Client Relationship Manager

2 weeks ago


Bellevue, United States B.O.S.S. Retirement Solutions and Advisors Full time

Position Overview:


B.O.S.S. Retirement Solutions and Advisors is actively looking for a dedicated Investment Advisor Representative to join our dynamic team. This role offers the chance to engage directly with potential clients generated from seminars and referrals, as well as existing clientele.

All interested candidates are encouraged to thoroughly review the following details regarding this position.


Key Responsibilities:
  • No marketing or prospecting is required.


The ideal candidate will possess a strong aptitude for relationship building and a commitment to delivering exceptional client service, consistently prioritizing the needs of clients.



  • Bellevue, Washington, United States G2 Bankruptcy Risk Solutions Full time

    Career OpportunityG2 Bankruptcy Risk Solutions, Inc. stands at the forefront of delivering analytical and technological services tailored for the financial industry. With over thirty years of experience, we manage a substantial volume of accounts each year for leading entities in the lending and debt acquisition sectors. Our specialization encompasses...


  • Bellevue, United States B.O.S.S. Retirement Solutions and Advisors Full time

    Job Overview:B.O.S.S. Retirement Solutions and Advisors is on the lookout for a dedicated Investment Advisor Representative to join our dynamic team. This role offers the chance to engage directly with potential clients generated from seminars and referrals, as well as our existing clientele.We encourage all interested candidates to thoroughly review the...


  • Bellevue, Kentucky, United States Republic Bank Limited Full time

    Position Overview:The Client Relationship Specialist is tasked with delivering exceptional, professional, and efficient service to all clients of Republic Bank Limited. This role involves promoting both business and personal deposit products while ensuring a high standard of service through account management and customer support.About Republic Bank...


  • Bellevue, Washington, United States IMA Financial Group Full time

    Position Summary:As an integral part of our organization, you will take charge of fostering client partnerships, evaluating insurance agreements, negotiating terms with underwriters, and guaranteeing client satisfaction through outstanding service. At The IMA Financial Group, Inc., we emphasize integrity, trust, and professionalism in every...


  • Bellevue, Kentucky, United States Republic Bank Limited Full time

    Position Overview:The Client Relationship Specialist is dedicated to delivering exceptional, professional, and efficient service to all clients of Republic Bank Limited. This role encompasses the promotion and sale of both consumer and business deposit products.As a key member of the banking center team, the specialist is responsible for achieving sales...


  • Bellevue, Kentucky, United States Republic Bank Limited Full time

    Position Overview:The Client Relationship Specialist is tasked with delivering exceptional, professional, and high-quality service to all clients of Republic Bank Limited. This role is pivotal in promoting both business and personal deposit offerings.Additionally, the position entails managing the opening and closing of deposit accounts, addressing customer...


  • Bellevue, Washington, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a skilled Client Relationship Consultant to join our team. As a Client Relationship Consultant, you will be responsible for building and fostering relationships with clients, engaging them through multiple channels, and providing exceptional counsel while adapting a digital-first mindset.Key ResponsibilitiesBuild and maintain...


  • Bellevue, Washington, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Specialist, you will play a critical role in fostering strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key...


  • Bellevue, Washington, United States Burkhart Dental Supply Full time

    Position Overview:We are seeking a dedicated Client Relationship Sales Executive to join our team. This role is essential for driving growth and fostering strong relationships with our clients in the dental industry.What We Offer:We provide a competitive compensation package that includes a base salary complemented by commission opportunities. Additionally,...


  • Bellevue, Washington, United States Banner Bank Full time

    About Us: For over 130 years, we have upheld core values that remain timeless: to listen, learn, and assist both businesses and individuals in achieving their aspirations. Our financial strength and stability have earned us recognition from Forbes as one of the Best 100 Banks in America for eight consecutive years, and Newsweek has named us one of the Most...


  • Bellevue, Washington, United States Interim Healthcare of Bellevue WA Full time

    Home Care Business Development ManagerAre you driven by the desire to enhance the healthcare landscape? Join Interim HealthCare, a pioneer in home care services, as a Business Development Manager. This position offers a flexible work schedule and the potential for a lucrative income while fostering meaningful connections with healthcare providers and clients...


  • Bellevue, Washington, United States Pacific Premier Bank Full time

    About the RolePacific Premier Bank is seeking a skilled Relationship Development Specialist to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert advice and guidance on our financial products and services.Key ResponsibilitiesClient...


  • Bellevue, Washington, United States Pacific Premier Bank Full time

    About the RolePacific Premier Bank is seeking a skilled Relationship Development Specialist to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert advice and guidance on our financial products and services.Key ResponsibilitiesRelationship...


  • Bellevue, Washington, United States ACRISURE Full time

    OverviewAcrisure stands at the forefront of the fintech sector, functioning as a prominent global insurance brokerage. Since its inception, the company has experienced phenomenal growth, scaling from $38 million to $4 billion in revenue. Acrisure uniquely integrates human expertise with advanced technology to transform the distribution of financial service...


  • Bellevue, Washington, United States First Republic Full time

    About the RoleWe are seeking a highly skilled and experienced Client Relationship Manager to join our team at First Republic. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional client service, and driving sales growth.Key ResponsibilitiesSupport sales and...


  • Bellevue, United States U.S. Bank National Association Full time

    Provides a consistent optimal client experience, including greeting clients and processing basic transactions.Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.This position requires National Mortgage Licensing System (NMLS) registration under the terms of the...

  • Client Advisor

    2 months ago


    Bellevue, Washington, United States Burberry Full time

    INTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide an...


  • Bellevue, Washington, United States GGB - Global Full time

    OverviewEmbrace your enthusiasm for resolving challenges and take on the excitement of managing risk with GGB - Global's esteemed brokerage team. Become part of a diverse collective, driven by an unwavering commitment to excellence. In this role, you will play a pivotal part in providing protection, empowering businesses, and fostering their aspirations....


  • Bellevue, Washington, United States G2 Bankruptcy Risk Solutions Full time

    Career OpportunityG2 Bankruptcy Risk Solutions, Inc. stands at the forefront of delivering analytical and technological services tailored for the financial industry. With over thirty years of expertise, we manage a substantial volume of accounts annually for prominent entities in the lending and debt acquisition sectors. Our specialization encompasses...

  • Client Advisor

    3 months ago


    Bellevue, United States Moncler Spa Full time

    POSITION OVERVIEW: Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/exceeding individual and store goals. RESPONSIBILITIES: Engage with clients...