Current jobs related to Client Relationship Manager - Los Angeles - International Search Consultants
-
Client Relationship Manager
1 month ago
los angeles, United States International Search Consultants Full time**About the Company:**Our client is a fast-growing RIA based in Los Angeles, CA specializing in providing tailored investment management services to private clients, including high-net-worth individuals and trusts, and overseeing three fixed-income funds. Additionally, the firm offers discretionary fixed-income investment management through its affiliated...
-
Client Relationship Manager
3 weeks ago
Los Angeles, California, United States Maxwon LLC Full timeJob Title: Client Relationship ManagerAt Maxwon LLC, we are seeking a skilled Client Relationship Manager to oversee client interactions and ensure long-term satisfaction.Key Responsibilities:Establish and build new client relationships using provided client contacts.Oversee client interactions and ensure long-term satisfaction.Address and resolve client...
-
Client Relationship Manager
3 weeks ago
Los Angeles, California, United States Maxwon LLC Full timeJob Description:Maxwon LLC is seeking a skilled Client Relationship Manager to establish and maintain strong client relationships, ensuring client satisfaction and driving business growth.This is a 100% commission-based role with compensation above industry average, ideal for individuals who thrive in performance-driven environments.Key...
-
Client Relationship Manager
1 month ago
Los Angeles, United States Maxwon LLC Full timeJob Description: Maxwon LLC is seeking an ambitious and driven Client Relationship Manager to join our team. In this role you will be responsible for establishing new client relationships and ensuring client satisfaction. The best part We provide you with a list of potential clients who need to be contacted. This is a 100% commissionbased role with...
-
Client Relationship Manager
3 weeks ago
Los Angeles, United States Maxwon LLC Full timeJob Description: Maxwon LLC is seeking an ambitious and driven Client Relationship Manager to join our team. In this role you will be responsible for establishing new client relationships and ensuring client satisfaction. The best part We provide you with a list of potential clients who need to be contacted. This is a 100% commissionbased role with...
-
Client Relationship Manager
4 weeks ago
Los Angeles, California, United States The Party Staff Full timeAbout UsThe Party Staff, Inc. is a leading provider of temporary staffing solutions for the hospitality industry. We specialize in delivering highly skilled and reliable staff to ensure exceptional service for events, hotels, schools, hospitals, and other hospitality venues and corporate dining.OverviewWe are seeking a dynamic and experienced Client...
-
Senior Client Relationship Manager
4 weeks ago
Los Angeles, California, United States Infosys Limited Digital Full timeAbout the Role:Infosys Limited Digital is seeking a highly skilled Senior Client Relationship Manager to lead our Financial Services business development efforts. As a key member of our team, you will be responsible for managing client relationships, building a portfolio of up to $30-40M, and owning the opportunity management cycle from prospect to close.Key...
-
Senior Client Relationship Manager
3 weeks ago
Los Angeles, California, United States International Search Consultants Full timeAt International Search Consultants, we are seeking a highly motivated and detail-oriented Senior Client Relationship Manager to join our team. This individual will be responsible for managing client relationships, coordinating quarterly meetings, and providing exceptional customer service.Key Responsibilities:Coordinate client meetings and prepare...
-
Client Relationship Specialist
2 months ago
Los Angeles, United States The Party Staff Full timeThe Party Staff, Inc. is seeking a dynamic Client Relationship Specialist to join our Los Angeles team. The successful candidate will be responsible for developing and executing sales strategies to generate new business and meet internal quotas, whil Relationship Specialist, Client Relations, Relationship, Specialist, Regional Manager, Sales, Business...
-
Client Relationship Associate
3 weeks ago
Los Angeles, California, United States Capital Group Companies Full timeAbout the Role:We are seeking a skilled Client Relationship Associate to join our team at Capital Group Companies. As a Client Relationship Associate, you will provide administrative support to our high-net-worth individuals, trusts, foundations, and endowments.Key Responsibilities:Assist financial advisors in providing exceptional client serviceManage...
-
Client Relationship Specialist
4 weeks ago
Los Angeles, California, United States Banner Bank Full timeClient Relationship Consultant RoleBanner Bank is seeking a skilled Client Relationship Consultant to provide exceptional client service and engage in sales and service activities at branch locations. As a key member of our team, you will be responsible for opening accounts, assisting with processing Banker transactions, cross-selling Bank products and...
-
Client Relationship Consultant
3 months ago
Los Angeles, United States Disability Solutions Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
-
Client Relationship Associate
5 months ago
Los Angeles, United States Capital Group Companies Full timeI can succeed as a Client Relationship Associate at Capital Group. As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowm Relationship Associate, Client Relations, Relationship, Associate, Client, Business Services
-
Client Relationship Consultant
2 weeks ago
Los Angeles, United States Disability Solutions Full timeMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...
-
Client Relationship Consultant
2 weeks ago
Los Angeles, United States Banner Bank Full timeMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...
-
Client Relationship Consultant
4 weeks ago
Los Angeles, California, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...
-
Relationship Manager
4 weeks ago
Los Angeles, California, United States Citizens Business Bank Full timeJob SummaryThe Relationship Manager is a key role at Citizens Business Bank, responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients. This includes identifying and pursuing new business opportunities, building strong relationships with existing clients, and providing exceptional customer service.Key...
-
Relationship Manager
4 weeks ago
Los Angeles, California, United States AscentDS Full timeAbout the RoleAs a Relationship Manager at AscentDS, you will play a key role in driving loan originations by managing the entire sales cycle and ensuring efficient workflows across multiple teams. Your focus will be on building and nurturing strong client relationships, ensuring a seamless experience from initial contact through loan funding.Key...
-
Relationship Manager
3 days ago
los angeles, United States International Search Consultants Full time**About the Company:**Our client is a fast-growing RIA based in Los Angeles, CA specializing in providing tailored investment management services to private clients, including high-net-worth individuals and trusts, and overseeing three fixed-income funds. Additionally, the firm offers discretionary fixed-income investment management through its affiliated...
-
Sales Operations Associate
2 weeks ago
Los Angeles, California, United States United Talent Agency Full timeLooking to make a lasting impact at a leader in the entertainment industry?We are seeking an experienced Sales Operations Associate to join our Finance team at United Talent Agency. This pivotal role will be at the forefront of client relationship management, ensuring seamless interactions between agents, assistants, and clients.Responsibilities will...
Client Relationship Manager
1 month ago
**About the Company:**
Our client is a fast-growing RIA based in Los Angeles, CA specializing in providing tailored investment management services to private clients, including high-net-worth individuals and trusts, and overseeing three fixed-income funds. Additionally, the firm offers discretionary fixed-income investment management through its affiliated Trust company.
**About the Role:**
The Relationship Manager plays a key role in enhancing the client experience and maintaining strong client relationships. This highly motivated individual will work directly with high-net-worth clients, acting as the primary point of contact for most client inquiries and interactions. The role involves close collaboration with the portfolio management team and requires a detail-oriented individual with excellent interpersonal skills. The Relationship Manager will oversee the day-to-day operations of client accounts and help grow the business through both client service and business development efforts.
**Key Responsibilities:**
**Business Development:**
- Contribute to mutual fund growth by expanding relationships with institutional and individual clients.
- Assist with preparing presentations for new business opportunities.
- Support the planning and execution of business development events, including client seminars and networking functions.
- Engage in community activities to generate new business leads.
- Maintain and manage Salesforce records.
**Client Service:**
- Organize and coordinate client meetings (quarterly, semi-annual, annual, and ad hoc) and prepare performance and holdings reports.
- Participate in client meetings, discussing portfolio positioning, performance, and investment outlook.
- Handle all aspects of client account administration.
- Deliver outstanding client service across all aspects of client relationships.
**Client Account Support:**
- Facilitate the opening of client accounts and provide ongoing support for client access.
- Manage client account activity, respond to statement inquiries, and ensure smooth asset transfers and money movement.
- Provide assistance with online access and general client support.
**Account Management:**
- Manage the process for opening, maintaining, and documenting client accounts.
- Handle asset transfers and money movements as needed.
- Reconcile cash and security transactions.
- Complete subscription documentation for clients.
**Ideal Candidate Profile:**
- Strong interpersonal communication skills.
- Exceptional attention to detail and ability to work independently.
- Proactive approach to client service with high energy and a customer-focused mindset.
- Professional demeanor with the ability to excel both individually and in a collaborative, team-oriented environment.
- Excellent verbal and written communication abilities.
- High integrity, empathy, and an entrepreneurial mindset.
**Education & Skills:**
- Bachelor’s degree from an accredited university.
- Series 7 and Series 66 licenses are required.
- CFP certification is preferred or a willingness to obtain it.
- Proficient in Microsoft Office, particularly Excel and PowerPoint.
- Familiarity with Schwab and Fidelity platforms.
- Experience with Addepar is a plus (but not required).
