Proven client relationship experience, project management skills, proficiency with Microsoft Office, strong communication and analytical skills, willingness to travel, bachelor’s degree in business preferred.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
1+ YOEBachelor's degree preferred,1-3 years client service or sales experience, strong communication and project management, Microsoft Office and CRM experience, ability to engage with C-level executives.
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtManage frontline staff and client relationships, meet financial and operational goals, proficiency in Microsoft Office and web-based BI tools, valid driver\u0002s license if driving, minimum 2 years management experience.
Microsoft Office, Business Intelligence Platform, Business Intelligence (BI)
JPMorgan Private Client Relationship Manager – Irvine, CA
Irvine, California, United States
$150k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in Financial Services; proven ability to prospect and grow high-net-worth relationships; licensed or willing to obtain required FINRA licenses; bachelor's degree preferred.
NMLS, SIE, Series 7, Series 66, Series 63, Series 65
Farmers and Merchants Bank of Long BeachOTCQX: FMBL: Local community bank providing commercial and personal banking services.
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Analyzing depository and credit information, preparing credit authorizations, underwriting loans, sourcing new business, and maintaining client relationships; proficiency with Excel, Word, and Salesforce; knowledge of commercial banking products and legal entity structures.
Affinity Group: Provides sales and marketing services for food brands.
Regional client-facing sales role requiring experience with client management, sales plan execution, distributor relationships, analytical skills (Power BI/Excel/CoPilot), CRM and ability to travel with valid driver license and car.
Capital Group: Providing active investment management and research-driven financial strategies
8+ YOERequires 8–10 years in RFP, proposal management, or client servicing in asset management or financial services, team leadership, investment knowledge, cross-functional partnership, and a bachelor's degree.
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
Insurance or related industry experience, AMS proficiency, strong organization and communication skills, client and carrier relationship management, and Microsoft Office proficiency required; travel up to 10%.
AMS, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Microsoft Excel
New Castle or Jersey City or Santa Ana or Shanghai or New Jersey or Texas or Florida or Japan or Hong Kong or Canada or Mexico or Germany or France or United States
$139k-$163k/yrHybridFull Time
Collectors: Providing authentication and grading services for high-value collectibles.
Managing high-value client relationships, designing VIP programs, coordinating high-value logistics, strong judgment and cross-functional collaboration, familiarity with collectibles and valuation a plus.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOEFINRA Series 7 & 66 (or ability to acquire Series 66), 1–3 years financial services experience, planning and product knowledge, strong client service and communication skills, degree/certifications helpful.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOERequires Series 7 and 66 licenses or Series 66 acquisition upon hire, state registrations, and 1–3 years in financial services. Strong client service, planning, communication, collaboration, and compliance skills required.
2+ YOEMinimum 2 years revenue cycle/accounts receivable/coding or payer contracting experience; ASC billing preferred. Proficiency with Practice Management and EMR systems, strong analytical and communication skills, client relationship experience, ability to work independently.
Allied Universal: Global provider of security guard and facility management services.
3+ YOE3+ years event management/supervisory experience, high school diploma or equivalent, ability to hire/train/schedule staff, manage client relationships, and handle escalations; proficiency with Microsoft Office and event management systems.