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Posted August 06, 2026

Client Relationship Manager

Plumb Bill Pay
La Jolla, California 92037, United States Full-Time
85000.00 - 120000.00
Reference: 3148302910

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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