Customer Service & Relationship Management Jobs & Positions in California
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Advisor Development Program - Financial Solutions Advisor Trainee: Linda Mar Financial Center
Merrill Wealth Management
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 03/12/2026
Location Pacifica, CA
Business Banking Sr Relationship Manager
Business Banking
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 75% of the time
Date Posted 03/12/2026
Location Newport Beach, CA
Financial Solutions Advisor - Northern San Diego
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 03/12/2026
Location San Diego, CA
Private Wealth Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/12/2026
Location Los Angeles, CA
Relationship Banker - Marin Area
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 03/12/2026
Location San Rafael, CA
Relationship Banker - Oakland Area
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 03/12/2026
Location Alameda, CA
Business Banking Relationship Manager
Business Banking
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 75% of the time
Date Posted 03/11/2026
Location Walnut Creek, CA
Business Solutions Advisor - Rancho Santa Margarita Financial Center
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/11/2026
Location Rancho Santa Margarita, CA
Financial Solutions Advisor Registration Candidate - East Anaheim Financial Center
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 03/11/2026
Location Anaheim, CA
Merrill Market Client Relationship Manager
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 03/11/2026
Location Palo Alto, CA
Private Wealth Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/11/2026
Location San Francisco, CA
Registered Private Wealth Client Associate
Merrill Wealth Management
Credit & Lending; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/11/2026
Location Newport Beach, CA
Wealth Strategies Advisor
Private Bank
Product Strategy & Development
1st shift
Travel: Yes, 10% of the time
Date Posted 03/11/2026
Location Los Angeles, CA
Business Solutions Advisor - Greater Covina Market, CA
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/10/2026
Location Diamond Bar, CA
Business Solutions Advisor - Greater Covina Market, CA
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: No
Date Posted 03/10/2026
Location Arcadia, CA
Financial Center Assistant Manager
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 03/10/2026
Location Santa Maria, CA
Financial Solutions Advisor Registration Candidate- East Blithedale Financial Center
Mktg Digital & Specialized Cons Client Solns
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 10% of the time
Date Posted 03/10/2026
Location Mill Valley, CA
Leasing Sales Executive (Equipment Finance)
Global Corporate & Investment Banking
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 25% of the time
Date Posted 03/10/2026
Location San Francisco, CA
Relationship Banker - Emeryville Financial Center
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 03/10/2026
Location Emeryville, CA
Relationship Banker - Gardena Main Financial Center
Consumer & Small Business
Investment & Trading; Relationship Management, Business Development & Sales
1st shift
Travel: Yes, 5% of the time
Date Posted 03/10/2026
Location Gardena, CA