516 relationship associate jobs at 267 companies in California
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Relationship Associate - PBB
Encino, California, United States
$17-$25/hrOnsiteFull Time
City National Bank: Commercial and private banking services for businesses and individuals.
1+ YOERequires at least one year of customer service, cash handling, and basic computer experience, plus knowledge of banking operations, products, regulatory compliance, communication, organization, and problem solving.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Plumb: Private outsourced bill-pay and family-office accounting firm serving high-net-worth individuals, families, and their financial advisors.
4+ YOERequires 4–6+ years of relevant client-facing experience, independent management of significant client relationships, strong communication, judgment, problem-solving, professional presence, and issue-resolution skills.
KARL STORZ: Manufacturer of endoscopes and medical instruments.
2+ YOERequires an associate degree and 4+ years, bachelor's degree and 2+ years, or 6+ years of equivalent customer service or account management experience. Strong communication, analytical, organizational, and business systems skills required.
Apollon Wealth Management: Private registered investment adviser providing financial planning and investment management to individuals, families, and independent advisors.
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
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yrHybridFull Time
Angeles Wealth Management: Employee-owned outsourced investment office building customized multi-asset portfolios for institutional and private-wealth investors.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
Capital Group: Provides investment management services globally.
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.
2+ YOEBachelor's degree and 2+ years of relevant professional experience. Financial, credit, relationship management, and client solution skills required; applicable securities licenses must be obtained within 180 days.
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale 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
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services delivering 360° value.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
EP Wealth Advisors: Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
1+ YOEBachelor's degree preferred in business, finance, or economics, or equivalent experience; 1–3 years in investment advisory, asset management, or financial services; strong communication, organization, detail, and multitasking skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
East West BankNasdaq: EWBC: The premier financial bridge between the East and West.
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.
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
3+ YOEBachelor's degree or equivalent, 3+ years client management or commercial experience, strong Excel and Salesforce skills, consultative selling and relationship management, excellent communication and presentation.
1+ YOEBachelor’s degree, 1+ year of client support experience in an RIA or financial services industry, Series 65 or 66, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
Portland or Roseburg or Tacoma or Irvine or Liberty Lake or Denver or Phoenix
$22-$32/hrOnsiteFull Time
Columbia BankNASDAQ: COLB: Regional financial institution providing banking and wealth management services.
0+ YOEBachelor's degree in finance, business, economics, international business, accounting, or related field required. Requires strong analytical, communication, organizational, collaboration, and learning skills; 0–2 years related experience preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
MarketAxessNASDAQ: MKTX: Public financial-technology operating an electronic fixed-income trading platform for institutional investors and broker-dealers.
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.
Acadia PharmaceuticalsThe Nasdaq Stock Market LLC: ACAD: Public biopharmaceutical developing and commercializing medicines for underserved neurological and rare disease patients.
8+ YOEBachelor's degree in life science or related field, 8 years of clinical operations or vendor oversight experience, complex vendor management, clinical trial knowledge, KPI reporting, audit support, and willingness to travel internationally.
California Bank & Trust: California Bank & Trust is a California commercial bank providing personal, small-business, commercial, and wealth-management services.
2+ YOEBachelor's degree in business, finance, or related field and 2–4+ years of commercial lending, credit-associated lending, and bank sales experience; requires NMLS federal registration.
Associate Director, Employer Relationship Manager (6300U) Haas School of Business #87904
Berkeley, California, United States
$94k-$134k/yrHybridFull Time
University of California, Berkeley: Public research university dedicated to academic and research excellence.
Design and implement employer engagement strategies for the technology sector; develop employer relationships, manage recruiting programs and events, analyze data, and mentor staff.
Associate Director, Employer Relationship Manager (6300U) Haas School of Business #87904
Berkeley, California, United States
$94k-$134k/yrHybridFull Time
University of California, Berkeley: Public research university dedicated to academic and research excellence.
Advanced experience building employer relationships in technology sectors, event and program management, strong written/verbal communication, analytical and project management skills; bachelor's required, MBA preferred.