• Client Success Senior Manager…

    City National Bank (Studio City, CA)
    …to support increases in the CSAT score * Collaborate with other departments as needed to service client needs or act as SME WHAT DO YOU NEED TO SUCCEED? ... technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
    City National Bank (08/23/25)
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  • Financial Services Manager…

    Deloitte (San Francisco, CA)
    Financial Services Manager - Regulatory & Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted ... on November 30, 2025 Work You'll Do As a Manager , you will have opportunities to: + Learn how...records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated… more
    Deloitte (06/25/25)
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  • Manager Financial Intel…

    City National Bank (San Francisco, CA)
    * MANAGER FINANCIAL INTEL SERVICES SENIOR* WHAT IS THE OPPORTUNITY? Management and accountability of the Bank's Financial Crimes Compliance (FCC) ... 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… more
    City National Bank (08/07/25)
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  • Client Success Manager - Remote

    Sharecare (Sacramento, CA)
    …experience in a business development, account management, or customer support role in software or financial services + At least 3-5 years of experience in a ... SLAs + Understand and report up to date financial standing of services and Interprets data...changes that may impact Sharecare's ability to efficiently deliver services + Responsible for creating client profile,… more
    Sharecare (08/23/25)
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  • Client Service Leader - Water…

    CDM Smith (Concord, CA)
    …6-months of onboarding. * Adhering to CDM Smith's Core Values. \#LI-MO1 **Job Title:** Client Service Leader - Water Services **Group:** WPG **Employment ... CDM Smith has a new opportunity for an experienced Client Service Leader to lead client...business development activities. * Being responsible of the overall financial performance of projects within a client … more
    CDM Smith (08/19/25)
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  • Sr. Client Relationship Manager…

    Broadridge Financial Solutions (El Dorado Hills, CA)
    …of 3 years of experience as a Relationship Manager or in a related client -facing role. + Strong understanding of service delivery, client management, and ... join the Broadridge team. Manages the delivery of contracted services to clients to ensure that SLAs ( service...operational teams and subcontractors have a clear understanding of client requirements. Builds and maintains strong client … more
    Broadridge Financial Solutions (08/26/25)
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  • Manager , Client Relationship…

    Charles Schwab (Newport Beach, CA)
    …years' experience with customer service + 3-5 years in a security/ financial services capacity **Preferred** **qualifications** + Notary + 2+ years' ... quo" and transform the finance industry together._ As a Client Relationship Manager , (CRM), you play an...you can bring your passion for mentorship and developing client service professionals to a firm that… more
    Charles Schwab (07/27/25)
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  • Financial Services Manager

    Banc of California (Brea, CA)
    …a variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Financial Services Manager is an exempt position and will manage ... a broad range of loan and deposit products and services , with full- service branches throughout California and...all facets of the new accounts area, including the Financial Services Officers, in a branch that… more
    Banc of California (08/01/25)
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  • Client Relationship Manager (Hybrid)

    Broadridge Financial Solutions (El Dorado Hills, CA)
    …as needed or assigned. Qualifications: + At least five years of Client Service experience + Bachelors degree or equivalent experience preferred ... Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team...large audiences + Ability to remain organized and document client service requirements for multiple clients simultaneously… more
    Broadridge Financial Solutions (07/19/25)
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  • Subservicing Client Manager

    PennyMac (Moorpark, CA)
    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production ... of homeownership through the complete mortgage journey. Job Overview The Subservicing Client Manager is responsible for overseeing and managing relationships… more
    PennyMac (08/25/25)
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