5 client relationship manager jobs at 5 companies in King City, CA
3w
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Senior Business Banking Relationship Manager (LO)
Salinas, California, United States
$104k-$168k/yr OnsiteFull Time
4+ YOE4+ years banking experience, experience sourcing/managing client portfolios, knowledge of deposit/cash management, ability to assess credit and structure lending, intermediate Microsoft Office skills, LO qualification required.
Microsoft Office, Microsoft Excel
2mo
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Tax Manager
Paso Robles or San Luis Obispo or Santa Maria
$125k-$160k/yr HybridFull Time
6+ YOE6+ years tax accounting experience, active licensed CPA, bachelor’s in accounting/finance, strong project management, analytical and communication skills, experience supervising staff and developing client relationships.
QuickBooks, CCH Axcess, CSI Depreciation, CaseWare, BNA Tax Planning Software, Microsoft Office
1mo
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
1mo
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Event & Sales Coordinator - Leal Vineyards
Hollister, California, United States
$25/hr OnsitePart Time
Coordinate and execute events, manage sales and client relationships, create marketing content, maintain certifications, valid CA driver's license, and flexible availability including nights/weekends/holidays.
Microsoft Excel, Aisle Planner, Google Documents
1mo
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Director of Sales
Paso Robles, California, United States
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years hotel sales or proven sales leadership, strong client relationship and revenue generation skills, excellent communication and presentation, ability to learn systems technology.
Delphi FDC, Profit Sword, Hospitality systems