58 client relationship manager jobs at 47 companies in Placerville, 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
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.
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.
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.
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
1mo
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Senior Client Service Manager
Sacramento, California, United States
$84k-$163k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's +5 years client service/claims OR HS/GED +10 years; Property and Casualty insurance license; Microsoft Office proficiency; strong relationship, adaptability, and consultative skills; supervisory experience preferred.
Microsoft Office
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
3w
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Relationship Banker - Sacramento Metro Area
Sacramento or Citrus Heights or North Highlands
$25-$27/hr OnsiteFull Time
Bank of America
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.
3w
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Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville or Sacramento or Walnut Creek
$79k-$153k/yr OnsiteFull Time
Fidelity Investments
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.
3w
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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/yr HybridFull Time
Manatt
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
1mo
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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 Chase
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.
2mo
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Environmental Client Service Leader
San Francisco or Sacramento or Rancho Cordova or Roseville or Petaluma or Oakland
$168k-$249k/yr HybridFull Time
WSP
WSPToronto Stock Exchange: WSP: Provides engineering, design, and environmental consultancy services globally.
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.
1mo
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Project Manager (Civil)
Sacramento, California, United States
$94k-$150k/yr OnsiteFull Time
KPFF
KPFF: Provides structural and civil engineering design and consulting services.
10+ YOEPE license required, Bachelor's in Civil Engineering, 10+ years civil engineering experience with project management, proficiency with AutoCAD Civil 3D, strong leadership, client relationship, budget and schedule management skills.
AutoCAD Civil 3D
1mo
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Project Manager- Water/Wastewater- West Coast
Roseville or United States
$120k-$200k/yr HybridFull Time
Salas O'Brien
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.
1mo
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Branch Manager
Roseville, California, United States
$85k/yr OnsiteFull Time
Accurate Personnel
Accurate Personnel: Provides temporary and permanent staffing solutions for businesses.
3+ YOE3+ Mgmt3+ years leadership in staffing preferred, experience in branch management, recruiting, operations, sales, bilingual English/Spanish preferred, ability to manage client relationships and financial reporting.
1mo
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ICM Consultant-- Manager Anaplan and Varicent
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/yr OnsiteFull Time
Accenture
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.
Anaplan, Varicent, CRM, CPQ, AI, GenAI
1mo
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Account Manager
Sacramento or United States
$87k-$119k/yr HybridFull Time
American Fidelity
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.
1mo
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Senior Account Manager - Employee Benefits
Sacramento or Fresno or Stockton or Santa Maria or Pleasant Hill
$53k-$109k/yr OnsiteFull Time
Relation Insurance
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
1w
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Civil Engineer Project Manager
Roseville, California, United States
$135k-$170k/yr HybridFull Time
MacKay Sposito
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
1mo
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Business Development Manager
San Francisco or Sacramento or Walnut Creek or California
$101k-$171k/yr FieldFull Time
Chubb
ChubbNYSE: CB: Provides property, casualty, and life insurance and reinsurance services globally.
3+ YOEBachelor's degree or equivalent experience; minimum 3 years personal lines sales/marketing/underwriting/claims/risk consulting/agency experience; experience selling to high-net-worth clients preferred; strong sales, relationship, and territory management skills.
Salesforce