private Family Services. In addition to invaluable hands-on experience serving a sophisticated client base and scaling a rapidly growing business, this role offers deep experience across a wide variety of functions, which would pave the way for future growth in client success, as well as offering hands-on experience scaling operations, sales, and human resources.

What you’ll do:

● Responsible for supporting Client Relationship Managers to drive exceptional client and employee NPS as well as expansion growth targets.

● Assist with all aspects of the account and employee lifecycle, including onboarding and offboarding.

● Consult and work flexibly with internal teams to solve problems and deliver solutions for clients and employees.

● Navigate service or employment-related questions and issues and drive successful, client-centric resolutions.

● Create and maintain workflow documentation for the Private Family Services department.

● Respond to all inquiries in a timely and solutions-based manner.

● Perform other duties as assigned in support of key business and department objectives.

What you’ll need to know/have:

● Manages multiple projects and processes efficiently and autonomously and executes with a high degree of quality and accuracy.

● Strong communication skills; Effectively relays information in a clear and concise manner.

● High degree of organization and attention to detail.

● Fanatical client service orientation; Demonstrates accountability by taking complete ownership of assigned tasks and recognizing the impact on clients and employee relationships.

● Solves problems creatively with a strategic, solutions-oriented mindset.

● Demonstrates the ability to maintain confidentiality and exercise discretion

Company-sponsored medical, dental and vision plan for employees and their dependents, 401(k), wellness program, learning development program, life insurance, long-term disability coverage, charitable contribution matching, volunteer time off and employee assistance program. In addition to accrued vacation time and sick time, TEAM recognizes 12 paid federal holidays. We also offer our team members the option of alternative work schedules. For team members based out of the San Diego office, we provide daily catered meals, weekly massages, onsite fitness center, a fully stocked pantry, happy hours, free parking and much more.

Company Description:

TEAM Risk Management Strategies (www.teamemployer.com) is the national leader in the outsourced household employment market. Founded in 2003, we provide payroll, outsourced human resources, and risk management solutions, enabling individuals to choose and effectively manage their own in-home service providers. Beyond payroll and risk management, we specialize in fanatical customer service and partner with many of the nation’s largest blue-chip banks and financial institutions. 

We are a high-performing team pursuing aggressive growth targets.  We’re proud of our 93% client NPS, 15% organic revenue CAGR, and 99% revenue retention. We like to win, but we also have fun doing it: we have a close-knit family culture and keep things light with our regular team celebrations, games, and events. TEAM is also recognized as a winner of the San Diego Top Workplace award in 2022,2023, and 2024. 

Our Mission:

To bring peace of mind and simplicity to household employment.

Our Vision:

To be the top provider for household employment in the US.

Our Values:

• We care deeply. We act with kindness and a deep sense of responsibility towards our clients, our employees, each other, and all.  
• We are thoughtful and thorough. We think through unasked questions because we know that the small things matter. 
• We see challenges as opportunities. We approach adversity with optimism, and embrace even the toughest obstacles for the growth and wisdom they provide. 
• We hold the bar high. We want to be the very best at what we do, we hold ourselves and each other to a high standard, and we will run through walls to achieve our goals. 
• We serve with humility. There is no job too small. Great ideas can come from anyone. 
• We celebrate our success and each other. Knowing how hard we work on all the above, we recognize the importance of celebrating each other and our wins along the journey. 

This role is based in California. The California pay range for this position is $67,000-$75,000 annually. Compensation is based on several factors including but not limited to the applicant’s skills, work experience, knowledge, abilities, education, etc. Note that this range may not apply to employees based outside of California.

Note:

TEAM Risk Management Strategies, LLC is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation, or any other protected characteristic under local, state, or federal law.

Salary : $67,000 - $75,000