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Client relationship manager Jobs in Long Beach, CA

Last updated: 9 hours ago
Private Client Relationship Manager

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: 30+ days ago
Manager, Client Relationship Support- Torrance, CA

Manager, Client Relationship Support- Torrance, CA

Charles SchwabTorrance, CA, US
$71,100.00–$128,000.00 yearly
Full-time
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 30+ days ago
Relationship Manager Senior

Relationship Manager Senior

City National BankCA, US
$78,970.00–$126,140.00 yearly
Full-time
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
  • Promoted
CLIENT CARE MANAGER

CLIENT CARE MANAGER

HCAOACA, United States
$17.00–$20.00 hourly
Full-time
Right at Home Peninsula is seeking a.We are a locally owned home care business that has an exceptional culture, and we are looking for a talented client care manager who can work in a fast paced en...Show moreLast updated: 1 day ago
  • Promoted
  • New!
CLIENT SUCCESS MANAGER

CLIENT SUCCESS MANAGER

CorveeCA, United States
Full-time
This isn't your typical reactive account management or customer success role.It's about empowering clients-.If you're not experienced with. Here's what success looks like : .If you're scared of confli...Show moreLast updated: 9 hours ago
  • Promoted
Client Manager - Retail Analytics

Client Manager - Retail Analytics

NielsenIQCalifornia, California, USA
$76,500.00–$95,000.00 yearly
As a Client Manager youll contribute to the overall client satisfaction team success and technical platform capabilities. A strong candidate will proactively maintain and grow relationships with exi...Show moreLast updated: 11 days ago
  • Promoted
  • New!
Senior Relationship Manager - Middle Market (Southern California)

Senior Relationship Manager - Middle Market (Southern California)

Flagstar BankCA, US
$232,026.00 yearly
Full-time
Responsible for new business development and relationship management targeted to middle market companies with sales of 30 million dollars or greater within Southern California.Generate revenue by d...Show moreLast updated: 13 hours ago
  • Promoted
Business Relationship Manager

Business Relationship Manager

InsideHigherEdBellflower, California, USA
Full-time
Special Instructions to Applicants To be considered, please submit Resume and Cover letter.Department Summary The Office for Research Information Systems (ORIS) is a part of the Office of Research ...Show moreLast updated: 4 days ago
Business Relationship Manager

Business Relationship Manager

East West BankCarson, CA, US
$110,000.00 yearly
Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ...Show moreLast updated: 30+ days ago
  • Promoted
CLIENT CARE MANAGER

CLIENT CARE MANAGER

Royal Basket Trucks, Inc.CA, United States
Full-time
Best of the East Bay - Best Home Health Services, Diablo Magazine.Employer of Choice recipient, 2020 Certified Great Place to Work. We are a home care agency working with senior care clients in Cont...Show moreLast updated: 1 day ago
Developer Relationship Manager - GSI

Developer Relationship Manager - GSI

NVIDIARemote, CA, US
Remote
Full-time
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
Private Client Relationship Manager

Private Client Relationship Manager

EPICCA, US
Full-time
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: 30+ days ago
Veterinary Relationship Manager 3

Veterinary Relationship Manager 3

CovetrusCalifornia
$65,100.00–$120,900.00 yearly
Remote
Full-time
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
Client District Manager

Client District Manager

ADPLa Palma, CA
$42,400.00–$92,000.00 yearly
Sales Representative, Major Accounts.Are you ready to control your financial future with unlimited upside earnings potential?. Do you want a lasting career with a company that offers autonomy to run...Show moreLast updated: 30+ days ago
  • Promoted
Client Service Manager

Client Service Manager

VacoGardena, California, United States
$75,000.00–$81,000.00 yearly
Permanent
A well known non-profit is dedicated to enhancing client experiences and improving patient care.Our mission is to create a seamless, engaging, and positive experience for every client we interact w...Show moreLast updated: 30+ days ago
Internal Client Relationship Manager-Retirement

Internal Client Relationship Manager-Retirement

Voya FinancialCA, California
$60,450.00–$100,760.00 yearly
Remote
Full-time
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
Senior Client Executive (Relationship Manager) (Northern California)

Senior Client Executive (Relationship Manager) (Northern California)

TransamericaCalifornia
$90,000.00–$117,000.00 yearly
Full-time
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
Relationship Manager- Torrance, CA

Relationship Manager- Torrance, CA

Fidelity InvestmentsSeal Beach, CA, US
$57,000.00–$80,000.00 yearly
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients.Through your honesty and integrity, we know you will inspire client dedication and engagement...Show moreLast updated: 30+ days ago
Deposit Sales Relationship Manager

Deposit Sales Relationship Manager

MRINetworkCalifornia, US
Permanent
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
  • Promoted
Client Service Manager (CSM)

Client Service Manager (CSM)

Siemens EnergyCompton, CA, United States
$90,000.00–$120,000.00 yearly
Full-time
Lead the costs, scope and schedule of repair projects in execution at the Los Angeles Service Center located in Rancho Dominguez. Publish inspection reports and prepare proposals for the repair of s...Show moreLast updated: 29 days ago
Private Client Relationship Manager

Private Client Relationship Manager

EPIC Insurance Brokers & ConsultantsCalifornia
30+ days ago
Job description

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 :

  • High 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.
  • Skills and Abilities :

  • 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.
  • 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.

    WHY JOIN EPIC?

  • 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!).