227 relationship associate jobs at 135 companies in Anaheim, CA
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Associate Relationship Manager
New York City or Beverly Hills or Palm Beach or Newport Beach
$61k-$107k/yrOnsiteFull Time
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
2+ YOEHigh school diploma or equivalent and 2+ years of related commercial banking experience. Requires financial products, compliance, KYC/AML knowledge, customer service, relationship management, and independent decision-making.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
1+ YOEMinimum 1 year customer service, cash handling, and basic computer experience; knowledge of bank products, policies, and regulatory compliance; strong communication and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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
Capital Group: Providing active investment management and research-driven financial strategies
3+ YOEBachelor's degree, 3+ years in financial services, Series 7 and 66 or willingness to obtain within 90 days, investment expertise, market awareness, sales-cycle coordination, communication, organization, and project management.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Relationship Management Sales Associate - Institutional Client Group
Charlotte or Chicago or Minneapolis or Los Angeles
$98k-$116k/yrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's or Master's degree; 5-7 years commercial lending experience; strong relationship, analytical, and credit knowledge; excellent communication and presentation skills.
Business Relationship Support Associate - GPL NSG CSO3
El Monte, California, United States
$31-$46/hrHybridFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
0.5+ YOERequires 6+ months of business relationship support experience or equivalent work, training, military experience, or education. Strong communication, analytical, organizational, customer service, and Microsoft Office skills preferred.
East West BankNASDAQ: EWBC: Provides commercial and consumer banking services across US and Asia.
3+ YOEBachelor's or relevant associate degree preferred, 3+ years commercial lending or consultative relationship sales, strong credit/deposit product knowledge, proven sales record, financial acumen, communication and problem-solving skills; must be authorized to work in the U.S.
MarketAxessNASDAQ: MKTX: Operates an electronic trading platform for fixed-income securities.
Bachelor’s degree in finance, economics, business, or related field; strong analytical, communication, data, Excel, and presentation skills. Must obtain SIE, Series 7, and Series 63 within four months.
E-Central Credit Union: Provides banking and lending services to its members.
3+ YOE2+ years sales/marketing in banking/credit union; Associate’s degree, Bachelor’s preferred; 75% travel; strong communication; willing to develop new business.
IDEMIA: Provides secure biometric identification and digital transaction technology solutions.
5+ YOEAssociate degree required and bachelor's preferred; 5+ years in B2B customer-facing, customer experience, or account management roles, with contract, SLA, communication, coordination, and problem-solving skills.
Arrowhead Credit Union: Provides financial banking services and loans to credit union members.
1+ YOEHigh school education, intermediate computer, multitasking, math, communication, cash-handling, and problem-solving skills; one year of customer service experience preferred.
Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Asset Controls (OFAC)
4+ YOEBachelor's in Business, 4–8 years HOA/association experience, sales ability, experience working with associations/property managers, CRM use, authorized to work in the U.S.; no visa sponsorship.
EssilorLuxotticaEuronext Paris: EL: Designs, manufactures and distributes ophthalmic lenses, frames and sunglasses.
Customer-focused retail associate able to drive sales, build relationships, use store technology, and recommend eyewear; retail or customer service experience preferred.
Aqua-Tots Swim School: Provides indoor swimming lessons and water safety instruction.
Friendly, multitasking customer-service associate able to sell swim programs, work weekends, maintain a safe area, and build relationships; paid training provided.
San Joaquin Valley College: Provides vocational and technical career training programs in California.
Associate degree or higher preferred; experience in staffing, recruiting, sales, or customer service preferred. Requires relationship-building, communication, organization, and goal-oriented skills.
San Joaquin Valley College: Private career college providing vocational and technical education programs.
Associate degree or higher preferred; experience in staffing, recruiting, sales, or customer service preferred. Requires strong communication, relationship-building, organization, and attention to detail.
National Student Loan Database System, Fraud and Abuse Control Information System
Matthews Real Estate Investment Services: Provides commercial real estate brokerage and investment advisory services.
Bachelor's degree or equivalent, obtain state real estate salesperson license within 120 days if unlicensed, strong communication, entrepreneurial mindset, coachable, ability to prospect and build client relationships.
BrightViewNew York Stock Exchange: BV: Provides commercial landscape maintenance, development, and snow removal services.
Associate’s or Bachelor’s in business or equivalent experience, 1 year supervisory experience in landscape or service industry, client relationship and sales skills, ability to travel and perform site walkthroughs, computer proficiency.
City of Hope: Medical research and treatment center for cancer and diabetes.
1+ YOEAssociate's degree (or equivalent experience), 1+ year healthcare experience (research preferred), ability to manage protocols, maintain regulatory documents, collect and process specimens, and maintain professional relationships.