Strategic Client Relationship Manager - Financial Services
Bank of America
Bank of America seeks a candidate in Tacoma to support the Financial Advisor team by managing client relationships and being the main contact for client requests. The role includes tracking client satisfaction and onboarding processes, while executing the service model with specialists. Qualifications required are Series 7 and 66 licenses, SAFE Act registration, a high school diploma, and at least one firm-approved designation. Competitive salary and industry-leading benefits are offered. #J-18808-Ljbffr Bank of America
$80k - $110k
...logistics company in Tacoma is seeking a Sales Account Executive to drive revenue by building and managing a strong book of business. You will engage decision-makers, develop strategic business plans, and own the full sales cycle. The ideal candidate has a Bachelor's degree...Suggested$96.59 - $135.23 per hour
...directing and controlling the work of the financial services staff in collecting, summarizing and... ...financial data for the use of management, creditors, and taxing authorities. An... .../process improvements in keeping with strategic objectives and regulatory requirements...SuggestedWork experience placementShift work- ...3;Provide life insurance and financial protection solutions to families... ...#128313;Educate clients on policies that prevent financial... ...during times of loss #128313;Manage your own book of business... ...28313;Represent core values: Service Over Sales, always putting clients...SuggestedFull time
- ...Job Description Job Description FusionTek is a Managed Service Provider established in 2007, with offices located in Kirkland,... ...continue to expand our services, we are eager to find a Client Relationship Manager who embodies our core values: Teamwork: We achieve...SuggestedContract workRemote work
- ...what you’re worth with a lot of really awesome people. Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Tacoma... ...the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers...SuggestedRemote jobFull timeWork at officeLocal area
- Puyallup School District is seeking a Chief Financial Officer (CFO) who will be responsible for the overall financial strategy, stewardship, and sustainability of the District. The CFO will provide leadership for all financial operations, ensure fiscal accountability, and...
$7,012.8 per month
Ferguson is seeking a Sales Manager in Puyallup, WA to lead a team, develop relationships with key vendors, and drive sales in the Waterworks sector. Qualified candidates will have over 8 years of experience in sales or management, preferably in municipal markets. The position...$125k - $150k
...variance analysis, and translate operational activity into clear financial insight for executive leadership. What You'll Own Month-end... ...— not just theoretical knowledge Ability to operate as both a strategic thought partner and a hands-on executor Comfort making decisions...Local area- ...Banking Relationship Manager (Financial Services Sales) Develops and services comprehensive personal financial relationships within affluent target... ...professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of...Work experience placement
$75k - $85k
EST Companies is seeking a Supplier Relationship Manager in Lakewood, Washington, to build and strengthen high-value partnerships that enhance business growth. The ideal candidate will have a degree in Business or related fields and 3-5 years of experience in Supplier...Full time- A leading tire service company is seeking a Fleet Development Manager in Tacoma, WA. This role involves overseeing strategic accounts, managing fleet service scheduling, and developing vendor relationships. Candidates should have 3-5 years of heavy truck mechanical experience...Night shift
$30.7 - $41.9 per hour
...your career and join the BluePearl Pet Hospital family as a Client Service Manager for our emergency and specialty hospital in Tacoma!... ...the hospital management team by building positive internal relationships and offering useful feedback, encouragement, support and participation...Immediate startFlexible hoursShift work- ...To partner with the Client Advisor and the advisory... ...comprehensive financial management for assigned clients,... ...financial and advisory services. The Financial Manager... ...Advisor, who leads the relationship, to ensure coordinated... ...develop tactical and strategic planning...Interim roleWork at office
- ...Chief Financial Officer (CFO) About the Company Dynamic educational... ...Industry Education Management Type Educational Institution... ...operations and provide strategic leadership in financial matters... ..., and managing banking services. Additionally, the CFO will...Temporary work
$155k - $185k
...Chief Financial Officer Tacoma, WA 98405 Overview... .... The CFO provides strategic and operational... ...oversees the school's Risk Management, Accounting, Student... ...reporting systems Manage relationships with outside... ...as liaison for Food Services vendors Audits,...Temporary workWork at office- Mechanics Bank is seeking a full-time Relationship Manager to join our Seattle Administrative Office... ...manage a portfolio of middle-market client relationships, ensuring credit quality... ...as a Relationship Manager, strong financial analysis skills, and be comfortable engaging...Full timeWork at office
- ...visit: Position Overview The FP&A Manager will play a critical role in supporting... ...Products business unit by leading financial planning, analysis, and business partnering... ...Excellent business acumen and strategic thinking. Excellent communication and...Work at officeRemote work
- ...Chief Financial Officer (CFO) About the Company Mission-driven organization. Industry Non-Profit Organization Management Type Privately Held About the Role The Company is seeking a strategic Chief Financial Officer to provide financial leadership...Flexible hoursAfternoon shift
$72k - $90k
...HopeSparks Insurance Billing Manager is accountable for the integrity... ...' remaining fee-for-service programs, with primary responsibility... ...compliance, and sound financial stewardship. The Billing Manager... ...practices. Resolve complex client and payer billing issues requiring...Full timeContract workWork at officeFlexible hours- ...strategies to increase company sales. The role includes coordinating with the marketing team, preparing quotes, and maintaining client relationships. The ideal candidate will have a Bachelor’s degree in Sales and Marketing and 1-2 years of experience in sales. Strong...
- ...WA to enhance sales of integrated communication structures to small-to-medium business customers. The role involves developing relationships, promoting bundled products, and achieving departmental goals. The ideal candidate should have a Bachelor's degree and up to 2 years...
- ...reports to the Sales Director and involves building long-term client relationships to drive sales. The ideal candidate will have a Bachelor’s... ...and Marketing or a related field, along with strong customer service and communication skills. This position offers an...
$65k - $100k
...ideal candidate will be bilingual in English and Spanish with strong financial analysis and negotiation skills. Key responsibilities include planning sales activities, maintaining client relationships, and conducting market research. The role offers a competitive compensation...- ...Account Executive to develop sales programs and implement strategies. The role requires maintaining relationships with clients and providing insights to the management. Candidates should possess a bachelor's degree in Sales and Marketing and relevant sales experience....
- ...therapies in South Seattle. The ideal candidate will have strong sales experience in the healthcare sector, with a focus on building relationships with health system leaders to promote partnership opportunities. The role requires excellent organizational skills and a...
- ...Workers' Compensation Claim Manager to join our growing team... ...for renewal contracts, client deliverables, and consulting services for a book of business.... ...maintenance of primary relationship with clients Provide... ...Insurance, Disability Insurance Financial Benefits : ESPP; 401k;...Hourly payFull time
- ...The role of the Customer Relationship Manager (CRM) is to own and strengthen... ...recurring, or high-impact service issues, ensuring customers... ...operational priorities, and strategic objectives. Translate operational... ..., Ensures Accountability, Financial Acumen, Drives results...Contract work
- ...a premier professional service firm based in the Tacoma... ...commitment to help our clients achieve success. We are a MANAGER led firm! We are aFUNteam... ...mindset, inquisitiveness and relationship building are the... ...in supporting the firm's strategic plan, and being involved...RelocationFlexible hours
$116k - $216k
KeyCorp is looking for a Relationship Manager, Commercial in Tacoma, WA. This... ...advisor for commercial clients, responsible for business development... ...collaboration on tailored financial solutions. Candidates... ...of experience in financial services, with strong skills in...$100k
...of industry experience. Slice Merchant Services offers innovative payment processing solutions... ..., you will have a dedicated sales manager & support team, continued results-driven... ...Excellent verbal, written, interpersonal, relationship building and presentation skills Strong...Local area
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