167 client relationship manager jobs at 98 companies in Calimesa, CA
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Client Relationship Manager
Santa Ana or Costa Mesa
$23-$26/hr OnsiteFull Time
1+ YOEBachelor's degree preferred,1-3 years client service or sales experience, strong communication and project management, Microsoft Office and CRM experience, ability to engage with C-level executives.
Microsoft Office Suite, CRM software
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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
3w
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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)
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.
3mo
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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
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.
2mo
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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
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.
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.
2mo
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Regional Client Manager
Brea, California, United States
$80k-$90k/yr FieldFull Time
Regional client-facing sales role requiring experience with client management, sales plan execution, distributor relationships, analytical skills (Power BI/Excel/CoPilot), CRM and ability to travel with valid driver license and car.
NXT, CRM, Power BI, Microsoft Excel, CoPilot
2w
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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.
AI
2w
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Principal Commercial Banking Relationship Manager
Irvine, California, United States
$185k-$300k/yr HybridFull Time
10+ YOERequires 10+ years of commercial banking relationship management experience or equivalent, strong commercial lending and treasury management knowledge, client origination expertise, and applicable FINRA licensing.
Personal Account Dealing Team
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Senior Client Relations Manager
New Castle or Jersey City or Santa Ana or Shanghai or New Jersey or Texas or Florida or Japan or Hong Kong or Canada or Mexico or Germany or France or United States
$139k-$163k/yr HybridFull Time
Managing high-value client relationships, designing VIP programs, coordinating high-value logistics, strong judgment and cross-functional collaboration, familiarity with collectibles and valuation a plus.
Google Sheets, Google Docs
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Relationship Manager- Brea, CA
Brea, California, United States
$48k-$91k/yr OnsiteFull Time
1+ YOEFINRA Series 7 & 66 (or ability to acquire Series 66), 1–3 years financial services experience, planning and product knowledge, strong client service and communication skills, degree/certifications helpful.
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Relationship Manager- Brea, CA
Brea, California, United States
$48k-$91k/yr OnsiteFull Time
1+ YOERequires Series 7 and 66 licenses or Series 66 acquisition upon hire, state registrations, and 1–3 years in financial services. Strong client service, planning, communication, collaboration, and compliance skills required.
FINRA
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Client Success Manager, RCM
Irvine, California, United States
OnsiteFull Time
2+ YOEMinimum 2 years revenue cycle/accounts receivable/coding or payer contracting experience; ASC billing preferred. Proficiency with Practice Management and EMR systems, strong analytical and communication skills, client relationship experience, ability to work independently.
Practice Management, EMR
2mo
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Wealth Relationship Manager SAFE Act -ALISO VIEJO
Aliso Viejo, California, United States
$84k-$126k/yr OnsiteFull Time
5+ YOE5+ years experience; client relationship management for affluent/HNW clients, FINRA registrations (SIE, Series 6/63/65 or Series 7/66), Insurance Group 1 and NMLS/MLO registration within 150 days; bachelor's degree or equivalent; Microsoft Office and financial planning software experience.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
1mo
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Relationship Banker -Ontario Market
Rancho Cucamonga or Upland or Fontana or Alta Loma or La Verne or Pomona
$25-$27/hr OnsiteFull Time
Engage clients in-branch, educate on self-service banking, process cash transactions, build client relationships, follow risk and regulatory processes, and manage appointments and traffic.
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AVP, HOA Relationship Manager
Brea, California, United States
$70k-$98k/yr OnsiteFull Time
4+ YOE4+ years treasury banking client-facing experience, high school diploma or equivalent, strong communication and critical thinking, proficiency with Microsoft Office and mainframe systems, ability to conduct virtual meetings.
Microsoft Office, Microsoft Teams
3w
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Relationship Banker -Escondido-Oceanside Market
Oceanside or Escondido or San Diego or Fallbrook or Vista or Carlsbad or San Marcos
$25-$27/hr OnsiteFull Time
Engage clients in branch to assist with transactions, educate on self-service channels, manage cash, build relationships, and connect clients to financial solutions.
ATM, Online banking, Mobile banking
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