12h
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Client Relationship Manager
Irvine, California, United States
$60k-$70k/yr HybridFull Time
Proven client relationship experience, project management skills, proficiency with Microsoft Office, strong communication and analytical skills, willingness to travel, bachelor’s degree in business preferred.
Microsoft Office
1w
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Client Relationship Manager
Costa Mesa, California, United States
$23-$26/hr OnsiteFull Time
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
1w
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2mo
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Client Relationship Executive
Los Angeles, California, United States
$154k-$328k/yr HybridFull Time
Manage and grow complex commercial client relationships; deliver strategic solutions; excellent communication and negotiation.
1mo
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Enterprise Client Relationship Manager
Los Angeles, California, United States
$152k-$203k/yr OnsiteFull Time
5+ YOE5+ years in AI/technology partnerships or enterprise relationship management; strong AI/ML, cloud, and enterprise tech fluency; financial services experience preferred; Bachelor's degree; strong communication skills.
AI, Cloud platforms, Enterprise software, Data analysis
1w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
3mo
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Business Development & Client Relationship Manager - Insurance GA
New York or Pasadena
HybridFull Time
10+ years insurance client relationship sales experience; deep insurance investment knowledge; Finance degree or related field; strong relationship and presentation skills.
2w
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Sr. Client Relationship Manager, Employee Benefits - IAS, West
Irvine, California, United States
$100k-$110k/yr HybridFull Time
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
6d
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Relationship Manager
Pasadena, California, United States
$88k-$125k/yr OnsiteFull Time
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.
2mo
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JPMorgan Private Client Relationship Manager – Irvine, CA
Irvine, California, United States
$150k/yr OnsiteFull Time
10+ YOE10+ years in Financial Services; proven ability to prospect and grow high-net-worth relationships; licensed or willing to obtain required FINRA licenses; bachelor's degree preferred.
NMLS, SIE, Series 7, Series 66, Series 63, Series 65
1mo
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Relationship Manager 1
Laguna Hills, California, United States
$102k-$174k/yr OnsiteFull Time
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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Relationship Manager
Irvine, California, United States
OnsiteFull Time
Analyzing depository and credit information, preparing credit authorizations, underwriting loans, sourcing new business, and maintaining client relationships; proficiency with Excel, Word, and Salesforce; knowledge of commercial banking products and legal entity structures.
Microsoft Excel, Microsoft Word, Salesforce
1w
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Global Relationship Manager
Virginia or Los Angeles
$165k-$235k/yr HybridFull Time
Develop and manage client relationships, drive growth and go-to-market strategies, lead data and insights initiatives, project-manage cross-functional issues, and mentor team members. ITIL certification and relevant business degrees preferred.
CRM
3w
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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
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.
1mo
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Manager - Client
Santa Monica, California, United States
$59k-$95k/yr OnsiteFull Time
4+ YOE3+ MgmtMinimum 4 years client service and banking experience, 3 years supervisory experience; strong knowledge of bank products, policies, regulatory compliance, audit, leadership, sales, and client relationship management.
2mo
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Sr Relationship Manager
Irvine, California, United States
$147k-$250k/yr OnsiteFull Time
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 (Woodland Hills, CA)
Woodland Hills, California, United States
$71k-$85k/yr HybridFull Time
Experience in wealth management, client relationship management, CRM proficiency, strong communication, organizational and problem-solving skills; leadership or mentoring experience preferred.
CRM
1mo
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Relationship Manager- Core Market
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yr RemoteFull Time
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
2w
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Relationship Manager, Construction Lending
Encino, California, United States
$140k-$175k/yr HybridFull Time
5+ YOE5+ years in construction/bridge lending, strong client relationship and sales experience, bachelor's preferred, ability to obtain California real estate license preferred, advanced Excel/PowerPoint/CRM skills.
Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA
Carlsbad or Los Angeles or San Diego
$80k-$120k/yr HybridFull Time
2+ YOE2+ years disability & life group benefits/account management experience; Group Life & Health license required (maintain CE); 4-year degree preferred; proficient with Microsoft Office; strong presentation, communication, and organizational skills; must reside within market.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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