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123 client relationship manager jobs at 80 companies in Lodi, CA

3w
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Client Relationship Manager
Roseville, California, United States
$24/hr OnsiteFull Time
Veros
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.
Microsoft Teams, GoTo Meeting
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1mo
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Client Relationship Manager
Fresno or Walnut Creek
$65k-$90k/yr OnsiteFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
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
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2mo
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VP/Client Relationship Manager
Vacaville, California, United States
$95k-$100k/yr OnsiteFull Time
First Northern Bank of Dixon
First Northern Bank of DixonOTCQX: FNRN: Independent community bank providing personal and business financial services.
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
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2w
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Client Relationship Manager
United States or Folsom
$100k-$125k/yr RemoteFull Time
One Inc
One Inc: Digital payment processing and disbursement platform for insurance carriers.
10+ YOEEnterprise account management experience, ability to drive retention, growth, cross-sell and renewals, strong communication, analytics, and insurance/payments knowledge.
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2mo
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Senior Relationship Manager
Rancho Cordova, California, United States
$148k-$214k/yr HybridFull Time
Bank of Marin
Bank of MarinNASDAQ: BMRC: Provides commercial and retail banking, lending, and wealth management.
5+ YOEBachelor’s degree; 5-7 years banking experience; strong credit, sales, and client relationship skills.
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1mo
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.
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2w
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JPMorgan Private Client Relationship Manager – Walnut Creek, CA
Walnut Creek, California, United States
$150k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in financial services with affluent/complex relationship management; SIE, Series 7 and Series 66 (or 63 and 65); strong prospecting, referral network, and financial planning skills; college degree preferred.
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5d
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
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1w
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Client Manager
San Francisco or Sacramento
$90k-$115k/yr OnsiteFull Time
WTW
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.
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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
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
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%.
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1d
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Client Service Manager
Walnut Creek, California, United States
$63k-$123k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEProperty & Casualty producer license, 5+ years client service management (or 8+ with HS), EPIC and Microsoft Office proficiency, strong middle-market insurance and client/carrier relationship experience; CISR/CIC/CPCU preferred.
EPIC, Microsoft Office
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2w
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Relationship Management, VP
Quincy or Boston or Sacramento
$110k-$208k/yr OnsiteFull Time
State Street
State StreetNYSE: STT: Provides investment management and custody services to institutional investors.
15+ YOEBachelor's degree preferred, 15+ years experience preferred with 3-5 years in financial services relationship management/sales; excellent communication, client management, and strategic skills.
SF360 CRM
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1mo
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Client Success Manager
San Ramon, California, United States
$100k-$130k/yr HybridFull Time
The Surplus Line Association of California
The Surplus Line Association of California: Oversees California's surplus lines insurance marketplace and ensures compliance.
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
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1mo
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Associate Customer Relationship Manager
San Francisco or Dublin or United States
$64k-$129k/yr HybridFull Time
TriNet
TriNetNYSE: TNET: Manages HR, payroll, and employee benefits for small businesses.
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
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1mo
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Client Success Manager
San Ramon, California, United States
$100k-$130k/yr HybridFull Time
The Surplus Line Association of California
The Surplus Line Association of California: Oversees compliance and data reporting for California's surplus lines insurance.
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
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1mo
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Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
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
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3mo
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Employee Benefits Client Manager
Sonora, California, United States
$60k-$85k/yr OnsiteFull Time
Suess Insurance Services
Suess Insurance Services: Independent insurance agency providing comprehensive business and personal insurance solutions.
Active Life/Health license (or ability to obtain quickly); experience in employee benefits/group insurance; strong communication and organizational skills; comfortable presenting and managing multiple client relationships; Employee Navigator experience preferred.
Employee Navigator
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1w
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Mutual Funds Relationship Manager
Milwaukee or Irvine or Edison or New York City or Chicago or Sacramento or Hackensack or Brea or Tempe or Boston or Saint Paul
$134k-$164k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
12+ YOEBachelor's degree or equivalent experience,12–16 years mutual fund or brokerage experience,advanced Microsoft Office and Excel,strong analytical, communication and client-management skills.
Microsoft Office, Microsoft Excel
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1mo
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Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yr HybridFull Time
Brown and Caldwell
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
10+ YOEMinimum 10 years in environmental engineering/consulting with client relationship leadership, business development, portfolio management, and team leadership. Bachelor's degree required. Must pass pre-employment background check and drug test.
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1mo
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Relationship Banker
Concord, California, United States
$25-$27/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients, process cash transactions, educate on self-service banking, manage financial center traffic; high school diploma/GED required; strong communication, problem solving, and customer focus; weekend availability required.
mobile banking, online banking, ATM
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