Top 215 Client relations manager Jobs in Santa Ana, Ca

Associate Client Service Manager
Halbert Hargrove —Long Beach, CA
- $60,500 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Continuing education credits
Quick Apply
Section Manager II, Customer Engagement
OCTA —Orange, CA
- $117,228.80 - $161,304.00 a year
- Full-time
- 5 years
- Bachelor's degree
- Contracts
Sales Manager (Online B2C, Korean bilingual)
Cesna Recruitment —Irvine, CA
- $110,000 - $120,000 a year
- Full-time
- Bachelor of Science
- English
- Research
- Paid holidays
- Health insurance
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Account Manager
INTERCONNECT SOLUTIONS COMPANY LLC —Fountain Valley, CA
- $70,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- High school diploma or GED
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Regional Sales Manager - Southern California
Chroma ATE, Inc. —Irvine, CA
- $115,000 - $145,000 a year
- Full-time
- Marketing
- Engineering
- Mid-level
- Travel reimbursement
- Health insurance
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Sales Account Manager - Hardware Server
Giga Computing Technology —City of Industry, CA
- $30 - $40 an hour
- Email
- English
- Mid-level
- Microsoft Office
- Paid holidays
- Health insurance
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Sr. Client Relationship Manager, Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $100,000 - $110,000 a year
- Full-time
- Finance
- Analysis skills
- Bachelor's degree
Business Transient Sales Manager
Crowne Plaza Los Angeles Harbor Hotel —San Pedro, CA
- $90,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
- Health insurance
- Dental insurance
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4d
Client Relationship Manager - Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $100,000 a year
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
Territory Sales Manager
PartsXpress —California
- $50,000 - $70,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Mileage reimbursement
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E-Commerce Manager
Contixo Inc. —Chino, CA
- $28 - $35 an hour
- Full-time
- Sales
- Marketing
- Merchandising
- Health insurance
- Dental insurance
Quick Apply
Sales & Customer Service Manager
Mac Incorporated —Santa Fe Springs, CA
- $165,000 - $185,000 a year
- Monday to Friday
- Hybrid work
- Spanish
- Microsoft Excel
- Microsoft Outlook
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Account Manager
RR Donnelley —Newport Beach, CA
- $92,000 a year
- Full-time
- 5 years
- Pass drug screening
- Office
- Disability insurance
- Health insurance
Quick Apply
3d
Area Service Leader
Ingersoll Rand —Pomona, CA
- $100,000 - $208,500 a year
- Marketing
- Engineering
- Travel
Business-Customer Service Manager
AppleOne —Riverside, CA
- $75,000 - $90,000 a year
- Mid-level
- Continuous improvement
- Fair chance
- Health insurance
- Dental insurance
Quick Apply
5d
Inside Sales Account Manager (B2B) 3 Year experience required
KMG-IMPORT LLC —Irvine, CA
- $40,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
- 401(k)
- Employee discount
Quick Apply
1d
Client Relationship Manager
M4 Security Guard Service Inc —Orange County, CA
- $18 - $23 an hour
- Full-time
- Microsoft Excel
- Sales
- Basic math
Quick Apply
12d
Senior Regional Sales Manager
Smithfield Foods —City of Industry, CA
- $120,000 - $162,500 a year
- Full-time
- Up to 50% travel
- Ability to walk for extended periods
- Analysis skills
- Relocation assistance
Account Manager - Light Industrial
Ingersoll Rand —City of Industry, CA
- $60,000 - $206,300 a year
- Full-time
- Remote
- Clean driving record
- Engineering
- Mid-level
- Fuel card
- Health insurance
AG Western Farm & Ranch District Sales Manager
Liphatech —California
- $80,000 - $115,000 a year
- Full-time
- Remote
- Clean driving record
- Microsoft Excel
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply

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client relations manager jobs near santa ana, ca

Associate Client Service Manager

Halbert Hargrove
Long Beach, CA

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Job Details

Full-time
$60,500 a year

Benefits

Profit sharing
Continuing education credits
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
Professional development assistance
Retirement plan
Paid sick time

Qualifications

Credit checks analysis
Customer relationship building
Retirement plan management
Account maintenance
Managing teams in a customer support role
Client management
Loan funds disbursement

Full Job Description

About Halbert Hargrove
Halbert Hargrove is a fee-only firm who provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933.

Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.

About the Position
The Associate Client Service Manager is responsible for maintaining our clients’ accounts, including oversight of administrative and client documentation systems and ensuring that we continue to follow best practices as a fiduciary. The Associate Client Service Manager maintains open communication with clients and team members, assists clients in scheduling their regular appointments with advisors, follows through on all regulatory paperwork and guarantees client requests and needs are attended to.

Work Location
This position is eligible for a hybrid work schedule reporting from the office in Downtown Long Beach twice a week. Additional in-office days may be required for urgent support, events, meetings, etc.

Compensation & Benefits
The compensation for this position is $60,500. This position is also eligible for an annual discretionary bonus of up to $8,500. Benefits include:

Medical insurance
Dental and vision insurance
Retirement plan
Unlimited responsible paid time off
Paid sick leave
Paid holidays
Profit sharing
Childcare match
Professional development budget for continuing education credits, conferences and training
Health and wellness reimbursement
529 plan match

Essential Position Responsibilities Include:
Client Service

Employment is contingent upon the satisfactory completion of a credit check.
Provide “wow” service to clients and prospects over the phone and by email.
Manage and schedule all client meetings
Track all tasks, keep track of all client meetings and keep detailed notes about client relationships.

Custodians

Draft new account paperwork for clients and prospects and account maintenance requests for clients.
Queue up disbursements from clients’ accounts on custodial platforms and send eSign documents.
Act as the team’s primary liaison with our multiple custodians.
Maintain accurate and up to date client information.

Team Support

Attend weekly team meetings and keep team agenda up to date.
Keep team informed of all timelines and workload.
Provide support, respond to, and follow up on team requests in a timely and accurate manner.
Additional responsibilities as assigned.

Qualifications:

Excellent interpersonal, verbal and written communication skills.
Detail oriented with good organizational skills and the ability to manage multiple tasks with competing deadlines.
Present a welcoming demeanor with the ability to develop and maintain client relationships.
High level of integrity and the ability to keep information confidential.
Bachelor’s Degree, preferred.

How to Apply
Thank you for your interest in the Associate Client Service Manager opportunity with Halbert Hargrove! Please submit your resume and cover letter for consideration. We are unable to accept direct inquiries about this position (i.e. phone calls, emails).

Job Type: Full-time

Pay: $60,500.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Work from home

Work Location: Hybrid remote in Long Beach, CA 90802

Quick Apply

Refine Your Search

client relations manager jobs in santa ana, ca

Associate Client Service Manager

Section Manager II, Customer Engagement

Sales Manager (Online B2C, Korean bilingual)

Account Manager

Regional Sales Manager - Southern California

Sales Account Manager - Hardware Server

Sr. Client Relationship Manager, Employee Benefits - IAS, West

Business Transient Sales Manager

Client Relationship Manager - Employee Benefits - IAS, West

Territory Sales Manager

E-Commerce Manager

Sales & Customer Service Manager

Account Manager

Area Service Leader

Business-Customer Service Manager

Inside Sales Account Manager (B2B) 3 Year experience required

Client Relationship Manager

Senior Regional Sales Manager

Account Manager - Light Industrial

AG Western Farm & Ranch District Sales Manager

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