11 Client Relations Manager jobs in Eastvale

As a Know Your Customer Relationship Officer within the Commercial and Investment Banking Know Your Customer (KYC) Organization, you will be responsible for managing the timely completion of the KYC process by coordinating with internal partners and obtaining required information from clients. You will support KYC periodic renewal, remediation and onboarding efforts for the client relationships that you cover. This role provides an opportunity to work in a global financial services firm and contribute to its commitment to providing comprehensive financial services.

Job Responsibilities:

• Cultivate client and partner relationships with a consultative approach, ensuring clear expectations and understanding.
• Take ownership of the KYC/AML and client experience, delivering exceptional service and expertise.
• Guarantee the fulfillment of KYC/AML deliverables, holding internal partners accountable for their roles.
• Maintain a deep understanding of KYC/AML processes, adeptly navigating delays and inefficiencies.
• Mitigate operational risks through vigilant awareness and proactive management of process vulnerabilities.
• Escalate risk items appropriately and drive resolutions to closure with determination.
• Effectively manage client risk by supporting bankers in the client selection process.
• Independently oversee the renewal cycle of DDFs, collaborating seamlessly with Relationship Management partners.
• Ensure timely portfolio management while upholding high standards of quality and excellence.

• Proficient in identifying AML risks with a comprehensive understanding of AML/KYC policies.
• Exceptional verbal and written communication skills that convey clarity and professionalism.
• Outstanding time management and organizational abilities, ensuring efficiency and productivity.
• Highly developed analytical and problem-solving skills, adept at tackling complex challenges.

• Bachelor's degree required.
• Minimum 2 years of experience in AML/KYC, Risk Management, Security, or Law Enforcement, focusing on fraud and illicit money movement.
• Preferably experienced in financial services, especially Corporate/Commercial Banking.
• Familiarity with risk factors affecting specific products and industries.
• Skilled at multitasking and effectively utilizing internal resources.
• Strong attention to detail and client-centric approach, able to collaborate with diverse teams and client coverage.
• Self-driven and adaptable, thriving in dynamic environments, with experience in credit training or underwriting and managing complex client relationships.

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Please note this role is not eligible for employer immigration sponsorship.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Irvine,CA $68,640.00 - $87,500.00

As a Wholesale Know Your Customer (KYC) Officer within our Compliance Team, you will work closely with Bankers and AML/KYC Operations to ensure all client KYC records adhere to strict regulatory standards. Your role is crucial in ensuring the high-quality and timely completion of due diligence requirements at both the inception and renewal of client relationships. You will be part of a team that is dedicated to excellence and compliance in every client interaction.

Job Responsibilities:

• Consultatively manage client and partner expectations and understanding.
• Take ownership of the KYC/AML and client experience.
• Ensure KYC/AML deliverables are met, holding internal partners accountable.
• Maintain a thorough understanding of KYC/AML processes, addressing delays and inefficiencies.
• Effectively manage operational risk by maintaining diligent awareness of process risks.
• Escalate risk items appropriately and drive issues to resolution.
• Support bankers in the client selection process to effectively manage client risk.
• Independently oversee the renewal cycle of Due Diligence Forms in partnership with Relationship Management.
• Be accountable for timely portfolio management while upholding quality standards.

• BA/BS degree or equivalent work experience in financial services.
• Ability to properly identify AML risks and apply the AML/KYC policy concepts.
• Strong verbal and written communication skills.
• Excellent time management and organizational skills.
• Strong analytical and problem-solving skills.
• Willingness to travel as needed (less than 25%) to support various client coverage teams.

• Working knowledge of risk factors that may impact specific products and industries.
• Ability to multi-task effectively and leverage internal resources.
• Excellent attention to detail.
• Strong client focus and ability to partner with various internal groups.
• Independent, self-motivated with an ability to adapt and be flexible in a team environment.
• Previous credit training or underwriting experience.
• Ability to navigate client relationships and product usage.

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Irvine,CA $75,050.00 - $107,000.00 / year

• Learn, promote, and evangelize assorted microbiome-focused MiDOG products and services.
• Educate clients on the benefits of NGS-based diagnostics for their clinical cases in veterinary medicine.
• Develop a deep understanding of MiDOG's diagnostic capabilities, especially how it compares to other offerings on the market.
• Work with business intelligence, marketing, and business development teams to identify and engage prospects and take advantage of emerging opportunities.
• Engage with existing customers regularly via phone, email, and in-person.
• Develop strong relationships with clients to maintain an ongoing influx of business opportunities.
• Partner with product and services teams to understand offerings thoroughly and provide customer feedback to assist in future innovation.
• Present engaging, educational, and informative product presentations to clients if needed.
• Maintain internal databases (e.g., NetSuite, CRM 'Monday') with customer information.
• Generate, prepare, and present professional and accurate account management reports.
• Monitor industry trends and market changes.
• Perform regular check-ins with customers to gauge their satisfaction and anticipate future needs.
• Provide customer feedback to research teams to assist in future sample collection and diagnostic innovation.

• 1-2+ years of experience in Customer Service, Account Management, Technical Support, or sales preferably in veterinary/pharma or a related industry.
• Strong oral and written communication skills, with a customer-first mindset.
• A self-starter with excellent organizational and problem-solving skills.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
• A Bachelor degree in Sciences is encouraged.
• An eagerness to learn and a passion for delivering exceptional customer experiences.
• Experience with NetSuite software is a plus.

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.Our Newest Opportunity: Summary:The Manager of the Account Management is responsible for leading the team including: handling performance reviews and performance improvement plans, case load distribution, budgeting for future growth of the team and managing escalated service issues.Essential Duties and Responsibilities:Manage performance reviews and improvement plansManage quarterly bonuses for the teamAssign and/or re-distribute client accounts to the teamBudgeting new hires and interview/source new talent as neededServe as department manager for escalated issues with client and carriersDevelop training processes and service templatesAttend client meetings as neededQualifications, Skills and Requirements:Strong attention to detailStrong verbal and written communication skillsAbility to work independently as well as in a team environmentStrong organizational skillsPositive attitudeAbility to thrive in fast-paced environmentStrong analytical and problem solving skillsAbility to establish and maintain collaborative working relationships with others of all levelsAbility to maintain a high level of confidentialityAbility to work with clients and partners at a strategic levelServant leadership mentalityEducation, Training and Experience:5+ years insurance industry experience, required;Bachelor's degree, preferred;5 + years of Management / Leadership experience, preferred;5+ years of customer service experience, required;Experience with Microsoft Suite, required;Life and Health License; required.The typical base pay range for this role nationwide is ($ to $) per (hour/year).Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.To learn more, visit: is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:City and County of San FrancsicoCity of Los AngelesCounty of Los AngelesEmployment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry (or 'ban the box') laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.In short, we believe in hiring the most qualified applicant for the position, regardless of background.If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence (AI) technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.Thank you for your interest in joining the OneDigital team!

Job Description

Who We Are

Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward.

We believe in supporting the whole lives and careers of our employees. That's why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish.

We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week.

All roles are hybrid unless otherwise indicated on the job post. Find our office locations here.

About the Role

Senior Account Managers provide service to and manage the largest and most complex accounts. They are responsible for strategizing with Producers and Account Executives, managing a smooth insurance placement process from start to finish, staying current with the latest market changes and trends, as well as providing technical support and expertise to clients.

The ideal candidate is a great communicator, with excellent written and verbal communication skills. Clear communication is key as you will be working with and building relationships with people across diverse disciplines. In addition, the candidate must be highly organized, confident, energetic and detail oriented.

What You'll Do

• Develop and cultivate long-term strategic relationships with a portfolio of clients
• Support relationship management efforts of Account Executives and Client Relationship Directors
• Analyze carrier quotes and coverage offerings and negotiate terms with carriers to provide the best recommendations to clients
• Field daily client questions and delegate administrative tasks to assigned Account Coordinators and Representatives
• Complete all account management and renewal tasks
• Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
• Deliver client service in the absence of an Account Executive
• Support execution of client account strategy

This job is for you if…

• You have a diligent understanding of business insight and development
• You have a motivating, inspiring, and positive demeanor towards achieving goals
• You love establishing relationships. Even your toughest client/coworker interactions are handled with tact and professionalism
• You're a forward-thinking learner with excellent judgment. You know when to problem solve on your own and when to raise to management
• You're phenomenal with task management and prioritization
• You are a great teammate. You're willing to provide backup when others need your help and give to a positive and respectful work environment.
• You are confident in your communication. You can purposefully exchange ideas and thoughts, as well as optimally resolve conflict.

Experience & Qualifications

• 7+ years of related insurance brokerage experience
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• College degree preferred, high school diploma or equivalent required
• Exceptional communication skills, both verbal and written
• Broker's license required to be obtained during onboarding period
• Required to obtain the applicable insurance license(s) within 90 days of date of hire
• Valid Driver's license and reliable transportation required
• Previous supervisory, training and/or formal mentoring experience desirable

Don't meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

More About Us

Compensation: Anticipated salary between $86,250 – $143,750. Salary offered will be dependent upon geography, experience, and expertise of the candidate.

This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance.

#LI-REMOTE or #LI-HYBRID

Our Benefits Include

• Medical, Dental, and Vision coverage
• 401k Retirement Plan with company match
• Paid vacation, holidays, and sick days
• Life Insurance, Short-term, and Long-Term Disability benefits
• Flexible Spending Account (FSA)
• Wellness programs and workplace flexibility benefits
• Professional development and reimbursement programs
• Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.

Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting.

Woodruff Sawyer is an Equal Opportunity Employer.

Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Senior Account Manager, Management Liability Irvine, CA Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week. All roles are hybrid unless otherwise indicated on the job post. Find our office locations here. About the Role Senior Account Managers provide service to and manage the largest and most complex accounts. They are responsible for strategizing with Producers and Account Executives, managing a smooth insurance placement process from start to finish, staying current with the latest market changes and trends, as well as providing technical support and expertise to clients. The ideal candidate is a great communicator, with excellent written and verbal communication skills. Clear communication is key as you will be working with and building relationships with people across diverse disciplines. In addition, the candidate must be highly organized, confident, energetic and detail oriented. What You’ll Do Develop and cultivate long-term strategic relationships with a portfolio of clients Support relationship management efforts of Account Executives and Client Relationship Directors Analyze carrier quotes and coverage offerings and negotiate terms with carriers to provide the best recommendations to clients Field daily client questions and delegate administrative tasks to assigned Account Coordinators and Representatives Complete all account management and renewal tasks Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons Deliver client service in the absence of an Account Executive Support execution of client account strategy This job is for you if… You have a diligent understanding of business insight and development You have a motivating, inspiring, and positive demeanor towards achieving goals You love establishing relationships. Even your toughest client/coworker interactions are handled with tact and professionalism You’re a forward-thinking learner with excellent judgment. You know when to problem solve on your own and when to raise to management You’re phenomenal with task management and prioritization You are a great teammate. You’re willing to provide backup when others need your help and give to a positive and respectful work environment. You are confident in your communication. You can purposefully exchange ideas and thoughts, as well as optimally resolve conflict. Experience & Qualifications 7+ years of related insurance brokerage experience Proficient with Microsoft Excel, Word, PowerPoint, and Outlook College degree preferred, high school diploma or equivalent required Exceptional communication skills, both verbal and written Broker’s license required to be obtained during onboarding period Required to obtain the applicable insurance license(s) within 90 days of date of hire Valid Driver’s license and reliable transportation required Previous supervisory, training and/or formal mentoring experience desirable More About Us Compensation: Anticipated salary between $86,250 – $143,750. Salary offered will be dependent upon geography, experience, and expertise of the candidate. This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance. Our Benefits Include Medical, Dental, and Vision coverage 401k Retirement Plan with company match Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing Paid vacation, holidays, and sick days Life Insurance, Short-term, and Long-Term Disability benefits Flexible Spending Account (FSA) Wellness programs and workplace flexibility benefits Professional development and reimbursement programs Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc. Woodruff Sawyer is an Equal Opportunity Employer. Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Apply for this job #J-18808-Ljbffr