Talent.com

Client associate Jobs in Orange, CA

Create a job alert for this search

Client associate • orange ca

Last updated: 6 hours ago

Client Manager

City National BankIrvine, CA, US
$127,626.00 yearly
Full-time

WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships.Retains and grows client relationships through high touch service and delive... Show more

Client Service Coordinator

ColliersIrvine, CA, United States
$25.09 hourly
Full-time

Marketing And Transactions Coordinator - Commercial Real Estate.Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it.Our people are passiona... Show more

Client Service Associate

Raymond James FinancialBrea, CA, United States
Full-time

At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community.We do so by taking a concierge approach to working with our clien... Show more

Client Service Associate

JPMorgan Chase & Co.Irvine, CA, United States
Full-time

Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more

Registered Client Service Associate

StifelIrvine, CA, US
Full-time

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide... Show more

Senior Associate - Client Success

Baker TillyIrvine, CA, United States
$83,820.00 yearly
Full-time

Senior Associate Of Client Success.Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm.As an Oracle NetSuite partner operating under a T... Show more

Client Sales Specialist

Law Office of Kyle GurwellFountain Valley, California, United States, 92708
Full-time
Quick Apply

Hiring a Sales Champion! GENEROUS PAID TIME OFF - HEALTH RETIREMENT BENEFITS - PROFESSIONAL DEVELOPMENT.Do you love talking to people and helping them take the first step when they’re stressed, ove... Show more

 • Promoted • New!

Client Service Associate

J.P. MorganIrvine, California, US
Full-time

Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more

Client Care Associate

Illumination Health + HomeSanta Ana, CA, US
Full-time
Quick Apply

Every person deserves compassion, dignity, and the safety of a place to call home.Homelessness is the largest social and public health crisis in California.Illumination Health + Home is a growing n... Show more

Client Onboarding Implementation Senior Associate

JPMorgan ChaseIrvine, CA, United States
Full-time

Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.Utilize your pro... Show more

Client Onboarding Implementation Manager Senior Associate

ChaseIrvine, CA, United States
Full-time

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.Utilize your p... Show more

Client Advisor

AcrisureCosta Mesa, CA, United States
Full-time

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie... Show more

Client Relationship Manager

Zero Impact Energy GroupSanta Ana, CA, United States
$23.00 hourly
Full-time

This role is in-office, Monday - Friday, 8:30 AM to 5:00 PM in Costa Mesa, CA.We are on the lookout for highly motivated individuals with a background in sales or customer service, coupled with exc... Show more

Client Services Associate

TradeJobsWorkforce92702 Santa Ana, CA, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Private Client Advisor

Columbia BankIrvine, CA, United States
$100,000.00 yearly
Full-time

Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.Init... Show more

Client Services Host

Floyds 99 Barbershop - IrvineIrvine, CA, USA
$17.00 hourly
Full-time
Quick Apply

If you're a cheerful, outgoing person who loves helping others and supporting a great team, you could be the next.We offer a competitive wage of.Employee assistance program offering discounted or f... Show more

Client Success Manager

TradeJobsWorkForce92702 Santa Ana, CA, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

 • Promoted

Client Manager

Arthur J Gallagher & CoIrvine, CA, United States
Full-time

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte... Show more

People also ask
The highest-paying jobs are:
The top 10 cities are:
Client Manager

Client Manager

City National BankIrvine, CA, US
27 days ago
Salary
$127,626.00 yearly
Job type
  • Full-time
Job description
CLIENT MANAGER

WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.

WHAT WILL YOU DO?
  • Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly.
  • Partner with Private Banker in profiling across the full spectrum of the needs of PB target segments. Utilize planning capabilities and proactively offer customized solutions to all clients.
  • Identity new opportunities by deepening and broadening existing relationships.
  • Participate with CNB team on sales calls. Help Banker facilitate pre-brief and de-brief meetings.
  • Assume primary responsibility for on-boarding new clients or expanding current clients with new investment management and trust, new loan facilities, new deposits, and all other solutions. Lead coordination with all partners to ensure a smooth and seamless on-boarding process.
  • Manage relationships with the Private Banker and client team in planning, delivery and regular review with clients including the obtaining of information to complete the 360 reviews.
  • Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
  • Proactively communicate with clients about current conditions in the financial markets and necessary adjustments and discuss/recommend changes to their existing solution set. Ensure full client team is coordinated on communication.
  • Work closely with Credit Team members in analyzing the financial needs of clients and monitoring their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that required financial information is received in a timely manner and coordinate the preparation of loan documents and subsequent signing.
  • Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients.
  • Work with the Private Banker and rest of Client Team to ensure preparation of all presentation and review materials.
  • For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO.
  • Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilitates).
  • Communicate in a timely and productive manner with clients and with all risk areas, especially the credit team when there is a borrowing relationship.
  • Ensure renewal, covenant monitoring, and related documents are received in a timely manner.
  • Ensure the bank has a current Investment Policy Statement that is aligned with the client's objectives.
  • Maintain all appropriate training and continuing education requirements for licenses and certifications.

WHAT DO YOU NEED TO SUCCEED? Required Qualifications*
  • Bachelor's Degree or equivalent
  • Minimum 10 years of sales and relationship management experience in financial services preferably in one or more of the following: asset management, banking/credit, personal trust, and brokerage services.
  • Minimum 8 years of experience with high net worth clients
Additional Qualifications
  • Strong understanding of all products and services applicable to high net worth clients
  • Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
  • Demonstrated sales and marketing abilities.
  • Strong interpersonal, verbal, and written communication skills
  • FINRA Series 7 and 63 and 65 or 66 Preferred

WHAT'S IN IT FOR YOU? Compensation Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.