Client relationship manager Jobs in El Cajon, CA
Last updated: 3 days ago
WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business &a...Show moreLast updated: 30+ days ago
We are a prominent sales and business development firm in the San Diego area that represents top clients in the technology and telecommunications industries.
Our ultimate goal is to ensure our clien...Show moreLast updated: 4 days ago
A company is looking for a Client Relationship Manager in the Health sector.Key ResponsibilitiesEstablish and maintain effective working relationships with internal partners and clientsManage ongoi...Show moreLast updated: 18 days ago
Our company is a forward-focused business development firm where we put our team members first.We pride ourselves on our inclusive business model, welcoming professionals from all walks of life.Thi...Show moreLast updated: 3 days ago
Our work at NVIDIA is dedicated towards a computing model passionate about visual and AI computing.For two decades, NVIDIA has pioneered visual computing, the art and science of computer graphics, ...Show moreLast updated: 30+ days ago
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advoca...Show moreLast updated: 10 days ago
Veterinary Relationship Manager 3.Candidates must live within the assigned territory or close proximity of the geographic area.
Veterinary Relationship Manager 3 i.This role is responsible for drivi...Show moreLast updated: 30+ days ago
JOB SUMMARY This job is responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through intermediaries.The incumbent is...Show moreLast updated: 30+ days ago
Retail Banking Sales & Service.This is a licensed position requiring the SIE, Series 6, 63, Life and Health.The mission of Premier Services is to help mass affluent clientele make real financial pr...Show moreLast updated: 30+ days ago
Support our Patterns west locations! Must be in Kansas, California, Washington, or Nevada.Provide excellent customer service to families, providers (both internal and.
Work with the operations teams...Show moreLast updated: 30+ days ago
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 5 days ago
ISC’s team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County.With...Show moreLast updated: 8 days ago
We will do this together — with customers, partners and colleagues.We will fight for others, not against : We will stand up for and champion everyone’s access to opportunities.The status quo is not ...Show moreLast updated: 30+ days ago
Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers.Bring consultative elements to relationships with the goal of enhancing client, advi...Show moreLast updated: 30+ days ago
Title : Client Delivery Manager.Job Type : Full-time with Benefits.For more than 25 years, MSX International has been a dedicated partner to leading automotive brands around the world.We support them...Show moreLast updated: 30+ days ago
Generate new core deposit relationships with the Banks Deposit Management services.Market Banks Cash Management products and services and is therefore expected to demonstrate sufficient knowledge t...Show moreLast updated: 30+ days ago
John Hancock Retirement department, you will be responsible for providing high quality, phone and email-based customer service to our USA clients regarding their 401k Defined Contribution Plan.Resp...Show moreLast updated: 30+ days ago
Responsible for supporting the operational needs of the department by delivering reports and analysis on Service Desk performance.
Oversees and coordinates the onboarding, assignments, and activitie...Show moreLast updated: 30+ days ago
Private Client Relationship Manager
EPIC Insurance Brokers & ConsultantsCalifornia The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advoca...Show moreLast updated: 11 days ago
Relationship Manager Senior
City National BankCA, US$78,970.00–$126,140.00 yearly
Full-time
- Promoted
Client Support Representative
Eagle Peak Solutions, Inc.La Mesa, CA, USFull-time
- Promoted
Health Client Relationship Manager
VirtualVocationsEl Cajon, California, United StatesFull-time
- Promoted
Client Account Manager
JPoles Wireless GroupEl Cajon, CA, USFull-time
Developer Relationship Manager - GSI
NVIDIARemote, CA, USRemote
Full-time
Private Client Relationship Manager
EPICCA, USFull-time
Veterinary Relationship Manager 3
CovetrusCalifornia$65,100.00–$120,900.00 yearly
Remote
Full-time
Client Manager - HNAS
Highmark HealthCA, Working at Home, California$84,000.00 yearly
Full-time
Sr Premier Relationship Manager Licensed
BMOSpring Valley, CA, USA$56,000.00–$104,000.00 yearly
Full-time
Regional Client Services Manager
Patterns Behavioral Services, Inc.Orange County, CA, US$62,000.00–$75,000.00 yearly
Quick Apply
VP Relationship Manager
SS&C TechnologiesCA, USFull-time
- Promoted
Client Service Associate
International Search ConsultantsMarin County, CA, United StatesFull-time
Internal Client Relationship Manager-Retirement
Voya FinancialCA, California$60,450.00–$100,760.00 yearly
Remote
Full-time
Senior Client Executive (Relationship Manager) (Northern California)
TransamericaCalifornia$90,000.00–$117,000.00 yearly
Full-time
Client Delivery Manager
MSX InternationalCA, US$100,000.00–$150,000.00 yearly
Deposit Sales Relationship Manager
MRINetworkCalifornia, USPermanent
Client Service Manager
ManulifeRemote, CA$58,875.00–$98,125.00 yearly
Remote
Full-time
Client Success Manager
Alliant Insurance ServicesOrange County, CA, USA$90,000.00 yearly
Employment Services Client Success Manager
MCI, LCCA MCI is looking for an ambitious, self-driven, and experienced Employment Services Client Success Manager to join our team.
Candidates for this role should be experienced, highly organized, enjoy wor...Show moreLast updated: 30+ days ago
Private Client Relationship Manager
EPIC Insurance Brokers & ConsultantsCalifornia11 days ago
Job descriptionHigh School / GED Education required / P&C Insurance License required 5 + years Client Management Experience Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. Sagitta (ATS) and ImageRight experience is preferred. Possess excellent written, verbal, and organizational skills. Must be able to work within a team environment. Account Executives are expected to avoid E&O situations. Demonstrate a sense of urgency when responding to an inquiry. Must possess the ability to multi-task and prioritize multiple projects. Must possess attention to detail. Must be punctual and reliable. Must be able to keep information confidential. Ranked #17 Top 100 Largest U.S. Broker by Business Insurance Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
Position Overview :
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.
Responsibilities :
- Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
- Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
- Actively participate in thought leadership as EPIC grows and optimizes the private client practice
- Provide mentorship and leadership to Private Client Associates
- Develop cooperative and professional relationships with our carriers.
- Manage renewal activity from start to close.
- Deliver complete and accurate renewal reviews according to agency guidelines.
- Look for sales opportunities by account rounding and selling additional coverage.
- Assume ownership of customer concerns and feedback until completion.
- Remarket accounts according to agency guidelines or at the request of the producer or insured.
- Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
- Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.
- Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.
Education and Experience :
Skills and Abilities :
Disclaimer :
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
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