516 relationship associate jobs at 267 companies in California

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Relationship Associate - PBB
Encino, California, United States
$17-$25/hr OnsiteFull Time
City National Bank
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
6d
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Senior Client Relationship Associate
La Jolla, California, United States
$65k-$80k/yr OnsiteFull Time
Plumb
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.
2w
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Associate Relationship Manager, eCommerce
El Segundo, California, United States
$31-$40/hr HybridFull Time
KARL STORZ
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.
Microsoft Office, SAP, Salesforce
1mo
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
Apollon Wealth Management
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
2w
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
Angeles Wealth Management
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
3w
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Associate Relationship Manager
Los Angeles, California, United States
$126k-$201k/yr OnsiteFull Time
Capital Group
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.
Salesforce
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Associate Customer Relationship Manager
San Francisco, California, United States
$64k-$129k/yr HybridFull Time
TriNet
TriNetNYSE: TNET: Human resources solutions and PEO for small and medium-sized businesses.
2+ YOE2+ years experience preferred; strong communication, client relationship, retention, negotiation skills; proficient in Microsoft Office; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Associate Customer Relationship Manager
San Francisco or Dublin or United States
$64k-$129k/yr HybridFull Time
TriNet
TriNetNYSE: TNET: Human resources solutions and PEO for small and medium-sized businesses.
2+ YOE2+ years experience preferred; bachelor's degree preferred; strong written/verbal communication; client relationship, negotiation, and retention skills; proficiency with Microsoft Office (Word, Excel, PowerPoint).
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
6d
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C&IB Associate Relationship Manager (F) - Healthcare
Denver or Irvine or Los Angeles or San Francisco or San Diego or Houston
$83k-$150k/yr OnsiteFull Time
PNC Financial Services Group
PNC Financial Services GroupNYSE: PNC: Diversified financial services providing banking and investment solutions.
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.
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Client Relationship Marketing Associate Director
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/yr RemoteFull Time
Accenture
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.
Salesforce, Gen AI
2w
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Client Relationship Associate - Menlo Park, CA
Menlo Park, California, United States
$24-$34/hr HybridFull Time
EP Wealth Advisors
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
1mo
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Business Relationship Officer
Arcadia, California, United States
$71k-$77k/yr OnsiteFull Time
East West Bank
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.
4w
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Technology Media & Telecom Relationship Manager - Payments - Senior Associate
Jersey City or Tampa or Palo Alto or Plano
$80k-$135k/yr OnsiteFull Time
JPMorgan Chase
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.
Microsoft Office, Microsoft Excel, Salesforce
4d
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Associate, Client Relationship Manager
Century City, California, United States
$65k-$75k/yr HybridFull Time
Lido Advisors
Lido Advisors: Independent SEC-registered wealth adviser serving high-net-worth individuals, families, entrepreneurs, executives, and institutions.
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
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International Associate Relationship Manager
Portland or Roseburg or Tacoma or Irvine or Liberty Lake or Denver or Phoenix
$22-$32/hr OnsiteFull Time
Columbia Bank
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
2w
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Associate Sales Relationship Manager
Los Angeles, California, United States
$90k-$125k/yr OnsiteFull Time
MarketAxess
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.
Microsoft Excel
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Associate Director, Vendor & Relationship Management
Princeton or San Diego or South San Francisco
$145k-$182k/yr HybridFull Time
Acadia Pharmaceuticals
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.
KPI, CAPA, R&D
3w
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Relationship Banker- Mission Gorge, CA
San Diego, California, United States
$79k-$103k/yr OnsiteFull Time
California Bank & Trust
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.
National Mortgage Licensing System (NMLS)
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Associate Director, Employer Relationship Manager (6300U) Haas School of Business #87904
Berkeley, California, United States
$94k-$134k/yr HybridFull Time
University of California, Berkeley
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.
1mo
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Associate Director, Employer Relationship Manager (6300U) Haas School of Business #87904
Berkeley, California, United States
$94k-$134k/yr HybridFull Time
University of California, Berkeley
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.