Client relationship manager serp_jobs.h1.location_city
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Client relationship manager • huntington beach ca
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FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Talent Acquisition Partner at Epic Insurance Brokers & Consultants.This role requires periodic travel to one of our California locations : Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasad...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.Market President or Chief Banking Officer.
Develops and manages a portfolio of Bank clients in market...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Our work at NVIDIA is dedicated towards a computing model passionate about visual and AI computing.For two decades, NVIDIA has pioneered visual computing, the art and science of computer graphics, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Offic...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
WHAT IS THE OPPORTUNITY?Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Consultant.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 s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies.We pride our...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.
The industry’s brightest talent drive our efforts to deliver purposeful w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships with the intent of integrating both business and personal clients.They wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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 b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Bilingual Client Relations Manager.At Avrek Law Firm we are committed to helping individuals who have suffered personal injuries navigate the legal process with compassion, integrity, and excellenc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients.Through your honesty and integrity, we know you will inspire client dedication and engagement...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Location : This role requires periodic travel to one of our California locations : Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Marketing Relationship Manager.Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most.It's a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
A company is looking for a Relationship Manager to expand its Active Trader client base.Key Responsibilities Manage the entire sales cycle for targeted segments through various communication meth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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job_description.job_card.job_descriptionAct as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth. Increase revenue by seeking out new business opportunities with current and prospective clients. Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals. Develop and present pricing proposals and RFP responses tailored to each client’s needs. Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space. Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work. Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting. Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning. Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis. Serve as an escalation point for resolving client concerns and championing improvements. Bachelor’s degree in Business, Communications, or a related field. 5+ years of experience in business development or sales. We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry. A proven track record of hitting targets and closing deals. A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities. Strong communication and presentation skills, with a focus on building trust and long-term relationships. The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment. Proficiency in Word, Excel, PowerPoint, and CRM tools. Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms. A knack for learning and articulating technical concepts to non-technical audiences. Employee Ownership through our Employee Stock Ownership Plan (ESOP) : When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future. Culture of CARE for our Employees : We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families. Industry Leadership : FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. 401(k) & Roth + Employee Stock Ownership Plan Medical, Dental, Vision & Life Insurance Vacation, sick leave and paid holidays – including your birthday! Employee Assistance & Care Programs Additional perks & employee award programs
Job Description
Job Description
Who We Are :
FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA . In this role, you’ll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you’re energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients —we’d love to hear from you.
Why You’ll Love This Role :
- You’ll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations.
- You’ll own your portfolio —working closely with the Chief Revenue Officer, you’ll be empowered to lead client retention, expansion, and development efforts.
- Your insights matter —you’ll help shape how we grow, bringing real-time market feedback and your ideas to the table.
- Hybrid schedule available , giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days.
Your Essential Duties :
Requirements
What You Bring :
The description above is a summary of the highlights of the role, a full job description will be provided.
Benefits
Why Join Us?
Benefits include :
Ready to grow with us? Apply today!
FSSI Careers Page