Client Relationship Manager jobs in La Habra, CA

A financial services company based in Brea, CA is seeking a Relationship Manager to facilitate and deepen client relationships. The ideal candidate will bring 1-3 years of experience in financial services, be licensed with FINRA, and possess strong social skills for personalized client service. They will also support Financial Consultants in their daily responsibilities. A stable salary is...

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to...

A leading financial institution is seeking a motivated individual to engage clients in the lobby, educate them on self-service banking options, and process transactions efficiently. Responsibilities include building client relationships, managing cash transactions, and ensuring compliance with banking regulations. The ideal candidate should possess strong communication skills, adaptability, and a...

A leading optical retail chain in California is seeking a Sales Consultant to drive sales and revenue growth. The ideal candidate will have a proven track record in sales, exhibit excellent communication and negotiation skills, and focus on building relationships with clients. Responsibilities include identifying client needs, recommending solutions, and maintaining product knowledge. If you are...

A leading financial services company in Los Angeles is seeking a Senior Relationship Manager to oversee client management for large-scale accounts. You will be responsible for client satisfaction, retention strategies, and ensuring effective collaboration with internal partners. Candidates must have over ten years of relevant experience, strong communication and negotiation skills, and be able to...

A leading financial services company in California is seeking an Associate Relationship Manager to be the primary point of contact for clients. The role requires providing exceptional service, analyzing client needs, and identifying sales opportunities. Candidates should have over 3 years of experience in customer service, marketing, or sales, along with a preferred bachelor's degree. This...

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and...

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. We are hiring for a Client Relationship...

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search...

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting...

Join to apply for the Client Relationship Manager role at EP Wealth Advisors 3 days ago Be among the first 25 applicants This range is provided by EP Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $90,000.00/yr - $120,000.00/yr About EP Wealth Advisors EP Wealth Advisors (EPWA) is a wealth management...

Relationship Manager [2 Openings] Locations: LA/Pasadena and New York Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further. Job Summary The Fund...

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to...

A financial services company in Newport Beach is seeking an Associate Relationship Manager to manage client relationships and ensure a positive experience. The ideal candidate will have at least 3 years of experience in customer service or sales and be comfortable using Salesforce. A Bachelor's degree is preferred. This role offers a salary range of $90,000 - $120,000 along with benefits...

A leading financial institution seeks a motivated individual for a client-focused role in Anaheim, California. This position requires engaging clients in the lobby, processing transactions, and identifying solutions to meet their financial needs. Ideal candidates have excellent communication skills, a strong work ethic, and a passion for improving clients' financial lives. This role offers...

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to...

Merrill Market Client Relationship ManagerNewport Beach, CaliforniaTo proceed with your application, you must be at least 18 years of age.AcknowledgeRefer a friendTo proceed with your application, you must be at least 18 years of age.Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Merrill-Market-Client-Relationship-Manager_25036772)Job Description:Merrill Wealth...

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to...

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to...

Join to apply for the Client Relationship Consultant 2 (Banker) - Cerritos, CA (35hrs) role at U.S. Bank1 day ago Be among the first 25 applicantsJoin to apply for the Client Relationship Consultant 2 (Banker) - Cerritos, CA (35hrs) role at U.S. BankGet AI-powered advice on this job and more exclusive features.At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses...