Client Relationship Manager

Job OverviewWe are seeking a Client Relationship Manager to join our W2 Advisory Team at Signature Estate & Investment Advisors, LLC. As a key member of our team, you will be responsible for delivering exceptional client service and growing our existing investment client base.About the RoleThe Client Relationship Manager will work directly with clients to...

Job Summary: As a Client Manager at EPIC Brokers, you will be responsible for establishing and maintaining strong business relationships with clients. You will work closely with clients, producers, and other team members to implement a comprehensive customer service plan and provide exceptional service to our clients.Key Responsibilities:Establish and...

Job DescriptionThis Client Relationship Associate position offers a unique opportunity to work in a fast-paced environment and make a real impact on our clients' lives. You will be responsible for providing exceptional client service, managing client relationships, and collaborating with Financial Advisors to deliver tailored solutions.

Campaign Matrix is a collaborative and supportive workplace that values innovation and creativity. We are seeking a talented Client Relationship Specialist to join our team and help drive business growth through exceptional client service. As a Client Relationship Specialist, you will be responsible for building and maintaining strong relationships with our...

About the Role:We are seeking an experienced employee benefits professional to join our team at EPIC Brokers. This role involves working closely with producers and client executives to implement clients' benefits strategies and provide exceptional service and support.Salary:The estimated salary for this position is between $80,000 and $100,000 per year,...

About J.S. Held LLCJ.S. Held LLC is a global consulting firm that provides technical, scientific, and financial expertise to organizations facing high-stakes events. Our professionals serve as trusted advisors, offering urgent attention, staunch integrity, and clear-cut analysis. With over 100 locations worldwide, we foster a collaborative environment that...

Job OverviewWe are seeking an experienced Senior Relationship Manager to join our Global Commercial Banking team in Newport Beach, CA. As a key member of our team, you will be responsible for providing advice and valuable financial solutions to complex clients and prospects.Key Responsibilities:Serving as the primary point of contact or trusted advisor for a...

Job Title: Tax ManagerAbout the Role:We are seeking a highly skilled and experienced Tax Manager to join our team at Hamilton Tharp LLP. As a Tax Manager, you will play a key role in providing strategic tax planning and compliance services to our clients.Responsibilities:Lead the preparation and review of tax returns for federal, multi-state, and complex...

Job Title: Strategic Financial Relationship Builder Location: Newport Beach, CAAbout the Role: We are seeking a highly skilled Strategic Financial Relationship Builder to join our team at Bank of America. As a key member of our Global Commercial Banking division, you will be responsible for providing expert financial solutions to complex clients and...

**About the Role**We are seeking a highly skilled and experienced Senior Special Events and Corporate Engagement Manager to join our team at Boys & Girls Clubs of Northwest San Diego. As a key member of our leadership team, you will be responsible for planning, executing, and managing special events and corporate engagement initiatives that drive revenue...

About UsNavy Federal Credit Union is one of the largest and most successful credit unions in the United States, with a long history of serving the financial needs of our members. We are committed to providing exceptional service, building strong relationships with our members, and supporting our communities through charitable giving and volunteer...

Job Description: Company Overview At City National Bank, we are committed to delivering exceptional service and personalized attention to our clients. Our goal is to help entrepreneurs and businesses thrive by providing innovative solutions and expert guidance. Salary The estimated annual salary for this position ranges from $122,535 to $208,715, with...

About Bancroft Staffing PartnersWe are a top-tier architectural powerhouse recognized nationally for creative visions and quality work. Our diverse portfolio showcases expertise in various industries, from multi-family developments to state-of-the-art healthcare facilities.What Sets Us ApartA collaborative and supportive culture with open communication...

Job Title">Candidate Position: Client Relationship Associate">Job Summary">This role involves building and maintaining relationships with existing clients, as well as identifying new business opportunities. The successful candidate will work closely with sales and engineering teams to track project completion and serve as the primary point of contact for our...

About UsBeacon Pointe Advisors is a leading Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Our commitment to providing clear and objective investment advice has earned us recognition by prominent publications, including Bloomberg, Forbes, Financial Advisor Magazine, CNBC, and Barron's.Job SummaryWe...

Job SummaryWe are seeking a skilled Luxury Client Insurance Specialist to join our team at Jobot. The successful candidate will be responsible for managing and servicing high net worth client accounts, providing expert advice and customized insurance solutions for their personal lines portfolios.About the RoleThe Personal Lines Account Manager is a key...

About the RoleWe're seeking an experienced real estate sales buyer's agent to join our team in North County San Diego. As a Dream Home Sales Specialist, you'll be responsible for finding leads, cultivating relationships with potential customers, and helping them find their perfect property.Key ResponsibilitiesFollow up with prospects via various...

Overview of the RoleWe are seeking a highly motivated and experienced Personal Trainer to join our team at Equinox. As a Personal Trainer, you will be responsible for delivering high-quality fitness experiences to our members, providing guidance and support to help them achieve their health and wellness goals.Compensation and BenefitsThe salary for this role...

Job OverviewHAMILTON THARP LLP, a leading accounting firm, is seeking a Tax Professional to join our team.We offer an exciting and challenging work environment with a competitive salary of $20-$25 per hour.The ideal candidate will have a strong foundation in accounting principles and experience in tax preparation. The position involves performing various...

Job OverviewWe are seeking a highly skilled and detail-oriented Tax Processor to join our team at Block And Associates APC.This full-time position involves working closely with clients, managing paperwork, preparing tax return deliverables, and performing various administrative tasks.