9 client account manager jobs at 8 companies in Greenfield, CA
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Client Success Manager
Monterey, California, United States
OnsiteFull Time
2+ YOE2+ years B2B sales or account management experience; experience selling logistics/transportation to CPG, retail, or fresh food preferred; strong communication, problem solving, and attention to detail; ability to travel up to 20%.
4d
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Commercial Lines Account Manager
Watsonville or Watsonville
$100k-$110k/yr HybridFull Time
7+ YOERequires 7+ years of commercial lines insurance experience, client service and organizational skills, Microsoft Office and agency management systems proficiency, and an active or obtainable Property & Casualty insurance license.
Microsoft Office, Applied Epic
1mo
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Assistant Fund Manager - Private Credit
Carmel-by-the-Sea or Boston or Chicago
$60k-$105k/yr HybridFull Time
5+ YOEBachelor's in accounting, 5+ years experience (credit accounting preferred), ability to manage 1-2 staff, audit/SOC1 experience, strong analytical and communication skills, client reporting and fund accounting knowledge.
3w
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Relationship Manager
Monterey, California, United States
$85k-$110k/yr OnsiteFull Time
Bachelor's degree in finance/business required, Series 65 required, CFP preferred, client-facing financial services experience preferred, strong organizational and communication skills.
Salesforce
3w
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High Net Worth Tax Managing Director
San Francisco or Fresno or Santa Rosa or Rancho Cordova or Woodland Hills or Napa or El Segundo or Stockton or San Jose or Salinas or Santa Clara or Walnut Creek
$202k-$383k/yr OnsiteFull Time
8+ YOE4+ MgmtUndergraduate degree in accounting or law, CPA or JD required; 8+ years tax planning/consulting for high-net-worth clients, 4+ years supervisory experience, U.S. work authorization preferred, ability to travel as needed.
2mo
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Financial Solutions Advisor Registration Candidate - Carmel Center
Carmel, California, United States
$29-$34/hr OnsiteFull Time
1+ YOEObtain required licenses (SIE, Series 7, Series 66), build client relationships, manage time, and progress through licensed roles.
SIE, Series 7, Series 66
1mo
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
2w
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Financial Advisor
Monterey, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
proprietary planning software
3w
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Risk Advisory Services Principal
San Francisco or Pasadena or Fresno or Santa Rosa or Los Angeles or San Diego or Rancho Cordova or Irvine or Woodland Hills or Napa or El Segundo or Stockton or San Jose or Salinas or Santa Clara or Walnut Creek or Chicago
OnsiteFull Time
12+ YOE7+ MgmtBachelor's in accounting or related, CPA or CIA required, 12+ years in risk advisory/internal audit/internal controls, 7+ years supervisory experience, proven business development and client leadership skills.