Jobs near Dana Point: 2,744
RS
Relevance Score ranked on: CLIENT RELATIONS
Client Relationship Consultant 4 ( Banker) - Dana Point Lighthouse, CA
Dana Point
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attendi...
Search Terms: Client Relations, Relationship, Consultant, Banker, Processing
89.7
0mi
Updated: June 16
Client Relationship Consultant 3 (Banker) - Fountain Valley, CA
Fountain Valley
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attendi...
Search Terms: Client Relations, Relationship, Consultant, Banker, Processing
85.1
22mi
Updated: June 25
Client Relationship Consultant 3 (Banker) - Lake Forest, CA (38 hrs)
Lake Forest
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attendi...
Search Terms: Client Relations, Relationship, Consultant, Banker, Forest
83.3
12mi
Updated: June 05
Merchant Consultant - South Orange County Market
Aliso Viejo
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Payment Processing, Consultant, Client Relations, County, Relationship
75.3
7.5mi
Updated: June 21
Reserve Banking Relationship Specialist
Laguna Hills
The Reserve Banking Relationship Specialist (RBRS) is responsible for providing excellent customer service and sales, and performing teller transactions for clients at multiple branch locations. This includes functioning as both a Banking Relationship Specialist and Teller as the determined by the ne...
Search Terms: Relationship Specialist, Banking, Relationship, Specialist, Client Relations
75.2
9.2mi
Updated: June 22
GCM Relationship Manager III
Costa Mesa
Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and int...
Search Terms: Relationship Manager, Relationship, Manager, Client Relations, Client Service
73
19mi
Updated: May 29
Partnership Taxation Director
Newport Beach
As the Partnership Tax Director, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide tax consulting services for your partnership clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Partnership Tax...
Search Terms: Director, Partnership, Business Development, Accounting, Client Relations
72.3
15mi
Updated: June 26
Senior FM
Lake Forest
Service Delivery. Manage the delivery of facilities services to the assigned portfolio in accordance with all agreed policies, procedures, and contract scope. Act as a primary point of escalations for the local client across the assigned region. Ensure vendors meet service delivery standards, documen...
Search Terms: Network Operations, Senior, Client Relations, Leadership, Portfolio
68.4
12mi
Updated: June 22
Account Manager, Employee Benefits
Newport Beach
We are seeking an experienced Account Manager who is able to manage small groups under 100 and large groups under 200. This role works collaboratively with the service team to provide provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client rete...
Search Terms: Account Manager, Benefits, Employee, Manager, HR Manager
68.3
15mi
Updated: June 06
Account Executive, Employee Benefits
Newport Beach
Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s t...
Search Terms: Account Executive, Benefits, Employee, Executive, Client Relations
67.6
15mi
Updated: May 23
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