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Client Relationship Manager

Job in La Jolla, San Diego County, California, 92037, USA
Listing for: Plumb Bill Pay
Full Time position
Listed on 2026-08-01
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 85000 - 120000 USD Yearly USD 85000.00 120000.00 YEAR
Job Description & How to Apply Below
Plumb Bill Pay seeks a Client Relationship Manager to own relationships with high-net-worth individuals, family offices, and businesses. In this finance and insurance role, you'll coordinate secure, accurate bill payment, cash-flow reporting, and financial organization with concierge-level service. You'll manage onboarding, respond to inquiries, and work closely with bookkeeping and operations to resolve issues quickly. This position requires excellent judgment, discretion, and communication, plus experience in financial services or bill pay.

Join a collaborative, client-first team in a growing, specialized firm.
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