125 client relationship manager jobs at 82 companies in Winters, CA
3w
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Client Relationship Manager
Roseville, California, United States
$24/hr OnsiteFull Time
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.
Microsoft Teams, GoTo Meeting
1mo
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Client Relationship Manager
Fresno or Walnut Creek
$65k-$90k/yr OnsiteFull Time
Client relationship experience; excellent writing, presentation, and public speaking; active Series 6, 63 and SIE (or obtained within year); state Life & Health insurance license (or obtained within year); valid driver’s license; ability to work flexible hours.
Salesforce
2mo
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VP/Client Relationship Manager
Vacaville, California, United States
$95k-$100k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent (8 years) and 5+ years client relationship experience; proficiency with Profit Intel preferred; strong communication, initiative, and sales skills.
Profit Intel
3w
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Client Relationship Manager
United States or Folsom
$100k-$125k/yr RemoteFull Time
10+ YOEEnterprise account management experience, ability to drive retention, growth, cross-sell and renewals, strong communication, analytics, and insurance/payments knowledge.
3mo
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Senior Relationship Manager
Rancho Cordova, California, United States
$148k-$214k/yr HybridFull Time
5+ YOEBachelor’s degree; 5-7 years banking experience; strong credit, sales, and client relationship skills.
1w
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Relationship Manager I
Oakland, California, United States
$65k-$104k/yr OnsiteFull Time
3+ YOEBachelors or equivalent, 3+ years sales and financial institution experience, strong banking product knowledge, regulatory/compliance familiarity, client relationship and sales skills.
1mo
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Relationship Manager
San Rafael, California, United States
$74k-$103k/yr OnsiteFull Time
3+ YOEManage commercial client portfolio, drive loans and deposits; 3–5 years commercial banking experience or four-year degree; strong communication, math, and regulatory compliance knowledge.
1mo
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
Requires Series 7 and 66 or Series 7,63,65; SAFE Act registration and Form ADV-2B; high school diploma/GED; strong communication, client management, and product knowledge.
2w
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JPMorgan Private Client Relationship Manager – Walnut Creek, CA
Walnut Creek, California, United States
$150k/yr OnsiteFull Time
10+ YOE10+ years in financial services with affluent/complex relationship management; SIE, Series 7 and Series 66 (or 63 and 65); strong prospecting, referral network, and financial planning skills; college degree preferred.
1w
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
1w
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Client Manager
San Francisco or Sacramento
$90k-$115k/yr OnsiteFull Time
3+ YOE3+ years insurance experience with employee benefits expertise, strong communication, project planning, client relationship, data analysis, and technology aptitude.
1mo
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Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
4+ YOEBachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
1d
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Client Success Manager
Las Vegas or Irving or Frisco or Concord or Bellevue
$87k-$157k/yr OnsiteFull Time
4+ YOERequires 4–7 years managing enterprise customer relationships and account management, cross-functional coordination, analytics, negotiation, telecommunications knowledge, and U.S. work authorization.
Account Hub
4d
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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/yr HybridFull Time
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Customer Relationship Management (CRM)
1d
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Client Success Manager
Las Vegas or Irving or Frisco or Concord or Bellevue
$87k-$157k/yr OnsiteFull Time
4+ YOERequires 4–7 years managing enterprise customer relationships and 2–4 years cross-functional coordination; bachelor's degree preferred, telecommunications knowledge, analytics, negotiation, and business skills required.
Account Hub
1mo
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Senior Client Service Manager
Sacramento, California, United States
$84k-$163k/yr HybridFull Time
5+ YOEBachelor's +5 years client service/claims OR HS/GED +10 years; Property and Casualty insurance license; Microsoft Office proficiency; strong relationship, adaptability, and consultative skills; supervisory experience preferred.
Microsoft Office
1w
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Mutual Funds Relationship Manager
Milwaukee or Irvine or Edison or New York City or Chicago or Sacramento or Hackensack or Brea or Tempe or Boston or Saint Paul
$134k-$164k/yr HybridFull Time
12+ YOEBachelor's degree or equivalent experience,12–16 years mutual fund or brokerage experience,advanced Microsoft Office and Excel,strong analytical, communication and client-management skills.
Microsoft Office, Microsoft Excel
1mo
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Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yr HybridFull Time
10+ YOEMinimum 10 years in environmental engineering/consulting with client relationship leadership, business development, portfolio management, and team leadership. Bachelor's degree required. Must pass pre-employment background check and drug test.
1mo
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Relationship Banker
Concord, California, United States
$25-$27/hr OnsiteFull Time
Engage clients, process cash transactions, educate on self-service banking, manage financial center traffic; high school diploma/GED required; strong communication, problem solving, and customer focus; weekend availability required.
mobile banking, online banking, ATM
3w
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Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville or Sacramento or Walnut Creek
$79k-$153k/yr OnsiteFull Time
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.
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