Relationship Manager - Sales jobs in Costa Mesa, CA

Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Relationship Manager
  • Beacon Pointe Advisors LLC
  • Newport, CA FULL_TIME
  • Relationship Manager | Newport Beach

    Job Description

    We are currently seeking an individual who has found success in a detail- oriented, collaborative environment where innovative ideas are welcome. If you are a motivated self-starter and quick learner with the ability to take initiative you are  a perfect fit  to join the Beacon Pointe team as a Client Relationship Manager in our ­­­­­Newport Beach office. The Client Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

     

    Responsibilities

    • Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
    • Provide direct support to the Managing Director and Senior Wealth Advisors in daily aspects of client service, meeting preparation, advising and financial planning.
    • Research and respond to HNW client inquires in a timely fashion.
    • Participate in client meetings as directed by the Managing Director and/or present on relevant service engagements.
    • Partner with clients, wealth advisory and central operations teams in all aspects of client service including general account set up and alternative subscription documents.
    • Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
    • Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
    • Responsibility for downloading, Maintaining, and updating notes from client reviews utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases.
    • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

     

    Qualifications

    • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
    • 4 years relevant experience, including working knowledge of custodian’s requirements
    • Excellent written and verbal communication skills.
    • Strong organizational, analytical, and interpersonal skills
    • Detail oriented
    • Ability to excel in a fast-paced, team environment.
    • Proficiency in Microsoft Office applications is a must.
    • Experience using Tamarac and Professional Certifications is a plus.


    About the Beacon Pointe Family of Companies

    Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

     

  • 10 Days Ago

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Relationship Manager
  • Comerica Bank
  • Costa Mesa, CA FULL_TIME
  • Relationship Manager, Middle MarketThe Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus o...
  • 18 Days Ago

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Relationship Manager I
  • City National Bank
  • Irvine, CA FULL_TIME
  • RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY?Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross sel...
  • 20 Days Ago

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Edinger - Relationship Manager 2
  • Nuvision Federal Credit Union
  • Huntington, CA FULL_TIME
  • The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactio...
  • 3 Days Ago

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Commercial Relationship Manager IV
  • Fifth Third Bank
  • Newport, CA FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Responsible for ...
  • 8 Days Ago

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Client Service Relationship Manager
  • JPMorgan Chase Bank, National Association
  • Irvine, CA FULL_TIME
  • Client Service Relationship Manager Be a trusted advisor to our most complex Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may ari...
  • 26 Days Ago

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0 Relationship Manager - Sales jobs found in Costa Mesa, CA area

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Customer Relationship Manager
  • Yamaha Corporation
  • Buena Park, CA
  • ** Customer Relationship Manager** **Job Category****:** Marketing **Requisition Number****:** CUSTO002938 Showing 1 loc...
  • 3/27/2024 12:00:00 AM

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Client Relationship Manager
  • Beverly Hills Private Wealth
  • Beverly Hills, CA
  • Client Relationship Manager Position Beverly Hills Private Wealth is an SEC registered investment advisory firm located ...
  • 3/27/2024 12:00:00 AM

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Corporate Relationship Manager
  • Genesis Capital
  • Los Angeles, CA
  • Job Description Job Description The Corporate Relationship Manager is responsible for driving loan originations by manag...
  • 3/27/2024 12:00:00 AM

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Relationship Manager
  • iTrustCapital
  • Irvine, CA
  • We are seeking a Relationship Manager who contributes to key business outcomes such as client retention, client satisfac...
  • 3/26/2024 12:00:00 AM

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VP/Relationship Manager
  • A Commercial Bank
  • City of Industry, CA
  • Join a dynamic team as a Commercial Real Estate Loan Officer, where you will play a crucial role in facilitating financi...
  • 3/26/2024 12:00:00 AM

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Commercial Relationship Manager
  • City First Bank N.A.
  • Los Angeles, CA
  • WHO WE ARE City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focus...
  • 3/26/2024 12:00:00 AM

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Commercial Relationship Manager
  • City First Bank
  • Los Angeles, CA
  • Apply Description WHO WE ARE City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI)...
  • 3/26/2024 12:00:00 AM

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Relationship Manager
  • AtWork Personnel
  • Los Angeles, CA
  • We are seeking a driven and experienced individual to fill the role of SBA Marketing Officer. This position is pivotal i...
  • 3/25/2024 12:00:00 AM

Costa Mesa (/ˌkoʊstə ˈmeɪsə/) is a city in Orange County, California. Since its incorporation in 1953, the city has grown from a semi-rural farming community of 16,840 to a primarily suburban and edge city with an economy based on retail, commerce, and light manufacturing. The population was 109,960 at the 2010 United States Census. Costa Mesa is located 37 miles (60 km) southeast of Los Angeles, California, 88 miles (142 km) north of San Diego, California and 425 miles (684 km) south of San Francisco, Costa Mesa encompasses a total of 16 square miles (41 km2) with its southernmost border only...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$69,049 to $90,417
Costa Mesa, California area prices
were up 3.0% from a year ago

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