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Premier Client Manager Jobs in California (NOW HIRING)

Bmo

Premier Client Specialist

Sacramento, CA · On-site

Deposit & Cash Management * Lending & Credit * Prospecting & Acquisition * Sales Strategy ... Client Onboarding, Experience & Retention * Portfolio & Relationship Management * Risk & Compliance

New

Bank of Montreal

Premier Client Specialist

Modesto, CA · On-site

Deposit & Cash Management * Lending & Credit * Prospecting & Acquisition * Sales Strategy ... Client Onboarding, Experience & Retention * Portfolio & Relationship Management * Risk & Compliance

New

Bmo

Premier Client Specialist

Visalia, CA · On-site

Take measured risks while protecting the bank by applying our Risk Management Framework in the ... Client Onboarding, Experience & Retention * Portfolio & Relationship Management * Risk & Compliance

New

Bank of Montreal

Premier Client Specialist

Modesto, CA · On-site

Deposit & Cash Management * Lending & Credit * Prospecting & Acquisition * Sales Strategy ... Client Onboarding, Experience & Retention * Portfolio & Relationship Management * Risk & Compliance

New

Bmo

Premier Client Specialist

San Francisco, CA · On-site

Take measured risks while protecting the bank by applying our Risk Management Framework in the ... Client Onboarding, Experience & Retention * Portfolio & Relationship Management * Risk & Compliance

Bmo

Premier Client Specialist

Berkeley, CA · On-site

Take measured risks while protecting the bank by applying our Risk Management Framework in the ... Client Onboarding, Experience & Retention * Portfolio & Relationship Management * Risk & Compliance

Bank of Montreal

Premier Client Specialist

Folsom, CA · On-site

Deposit & Cash Management * Lending & Credit * Prospecting & Acquisition * Sales Strategy ... Client Onboarding, Experience & Retention * Portfolio & Relationship Management * Risk & Compliance

New

Bank of Montreal

Premier Client Specialist

Visalia, CA · On-site

Deposit & Cash Management * Lending & Credit * Prospecting & Acquisition * Sales Strategy ... Client Onboarding, Experience & Retention * Portfolio & Relationship Management * Risk & Compliance

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Premier Client Manager information

What is a Premier Client Manager?

A Premier Client Manager is a professional responsible for managing and nurturing relationships with high-value or priority clients within an organization, typically in the banking or financial services industry. Their primary role is to ensure client satisfaction, address complex needs, and provide tailored solutions to help clients achieve their financial goals. They act as the main point of contact for premier clients, often overseeing a portfolio of accounts and collaborating with other specialists to deliver a comprehensive service. Premier Client Managers are expected to have strong interpersonal, analytical, and problem-solving skills. Their work helps retain valuable clients and contributes to the overall growth of the business.

What are some key challenges a Premier Client Manager faces when handling high-value client portfolios?

Premier Client Managers often juggle multiple high-net-worth accounts, each with unique needs and expectations. A common challenge is balancing proactive relationship management with prompt problem-solving, as clients expect personalized service and rapid responses. Additionally, Premier Client Managers must stay updated on financial products and regulatory changes to offer relevant advice, while collaborating closely with internal teams such as investment advisors and risk analysts to deliver comprehensive solutions. Success in this role requires strong communication skills, adaptability, and an unwavering focus on client satisfaction.

What are the key skills and qualifications needed to thrive as a Premier Client Manager, and why are they important?

To thrive as a Premier Client Manager, you need a solid background in financial services, account management, and relationship-building, often supported by a bachelor's degree in business or finance. Familiarity with CRM systems, financial analysis tools, and industry certifications like Series 7 or 66 are typically required. Exceptional interpersonal skills, negotiation abilities, and proactive problem-solving set top performers apart in managing high-value clients. These skills are crucial to delivering tailored solutions, retaining key accounts, and driving business growth in a competitive environment.

What is the difference between Premier Client Manager vs Client Relationship Manager?

AspectPremier Client ManagerClient Relationship Manager
CredentialsRelevant certifications (e.g., CFP, CFA), experience in client managementSimilar certifications, focus on relationship-building skills
Work EnvironmentHigh-net-worth client services, private banking, financial institutionsCorporate, retail banking, financial services
Employer & IndustryPrivate banks, wealth management firmsBanks, financial institutions, insurance companies
Search & Comparison IntentUnderstanding high-end client services, premium account managementManaging client relationships, customer retention

The Premier Client Manager typically handles high-net-worth clients in private banking or wealth management, requiring specialized certifications and a focus on premium services. In contrast, a Client Relationship Manager works across broader client segments within banks or financial firms, emphasizing relationship-building and customer satisfaction. Both roles involve client interaction but differ in client profile and service scope.

What cities in California are hiring for Premier Client Manager jobs?

Cities in California with the most Premier Client Manager job openings:

Infographic showing various Premier Client Manager job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 2% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Premier Client Services Associate

Pasadena, CA • On-site

East West Bank
Commercial Banking • 1 - 5K employees
Learn more about East West Bankexternal

$20/hr

Full-time

Re-posted 15 days ago

Key responsibilities

  • Assist Relationship Managers with the new account opening process and coordinate with Centralized Relationship Services to collect required documents.

  • Provide sales support by preparing documents, researching, pulling reports, and maintaining communication with clients and prospects.

  • Coordinate with CRS to perform daily commercial account maintenance tasks such as fund transfers, stop payments, account onboarding, and troubleshooting.

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively.
Responsibilities
  • Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
  • Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
  • Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc.
  • Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
  • Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank's deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
  • Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
  • Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
  • Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
  • Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness and client satisfaction.
  • May perform other duties as assigned.

Qualifications
  • High school diploma, or equivalent education and related training with three years of customer service experience. Or Associate's degree in related field with two years of customer service experience.
  • Familiar with new account opening process and commercial account structures.
  • Possess basic knowledge of loan operations.
  • Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
  • Strong customer service contact handling skills.
  • Ability to manage high-volume inquiries in a timely manner.
  • Strong organization skills.
  • Ability to complete all core trainings.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Possess math aptitude with ability to grasp general accounting and financial concepts.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $20.00/Hr. - USD $27.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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