176 client relationship manager jobs at 113 companies in Isleton, CA
4w
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Client Relationship Manager
Roseville, California, United States
$24/hr OnsiteFull Time
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
2mo
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Client Relationship Manager
Fresno or Walnut Creek
$65k-$90k/yr OnsiteFull Time
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
2mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
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
2mo
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VP/Client Relationship Manager
Vacaville, California, United States
$95k-$100k/yr OnsiteFull Time
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
3w
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Client Relationship Manager
United States or Folsom
$100k-$125k/yr RemoteFull Time
10+ YOEEnterprise account management experience, ability to drive retention, growth, cross-sell and renewals, strong communication, analytics, and insurance/payments knowledge.
3mo
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Client Relationship Manager
Hayward, California, United States
$85k-$100k/yr OnsiteFull Time
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
3mo
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Senior Relationship Manager
Rancho Cordova, California, United States
$148k-$214k/yr HybridFull Time
5+ YOEBachelor’s degree; 5-7 years banking experience; strong credit, sales, and client relationship skills.
3mo
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JPMorgan Private Client Relationship Manager – San Francisco, CA
San Francisco, California, United States
$150k/yr OnsiteFull Time
10+ YOE10+ years in financial services; proven wealth/relationship management; license requirements; college degree preferred.
1w
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Relationship Manager I
Oakland, California, United States
$65k-$104k/yr OnsiteFull Time
3+ YOEBachelors or equivalent, 3+ years sales and financial institution experience, strong banking product knowledge, regulatory/compliance familiarity, client relationship and sales skills.
1mo
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
Requires Series 7 and 66 or Series 7,63,65; SAFE Act registration and Form ADV-2B; high school diploma/GED; strong communication, client management, and product knowledge.
1w
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
2w
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Client Manager
San Francisco or Sacramento
$90k-$115k/yr OnsiteFull Time
3+ YOE3+ years insurance experience with employee benefits expertise, strong communication, project planning, client relationship, data analysis, and technology aptitude.
1mo
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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
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%.
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
1mo
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Client Success Manager
San Ramon, California, United States
$100k-$130k/yr HybridFull Time
California resident with a Bachelor's in Business or related field; experience in client relationship management, insurance/regulatory knowledge preferred; strong communication, training, analytical, and CRM/Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
2d
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Client Success Manager
Las Vegas or Irving or Frisco or Concord or Bellevue
$87k-$157k/yr OnsiteFull Time
4+ YOERequires 4–7 years managing government, strategic, or enterprise client relationships, plus cross-functional coordination, account growth, analytics, telecommunications knowledge, and executive communication skills.
Account Hub
2mo
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Associate Customer Relationship Manager
San Francisco or Dublin or United States
$64k-$129k/yr HybridFull Time
2+ YOE2+ years experience preferred; bachelor's degree preferred; strong written/verbal communication; client relationship, negotiation, and retention skills; proficiency with Microsoft Office (Word, Excel, PowerPoint).
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Success Manager
San Ramon, California, United States
$100k-$130k/yr HybridFull Time
California resident required. Bachelor's in Business Administration or related field. Experience with client relationship management, insurance compliance/filing processes preferred. Proficiency with Microsoft Office and CRM; strong communication, analytical, and training skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, reporting tools
1mo
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Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
4+ YOEBachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
1d
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Enterprise Client Success Manager
Sacramento, California, United States
OnsiteFull Time
7+ YOERequires 7+ years in enterprise account or client success management, enterprise growth and retention experience, complex relationship management, executive communication, QBR leadership, strategic consulting, CRM experience, and strong organization.
Salesforce CRM, Quarterly Business Reviews (QBRs)
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