HiringCafe
Join our community

188 client relationship manager jobs at 99 companies in Temecula, CA

1mo
Save
Mark Applied
Hide
Sr Client Relationship Manager, Employee Benefits - IAS, West
Irvine, California, United States
$110k-$120k/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 client relationships; lead renewals, compliance, data analysis, and cross-functional collaboration to deliver strategic benefits solutions.
Agency Management System, Microsoft Excel, AI-enabled tools, Digital workflow platforms
Job PostingView all
5d
Save
Mark Applied
Hide
Manager, Client Relationship Support - La Jolla, CA
La Jolla, California, United States
$40-$72/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
2+ MgmtRequires FINRA Series 7 and 63 (active), ability to obtain Series 9 and 10, client-facing financial services experience, supervisory skills, strong communication and attention to detail.
Job PostingView all
2mo
Save
Mark Applied
Hide
JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, 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 with affluent/complex relationship management and business development; proven ability to build trusted client relationships and deliver bespoke solutions.
Job PostingView all
2w
Save
Mark Applied
Hide
Relationship Manager
Carlsbad, California, United States
OnsiteFull Time
Sunwest Bank
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Experience in commercial lending, underwriting, and client relationship development; knowledge of commercial banking products and legal entity structures; strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel
Job PostingView all
1mo
Save
Mark Applied
Hide
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.
Job PostingView all
2mo
Save
Mark Applied
Hide
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.
Job PostingView all
1w
Save
Mark Applied
Hide
Client Manager
Irvine, California, United States
$128k-$237k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
10+ YOEBachelor's degree, 10+ years sales and relationship management in financial services (8+ with high-net-worth clients), strong credit/product knowledge, FINRA licenses preferred, mortgage/Safe Act registration required.
Job PostingView all
4w
Save
Mark Applied
Hide
Relationship Manager- Core Market
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/yr RemoteFull Time
Lincoln Financial
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%.
Job PostingView all
3w
Save
Mark Applied
Hide
Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA
Carlsbad or Los Angeles or San Diego
$80k-$120k/yr HybridFull Time
The Hartford
The HartfordNYSE: HIG: Provides business and personal insurance, group benefits, and investments.
2+ YOE2+ years disability & life group benefits/account management experience; Group Life & Health license required (maintain CE); 4-year degree preferred; proficient with Microsoft Office; strong presentation, communication, and organizational skills; must reside within market.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Job PostingView all
4d
Save
Mark Applied
Hide
Relationship Manager III - C&IB
Irvine, California, United States
$160k-$296k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEFormal credit training, experience with middle-market clients, bachelor's degree typical, 8+ years industry experience, strong credit analysis and client relationship skills; no visa sponsorship.
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Specialty Market Relationship Manager
Tampa or Cary or Aurora or Oriskany or Omaha or Bridgewater or New York or Bloomfield or Irvine
$78k-$105k/yr HybridFull Time
MetLife
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
8+ YOE8+ years in insurance/client service/project management with experience managing implementations and complex accounts; strong project management, stakeholder management, and communication skills; proficiency with Microsoft Office.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Job PostingView all
2mo
Save
Mark Applied
Hide
Client Account Manager
Irvine, California, United States
$75k-$80k/yr OnsiteMultiple Commitments Available
Courser
Courser: Managed IT service provider for cloud and infrastructure support.
2+ YOE2+ years in client account management, IT/MSP experience, ability to present to C-level, strong relationship-building, cross-sell/upsell skills, and solution-oriented mindset.
Salesforce, HubSpot, ConnectWise, Autotask
Job PostingView all
3mo
Save
Mark Applied
Hide
Senior Business Relationship Manager (LO)
Carlsbad, California, United States
$104k-$168k/yr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years banking experience; ability to source/manage clients; knowledge of deposit/cash management; strong relationship and communication skills; BS/BA or higher.
Microsoft Office
Job PostingView all
1d
Save
Mark Applied
Hide
Business Banking Sr Relationship Manager
Newport Beach, California, United States
$140k-$185k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5+ years commercial lending/business banking experience, portfolio management for $20–50M clients, financial statement and cash flow analysis, sales and prospecting skills, HS diploma/GED minimum; bachelor’s preferred.
Job PostingView all
3w
Save
Mark Applied
Hide
Client Success Manager, RCM
Irvine, California, United States
OnsiteFull Time
Nimble Solutions
Nimble Solutions: Provides revenue cycle management solutions for surgical healthcare providers.
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.
Practice Management, EMR
Job PostingView all
3w
Save
Mark Applied
Hide
Client Business Manager
Los Angeles or Orange County or Newport Beach
$138k-$216k/yr HybridFull Time
Steelcase
SteelcaseNYSE: SCS: Designs and manufactures furniture and architectural workspace solutions.
Experience in contract furniture sales or dealer environment, strategic account management, new business development, strong networking and relationship-building, and ability to execute bids and budgets.
Salesforce CRM
Job PostingView all
3mo
Save
Mark Applied
Hide
Client Solutions Manager (Technology)
Irvine, California, United States
$70k-$85k/yr HybridFull Time
Robert Half
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
2+ YOEBachelor’s degree preferred; 2+ years B2B development and/or IT-related experience; strong business development and client relationships; ability to multi-task in a fast-paced environment.
CRM, Microsoft Office, Video conferencing
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Client Service Manager
San Diego, California, United States
$84k-$163k/yr OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's with 5+ years client service/claims experience or HS with 10+ years; Property and Casualty insurance license; Microsoft Office proficiency; relationship-building and adaptability; supervisory experience preferred.
Microsoft Office
Job PostingView all
1mo
Save
Mark Applied
Hide
Wealth Relationship Manager SAFE Act -ALISO VIEJO
Aliso Viejo, California, United States
$84k-$126k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience; client relationship management for affluent/HNW clients, FINRA registrations (SIE, Series 6/63/65 or Series 7/66), Insurance Group 1 and NMLS/MLO registration within 150 days; bachelor's degree or equivalent; Microsoft Office and financial planning software experience.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
Job PostingView all
2mo
Save
Mark Applied
Hide
Relationship Manager- Newport Beach, CA
Newport Beach, 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 licensed or ability to acquire Series 66; 1-3 years in financial services; planning and financial knowledge; strong client service; compliant and creative problem solver; degree or CFP helpful with tuition support.
CRM software, financial planning tools
Job PostingView all

Explore Jobs

Expand Your Job Search