58 client relationship manager jobs at 47 companies in Placerville, 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.
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.
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/yrHybridFull Time
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients, manage cash transactions, educate on self-service banking, follow compliance, and build relationships; high school diploma/GED required; cash handling and sales experience preferred.
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
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.
Salas O'Brien: Provides integrated engineering design and technical consulting services.
10+ YOEBachelor's in engineering, California PE, 10+ years water/wastewater engineering, project and team management, strong communication, technical leadership, and client relationship skills.
Chicago or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or Morristown or Boston or Denver or Philadelphia or Cincinnati or Des Moines or Cleveland or Albany or Seattle or Houston or Arlington or Atlanta or Pittsburgh or Hartford or Detroit or Nashville
$54k-$206k/yrOnsiteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
3+ YOE3+ years sales performance management experience, 2+ years management or technology consulting, experience with Anaplan or Varicent, strong client relationship and communication skills, and ability to scope and design SPM solutions.
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.
Sacramento or Fresno or Stockton or Santa Maria or Pleasant Hill
$53k-$109k/yrOnsiteFull Time
Relation Insurance: Provides insurance brokerage and risk management services.
5+ YOE5+ years account management in insurance (Accident & Health focus), Life Accident & Health license, high school diploma (bachelor's preferred), strong MS Office skills, client relationship and compliance knowledge.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
MacKay Sposito: Infrastructure and environmental services firm providing engineering and consulting.
6+ YOEBachelor's in civil engineering, 6+ years land development experience, California PE or ability to obtain in 6 months, project management and client relationship experience, AutoCAD Civil 3D proficiency.
AutoCAD Civil 3D, Microsoft Project, Deltek Ajera, Deltek Vantagepoint