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1,195 client relationship manager jobs at 511 companies in California

1mo
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Client Relationship Manager
Roseville, California, United States
$24/hr OnsiteFull Time
Valligent
Valligent: Private real estate valuation technology serving lenders, investors, banks, credit unions, and insurers.
Strong verbal and written communication, client relationship and customer service skills, organization and follow-through, ability to manage multiple priorities, discretion with confidential information, and 45 WPM typing.
Microsoft Teams, GoTo Meeting
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1mo
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Client Relationship Manager
Costa Mesa, California, United States
$23-$26/hr OnsiteFull Time
Zero Impact Solutions
Zero Impact Solutions: California-licensed clean-energy infrastructure provider for commercial and enterprise clients, delivering EV charging, fleet electrification, solar, and 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
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1w
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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 Digital, LLC
BDO Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
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
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3mo
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Client Relationship Manager
Bakersfield, California, United States
HybridFull Time
Ernest Packaging Solutions
Ernest Packaging Solutions: Family-owned packaging providing custom packaging design and production solutions to businesses.
Outside sales experience; prospect and grow accounts; strong relationship-building in field; resilient, entrepreneurial mindset.
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2mo
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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+ 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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Private Client Relationship Manager
San Francisco, California, United States
$151k-$189k/yr OnsiteFull Time
Capital Group
Capital Group: Provides investment management services globally.
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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2mo
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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+ YOE10+ years financial services experience, HS diploma, FINRA Series 7 and 63 required (65/66 may be required), proficiency with Microsoft Office, strong client communication and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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1mo
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Client Relationship Manager
United States or Folsom
$100k-$125k/yr RemoteFull Time
One Inc
One Inc: Private insurance-payments software serving insurers with premium collection and claims disbursement technology.
10+ YOEEnterprise account management experience, ability to drive retention, growth, cross-sell and renewals, strong communication, analytics, and insurance/payments knowledge.
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Client Relationship Executive
Los Angeles, California, United States
$154k-$328k/yr HybridFull Time
Marsh
MarshNYSE: MRSH: Marsh Risk is a private global insurance broker and risk advisor serving businesses, governments, professional organizations, and individuals.
Manage and grow complex commercial client relationships; deliver strategic solutions; excellent communication and negotiation.
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1w
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Client Relationship Manager
Glendale, California, United States
$34-$53/hr HybridFull Time
Jambalaya Group
Jambalaya Group: Consulting and recruiting firm helping financial-advisory practices improve operations, develop people, and hire talent.
Active Series 7, Series 66, and California life and health licenses required. Wealth management experience preferred; MoneyGuidePro experience, strong communication, organization, and financial calculation skills required.
MoneyGuidePro
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3w
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Wealth Management Client Relationship Manager
Frisco or Seattle or Pasadena
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Financial services and retirement solutions for academic and research professionals.
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.
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3d
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Associate, Client Relationship Manager
Century City, California, United States
$65k-$75k/yr HybridFull Time
Lido Advisors
Lido Advisors: Independent SEC-registered wealth adviser serving high-net-worth individuals, families, entrepreneurs, executives, and institutions.
1+ YOEBachelor’s degree, 1+ year of client support experience in an RIA or financial services industry, Series 65 or 66, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
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3w
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Client Relationship Manager
Thousand Oaks or United States
$75k-$85k/yr HybridFull Time
Anchor Loans
Anchor Loans: Private direct lender serving experienced residential real estate investors, brokers, builders, and developers.
1+ YOEPreferred 1–3 years in mortgage lending, private lending, banking, financial services, real estate, or sales support; bachelor's degree preferred; strong organization, communication, initiative, and leadership skills.
Salesforce
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Client Relationship Manager
Hayward, California, United States
$85k-$100k/yr OnsiteFull Time
First Onsite Property Restoration
First Onsite Property RestorationNASDAQ and Toronto Stock Exchange: FSV: Large-scale property restoration, construction, and emergency response 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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Client Relationship Manager - Industrial Wastewater
Green Bay or New York or New York City or Seattle or Washington or California or Chicago or Oregon or Portland
HybridFull Time
Foth
Foth: Member-owned science and engineering consulting firm serving public and private clients.
10+ YOEBachelor's in engineering or environmental science;10+ years in engineering consulting;experience with industrial process systems;client-facing project management and proposal development experience.
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5d
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Senior Client Relationship Associate
La Jolla, California, United States
$65k-$80k/yr OnsiteFull Time
Plumb
Plumb: Private outsourced bill-pay and family-office accounting firm serving high-net-worth individuals, families, and their financial advisors.
4+ YOERequires 4–6+ years of relevant client-facing experience, independent management of significant client relationships, strong communication, judgment, problem-solving, professional presence, and issue-resolution skills.
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2w
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Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
San Francisco or Walnut Creek
$150k-$175k/yr HybridFull Time
OneDigital
OneDigital: Private insurance brokerage, financial-services, and HR consulting firm serving employers, businesses, and individuals.
5+ YOERequires 5–10 years in financial services, retirement plan client experience, Series 65, ERISA knowledge, strong relationship management, and proficiency with Microsoft 365, SharePoint, Zoom, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint, Zoom, Salesforce, fi360/Toolkit, CRM, AI
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
Angeles Wealth Management
Angeles Wealth Management: Employee-owned outsourced investment office building customized multi-asset portfolios for institutional and private-wealth investors.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
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2mo
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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: Gusto is a payroll, benefits, and human-resources software platform serving small and medium-sized 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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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
Apollon Wealth Management
Apollon Wealth Management: Private registered investment adviser providing financial planning and investment management to individuals, families, and independent advisors.
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
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