80 client relationship manager jobs at 50 companies in Lincoln, CA
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Client Relationship Manager
Roseville, California, United States
$24/hrOnsiteFull Time
Veros: Provides automated property valuation and mortgage risk analytics software.
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.
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
3+ YOE3+ years insurance experience with employee benefits expertise, strong communication, project planning, client relationship, data analysis, and technology aptitude.
Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco 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
$59k-$155k/yrHybridFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yrHybridFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
4+ YOEBachelor's degree or equivalent; 4-5 years of experience; knowledge of local market; strong B2B sales and relationship building; ability to source and grow book; collaborative across lines; experience with clients with revenues $2.5M-$50M.
Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville or Walnut Creek or Sacramento
$79k-$153k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOESeries 7 and 66 licenses or ability to acquire Series 66, 5+ years of financial services customer service experience, investment discussions, client meetings, and portfolio compliance.
Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville or Sacramento or Walnut Creek
$79k-$153k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOE5+ years financial services customer service experience; Series 7 and Series 63/65 or 66 and life insurance licenses required; Bachelors preferred; strong communication and client service skills.
Client Development Senior Manager - State and Local Government Health
Boston or Tampa or New York City or Orange County or California or Sacramento or Washington, D.C. or Chicago or San Diego or Los Angeles or San Francisco or Albany
$170k-$187k/yrHybridFull Time
Manatt: Provides legal, public advocacy, and business strategy consulting services.
7+ YOE7-10 years business development experience with state/local government clients, bachelor\u0002s degree required, CRM and data analytics experience (Salesforce, HubSpot, ClientSense), Microsoft Office proficiency, strong communication and relationship-building skills.
Salesforce, HubSpot, ClientSense, CRM, Microsoft Excel, PowerPoint, Word
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEEngage clients, process transactions, educate on self-service banking, manage cash, and connect clients to financial solutions; high school diploma/GED required; customer service, sales aptitude, cash handling and regulatory compliance familiarity.
J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
12+ YOE12+ years in environmental services; CA market relationships; bachelor’s in environmental engineering or related field; PE and/or PMP preferred; strong leadership, communication, and business development skills.
RPM Living: Manages and operates multifamily residential apartment communities.
4+ YOE2+ MgmtFour years of multifamily property management, including two years as a Community Manager; bachelor's degree or equivalent experience; budgeting, financial reporting, leadership, vendor management, and client relationship skills.
Microsoft Office Suite, Yardi, LRO, AIRM, Yieldstar
Alpha Space Control: Provides pavement marking and traffic control safety services.
3+ YOERequires 3–5 years in traffic control and utility industries, plus 3–5 years in cold calling, sales, customer service, and client relationship management; strong communication and organizational skills.
American Fidelity: Provides supplemental insurance and financial services to niche markets.
Selling worksite insurance to business accounts in a defined territory, building long-term client relationships, consulting on employee benefit needs, and conducting group presentations and enrollments.