- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... **Position Overview:** There is an immediate opening for a Merrill Private Wealth Client Relationship Manager . The ideal candidate is a team player and… more
- Cognizant (Costa Mesa, CA)
- …revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled ** Client Relationship Manager ** who will be responsible for a ... **Overview** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner… more
- Cognizant (Sunnyvale, CA)
- **Technology - Client Relationship Manager ** **Location: Sunnyvale, CA or Bay area (must live or be willing to relocate)** **Level: Associate Director** ... clients lead with digital at www.cognizant.com or follow us @Cognizant. **Overview** Client Relationship Managers (CRM) are key contributors to commercial side… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the El Dorado Hills, ... paramount to setting and controlling the customer experience. We encourage our Client Relationship Managers to "own" their accounts to provide premier service to… more
- JPMorgan Chase (Los Angeles, CA)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Nelnet (Sacramento, CA)
- …position works collaboratively with other departments (eg, RVP's, Account Managers) to create client strategy to leverage FACTS best practices and to deliver a level ... to maintain and enhance relationships with clients. + Ownership of overall client satisfaction by proactively anticipating client needs and maintaining contact… more
- Charles Schwab (Rowland Heights, 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 ... the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for… more
- Bank of America (Los Angeles, CA)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Merrill Market Supervision Manager Los Angeles, California **Job Description:** Merrill Wealth...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- Thrivent Financial (Costa Mesa, CA)
- …the phone so that the clients feel valued + Oversee the client relationship management system. + Project manager for all Thrivent community and marketing ... Summary As a Relationship Manager , you will be responsible for building and maintaining strong relationships with our clients, understanding their needs, and… more
- Raymond James Financial, Inc. (Pasadena, CA)
- …structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial... service. + Manages the full scope of a client relationship by evaluating the client… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …structure, policies, mission, strategies, and compliance guidelines. Skill in * Operating client relationship manager system and other required software ... of client service. * Manages the full scope of a client relationship by evaluating the client 's financial needs, investment opportunities, current… more
- Raymond James Financial, Inc. (San Diego, CA)
- …structure, policies, mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software ... of client service. * Manages the full scope of a client relationship by evaluating the client 's financial needs, investment opportunities, current… more
- Broadcom (Santa Clara, CA)
- …project outcomes and client retention. Key responsibilities of the Engagement Manager : + ** Client Relationship Management:** Establish and nurture strong ... before you apply.** **Job Description:** The Technical Consulting Engagement Manager is primarily responsible for building and maintaining strong relationships… more
- Citigroup (Encinitas, 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...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Fremont, 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...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- City National Bank (Beverly Hills, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or ... financial materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or ... financial materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- City National Bank (San Francisco, CA)
- …Line Lending Officer and collaborates in determining the appropriate strategy. * Attends client meetings at Relationship Manager or the Chief Business ... toward development and implementation of Action Plans. Escalates potential credit issues to Relationship Manager and the Chief Business Line Lending Officer *… more
- Stantec (San Diego, CA)
- …understand the levels of the decision-making responsibilities of the role as a Sr. Project Manager . + Maintain client relationship . + Lead the client ... Sr. Architectural Project Manager - Federal - ( 2400039P ) **Description**...the project to successfully deliver the project to the client . + Keep the Principal in Charge informed of… more
- Deloitte (San Francisco, CA)
- …'s organization. Recruiting for this role ends on May 31, 2025 As the Client Relationship Executive, you will: + Build trusted advisor relationships with key ... and develop strategic relationships within the National Reconnaissance Office (NRO) Client Business Unit. Candidates should have strong relationship management… more