4 client relationship manager jobs found in Santa Clarita, CA

Job Description About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Senior Product Advisor (SPA) you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their  LBW team in Valencia, CA. This is a hybrid role.  This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks! Essential Functions: Mange and nurture an existing book of business while continuously prospecting for new clients Analyze client financial information and create tailored financial plans aligned with their goals Present financial plans to clients, discuss recommendations, and agree on next steps Implement financial plans and monitor performance, making adjustments as needed Provide ongoing client service, communication, and support to ensure long-term satisfaction Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities Contribute to developing new...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Insurance Sales Producer to their LBW team in Valencia, CA.  This is a hybrid role. This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks! Essential Functions: Prospect and generate new business through networking, cold calling, referrals, and relationship-building within the California market. Identify client needs by conducting thorough risk assessments and understanding each prospect’s unique exposures. Recommend appropriate insurance solutions based on coverage requirements, carrier guidelines, and client goals. Prepare and present proposals to prospective clients, clearly explaining coverage options, premiums, and value. Manage the full sales cycle, from initial contact and needs analysis to closing the sale and onboarding the client....

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their LBW team in Valencia, CA.  This role can be on-site, hybrid or remote.  Job Summary: The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting (the Team) with the retention/growth efforts associated with multiple assigned client accounts (Book of Business).  Key Responsibilities:   Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).  With guidance and supervision, work on client related deliverables of increasing complexity.  Beyond foundational knowledge (i.e., industry, product...