64 client relationship manager jobs at 49 companies in Rocklin, 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.
Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$59k-$155k/yrHybridFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
4+ YOEBachelor's degree or equivalent; 4-5 years of experience; knowledge of local market; strong B2B sales and relationship building; ability to source and grow book; collaborative across lines; experience with clients with revenues $2.5M-$50M.
Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville or Walnut Creek or Sacramento
$79k-$153k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOESeries 7 and 66 licenses or ability to acquire Series 66, 5+ years of financial services customer service experience, investment discussions, client meetings, and portfolio compliance.
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.
Alpha Space Control: Provides pavement marking and traffic control safety services.
3+ YOERequires 3–5 years in traffic control and utility industries, plus 3–5 years in cold calling, sales, customer service, and client relationship management; strong communication and organizational skills.
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