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464 client relationship manager jobs at 234 companies in Berkeley, CA

1mo
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Client Relationship Manager
Fresno or Walnut Creek
$65k-$90k/yr OnsiteFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship experience; excellent writing, presentation, and public speaking; active Series 6, 63 and SIE (or obtained within year); state Life & Health insurance license (or obtained within year); valid driver’s license; ability to work flexible hours.
Salesforce
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1mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
10+ YOE10+ years financial services experience, high school diploma, FINRA Series 7 & 63 required (65/66 may be required), strong client engagement, communication, time management, problem solving, and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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1mo
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VP/Client Relationship Manager
Vacaville, California, United States
$95k-$100k/yr OnsiteFull Time
First Northern Bank of Dixon
First Northern Bank of DixonOTCQX: FNRN: Independent community bank providing personal and business financial services.
5+ YOEBachelor's degree or equivalent (8 years) and 5+ years client relationship experience; proficiency with Profit Intel preferred; strong communication, initiative, and sales skills.
Profit Intel
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2mo
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Private Client Relationship Manager
San Francisco, California, United States
$151k-$189k/yr OnsiteFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Bachelor’s degree required; Series 65 within 60 days; CFP preferred; strong sales and service orientation; client relationship management and collaboration skills.
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
10+ YOEHigh school diploma or equivalent; 10 years of financial services experience; FINRA Series 7 & 63 required (Series 65/66 may be required); proficiency with Microsoft Office and EMR not required; strong communication, customer service, time management, and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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2mo
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Client Relationship Manager
Hayward, California, United States
$85k-$100k/yr OnsiteFull Time
First Onsite
First OnsiteNASDAQ: FSV: Provides disaster restoration and property reconstruction services.
3+ YOEThree+ years in administrative or sales support; proficient with Microsoft Office and Salesforce; restoration industry experience preferred; bachelor’s degree preferred.
Microsoft Office, Salesforce
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1mo
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Future Opportunities: Retirement Client Relationship Manager
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Gusto
Gusto: Cloud-based payroll and HR software for small businesses.
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
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1d
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Client Relationship Manager - San Mateo, CA
San Mateo, California, United States
$44-$79/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Active FINRA Series 7 and 63 required; obtain Series 9 and 10 during tenure; financial services or client-facing experience; supervisory experience preferred.
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1mo
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Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
San Francisco or Walnut Creek
$150k-$175k/yr HybridFull Time
OneDigital
OneDigital: Provides insurance, employee benefits, and human resources consulting services.
5+ YOEFive to ten years in financial services with retirement plan experience; FINRA Series 65; strong client relationship management; proficient in Salesforce.
Salesforce, fi360/Toolkit, Microsoft 365, SharePoint, Zoom
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3d
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Client Relationship Lead
San Francisco, California, United States
OnsiteFull Time
Saks Global
Saks Global: Operates luxury department stores and high-end fashion websites.
2+ YOE2-4 years retail experience preferred, 4-year degree preferred, strong communication, MS Office/Excel proficiency, ability to work flexible schedule including evenings/weekends/holidays.
Microsoft Office, Microsoft Excel, Connect app
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2mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
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3w
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Client Relationship Manager - San Jose Or Santa Clara
San Jose or Santa Clara or California or Colorado or Connecticut or District of Columbia or Hawaii or Illinois or Maryland or Massachusetts or Minnesota or Nevada or New Jersey or New York or Oregon or Rhode Island or Washington
$130k-$160k/yr OnsiteFull Time
Lenovo
LenovoHKSE: 992: Manufactures personal computers, mobile devices, and server infrastructure.
8+ YOEBachelor's degree or equivalent, 8+ years enterprise technology sales, experience selling complex solutions, C-level relationship building, forecasting accuracy, CRM proficiency, and willingness to travel ~50%.
Microsoft Dynamics
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Senior Institutional Client Relationship Manager, Central & Western US
Chicago or New York City or San Francisco
$230k-$275k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
10+ YOE10+ years institutional distribution or client relationship experience, track record originating and funding mandates, relationships with institutional investors, Series 3 and 7 required, CFA/CAIA/MBA preferred, strong communication and travel willingness.
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Relationship Manager
Palo Alto, California, United States
$100k-$150k/yr HybridFull Time
Commercial Bank of California
Commercial Bank of California: A private business bank providing personalized financial and lending services
5+ YOEOriginate and service commercial and consumer credit solutions, build client relationships, cross-sell deposit/lending/treasury services, and represent the bank in community events.
Teladoc
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2w
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Client Technology Manager
San Francisco, California, United States
$152k/yr HybridFull Time
ECI
ECI: Managed IT and cybersecurity services for financial institutions.
Hands-on IT leadership to deliver managed services for a client portfolio; recent cloud, infrastructure, security, and Microsoft 365/Azure experience; strong communication, project management and client relationship skills.
Windows Server, Windows 11, Microsoft 365, Azure, Exchange Online, Google Workspace, VMware vSphere, Hyper-V, Cisco, Palo Alto Networks, Meraki, Microsoft Modern Workplace, Amazon Web Services (AWS), Google Cloud Platform (GCP)
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3mo
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JPMorgan Private Client Relationship Manager – Palo Alto, CA
Palo Alto, 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; strong client relationships; SIE, FINRA Series 7 and 66 (or 63/65); entrepreneurial, networked, and team-oriented.
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1w
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Client Relationship Executive – Office of the CFO Managed Services
San Francisco or United States
$123k-$424k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree and at least 8 years of sector/account/relationship management experience; strong relationship management, strategic thinking, sales and analytical skills.
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1w
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Director, Senior Relationship Manager
San Francisco, California, United States
$122k-$228k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ years relationship/portfolio management experience in corporate banking; strong business development, credit structuring, negotiation, and client advisory skills; bachelor’s degree required.
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1mo
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Relationship Manager, Technology - Institutional Client Group
San Francisco or Denver or Charlotte or Los Angeles
$194k-$229k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOETypically 10+ years banking experience; degree in finance or related field; technology-sector experience; strong sales and portfolio management; FINRA Series 79 and 63 knowledge.
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3w
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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
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
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%.
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