Client relationship manager serp_jobs.h1.location_city
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Client relationship manager • irvine 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
CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors.We provide credit lines for acquisitions as well as long term debt for rental propert...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
The Relationship Manager II will perform all the duties and have the responsibilities of a Relationship Manager I level position with added lending approval authority.
These duties and responsibilit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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
At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.
We help clients build better workplaces, where people feel supporte...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships wit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We are currently seeking a high professional to join our team as a Premier Relationship Manager.As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clie...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
Serving as a strategic partner to our retirement plan clients.Leading a robust and experienced internal service team .Capitalizing on your industry knowledge to provide thoughtful and proactive pla...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Market Client Relationship Manager.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Remote Client Relationship Advocate.We are seeking a dedicated Client Relationship Advocate to join our remote team.In this role, you’ll be the primary point of contact for clientshelping to build ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Manager In Consumer And Community Banking.Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a uniq...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Branch Client Service Manager II.At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.
We help clients build better workp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.
Client Managers may occasionally...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Exact compensation may vary based on skills, experience and / or education, and location.This position is also eligible for an annual bonus.
The Relationship Manager is responsible for developing and ...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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FSSISanta Ana, CA, USjob_description.job_card.30_days_ago
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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 teamsClient Services, Marketing, Technical, and Leadershipto 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.
Relationship Manager
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 :