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Client Customer Manager Jobs in California (NOW HIRING)

City National Bank

Client Manager

Irvine, CA · On-site

$127K - $237K/yr

CLIENT MANAGER WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch ...

AUS Inc

Client Manager

San Francisco, CA · On-site

$70K - $75K/yr

Client Manager Allied Universal ® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our ...

City National Bank

Client Manager

West Hollywood, CA · On-site

CLIENT MANAGER WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch ...

EPIC Brokers

Client Manager

Concord, CA · On-site

Key Competencies Client Service * Establish and maintain strong, long-term benefits service ... Manage the marketing process and negotiate with carriers and vendors to provide cost-effective ...

Acosta

Customer Manager (Natural Channel)

Santa Rosa, CA · On-site

$166K - $167K/yr

Client Engagement : Personally call on all decision-makers at the customer to present and sell business plans, programs, and concepts that enhance business results. * Cost Management : Achieve ...

Acosta

Customer Manager (Natural Channel)

Santa Rosa, CA · On-site

$57K - $60K/yr

Client Engagement : Personally call on all decision-makers at the customer to present and sell business plans, programs, and concepts that enhance business results. * Cost Management : Achieve ...

Ra

Customer Analytic Manager

San Francisco, CA

Company Description About Client: They help in transforming the leading organizations and ... Job Title: Customer Analytics Manager Job Location: Anywhere in USA, San Francisco, California ...

Ra

Customer Analytic Manager

Los Angeles, CA · On-site

Company Description About Client: They help in transforming the leading organizations and ... Job Title: Customer Analytics Manager Job Location: Anywhere in USA, Los Angeles, California ...

Ra

Customer Analytic Manager

Sacramento, CA · On-site

Company Description About Client: They help in transforming the leading organizations and ... Best place!! Job Title: Customer Analytics Manager Job Location: Anywhere in USA, Sacramento ...

Ra

Customer Analytic Manager

Orange, CA · On-site

Company Description About Client: They help in transforming the leading organizations and ... Job Title: Customer Analytics Manager Job Location: Anywhere in USA, Orange, CA, USA Job Level:

Ra

Customer Analytic Manager

San Diego, CA · On-site

Company Description About Client: They help in transforming the leading organizations and ... Best place!! Job Title: Customer Analytics Manager Job Location: Anywhere in USA, San Diego ...

SymphonyAI

Manager, Customer Insights

Palo Alto, CA · On-site

$125K/yr

SymphonyAI Retail, Inc. seeks a Manager, Customer Insights in Palo Alto, CA. Duties ... Support client objectives to enhance overall business performance, focusing on promotional ...

Ra

Customer Analytic Manager

San Jose, CA · On-site

Company Description About Client: They help in transforming the leading organizations and ... Customer Analytics Manager Job Location: Anywhere in USA, Saint Petersburg, FL Job Level: Senior ...

Wolters Kluwer

Customer Success Associate

Irvine, CA · On-site

$55K - $62K/yr

CT (Corporate Trust) Corporation is the global leader of legal entity management, corporate ... Strongly preferred minimum of two year of business-to-business (B2B) client/customer service ...

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All JobsClient Customer JobsClient Customer Manager JobsClient Customer Manager Jobs in California

Client Customer Manager information

How does a client customer manager typically collaborate with other departments to ensure client satisfaction?

As a Client Customer Manager, you will frequently work cross-functionally with teams such as sales, product development, and customer support to address client needs and resolve issues efficiently. Regular meetings and open communication channels are common practices to keep everyone aligned on client objectives and project statuses. This collaboration not only ensures a seamless client experience but also provides you with valuable insights into different business areas, fostering both professional growth and a broader understanding of the company’s operations.

What is the difference between Client Customer Manager vs Customer Service Representative?

AspectClient Customer ManagerCustomer Service Representative
CredentialsRelevant experience, sometimes certifications in customer relationship managementHigh school diploma or equivalent, on-the-job training
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, online support
Employer & IndustryBusinesses across industries, especially B2B sectorsRetail, telecom, hospitality, service industries
Search & Comparison IntentUnderstanding account management roles, client relationsCustomer support, issue resolution

The main difference is that a Client Customer Manager focuses on maintaining and growing client accounts, often working directly with clients to ensure satisfaction and long-term relationships. In contrast, a Customer Service Representative primarily handles customer inquiries and resolves issues, typically in a support capacity. Both roles require strong communication skills, but the Client Customer Manager usually has more responsibilities related to account strategy and client retention.

What are the key skills and qualifications needed to thrive as a client customer manager?

To thrive as a Client Customer Manager, you need strong relationship management, sales acumen, and problem-solving skills, often supported by a degree in business or a related field. Familiarity with CRM software like Salesforce and proficiency in data analysis tools are typically required. Excellent communication, negotiation, and emotional intelligence help build trust and effectively address client needs. These skills are crucial for maintaining long-term client satisfaction, driving business growth, and ensuring successful client partnerships.

What are the duties of a client customer manager?

A client customer manager is responsible for maintaining and strengthening relationships with clients, addressing their needs, resolving issues, and ensuring customer satisfaction. They often coordinate with internal teams, manage accounts, and use customer relationship management (CRM) tools to track interactions and service quality.

What does a client customer manager do?

A Client Customer Manager is responsible for maintaining and developing relationships with a company’s clients to ensure their needs are met and they remain satisfied with the services or products provided. Their duties typically include acting as the main point of contact for clients, resolving issues, coordinating with internal teams, and identifying opportunities to upsell or improve service. They play a crucial role in client retention and often work to build long-term partnerships that benefit both the client and the company.

Is a client customer manager a good job?

A client customer manager is a role focused on maintaining and strengthening relationships with clients, often requiring strong communication, problem-solving, and organizational skills. It can be a stable career with opportunities for advancement and typically involves working in office environments or remotely, with some positions requiring industry-specific certifications. Job satisfaction depends on individual preferences for client interaction and the industry served.
What are popular job titles related to Client Customer Manager jobs in California? For Client Customer Manager jobs in California, the most frequently searched job titles are:
What job categories do people searching Client Customer Manager jobs in California look for? The top searched job categories for Client Customer Manager jobs in California are:
What cities in California are hiring for Client Customer Manager jobs? Cities in California with the most Client Customer Manager job openings:
Client Customer Manager jobs near you

Client Manager

City National Bank

Irvine, CA • On-site

$127K - $237K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

CLIENT MANAGER
WHAT IS THE OPPORTUNITY?
Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
  • Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly.
  • Partner with Private Banker in profiling across the full spectrum of the needs of PB target segments. Utilize planning capabilities and proactively offer customized solutions to all clients.
  • Identity new opportunities by deepening and broadening existing relationships.
  • Participate with CNB team on sales calls. Help Banker facilitate pre-brief and de-brief meetings.
  • Assume primary responsibility for on-boarding new clients or expanding current clients with new investment management and trust, new loan facilities, new deposits, and all other solutions. Lead coordination with all partners to ensure a smooth and seamless on-boarding process.
  • Manage relationships with the Private Banker and client team in planning, delivery and regular review with clients including the obtaining of information to complete the 360 reviews.
  • Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
  • Proactively communicate with clients about current conditions in the financial markets and necessary adjustments and discuss/recommend changes to their existing solution set. Ensure full client team is coordinated on communication.
  • Work closely with Credit Team members in analyzing the financial needs of clients and monitoring their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that required financial information is received in a timely manner and coordinate the preparation of loan documents and subsequent signing.
  • Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients.
  • Work with the Private Banker and rest of Client Team to ensure preparation of all presentation and review materials.
  • For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO.
  • Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilitates).
  • Communicate in a timely and productive manner with clients and with all risk areas, especially the credit team when there is a borrowing relationship.
  • Ensure renewal, covenant monitoring, and related documents are received in a timely manner.
  • Ensure the bank has a current Investment Policy Statement that is aligned with the client's objectives.
  • Maintain all appropriate training and continuing education requirements for licenses and certifications.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • Bachelor's Degree or equivalent
  • Minimum 10 years of sales and relationship management experience in financial services preferably in one or more of the following: asset management, banking/credit, personal trust, and brokerage services.
  • Minimum 8 years of experience with high net worth clients

Additional Qualifications
  • Strong understanding of all products and services applicable to high net worth clients
  • Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
  • Demonstrated sales and marketing abilities.
  • Strong interpersonal, verbal, and written communication skills
  • FINRA Series 7 and 63 and 65 or 66 Preferred

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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