276 client relationship manager jobs at 143 companies in Bonsall, CA
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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
4d
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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
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
2mo
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
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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
2w
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Client Manager
Riverside, California, United States
$80k/yr OnsiteFull Time
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
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.
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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
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
2w
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Manager, Client Relationship Support- North San Diego, CA
San Diego, California, United States
$40-$72/hr OnsiteFull Time
2+ MgmtRequires active FINRA Series 7 and 63 licenses. Series 9 and 10 must be obtained during employment. Financial services or client-facing experience and supervisory experience are preferred.
Schwab Training and Development
2w
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Relationship Manager
Orange, California, United States
$127k-$185k/yr OnsiteFull Time
3+ YOEBachelor's degree or 3–5 years of commercial banking experience; ability to manage commercial client relationships, develop sales, interpret policies, communicate effectively, and perform financial calculations.
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Relationship Manager
Carlsbad, California, United States
OnsiteFull Time
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
2mo
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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.
3mo
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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 (Newport Beach, CA)
Newport Beach, California, United States
$72k-$90k/yr HybridFull Time
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
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
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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Business Banking Sr Relationship Manager
San Diego, California, United States
$140k-$185k/yr OnsiteFull Time
5+ YOE5+ years commercial lending/business development experience; experience managing portfolios of $20–50M; ability to analyze financial statements, sales track record, and client relationship skills.
2mo
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Client Manager - Security Services
San Diego, California, United States
$75k-$85k/yr OnsiteFull Time
2+ YOE2+ MgmtManage client relationships and front-line staff, 2+ years supervisory experience, proficiency with Microsoft Office and BI tools, ability to meet financial targets and travel to client sites.
Microsoft Office, Business Intelligence Platform
3w
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Senior Relationship Manager, Income Property Group
Newport Beach, California, United States
$116k-$216k/yr OnsiteFull Time
7+ YOE7+ years real estate finance experience, bachelor’s degree or equivalent preferred, strong credit and risk management, product knowledge, client relationship and team leadership skills.
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
1w
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Global Client Services Manager
Los Angeles or Irvine
$179k-$287k/yr HybridFull Time
8+ YOERequires 8–10 years in RFP, proposal management, or client servicing in asset management or financial services, team leadership, investment knowledge, cross-functional partnership, and a bachelor's degree.
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