- Charles Schwab (Torrance, CA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Manager , (CRM), you play an essential and impactful ... experiences for our clients. You will assist the Branch Manager and sales/ support staff with meeting our...customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager… more
- Charles Schwab (Irvine, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you ... quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the...Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7… more
- City National Bank (City Of Industry, CA)
- ** RELATIONSHIP MANAGER SENIOR CB** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment ... demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit… more
- City National Bank (Long Beach, CA)
- ** RELATIONSHIP MANAGER BUSINESS BANKING SR** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with business banking clients in the assigned ... and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client...than $11 million in charitable contributions to nonprofits that support the communities it serves. _*City National Bank does… more
- BMO Financial Group (Alhambra, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …with prospecting and CRM sales tools preferred. + Regional /local travel Commercial Relationship Manager - Healthcare Total Base Pay Range 120,400.00 - ... Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect....needs are being met + Lead and coordinate all client facing activities, including credit support , treasury… more
- PNC (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I within PNC's Public Finance organization, you will be based ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… more
- PNC (Pasadena, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager III within PNC's Corporate Banking organization, you will be ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision… more
- Citigroup (Cerritos, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...wide range of products, services and tools based on client profiling. + With the support of… more
- BMO Financial Group (City Of Industry, CA)
- …specialized Government banking team within Institutional Markets. We will be adding a relationship manager in both Southern and Northern California that will ... you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable… more
- JPMorgan Chase (Woodland Hills, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and… more
- BMO Financial Group (Rowland Heights, CA)
- …and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and training ... you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable… more
- Sodexo (Santa Ana, CA)
- … sites throughout the United States alone. We are currently searching for a **Sr. Manager , Entegra Client Services Support .** This role will work from a ... retain, grow and strategize growth in assigned clients. + Support National Account Executives in preparation for quarterly business...Ability to demonstrate results. + Experience having owned the relationship with the client . This role is… more
- Allied Universal (Orange, CA)
- …+ Excellent benefits and career growth opportunities Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. ... The primary role of the Client Manager is to enhance ...high-quality, professional, competent and committed service and an outstanding client and employee experience. To support and… more
- Aristotle Capital Management (Newport Beach, CA)
- …be responsible for leading the internal client service team, overseeing client reporting, spearheading client support , fulfilling ad-hoc requests, all ... success. We are currently seeking a Vice President Client Service Manager to join our team.... Support existing clients and act as internal support for relationship management team. + Update… more
- Optiv (Newport Beach, CA)
- As a Client Manager (CM) you'll be responsible...services. An overarching goal is to establish a trusted relationship with the client that results in ... of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for your… more
- FREEMAN (Anaheim, CA)
- …contract + Quotes prices and manages budgets + Partners with Business Development and Client Relationship teams to renew client business + Translates ... technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Corporate Event Logistics...will execute the event plan in alignment with the client 's budget. This position will support our… more
- Wells Fargo (Seal Beach, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network...meeting customer and enterprise needs + Ability to make client calls and actively participate in the sales development… more
- MetLife (Irvine, CA)
- Role Value Proposition: This role manages Account Manager (AM), Client Service Consultant (CSC) and Sales Coordinator (SC) associates for a Regional Market ... of end-to-end customer and broker servicing. Manages a team of account managers, client service associates and sales support associates to ensure high customer… more
- BMO Financial Group (Newport Beach, CA)
- …you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable ... our Diversified Industries Group located across Southern California to support our new client acquisition efforts as...preparation of pitch books, developing prospect lists, helping develop client planning tools as well as relationship … more