Talent.com
CliftonLarsonAllen
Client Relationship LeaderCliftonLarsonAllen • Irvine, CA, United States
Client Relationship Leader

Client Relationship Leader

CliftonLarsonAllen • Irvine, CA, United States
1 day ago
Job type
  • Temporary
Job description

Client Relationship Leader

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the Role

CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southern California. CAAS provides customized accounting support on an interim and project basis for our clients public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.

As a Client Relationship Leader, you will:

  • Expand existing client relationships as well as build your network to develop new relationships in the community.
  • Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.
  • Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
  • Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.
  • Effectively project manage ongoing engagements to meet client needs.
  • Maintain business development targets and sales activities in CRM.

What you will need:

  • A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.
  • A bachelor's degree in accounting, finance, business, or related field required.
  • CPA certification is preferred but not required.
  • A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.
  • Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.

Our Perks:

  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Fertility benefits

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in California is: $182,200 $306,000

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Create a job alert for this search

Client Relationship Leader • Irvine, CA, United States

Similar jobs

Client Manager

Marsh McLennanAliso Viejo, CA, United States
Full-time

Under minimal supervision, the Client Manager will handle accounts.This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and... Show more

 • Promoted

Business Relationship Manager

East West BancorpIrvine, CA, United States
Full-time

Next Generation Business Relationship Manager.Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high qu... Show more

 • Promoted

Client Operations Associate

EBizChargeIrvine, CA, United States
Full-time

Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applicati... Show more

 • Promoted

Carrier Relationship Manager

ZenlayerDiamond Bar, CA, United States
Full-time

We are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team.You will help to establish and nurture relationships with carriers and vendors in order to furt... Show more

 • Promoted

Client Manager

Oliver Wyman, LLCAliso Viejo, CA, United States
Full-time

The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties.Client Managers may occasionally... Show more

 • Promoted

Senior Client Relationship Manager

City National BankIrvine, CA, United States
Full-time

SENIOR CLIENT RELATIONSHIP MANAGERWHAT IS THE OPPORTUNITY?We are looking for a dynamic and proactive Senior Client Relationship Manager to join our team.In this role, you will play a key part in ac... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - South Orange County, CA Market

JPMorgan ChaseSan Clemente, CA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

 • Promoted

CRE Relationship Manager II

Banner BankIrvine, CA, United States
Full-time

More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals.These core values shape our culture, and we were... Show more

 • Promoted

Sr Relationship Manager

Columbia BankIrvine, CA, United States
Full-time

Middle Market Banking Relationship Manager.Serves as the key banking relationship manager for assigned middle market client relationships.Accountable for prospecting new business and working with C... Show more

 • Promoted

Business Relationship Manager

Inland Empire Health PlanRancho Cucamonga, CA, United States
Full-time

Find joy in serving others with IEHP! We welcome you to join us in "healing and inspiring the human spirit" and to pivot from a "job" opportunity to an authentic experience!.The Business Relationsh... Show more

 • Promoted

Relationship Manager

AdpSan Dimas, CA, United States
Full-time

The Compliance Solutions Relationship Manager (RM) serves as a strategic client advocate and trusted partner for a complex, high ‚‚‚'revenue portfolio of clients.Th... Show more

 • Promoted

Director of Outpatient Provider Relations (Business Development)

Odyssey Behavioral HealthcareOntario, CA, United States
Full-time

At Clearview Outpatient, we are a dynamic, dedicated, and growing team of professionals deeply passionate about providing evidence-based and personalized clinical care for behavioral health conditi... Show more

 • Promoted

Relationship Banker I

Cathay General BancorpDiamond Bar, CA, United States
Full-time

TellerAre you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that supports your aspirations and succe... Show more

 • Promoted

Client Relationship Manager

Zero Impact Energy GroupIrvine, CA, United States
Full-time

This role is in-office, Monday - Friday, 8:30 AM to 5:00 PM in Costa Mesa, CA.We are on the lookout for highly motivated individuals with a background in sales or customer service, coupled with exc... Show more

 • Promoted

Relationship Manager

California Bank of Commerce, N.A.Irvine, CA, United States
Full-time

The Relationship Manager role requires strong portfolio management and business development skills and a desire to provide comprehensive banking solutions to commercial real estate investor clients... Show more

 • Promoted

Wealth Relationship Manager

Citigroup IncTustin, CA, United States
Full-time

Wealth Relationship ManagerWorking at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the opp... Show more

 • Promoted

Sr Private Bank Relationship Manager

Columbia BankIrvine, CA, United States
Full-time

Business Development Representative.Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients.This is first and foremost a sales positio... Show more

 • Promoted

Sr Private Bank Relationship Manager

Columbia Banking System, Inc.Irvine, CA, United States
Full-time

About the Role:Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-... Show more

 • Promoted

Relationship Manager 2

Farmers and Merchants Bank of Long BeachLake Forest, CA, United States
Full-time

Job SummaryThe Relationship will be responsible for building, maintaining, and expanding a high value client portfolio with a focus on generating commercial real estate (CRE) loans, non owners-occu... Show more

 • Promoted

Relationship Manager

Bank of Southern CAIrvine, CA, United States
Full-time

Job TypeFull-timeDescriptionJOB Summary:The Relationship Manager role requires strong portfolio management and business development skills and a desire to provide comprehensive banking solutions to... Show more