543 client relationship manager jobs at 253 companies in Aliso Viejo, CA

4w
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Client Relationship Manager
Costa Mesa, California, United States
$23-$26/hr OnsiteFull Time
Zero Impact Solutions
Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Microsoft Office, CRM
2d
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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yr OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
3mo
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Client Relationship Executive
Los Angeles, California, United States
$154k-$328k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Manage and grow complex commercial client relationships; deliver strategic solutions; excellent communication and negotiation.
2w
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Wealth Management Client Relationship Manager
Frisco or Seattle or Pasadena
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOERequires 3+ years client relationship experience, FINRA registrations (Series 7 and Series 66/63/65), life & health insurance license within 120 days, university degree preferred, strong communication and financial planning knowledge.
2w
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Client Relationship Manager III (Commercial Loan Officer III)
Los Angeles, California, United States
$130k-$150k/yr OnsiteFull Time
United Business Bank
United Business BankNASDAQ: BCML: Provides community-focused commercial and personal banking and lending services.
8+ YOERequires 8+ years in financial services, 5+ years in sales and client relationship building, banking and lending expertise, credit analysis, business development, communication, and Microsoft Office proficiency.
Microsoft Office
1mo
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Sr. Client Relationship Manager, Employee Benefits - IAS, West
Irvine, California, United States
$100k-$110k/yr HybridFull Time
The Baldwin Group
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
4+ YOEManage mid-to-high complexity employee benefits clients, lead renewals and compliance, analyze benefits data, deliver strategic recommendations, and resolve escalated service issues.
Brokerage Builder, Microsoft Excel, AI-enabled tools
2w
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Client Manager
Riverside, California, United States
$80k/yr OnsiteFull Time
Allied Universal
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtManage frontline staff and client relationships, meet financial and operational goals, proficiency in Microsoft Office and web-based BI tools, valid driver\u0002s license if driving, minimum 2 years management experience.
Microsoft Office, Business Intelligence Platform, Business Intelligence (BI)
3mo
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JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, California, United States
$150k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in financial services with affluent/complex relationship management and business development; proven ability to build trusted client relationships and deliver bespoke solutions.
2d
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Senior Client Manager
Los Angeles, California, United States
$100k-$115k/yr HybridFull Time
Koto
Koto: Global brand agency designing visual identities and digital experiences.
Experienced client services professional who can manage branding projects, budgets, scopes, timelines, resourcing, client relationships, proposals, negotiations, pitches, and commercial opportunities.
1w
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Client Relationship Marketing Associate Director
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yr RemoteFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Salesforce, Gen AI
4w
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Relationship Manager
Pasadena, California, United States
$88k-$125k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEBachelor's degree or 3–5 years commercial banking experience; strong communication, sales, math, and reasoning skills; ability to manage commercial client relationships and meet financial goals.
1mo
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Relationship Manager
Carlsbad, California, United States
OnsiteFull Time
Sunwest Bank
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Experience in commercial lending, underwriting, and client relationship development; knowledge of commercial banking products and legal entity structures; strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel
6d
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Client Relationship Marketing Associate Director
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yr RemoteFull Time
Accenture
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Salesforce, Gen AI
2mo
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Relationship Manager 1
Laguna Hills, California, United States
$102k-$174k/yr OnsiteFull Time
Farmers and Merchants Bank of Long Beach
Farmers and Merchants Bank of Long BeachOTCQX: FMBL: Local community bank providing commercial and personal banking services.
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.
1mo
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Client Service Manager
Los Angeles, California, United States
$140k-$165k/yr HybridFull Time, Part Time
Your Part-Time Controller
Your Part-Time Controller: Accounting and financial management services for nonprofit organizations.
7+ YOEBachelor's in accounting/finance,7+ years progressive nonprofit accounting experience,leadership and staff management,client relationship and project management,Microsoft Excel proficiency,travel availability and occasional after-hours availability.
Microsoft Excel
1mo
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Client Relationship Executive – Cyber Managed Services
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
3mo
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Sr Relationship Manager
Irvine, California, United States
$147k-$250k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
10+ YOE10+ years middle market lending; 4-7 years commercial client service; strong credit and relationship skills; travel frequent.
2w
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Relationship Manager (Newport Beach, CA)
Newport Beach, California, United States
$72k-$90k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management client service, strong communication, leadership/mentoring, proficiency with CRM and workflow tools, ability to manage complex client relationships and service delivery.
CRM
3w
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Sr Relationship Manager, Advisory
Newport Beach, California, United States
$189k-$331k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOE12–15 years experience in relationship management or trust/estate law, college degree or equivalent experience required; JD preferred. Extensive fiduciary, investment, tax, legal and client advisory knowledge; strong communication and leadership skills.
1mo
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Relationship Manager Senior CB
Irvine, California, United States
$123k-$209k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
5+ YOEBachelor's degree and minimum 5 years lending and credit experience; strong commercial credit analysis, sales, marketing, and client relationship skills.

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