1,005 Relationship Manager Jobs in Covina, CA - Zippia (2024)

  • Deposit Relationship Manager

    East West Bank 4.71,005 Relationship Manager Jobs in Covina, CA - Zippia (1)

    Relationship Manager Job 30 miles from Covina

    Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving target deposit and loan goals by performing the following duties. Contribute to Commercial Lending success annual sales & revenue plans by: Closing Deposit sales and loans. Actively prospects new customers and penetrates the existing client relationships. Assumes the overall responsibility to conduct due diligence, assess the risks and structure the credit facilities Participate in client meetings & proposals. Initiating Deposit sales independently through prospecting and projects/initiatives. Lead client meetings & author client proposals. Collaborate with appropriate EWB Bank partners. Aggressive calling program targeting Controllers, Property managers, and 1031 Exchange, title and escrow companies, HOA, fiduciary segments for new business growth of all existing relationships. Responsible for carrying out targeted deposit generating strategies. Preparing documentation and following through for proper booking, of sales credit, checkbooks, etc. Following-up with customers to ensure satisfaction. Provide first-point-of-contact support for Deposit related and other non-credit matters for RM customers and customers who self-select to contact the incumbent. Act as an expert advisor for the clients. Resolve client requests and/or issues independently. Maintain databases and results tracking as needed to support the Division's sales of Deposit products and growth. Make presentations to Division employees, Division Managers, and senior management regarding Deposit Other projects as assigned by management. Qualifications: Bachelor's Degree in Finance, Accounting, Management, Marketing or 10+ years equivalent work experience in lieu of degree. Minimum of 10 years sales/financial services experience. Strong network of COI and established relationships in related industries Masterful at relationship building and business development with strong influential and decision making skills Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services Excellent communication skills with all levels of external and internal clients Very strong written and verbal communication skills. Compensation The base pay range for this position is USD $65,000.00/Yr. - USD $250,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

    $69k-101k yearly est. 16d ago
  • Wealth Relationship Manager

    Advisor Launch Lab 4.31,005 Relationship Manager Jobs in Covina, CA - Zippia (2)

    Relationship Manager Job 14 miles from Covina

    Wealth Relationship Manager Salary Range: $70,000-90,000 DOE Who you'll work with: Our team at Advisor Launch Lab has been hired by an exceptional LPL financial advisor who has a unique opportunity for the right candidate. We are seeking a bilingual Spanish and English-speaking candidate to join this small, but very experienced, financial planning team as a Wealth Relationship Manager who will work in three credit union branches in the Pasadena area. Are you someone who loves financial planning and working with people but has found you would rather help your clients live their best lives instead of going out and growing a business? Do you make friends everywhere and want to help educate clients and credit union employees? This may be the role for you! We are on the lookout for a person who wants to be the go-to person on financial planning and education, making sure folks feel taken care of, and conducting frequent lunch and learns…all with the support of an experienced senior advisor. You'll have the opportunity to plant yourself within this community as a financial professional doing proper financial planning…without the pressure to go find clients. You're a great fit if: You're a compassionate financial professional who is confident in your ability to provide great client service without ever needing to go out and prospect. We are seeking a full-time Wealth Relationship Manager to join this advisor in Pasadena, CA in an in-person working environment. You will need to have reliable transportation to travel between branches frequently. This role is ideal for you if you've worked in the financial industry for a couple of years and know you want to help others but don't want to build a client base of your own. If you are seeking stability and a sense of purpose within your community, then this is the right place to join. Responsibilities (may include but not limited to): In this role, you will work independently and alongside of a seasoned professional within three credit union branches, helping with the following: Create simple and straightforward financial plans for credit union account holders Be in the branches and make credit union staff aware of your presence Prepare 15-30 minute presentations on various basic financial planning topics and present to branches weekly Schedule meetings with credit union clients Develop strong relationships with credit union employees and credit union customers Work independently with minimal oversight Use basic financial planning tools and keep a CRM up to date Qualifications: Minimum one year of experience (ideally three or more) in the financial planning industry Series 7, 66, and CA Life & Health licenses required Must be fluent in both Spanish and English Excellent verbal and written communication skills Must have reliable transportation to drive between three local credit union branches Must be legally eligible to work in the United States Must be able to pass a background check Compensation: $70,000-90,000 (Depending On Experience) 2 weeks PTO, in addition to paid holidays SEP IRA Health insurance stipend Travel reimbursem*nt What do you need to know and what's next? -Include a short cover letter answering the following: What caused you to apply to this role? Describe a challenging client situation and how you helped them What are your compensation requirements? -Include your resume. -Send all of the above as a single PDF to hello@advisorlaunchlab.com -Applications will be accepted until the position has been filled. All hiring processes are being conducted by Advisor Launch Lab. Direct all contact to our team via email (hello@advisorlaunchlab.com) should you have any questions about the position.

    $70k-90k yearly 14d ago
  • Relationship Manager

    Ebizcharge

    Relationship Manager Job 30 miles from Covina

    Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magento and WooCommerce. EBizCharge offers its employees unlimited earning potential, career advancement opportunities, and a dynamic work environment. EBizCharge is looking for a positive, energetic, and self-motivated Relationship Manager. The qualified candidate will be reporting to the VP of Sales and will be working to close new opportunities and vet out existing accounts. This fast-paced environment encourages independent thinking and decision making. Responsibilities: Source new sales opportunities through inbound and outbound lead follow-up. Qualify prospects through outbound outreach (cold calls & emails). Understand customer needs and requirements for new and existing clients. Research accounts, identify key players and generate interest. Manage and maintain prospects within your assigned lead list. Maintain healthy client relationships. Nurture existing account relationships to obtain client referrals. Run product demos and provide proposals to prospective clients. Be an effective closer. Qualifications: Bachelor's degree in business administration, or a related field is preferred but not required. Previous experience doing outbound outreach is highly preferred. Strong phone presence and oral communication skills. Excellent verbal and written communications skills. Strong listening and presentation skills. Ability to multi-task, prioritize, and manage time effectively. Experience working with Salesforce or similar CRM is preferred but not required. Payment software/ERP experience (a plus but not required) Benefits: 100% employer paid benefits (including Medical, Dental, Vision, & life insurance) for selected plans for the employee. Retirement 401(k) plan with company match. Gym access, dry cleaners, car wash conveniently located within building. Generous PTO plan with an additional 9 Days Company Paid Holidays per year. Job Type: Full-time The Company is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations. The Company prohibits unlawful discrimination against any job applicant, employee, or unpaid intern by any employee of the Company, including supervisors and coworkers. Pay discrimination between employees of the opposite sex or between employees of another race or ethnicity performing substantially similar work, as defined by the California Fair Pay Act and federal law, is prohibited.

    $74k-118k yearly est. 16h ago
  • Client Relationship Manager

    Ernest 4.71,005 Relationship Manager Jobs in Covina, CA - Zippia (3)

    Relationship Manager Job 20 miles from Covina

    Ernest is currently in search of a Client Relationship Manager (outside B2B sales) for our Los Angeles division located in Commerce, CA. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. For over 77 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while making what you're worth with a lot of really awesome people. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. ____________________________________________________________________________________ Responsibilities: • Outside face to face sales • New business development, account management, client retention • Develop and maintain your own book of business The benefits of being an Ernest Client Relationship Manager: • develop, keep, and manage your own accounts • continue to make residual income from your accounts • and of course a strong base salary + commission + bonuses + car allowance + benefits • uncapped earnings potential Company videos: https://youtu.be/pw Dmfte8f_4

    $84k-132k yearly est. 16d ago
  • Client Relationship Manager

    Hilldun Corporation

    Relationship Manager Job 29 miles from Covina

    Hilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known for its dedication to excellence, forward-thinking approach, and a team of professionals who are passionate about the fashion industry. Hilldun is hiring a Los Angeles Client Relations Manager to support Hilldun's West Coast and APAC clients.Essential Functions / Responsibilities Oversees Hilldun's West Coast and APAC clients (the “Territory”) or as determined by position or assigned by management Mitigates client concerns and issues by monitoring areas such as volume, agings, concentrations, credit coverage and credit losses Builds a strong rapport and working relationship with clients Acts as the point person for assigned accounts, communicating and working directly with various departments to address client needs and inquiries Onboard new clients located within the Territory Oversee Los Angeles Office All other duties as assigned by management Required Knowledge and Qualifications Minimum 3 years of experience working in the fashion industry and specific brand experience preferred Experience working with an ERP system Knowledge of factoring

    $81k-133k yearly est. 14d ago
  • NetSuite Client Partner

    Plative

    Relationship Manager Job 33 miles from Covina

    The Client Partner will be responsible for working with pre-existing internal relationships at Netsuite. The goal of our company is to deliver stellar results to clients in a timely fashion. Our ideal candidate is a creative problem-solver who thinks outside the box, willing to take on any challenge, with the ability to understand a client's business, scope a project and write the Statement of Work (SOW). Office culture is extremely important, so you must love what you do, drive results, and be fun to work with. You will be working with clients, Netsuite Account Executives, and internal Plative team members to provide suggested solutions after thoroughly analyzing and understanding the business requirements of new clients. Responsibilities Include: Meet and exceed targeted sales goals exceeding $1MM per year Produce and consistently manage a healthy pipeline with accurate next steps and close dates Create and Generate SOWs to accurately encompass projects Abide by Plative scoping methodology to uncover business processes, user stories, and use cases for NetSuite Engage with prospective clients to position Oracle NetSuite solutions via electronic and face-to-face customer meetings Prospect, consult and sell business application solutions and related services to prospective new mid-market business customers Work with your prospects to learn their business, understand their needs and determine how the NetSuite solution can best address their issues Collaborate with the Plative team to kick off projects Basic Qualifications: 3 Years experience full life cycle in B2B ERP or Software Services sales 1 year experience delivering comprehensive proposals to various audiences. Experience selling services to High-Tech or Products industry Desired Qualifications: Ability to write and present accurate SOW's (Statement of Work) Experience selling to C-level executives at small to mid-market companies. 1 year experience of Netsuite as a superuser. Completed SuiteSuccess sales training Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

    $108k-182k yearly est. 15d ago
  • Client Development Senior Manager

    Boston Consulting Group 4.91,005 Relationship Manager Jobs in Covina, CA - Zippia (4)

    Relationship Manager Job 29 miles from Covina

    WHAT YOU'LL DO Client Development Senior Managers (CDSMs) work at the intersection of business development, account management, marketing, and client engagement within BCG's most strategic accounts. In this role, you will be embedded as a key member of a BCG account team in order to support the full range of activities required to support the client and the account team. You will serve as a thought partner and become the "chief of staff" to the lead Partner(s) on the account, including the Chief Coordinating Officer (CCO), or lead BCG relationship partner. CDSMs should be self-starters with outstanding organization and communication skills, who are excited about working in an entrepreneurial environment and who are adept at building relationships.YOU'RE GOOD AT The objective of the Client Development Senior Manager role is to provide strategic support to Client Coordinating Officers (CCOs) and client account teams for our largest and most complex clients, supporting the account's business development priorities. You will become an expert on the client, acting as a Chief of Staff to the CCO, identifying client development and growth opportunities, and ensuring strong account performance. Examples of what you will do include driving the account planning process, managing the business pipeline, developing the account marketing strategy, overseeing pricing and contracting, and supporting financial and market analysis. In this role, you will also become an integrated team member of the client account team, coordinating strategic case team activities to ensure effective teaming across Partner teams, non-Partner teams, and supporting functions. Leading and supporting the full cycle process of account planning: Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambitions through active project management Developing and maintaining the client relationship map and ensure a robust engagement strategy for key relationships is in place, helping the account leadership drive the development of deep and personal client relationships Managing the account marketing plan, including event invitation strategy and management and distribution of thought leadership Serving as an expert client resource and maintaining robust client information and knowledge: Maintaining baseline/background client information (proposal tracking, investor presentations, marketing information, investment history, client references, etc). Monitor client news, earnings/ analyst views, financial information and derive actionable insights Tracking broader industry trends and changes to help the account leadership understand the broader market landscape Identifying potential white space opportunities for the account and conduct quantitative analysis as needed Attending and actively participating in internal practice areas and functional topic conferences to stay on top of relevant industry trends and BCG offerings, and be the account lead on bringing the best of BCG to the client Creating and measuring value on the account: Coordinating and managing feedback from clients, including analysis of surveys and senior leadership interviews Examples can include managing a rate card negotiation, developing an account dashboard, or conducting post-case value measurement Selectively engaging with the client directly, as appropriate, and at the discretion of the BCG account team. Leading and orchestrating quality account teaming: Serving as a thought partner to the CCO and Partner team, providing insights and constructive feedback on existing account tools and processes, as well as identifying opportunities to team better Ensuring effective communication and coordination of various Partners and consulting team members (examples can include facilitating regular account meetings, driving account communications, on-boarding new team members and enhancing and facilitating case wrap up processes) Identifying and engaging the right internal, expert resources for functional, industry and global BCG support Crafting and developing proposal ready materials, including a solid repository of ready-to-use CVs and resumes Cultivating close partnerships with internal, functional supporting teams: Acting as key account team liaison across BCG's internal functions, including marketing, finance, staffing, practice area management, alumni, and more Becoming embedded within the respective industry and functional practice areas Teaming with finance to understand account economics, engagement pricing, investments, and to optimize expenses, leading efforts to optimize spending where necessary and appropriate Working closely with EA team to ensure coordination and communication across broader case team Championing best practice sharing and insights across the CDSM Team Acting as a key catalyst for collaboration across the full CDSM team by actively sharing account insights, tools, and creative ideas Seeking out opportunities to scale successes beyond your own account to have a broader enterprise level impact Performing other duties or special projects as assigned or required YOU BRING (EXPERIENCE & QUALIFICATIONS) 10+ years of working in a professional services firm with experience in account management and client development; consulting background preferred Bachelor's degree required; Advanced degree/MBA preferred Strong Excel and PowerPoint skills; strong computer literacy and facility with numbers Comfortable communicating in direct client interactions Strong verbal and written communication skills and entrepreneurial drive Ability to work effectively with all levels and functions of the organization Good organizational skills and effective management skills to manage multiple parallel tasks, ability to set priorities Performed successfully in a fast-paced, global, intellectually intense, service-oriented environment with people at all organizational levels Proactive, creative, self-starter Able to prioritize, able to tolerate ambiguity Exercises judgment in handling confidential/sensitive information; trustworthy #LIhybrid YOU'LL WORK WITH You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts. The team is currently made up of ~20 CDSMs and CD Operations Managers based all over the NAMR region. You'll partner closely with our other NAMR Client Team members, including members of our Global Client Team. In addition, you'll also collaborate with colleagues from across the organization, including Finance and PAs/ABMs.ADDITIONAL INFORMATION COMPENSATION INFORMATION: Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In the states of California, Colorado and Washington the base salary is between $ 140,000- $ 171,000 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-20% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursem*nt for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursem*nt Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis *Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.

    $140k-171k yearly 2d ago
  • Client Solutions Manager - IT Staffing and Services

    Ispace, Inc.

    Relationship Manager Job 32 miles from Covina

    iSpace is currently seeking an experienced Client Solutions Manager to help accomplish our growth strategies. The successful candidate will be very detail oriented with strong follow up skills to nurture existing relationships with current clients along with a strong motivation to break into new accounts through continuous effort. This individual will have the ability to showcase iSpace's capabilities, benefits, and value proposition in all interactions to generate new business with existing clients by leveraging our current relationships. The ideal candidate should be passionate and aggressive to grow both the IT Consulting and IT Staffing business and must be able to work independently, influence key stakeholders, and drive iSpace growth imperatives. We are looking for a talented BDM, with the right mix of experience and relationships with key stakeholders, to work with our seasoned team to grow iSpace into a market-leader in Staffing and Placement organizations within the Manhattan Beach or Newport Beach, CA. area Job Responsibilities Customer Acquisition - Identify new iSpace clients through the candidate's existing and growing network and relationships. Also work with other members of the iSpace team to target new strategic accounts. Identify New Staffing and Placement Opportunities - This would include contract, contract to hire, and direct permanent placements with new and existing iSpace clients. Consultative Selling - Apply consultative-selling techniques to identify and advance opportunities that result in ongoing profitable revenue growth for iSpace. Additionally, identify potential opportunities for IT Managed Services group through identifying customer needs. C-Level Partnering - Contribute to enduring executive relationships at the client's organization; establish professional relationships and credibility with key IT and business executives to enhance the business of iSpace. Industry and Client Knowledge - Stay current with industry and competitive research and information to enable rich client dialogue; maintain an understanding of client business challenges, industry trends and markets; demonstrate the knowledge to position and map iSpace capabilities that align to client business objectives and initiatives. Sales Reports and Funnels - Prepare periodic sales report showing sales volume, potential sales, and areas of proposed client base expansion. Qualifications And Required Skills: 7+ years for strong experience of building an account from the ground up involving all aspects of the sales process for selling IT Staffing / IT Consulting Services and Generating New Business through direct client relationships. Responsible for all phases of the sales cycle including prospecting and identifying new potential clients, introductions and scheduling meetings with key decision makers, presentation of services, contract review and negotiations, establishing and driving processes and delivery of services Ability to lead the strategic direction of the account by establishing and articulating account growth and client satisfaction goals in relation to client expectations Ability to drive new business development with an established record of closing new accounts through relationships, responses to request for proposals, participation in networking events, or technical user group events for building client pipeline and meeting potential candidates Must be competent in all aspects of the sales process, prospecting, cold/warm calling, networking, scheduling meetings, client presentations, gathering requirements and managing results Ability to partner iSpace Technical Solution Managers and bench staff to create IT Solution project proposals, sales presentations for new opportunities Ability to partner with the recruiting team to drive desired results and deliver high quality IT talent Excellent written and verbal communication skills and articulate phone skills

    $87k-132k yearly est. 2d ago
  • Edinger - Relationship Manager 1- Onsite

    Nuvisioncares

    Relationship Manager Job 31 miles from Covina

    Posted Monday, April 29, 2024 at 4:00 AM We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey! The Relationship Manager I (RM I) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM I position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM I position profiles the member's account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, and car buying service. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy. Responsibilities: Inputs, processes and funds all consumer loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone. Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month. Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, Certificate of Trust, etc. Recommends other products and services as appropriate from having conversations that matter with members. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Other related duties as assigned Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Represents the Credit Union in a positive and professional manner. Qualifications: 12 months experience in a similar position having prior loan experience and reaching service and performance goals. Working knowledge of deposit/ loan products (Trust, IRA, certificates, loans/Loans PQ - loans decisions system) Proven ability to garner business Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel Member service and organizational skills Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs Willingness to make a difference Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Personable and professional Good verbal and written communication skills in person and over the phone Education: High school Diploma or Equivalent Website:nuvisionfederal.com/careers Medical Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursem*nt Pay scale by applicable geographic location: Southern California: $17.76 - $22.20 The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training/education, etc. Remote Interview Process (some positions vary) In-Person Interview required for Front-Line Positions Social Distancing and Mask Guidelines in place Edinger, Huntington Beach, California, United States of America #J-18808-Ljbffr

    $74k-119k yearly est. 8d ago
  • Client Relationship Manager

    Beverly Hills Private Wealth

    Relationship Manager Job 28 miles from Covina

    Beverly Hills Private Wealth is an SEC registered investment advisory firm located in Beverly Hills, CA. We are a recent wire house breakaway and thrilled to be building our team in our own completely independent business. Though our company is new, our team is not! Some members of our team have worked together for 25 + years. Our team consists of three advisors/partners, a financial planning associate, three client relationship managers, and an office operations associate. We have completed our transition from a large broker-dealer and are continuing to grow rapidly. Our clients are ultra-high net worth individuals, families, and business owners who rely on our knowledge and white-glove service to support their daily needs. We are fast-paced and hardworking but share keen senses of humor and genuinely enjoy each other's company in and out of the office. We plan multiple team outings each year to show our appreciation and encourage work/life balance. We are looking for a highly motivated professional who shares our entrepreneurial spirit to join our team as a Client Relationship Manager (CRM). You will work closely with three other CRMs and a Chief of Staff, to efficiently help our clients to manage important elements of their portfolios and daily needs. Responsibilities include, but are not limited to: · Account opening and new client onboarding. · Daily client account maintenance. · Promptly responding to client requests for funds, data, etc. · Execute journal entries, check requests, ACH transfers, and wires. · Assist clients with 529 contributions and distributions. · Process charitable donations. · Answer phones and monitor faxes. · Participate in ad-hoc firm projects like client events, firm committee initiatives, etc. · Help to recruit and train others as our firm continues to grow. Qualifications · Bachelor's degree, preferably with a business or finance emphasis. · Minimum of 1 year working at an RIA or broker-dealer, ideally in a support or operational role · Familiarity with Salesforce Salentica, SMArtX, and Black Diamond software is a plus. · Extreme attention to detail. · Excellent written and verbal skills. · As this role is client facing, you should be a “people person” who enjoys forming deep and meaningful relationships with our clients. · Ability to think outside of the box and work in a fast-paced environment. · You must be a true team player and be able to jump onto a project as needed. · A good sense of humor and an entrepreneurial spirit. . RIA experience preferred. What we offer: · 401k plan with safe harbor contributions. · Defined benefit plan (upon meeting eligibility requirements). · Health, dental, vision, AD&D, and life insurance. · PTO and sick days, plus 9 federal holidays off. · Employee rate for financial planning and a discounted rate for your family members. · Financial assistance in pursuit of a designation that compliments your role and increases your effectiveness and knowledge. · We buy breakfast every Tuesday and lunch every Wednesday. · Work from home 1 day/week, after your training is completed. · Compensation for this role is $75k- $95k including performance and incentive bonuses, based on experience. . This is a junior role. Beverly Hills Private Wealth LLC is an equal opportunity employer.

    $75k-95k yearly 14d ago
  • Client Relationship Manager

    Apex Systems 4.51,005 Relationship Manager Jobs in Covina, CA - Zippia (5)

    Relationship Manager Job 42 miles from Covina

    Job Responsibilities: Administration Support our team with new client onboarding, paperwork processing, client log in, and maintenance requests etc. Maintain high levels of communication with team and clients throughout the new account onboarding process and when handling routine account maintenance items. Provide operational and administrative support to team in their daily business practices. Organize, track and lead team projects, seeing them through to successful completion. Own account maintenance for new and existing clients, including collecting client-specific information such as beneficiary and address changes. Run, prepare, and send client statements and reports as needed. Preparation and distribution of ADV, CRS, and Privacy Policy. Communication/Relations Act as an initial point of contact for screening of client needs. Build client relationships while delivering white-glove customer service. Send clients all necessary supplemental/disclosure paperwork. Take a lead role in strengthening and growing our team's relationships with clients. Organize team for writing and submission of the quarterly newsletter including interacting with compliance department and print shop. Prepare and send printed and digital newsletters. Prepare, design, and submit monthly digital bulletin. Plan, organize, and own completion of quarterly client education seminars | Zoom and In Person. Function as the client liaison/gatekeeper for all incoming calls. Schedule all planning meetings and financial updates, track in CRM, and confirm upcoming appointments. Annual Planning Meeting Concierge: snacks, drinks, chocolates, coffee, creamer, cleaning supplies, and tissues stocked | plants watered. Prepare and send birthday and anniversary gifts and cards, special day cards and gifts. Design With the “New Client Experience” in mind, consistently update the website, design elements and photos with originals or purchased content. Brand and design all correspondence including newsletters, winter letters, digital bulletins, new client folders, etc. Annual planning meeting presentation design and slide deck for all clients. Expectations: Follow through with workflows to completion and double check work for accuracy. Respond to all client requests within one business day. Complete, track, monitor and confirm all pending issues as requested. Utilize the CRM to manage and document all client activity. Process and follow-up on any open items as needed. Contribute to team meetings and events in a positive manner. Follow our team's core values. Actively support all team efforts, events, and functions. Act as a backup, when necessary, with the best interests of our team always in mind. Other duties and special projects, as assigned Education/Experience: Bachelor's degree (Psychology, Education, or Communication preferred) Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace (Gmail, Drive, Docs, Sheets, Slides) 3-5 years of experience in full-time people-focused roles Experience with Adobe Suite, Canva, or other graphic design software a plus Compensation: $80,000-$90,000 annually Work Schedule: 5 days a week on-site Monday through Friday, 8:00AM to 4:30PM

    $80k-90k yearly 2d ago
  • Manager, Client Solutions, Analytics

    Initiative 4.21,005 Relationship Manager Jobs in Covina, CA - Zippia (6)

    Relationship Manager Job 29 miles from Covina

    We believe in the power of media to reshape our industry and orchestrate a brand's entire consumer experience, by balancing both what unites people and what makes them different. When brands unite people in culture, they build Fame, and when brands connect individuals to their unique journeys, they build customer Flow. Initiative builds Fame & Flow for brands like Nike, Amazon, Merck, and T-Mobile. Media responsibility is at the forefront of everything we do, whether it's creating media plans that reflect the diversity of our communities, promote brand safety, and foster sustainability. Our agency celebrates diversity in an inclusive environment where all of our 6,000+ strong talent across 90+ markets feel seen, heard, and valued. Our vision is to create not only a better media company, but also a better media industry, and maybe even a better world. We make a promise to our people that we double down on seeing, celebrating & elevating all the things that make you, uniquely you. And just as we do for our brands and clients, we connect our people to the journeys that matter in building a meaningful career. There are four I's in Initiative and these represent our core values and behaviors. INDIVID[YOU]ALITY - you bring your genuine and unique self to and into the work, every day. INSTINCT - you're tuned in and armed with intelligence; you have a bias for action - sh*t happens when you're around. IMPACT! - you care deeply about the impact you have on our clients, their customers, our community, the media landscape and our world at large. IMAGINATION - your ability to imagine and bring to life the ideas, solutions, and the future of Initiative, makes us THE create media agency in the world. Position Overview We are looking for a Manager, Client Solutions, Analytics to join our team! We are looking for ambitious, analytical, hands-on problem solver who can manage multiple projects. This individual should have a strong interest in media, marketing and business intelligence. The role requires the ability to actively apply the agency's proprietary ad effectiveness and measurement tools, as well as 3rd party vendor solutions, to determine the impact of advertising on the client's business. The position also requires the ability to understand the strategic communications needs of client advertisers and align these needs to the day-to-day issues of data and reporting. Responsibilities Manage planner and client relationships in addition to multiple projects and demands Be part of a team and create clear paths to success for analysts Participate in brainstorming sessions with communication planners, creative teams, media planners, buyers, clients and other partner agencies Design and manage execution of custom analyses Ensure high quality in data and analytics deliverables and uncover business opportunities Work to improve automation and reduce human error in data processing and analytics Required Skills and Experience Ability to scope an analytic solution out of a vague business problem Experience managing and mentoring junior team members Strong interpersonal, written, and verbal communication skills Strong background in statistical analysis and digital analytics. Excellent quantitative and analytical skills with the ability to draw conclusions based on data Comfortable actively participating and contributing in meeting settings with multiple stakeholders Capacity for problem conceptualization and solution design through analytical thinking Strong verbal, written, and organizational skills Experience with Datarama, ETL process, and site tagging Superior ability to build and deliver impactful presentations at senior levels Initiative does not require candidates to have a college degree Desired Skills and Experience Experience with data-management, statistical and/or optimization languages, ideally SAS/R/SQL/GAMS Python, SQL Server & Tableau expertise for data investigation and QA Extensive experience presenting and interacting with clients Ability to investigate, analyze and solve problems as well as clearly communicate results through requirement documents Handle multiple projects in a fast-paced environment with the ability to learn and apply new concepts and tools quickly Strong attention to detail, well organized and possesses the ability to prioritize multiple tasks under pressure Ability to work collaboratively as part of a cross-functional team Be a highly motivated team player 5+ years of experience in an analytics function and media We See You We embrace diversity, and our responsibility to maintain an inclusive environment is core to our culture and values. We see diversity of people and experiences as fuel for creativity and innovation needed to bring about the best experiences and services. A diverse workforce means we can grow together, be better problem solvers, and bring about long-term, meaningful change where we will achieve above and beyond our business goals. We are better together.. When you join Mediabrands, you join a global community and are valued for who you are - your lived experiences, the contributions you make, and the distinct perspectives you bring. Here, what you think and who you are is just as important as what you do. As we recruit, we are dedicated to looking beyond what a resume can show. If you think you'd be a great addition to the team but don't have the exact experience or skills, we encourage you to apply and share your unique background with us. We see you at Mediabrands. Wage and Benefits We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. To give you the ability to better meet your personal needs, and in support of your physical and emotional well-being, you will receive discretionary time off days and company-wide Appreciation Weeks and Wellness Days. We also offer a competitive Total Compensation package, including a competitive salary and eligibility for an annual discretionary incentive award or a relevant incentive award. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications. Employment Transparency It is the policy of Mediabrands, division of the Interpublic group, to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law. Please note this is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email accommodation@mbww.com Salary Range $90,000 - $110,000 USD

    $90k-110k yearly 6d ago
  • Client Relationship Executive - Employee Benefits

    McGriff 4.01,005 Relationship Manager Jobs in Covina, CA - Zippia (7)

    Relationship Manager Job 30 miles from Covina

    **Hybrid schedule in our Irvine, CA Office** Lead and coordinate marketing and service activities on new and renewal business as well as support Producer in sales activities. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes. Build and grow relationships with clients, carrier representatives, and teammates. ESSENTIAL DUTIES AND RESPONSIBILITIES: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer. 2. Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsem*nts that enhance coverage and meet the needs of the client. 3. Ability to direct and lead mid-year reviews and annual stewardship meetings. 4. Build and maintain key client and carrier relationships by phone, email, and in person. 5. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk. 6. Coordinate and work closely with local and national leadership to drive Line of Business strategy and initiatives as well as promote and drive utilization of best practices. 7. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines. 8. Assist the Producer in collecting client information. 9. Provide analyses and recommendations of coverage needs to the Producer and client. Assist the Producer in developing and leading initial marketing and renewal strategies, working with service team and other account team members and direct communications with carrier underwriters and other carrier representatives. 10. Lead the renewal process and prepare company applications and submissions to appropriate markets. 11. Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client. 12. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request. 13. Coordinate with service team to schedule and conduct client and/or team meetings. 14. Understand and utilize the client management system(s) and other relevant technology platforms. 15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments. 16. Effectively lead resolution of workflow issues. 17. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes. 18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills. 19. Other job duties and responsibilities as requested by management. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and/or related experience 2. Four years of relevant insurance industry experience 3. Appropriate insurance license(s) 4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced 5. Organizational skills to plan and prioritize team workload, and to oversee application of work flows and procedures 6. Leadership skills and service and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale 7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates 8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff 9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market and employee relations problems 10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite 11. Ability to travel overnight Preferred Qualifications: 1. Other advanced degree(s) 2. Insurance industry certifications in addition to necessary license(s) 3. Significant experience leading teams and/or projects 4. Excellent interpersonal skills, strong verbal and written communication skills - The annual base salary for this position is $150,000 - $160,000 McGriff supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

    $150k-160k yearly 6d ago
  • Account Manager

    Ushio America, Inc. 3.91,005 Relationship Manager Jobs in Covina, CA - Zippia (8)

    Relationship Manager Job 21 miles from Covina

    Ushio America Inc. Since being established in 1967, Ushio America, Inc. (UAI) and its group companies have evolved to become a photonics solutions provider. UAI continually invests in educating employees, technical capabilities, and its manufacturing sites across the USA to create solutions for our customers. We solve problems with light. USHIO America, Inc`s Semiconductor System Business Unit sells industrial Equipment such as Lithography Tool for Semiconductor Packaging and 172nm Excimer Unit into U.S. market and world-wide project management for US customers. At the heart of UAI is our people and their commitment to diversity, equity, and inclusion (DEI) along with environmental, social, and governance (ESG). We support customers on their journey to develop customized augmented reality solutions or to manufacture high volume infrared heater lamps. Job Summary: Account Manager (Sales & Marketing, Semiconductor) will be responsible for expanding sales of semiconductor manufacturing equipment that is manufactured and sold by USHIO in the North American group. Developing long-term relationships with assigned customers by connecting with key business executives will also be needed because the semiconductor industry generally has long investment cycles. The Account Manager (Sales & Marketing) will require frequent communication between customers and USHIO Inc. headquarters in Japan to ensure timely and successful delivery of our solutions pursuant to the customer requirements for long-term success. The successful applicant will have an interest in manufacturing and the semiconductor industry, curiosity and research skills even in unfamiliar areas, and the ability to execute projects involving multiple internal and external stakeholders. Job Responsibilities: Conduct sales and marketing activities in accordance with sales strategy plan for the North American Region. Communicate with USHIO Japan and customers. Support all sales activities of USHIO group. Operate as the lead point of contact for any matters specific to other sales. Build and maintain strong, long-lasting customer relationship. Develop trusted advisor relationship with key customers. Ensure the timely and successful delivery of our solutions according to customer needs and objectives. Communicate clearly the progress of monthly/quarterly initiatives. Forecast and track key account metrics. Identify and grow opportunities within territory and collaborate with sales terms to ensure growth attainment. Assist with high severity request or issue escalation as needed. Make base contract; contract draft discussion with attorney. Contract negotiation including price and delivery schedule with assigned customers. Communicate and collaborate with FSE to solve any troubles with customers. Monthly reporting. Make meeting memo and A/R after every meetings and conferences. Make and conduct action plan. Price decision within budget. Qualifications/Preferred Qualifications: Bachelor's Degree in Chemical, Electrical, or Mechanical Engineering is required Ability and willingness to travel domestically and internationally Domestic travel at least 30% of working time and every 3 months international travel Interest in Semiconductor, manufacturing industry Reading and understanding of equipment drawing Listening, Negotiation, and Presentation skills preferred In Depth knowledge of photo lithography process used in semiconductor manufacturing Ability to work irregular hours and be on-call for extended periods of time Bilingual English/Japanese a plus Benefits: Competitive 401k Employer matching Holidays PTO Amazing Leadership Team Flexible work schedule And more!

    $54k-84k yearly est. 11d ago
  • Account Manager - Auto-Manufacturing

    Ltimindtree

    Relationship Manager Job 31 miles from Covina

    Title of Role: The Senior Strategic Account Director Reporting to: AVP, Manufacturing LTIMindtree is seeking a high-energy, self-motivated professional with sound business insight and growth instincts to manage a portfolio of accounts in the Auto - Manufacturing Unit. The Senior Strategic Account Director is accountable for growth, relationship strength and overall performance of the large Fortune Insurance account/s This role will be responsible for growing and expanding senior level client relationships, upselling within the account, managing teams across multiple geographies, customer satisfaction and the overall client relationship. About LTIMindtree's Manufacturing Practice: LTIMindtree's strong domain and technology capabilities, focused sub-industry offerings, and a strong partner ecosystem, enable true end-to-end transformation, helping Manufacturing customers modernize their core, reimagine their go-to-market models, adopt cloud, leverage data and insights, and better engage with their customers through insightful analytics, personalized marketing, and tailored experiences. We enable to accelerate digital transformation and reimagine their business and technology models. Key Responsibilities: · Plans accounts strategy for long-term profitable growth and position LTIMindtree as a thought partner and business leader within the account. · Leverage strong domain knowledge of the industry to understand customer's business aspirations and challenges and design comprehensive transformation propositions. · Builds and manages relationships across various levels in the client organization, particularly in the C-level/executive management level · Creates opportunities to position LTIMindtree credentials, assets and value to the client and qualifies, prioritizes and assigns opportunities to deliver the highest percentage of wins · Delivers long term strategy and goals at the BU/Corporate level; leads and manages the Account Team to ensure attainment common objectives Role/Skills Requirements: · 5+ years of experience managing and growing key Fortune accounts · Established connections with CXO‘s and senior executives · Digital enabled business transformation is your playground - you can visualize and design transformational solutions based on customer business goals, new business models and disruptive digital technologies. · Proven experience in managing and connecting global multi-disciplinary teams, partners and alliances across engagement life cycles. · Sound operational capabilities especially around P&L and account management · Proven track record in exposure to outsourcing deals and consulting projects and scaling business in managed portfolio; this includes a sound understanding of emerging trends and new business models affecting the client segment · Strong capability in responding to proposal request with an eye for innovative solutioning and newer business/commercial models · A positive, results oriented style - must have a “change agent” attitude - challenging convention and pushing us and our business towards new opportunities, approaches, ideas, perspectives, etc Must be willing to travel within the US and abroad when required. Deadline for application: Education Relevant degree required.

    $59k-106k yearly est. 16d ago
  • Account Manager

    EB Randall Insurance Services

    Relationship Manager Job 29 miles from Covina

    Boutique Insurance Agency Role Description The Account Manager for Personal Lines is a full-time hybrid role located in Los Angeles, CA, with flexibility for some remote work. The Account Manager will be responsible for managing a portfolio of clients, developing and maintaining relationships with clients, and ensuring client satisfaction. Quoting personal lines insurance products, remarketing, renewing policies. Working with clients on servicing their accounts. The Account Manager will also be responsible for identifying opportunities for new business and creating proposals to meet clients' needs. Qualifications Minimum of 3-5 years of experience in Personal Lines Insurance account management Strong analytical skills and attention to detail Excellent communication and negotiation skills Proficiency in Agency Management System Applied TAM 2022 Excellent in organizational skills and multi tasking 3 years Prior experience with property and casualty insurance is required. P&C License required Ability to work independently and as part of a team, with excellent time management skills Demonstrated ability to meet deadlines, prioritize tasks, and work under pressure Prior experience with carriers, Chubb, Travelers, Safeco, Nationwide, National General preferred

    $60k-106k yearly est. 14d ago
  • Account Manager

    Cannella Media DTC 3.81,005 Relationship Manager Jobs in Covina, CA - Zippia (9)

    Relationship Manager Job 29 miles from Covina

    About the Role: The Account Manager leads a Client Services team and partners with Media Buyers to manage direct response television campaigns by serving as a liaison between clients, senior management, vendors, and production companies to ensure campaign success. Responsibilities include recommending spending levels, evaluating results and providing feedback and reports to clients while meeting deadlines by working efficiently with internal departments. Account Managers are expected to maintain long-term relationships as well as identify new opportunities, drive negotiations, and coordinate solutions to meet client needs. Responsibilities: Developed meaningful relationships with multiple clients through daily contact and delivery of a high standard of work Assist with Client Services to implement new show tests and roll out. Work with Client Services and Media Buyers to ensure all client and CRT goals are being hit (Budget, Media Performance and Client Reporting). Working closely with Junior Account Executives (AEs) to effectively manage client budgets and maximize Return on Advertising Spend (ROAS). Set up and manage client directive calls. Provide regular two-way communication between the client and team, communicate client goals, represent the team to the client and set proper client expectations while maintaining compliance on client deliverables and revenue. Direct a team of media buyers in appropriate placement of clients' media within client budget ranges. Analyze results continuously. Synthesize data, industry information and competitive landscape to identify trends and determine the appropriate marketing strategy for each campaign. Oversee the creation and maintenance of customer data feeds, managed databases and CRM solutions. Aware and in pursuit of opportunities for account growth and new business. Understanding of company capabilities and service to effectively communicate all offerings to clients. Qualifications: Bachelor's degree in Marketing, Communications, Media Studies or related field. Experience in Media Buying and or Client Services in an account/project management role. Strong writing, project management and organizational skills; and ability to multi-task to meet deadlines in a demanding environment without sacrificing quality. Excellent presentation, verbal and written communication, interpersonal, and analytical skills. Possesses superior networking and negotiation skills. Proficient in MS office products: Outlook, Word, Excel, and PowerPoint. Self-motivated, pro-active, results-oriented professional with an ability to work with minimum direction. Team Player and ability to lead a team. Positive attitude and enthusiasm for Client Service.

    $63k-103k yearly est. 3d ago
  • Account Manager

    Casbon & Associates LLC

    Relationship Manager Job 29 miles from Covina

    *Please note this is "not a sales/marketing job". AgilLink software required. Salary offered in the six figures commensurate with experience! We are in need of an Account Manager who has worked in business management accounting for the entertainment industry and has datafaction and/or Agilink software experience.* We also need a Senior Account Manager for the Westside of Los Angeles. Opportunity is offering up to $150k, additional Senior Account Managers and a Business Manager in Encino at $150k. Must be experienced in overseeing multiple bookkeepers and working with high profile, high net worth individuals in the entertainment industry. Opportunities for multiple Account Managers, with Datafaction and/or Agilink. Locations include Century City in Los Angeles, Beverly Hills, West LA, Santa Monica, Encino, Woodland Hills and Sherman Oaks. We are also in need of multiple Bookkeepers offering a career path, offering salary ranges of $60k to $80k commensurate with experience, career paths available. Hybrid positions! Some "in office". Previous experience with a business management accounting firm. Responsibilities Maintain working relationships with clients and manage their books. Cash management, transfers, deposits, house accounts etc. Bank account management. Day to day client interaction. Managing bookkeeper, previous management experience of same required. Coordinate with tax management on tax related matters. Research client requests as needed. Working with Bookkeeper. Qualifications Bachelor's degree or equivalent experience preferred. 5 years' of proven success in client management Detail oriented, organized and excellent time management skills. Able to interact with multiple clients and personalities. Strong work ethic. Excellent written, verbal and communication skills. Comfortable working in an upbeat, fast paced cultural environment. Offering work/life balance. Datafaction or AgilLink software.

    $60k-80k yearly 13d ago
  • Recruiter - Account Manager

    Diamond Peak Recruiting 3.51,005 Relationship Manager Jobs in Covina, CA - Zippia (10)

    Relationship Manager Job 35 miles from Covina

    We are seeking a dynamic and motivated Recruiting Account Manager with Business Development and Cold Calling experience to join our team. The ideal candidate will thrive in a fast-paced environment, possess exceptional communication and negotiation skills, and have a passion for connecting talented individuals with opportunities in the construction industry. Responsibilities: Source, screen, and interview candidates for a variety of positions within the construction industry, including but not limited to project managers, engineers, laborers, and administrative staff. Develop and maintain strong relationships with clients in the construction sector to understand their hiring needs and requirements. Generate new business opportunities through proactive cold calling, networking, and relationship building. Manage the full recruitment cycle, from initial client engagement to candidate placement, ensuring a seamless experience for all parties involved. Collaborate with hiring managers to understand job requirements, create compelling job descriptions, and facilitate the interview process. Utilize various recruiting platforms and tools to attract top talent and build a robust candidate pipeline. Stay up-to-date on industry trends, market conditions, and best practices in recruitment and talent acquisition. Requirements: Proven experience as a Full Desk Recruiter with a track record of success in business development and cold calling. Previous experience recruiting within the construction industry is highly desirable. Strong understanding of recruitment strategies, sourcing techniques, and candidate assessment methods. Excellent interpersonal skills with the ability to build rapport and credibility with clients and candidates. Exceptional communication skills, both written and verbal, with the ability to articulate complex information clearly and concisely. Highly organized with excellent time management skills and the ability to prioritize tasks in a fast-paced environment. Benefits: Competitive salary comp based on experience Lucrative bonus and commission opportunity Health benefits PTO Ability for growth

    $63k-81k yearly est. 11d ago
  • Account Manager (Korean Bilingual)

    NHN Global

    Relationship Manager Job 29 miles from Covina

    Company NHN Global is a technology company that focuses on cultivating valuable platforms and experiences with solutions, services, and tools that connect people and ideas to progress industries forward. Founded in 2018, NHN Global owns and manages different platforms businesses in e-commerce and entertainment. NHN Global is based in Los Angeles and is a subsidiary of NHN in Korea. http://www.nhnglobal.com Department (http://www.fashiongo.net/CustomerService/AboutUs) FASHIONGO is the leading B2B wholesale online marketplace that enables the fashion industry to connect and discover new opportunities. Established in 2002 in the heart of the Los Angeles Fashion District, FASHIONGO supports the global wholesale industry to buy and sell the latest trends in fashion & lifestyle on a one-stop platform. With thousands of brands and close to 1 million registered retailers, FASHIONGO provides powerful tools, best-in-class service, and insightful data. Driven by technology, FASHIONGO is how buyers and sellers of all stages shop smarter, sell more, and grow faster. FASHIONGO is part of NHN Global. Responsibilities Provide total account management; manage and maintain good relationship with sellers, sell corporate programs Conducting market research, attending trade shows, new seller meetings and creating NVA follow-up report. Analyze information (seller KPI, statistical data) and make information-based recommendations Manage vendors' accounts, be accountable for seller's performance, including but not limited, seller's sales development on our platforms, order fulfillment processing, void order rate, seller's rating, and content quality overall. Qualifications Bilingual in Korean and English 3+ years of relevant professional account managing experience BA/BS in related field Demonstrated ability to lead and collaborate effectively with cross-functional teams 3+ years of eCommerce work experience in B2C and B2B sales Outstanding analytical skills and data-driven mindset, detail oriented Excellent communication and relationship skills, ability to communicate, collaborate, and work effectively as a team Demonstrated experience with vendor management and account management Exceptional email and telephone communication skills necessary Benefits Annual incentive bonus Medical/Dental/Vision coverage for the employee and their dependent families (0% deduction) 401(k) Life insurance Accidental Death & Dismemberment coverage Long-term disability benefits Health & Dependent Care FSA PTO - 15days for the 1st year (+1day every year). Maximum 25days Marriage, Bereavement, Parental leave + equivalent subsidy Professional Development Assistance Employee Service Award Company paid lunch when working at the office Fully stocked office kitchen (beverage and snacks) Free parking Pay Range The pay range for this position in Los Angeles, CA is $54,000 - $70,000 (yr); base pay offered may vary "within the range" depending on job-related knowledge, skills and experience. A full range of medical, 401(k), and/or other benefits on the position will be offered on top of your base pay. Base pay information is based on market location. There is a different range applicable to specific work locations.

    $54k-70k yearly 14d ago
  • 1,005 Relationship Manager Jobs in Covina, CA - Zippia (2024)

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