394 client relationship manager jobs at 212 companies in Fillmore, CA
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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
3mo
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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.
1w
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Client Relationship Manager
Glendale, California, United States
$34-$53/hr HybridFull Time
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
3w
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Wealth Management Client Relationship Manager
Frisco or Seattle or Pasadena
$71k-$81k/yr OnsiteFull Time
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.
1d
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Associate, Client Relationship Manager
Century City, California, United States
$65k-$75k/yr HybridFull Time
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
3w
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Client Relationship Manager
Thousand Oaks or United States
$75k-$85k/yr HybridFull Time
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 Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
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
1mo
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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
3w
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Client Relationship Manager III (Commercial Loan Officer III)
Los Angeles, California, United States
$130k-$150k/yr OnsiteFull Time
8+ YOERequires 8+ years in financial services, 5+ years in sales and client relationship building, banking and lending expertise, credit analysis, business development, communication, and Microsoft Office proficiency.
Microsoft Office
1w
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Senior Client Manager
Los Angeles, California, United States
$100k-$115k/yr HybridFull Time
Experienced client services professional who can manage branding projects, budgets, scopes, timelines, resourcing, client relationships, proposals, negotiations, pitches, and commercial opportunities.
2w
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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
1mo
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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.
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Client Manager
Los Angeles, California, United States
$123k-$209k/yr OnsiteFull Time
10+ YOEBachelor's degree or equivalent, 10 years of financial services relationship management, 8 years serving high-net-worth clients, Safe Act registration, and strong relationship management skills; FINRA licenses preferred.
1mo
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Client Service Manager
Los Angeles, California, United States
$140k-$165k/yr HybridFull Time, Part Time
7+ YOEBachelor's in accounting/finance,7+ years progressive nonprofit accounting experience,leadership and staff management,client relationship and project management,Microsoft Excel proficiency,travel availability and occasional after-hours availability.
Microsoft Excel
1mo
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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.
2w
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Emerging Middle Market Relationship Manager, Director
Sherman Oaks, California, United States
$122k-$228k/yr OnsiteFull Time
10+ YOE10+ years in relationship, account, or portfolio management in corporate banking preferred; bachelor's degree required. Requires expertise in deal structuring, portfolio management, credit risk, negotiation, compliance, and client relationships.
Project Management, Change Management
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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
2w
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Wealth Relationship Manager
Beverly Hills, California, United States
OnsiteFull Time
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship. Requires wealth planning, financial sales, regulatory, and client relationship expertise.
Anti Money Laundering
13h
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Client Relations Manager
Los Angeles, California, United States
$75k-$85k/yr RemoteFull Time
4+ YOERequires 4+ years in client relationship management or sales, preferably with luxury or high-value products. Requires sales success, strong English communication, CRM and productivity tool experience, and deadline management.
CRM, presentation tools, online productivity tools
1mo
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Client Services Manager
Los Angeles or Oakland
$75k-$85k/yr HybridFull Time
5+ YOEBachelor's degree, 5 years professional experience (≥3 in nonprofit), experience managing multiple client relationships, contract/grant review experience, CRM and project-management proficiency, strong communication and analytical skills.
Salesforce, TaskRay, Asana, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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