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.
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.
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.
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
Client Relationship Manager III (Commercial Loan Officer III)
Los Angeles, California, United States
$130k-$150k/yrOnsiteFull Time
United Business BankNASDAQ: BCML: Provides community-focused commercial and personal banking and lending services.
8+ YOERequires 8+ years in financial services, 5+ years in sales and client relationship building, banking and lending expertise, credit analysis, business development, communication, and Microsoft Office proficiency.
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)
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
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.
GenpactNYSE: G: Provides business process management and digital transformation services.
Develop and manage client relationships, drive growth and go-to-market strategies, lead data and insights initiatives, project-manage cross-functional issues, and mentor team members. ITIL certification and relevant business degrees preferred.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
4+ YOE3+ MgmtMinimum 4 years client service and banking experience, 3 years supervisory experience; strong knowledge of bank products, policies, regulatory compliance, audit, leadership, sales, and client relationship management.
Your Part-Time Controller: Accounting and financial management services for nonprofit organizations.
7+ YOEBachelor's in accounting/finance,7+ years progressive nonprofit accounting experience,leadership and staff management,client relationship and project management,Microsoft Excel proficiency,travel availability and occasional after-hours availability.
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.
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yrRemoteFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.