6 client account manager jobs at 5 companies in Oroville, CA
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Client Associate I
Chico, California, United States
$22-$26/hr OnsiteFull Time
3+ YOEHigh school diploma or GED and 3+ years of office experience required. Requires excellent communication, organization, time management, client service, multitasking, and deadline management skills.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
1mo
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Business Solutions Advisor - Yuba City Financial Center
Yuba City, California, United States
$26-$35/hr OnsiteFull Time
Proven B2B/small-business sales success, strong communication and customer service, ability to manage client relationships, analyze financial needs, and make referrals; high school diploma/GED required.
2w
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Wealth Management Advisor - Auburn, CA
Auburn or Colfax or Loomis
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; 3–5 years in financial sales, preferably with affluent clients; FINRA Series 7, 63, 65, or 66 and applicable state insurance license required.
2mo
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Branch Office Administrator - Auburn, CA
Auburn, California, United States
OnsiteFull Time
Client service and account support role requiring strong communication, attention to detail, analytical thinking, ability to manage account transactions, and proficiency with MoneyGuide, Salesforce, and Microsoft Office. Six-month training provided.
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator - Yuba City, CA
Yuba City, California, United States
OnsiteFull Time
Provides client service, account management, administrative support, and marketing assistance; requires analytical thinking, attention to detail, computer literacy, collaboration, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office