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Cooley LLP
Santa Monica, CA, United States
Cooley is seeking a Client Account Relationship Manager to join the Accounting and Finance team. Position summary: The Client Account Relationship Manager will manage the lifecycle of all billing, collections and eBilling process for assigned clients. More specifically, apart from the Client Account Managers, Supervisors and Collections team, t
Job Source: Cooley LLPHuckabee
Culver City, CA, United States
We look for talented individuals who share our passion and want to make an impact of excellence through their work! Huckabee has opportunities within multiple markets, cities, and disciplines. Explore job openings below to share your qualifications (or submit a general interest inquiry if a position isn’t yet listed). MOREgroup provides equal emplo
Job Source: HuckabeeGoodwin Procter
Santa Monica, CA, United States
Make an impact at Goodwin , where we partner with our clients to practice law with integrity, ingenuity, agility and ambition. We are in the business of building authentic, long-term relationships with our clients, who are some of the world's most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity
Job Source: Goodwin ProcterGoodwin Procter
Santa Monica, CA, United States
Make an impact at Goodwin , where we partner with our clients to practice law with integrity, ingenuity, agility and ambition. We are in the business of building authentic, long-term relationships with our clients, who are some of the world's most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity
Job Source: Goodwin ProcterCity National Bank
Santa Monica
**RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting clie
Job Source: City National BankUnavailable
Encino, CA, United States
Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 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 a
Job Source: UnavailableUs Bank
Moorpark, CA, United States
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you
Job Source: Us BankU.S. Bank
Moorpark
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you
Job Source: U.S. BankCalabasas, CA, United States
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
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Email Alert for Client Relationship Manager jobs in Calabasas, CA, United States
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