HiringCafe
Join our community

397 client relationship manager jobs at 210 companies in Mountain View, CA

1mo
Save
Mark Applied
Hide
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
Job PostingView all
2mo
Save
Mark Applied
Hide
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
Job PostingView all
2mo
Save
Mark Applied
Hide
Private Client Relationship Manager
San Francisco, California, United States
$151k-$189k/yr OnsiteFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Bachelor’s degree required; Series 65 within 60 days; CFP preferred; strong sales and service orientation; client relationship management and collaboration skills.
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
10+ YOEHigh school diploma or equivalent; 10 years of financial services experience; FINRA Series 7 & 63 required (Series 65/66 may be required); proficiency with Microsoft Office and EMR not required; strong communication, customer service, time management, and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Job PostingView all
3mo
Save
Mark Applied
Hide
Client Relationship Manager
Hayward, California, United States
$85k-$100k/yr OnsiteFull Time
First Onsite
First OnsiteNASDAQ: FSV: Provides disaster restoration and property reconstruction services.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Future Opportunities: Retirement Client Relationship Manager
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Gusto
Gusto: Cloud-based payroll and HR software for small businesses.
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
Job PostingView all
2w
Save
Mark Applied
Hide
Client Relationship Lead
San Francisco, California, United States
OnsiteFull Time
Saks Global
Saks Global: Operates luxury department stores and high-end fashion websites.
2+ YOE2-4 years retail experience preferred, 4-year degree preferred, strong communication, MS Office/Excel proficiency, ability to work flexible schedule including evenings/weekends/holidays.
Microsoft Office, Microsoft Excel, Connect app
Job PostingView all
2mo
Save
Mark Applied
Hide
Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
Job PostingView all
6d
Save
Mark Applied
Hide
Client Manager
San Francisco, California, United States
$70k-$75k/yr OnsiteTemporary
Allied Universal
Allied Universal: Global provider of physical security and facility management services.
2+ YOE2+ MgmtExperience managing hourly/front-line staff, proficiency with Microsoft Office and BI tools, ability to maintain client relationships and financial/account health; valid driver’s license if driving for business.
Microsoft Office, Business Intelligence (BI)
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Relationship Manager - San Jose Or Santa Clara
San Jose or Santa Clara or California or Colorado or Connecticut or District of Columbia or Hawaii or Illinois or Maryland or Massachusetts or Minnesota or Nevada or New Jersey or New York or Oregon or Rhode Island or Washington
$130k-$160k/yr OnsiteFull Time
Lenovo
LenovoHKSE: 992: Manufactures personal computers, mobile devices, and server infrastructure.
8+ YOEBachelor's degree or equivalent, 8+ years enterprise technology sales, experience selling complex solutions, C-level relationship building, forecasting accuracy, CRM proficiency, and willingness to travel ~50%.
Microsoft Dynamics
Job PostingView all
3w
Save
Mark Applied
Hide
Relationship Manager
Palo Alto, California, United States
$100k-$150k/yr HybridFull Time
Commercial Bank of California
Commercial Bank of California: A private business bank providing personalized financial and lending services
5+ YOEOriginate and service commercial and consumer credit solutions, build client relationships, cross-sell deposit/lending/treasury services, and represent the bank in community events.
Teladoc
Job PostingView all
5d
Save
Mark Applied
Hide
Client Relationship Associate - Redwood Shores, CA
Redwood City, California, United States
$24-$35/hr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
1+ YOEProvide client service for account maintenance, onboarding, cash management, reporting; strong communication, organization, and problem-solving; 1-3 years in financial services preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
Job PostingView all
3w
Save
Mark Applied
Hide
Client Relationship Executive – Office of the CFO Managed Services
San Francisco or United States
$123k-$424k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree and at least 8 years of sector/account/relationship management experience; strong relationship management, strategic thinking, sales and analytical skills.
Job PostingView all
2mo
Save
Mark Applied
Hide
JPMorgan Private Client Relationship Manager – San Francisco, CA
San Francisco, 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; proven wealth/relationship management; license requirements; college degree preferred.
Job PostingView all
3d
Save
Mark Applied
Hide
Relationship Manager I
Oakland, California, United States
$65k-$104k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelors or equivalent, 3+ years sales and financial institution experience, strong banking product knowledge, regulatory/compliance familiarity, client relationship and sales skills.
Job PostingView all
3d
Save
Mark Applied
Hide
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
Job PostingView all
1w
Save
Mark Applied
Hide
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
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%.
Job PostingView all
1w
Save
Mark Applied
Hide
Wealth Relationship Manager
Cupertino, California, United States
$101k-$151k/yr OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Experience in financial sales and wealth planning, strong client relationship and business development skills, knowledge of wealth products and regulatory frameworks, and ability to work with Compliance/Credit/Risk.
Job PostingView all

Explore Jobs

Expand Your Job Search