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263 client relationship manager jobs at 141 companies in San Bernardino, CA

4w
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Client Relationship Manager
Costa Mesa, California, United States
$23-$26/hr OnsiteFull Time
Zero Impact Solutions
Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Microsoft Office, CRM
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1d
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D365 Client Relationship Manager
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/yr OnsiteFull Time
BDO USA
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
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2w
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Wealth Management Client Relationship Manager
Frisco or Seattle or Pasadena
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOERequires 3+ years client relationship experience, FINRA registrations (Series 7 and Series 66/63/65), life & health insurance license within 120 days, university degree preferred, strong communication and financial planning knowledge.
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1mo
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Sr. Client Relationship Manager, Employee Benefits - IAS, West
Irvine, California, United States
$100k-$110k/yr HybridFull Time
The Baldwin Group
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
4+ YOEManage mid-to-high complexity employee benefits clients, lead renewals and compliance, analyze benefits data, deliver strategic recommendations, and resolve escalated service issues.
Brokerage Builder, Microsoft Excel, AI-enabled tools
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2w
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Client Manager
Riverside, California, United States
$80k/yr OnsiteFull Time
Allied Universal
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)
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3w
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Relationship Manager
Pasadena, California, United States
$88k-$125k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEBachelor's degree or 3–5 years commercial banking experience; strong communication, sales, math, and reasoning skills; ability to manage commercial client relationships and meet financial goals.
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3mo
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JPMorgan Private Client Relationship Manager – Irvine, CA
Irvine, 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 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
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2mo
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Relationship Manager 1
Laguna Hills, California, United States
$102k-$174k/yr OnsiteFull Time
Farmers and Merchants Bank of Long Beach
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.
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1mo
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Relationship Manager
Irvine, California, United States
OnsiteFull Time
Sunwest Bank
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.
Microsoft Excel, Microsoft Word, Salesforce
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3mo
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Sr Relationship Manager
Irvine, California, United States
$147k-$250k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
10+ YOE10+ years middle market lending; 4-7 years commercial client service; strong credit and relationship skills; travel frequent.
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2w
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Relationship Manager (Newport Beach, CA)
Newport Beach, California, United States
$72k-$90k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management client service, strong communication, leadership/mentoring, proficiency with CRM and workflow tools, ability to manage complex client relationships and service delivery.
CRM
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3w
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Sr Relationship Manager, Advisory
Newport Beach, California, United States
$189k-$331k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOE12–15 years experience in relationship management or trust/estate law, college degree or equivalent experience required; JD preferred. Extensive fiduciary, investment, tax, legal and client advisory knowledge; strong communication and leadership skills.
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1mo
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Relationship Manager Senior CB
Irvine, California, United States
$123k-$209k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
5+ YOEBachelor's degree and minimum 5 years lending and credit experience; strong commercial credit analysis, sales, marketing, and client relationship skills.
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3w
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Senior Relationship Manager, Income Property Group
Newport Beach, California, United States
$116k-$216k/yr OnsiteFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
7+ YOE7+ years real estate finance experience, bachelor’s degree or equivalent preferred, strong credit and risk management, product knowledge, client relationship and team leadership skills.
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1mo
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Regional Client Manager
Brea, California, United States
$80k-$90k/yr FieldFull Time
Affinity Group
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.
NXT, CRM, Power BI, Microsoft Excel, CoPilot
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1w
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Global Client Services Manager
Los Angeles or Irvine
$179k-$287k/yr HybridFull Time
Capital Group
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.
AI
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1w
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Principal Commercial Banking Relationship Manager
Irvine, California, United States
$185k-$300k/yr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
10+ YOERequires 10+ years of commercial banking relationship management experience or equivalent, strong commercial lending and treasury management knowledge, client origination expertise, and applicable FINRA licensing.
Personal Account Dealing Team
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3w
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Senior Client Relations Manager
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/yr HybridFull Time
Collectors
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.
Google Sheets, Google Docs
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2w
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Sr. Relationship Manager - Global Commercial Banking - Transformative Healthcare
Newport Beach, California, United States
$140k-$235k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years commercial or investment banking experience managing $50M+ clients, financial modeling and credit training, sales and relationship management, leadership and negotiation; must obtain SIE, Series 7 & 63 within 180 days.
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1mo
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Relationship Manager- Brea, CA
Brea, California, United States
$48k-$91k/yr OnsiteFull Time
Fidelity Investments
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.
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