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Client Relationship Manager United States Jobs

10 Job Offers

Private Client Relationship Manager
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Join Citizens as a Private Client Relationship Manager in East Aurora, Hamburg, or Depew, NY. Engage affluent and high-net-worth clients, driving growth through financial planning and outbound relationship management. Requires SIE, Series 6/7, 63/66 licenses, and 3-5 years of wealth management ex...
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United States , East Aurora; Hamburg; Depew
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Salary
83000.00 - 104000.00 USD / Year
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Citizens Bank
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Private Client Relationship Manager
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Citizens seeks a Private Client Relationship Manager in Beverly, North Andover, or Gloucester, MA. You will engage affluent and high-net-worth clients, driving growth through financial planning and proactive relationship management. Requires a Bachelor’s degree, 3-5 years of wealth management exp...
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United States , Beverly; North Andover; Gloucester
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Salary
83000.00 - 104000.00 USD / Year
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Citizens Bank
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Private Client Relationship Manager
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Join Citizens as a Private Client Relationship Manager in New Hampshire, engaging affluent and high-net-worth clients with personalized financial planning. Leverage your 3-5 years of wealth management experience and Series 6/7 & 63/66 licenses to acquire, deepen, and retain client relationships. ...
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United States , Manchester, New Hampshire; Hudson, New Hampshire; Milford, New Hampshire
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Not provided
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Citizens Bank
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Private Client Relationship Manager
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Join Citizens as a Private Client Relationship Manager in Rochester, NY, serving affluent and high-net-worth clients. Leverage your 3-5 years of wealth management experience and SIE, Series 6/7, 63/66 licenses to drive growth through outbound engagement and financial planning. Enjoy comprehensive...
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United States , Victor; East Penfield; Rochester
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Salary
81000.00 - 95000.00 USD / Year
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Citizens Bank
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Client Relationship Manager
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Join our team as a Client Relationship Manager in Plattsburgh. Leverage your Series 7/66 licenses and 3+ years of experience to deepen client relationships and develop investment strategies. You will collaborate with our investment team, utilize CRM systems, and drive firm growth in a dynamic env...
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United States , Plattsburgh
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Salary
32240.00 - 70000.00 USD / Year
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Raymond James
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Client Relationship Manager
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Join Hunziker & Associates as a Registered Client Relationship Manager in Lemont/Chicago. You will manage branch operations and provide concierge service to high-net-worth clients. The role requires financial industry experience, proficiency in CRM software, and strong operational skills. Series ...
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United States , Lemont; Chicago
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Salary
80000.00 - 100000.00 USD / Year
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Raymond James
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Relationship Manager / Client Service Associate
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Join our Orinda team as a Relationship Manager/Client Service Associate. Utilize your Series 65 license and financial services experience to onboard clients and manage accounts. Enjoy a people-focused environment with comprehensive benefits, including a strong retirement plan and generous PTO. Bu...
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United States , Orinda
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Not provided
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Robert Half
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Private Client Relationship Manager
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Join Citizens Private Client as a Relationship Manager, serving affluent clients in the Newtown Square area. Leverage your Series 6/7 and 63/66 licenses to grow client wealth through personalized financial planning. Enjoy a client-centric culture with competitive pay, comprehensive benefits, and ...
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United States , Newtown Square; Norristown; East Norriton; Blue Bell
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Not provided
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Citizens Bank
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Client Relationship Manager
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Seeking a licensed Pharmacy Technician for a Client Relationship Manager role in Tampa. Utilize your pharmacy expertise to nurture key clinic partnerships, ensure service delivery, and optimize patient care. This position offers comprehensive benefits, including employer-paid healthcare, 401(k) m...
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United States , Tampa
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Salary
55000.00 - 70000.00 USD / Year
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Strive Compounding Pharmacy
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Client Relationship Manager
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Seeking a licensed Pharmacy Technician for a Client Relationship Manager role in Mesa. Build strong clinic partnerships, ensure service delivery, and optimize patient care processes. Enjoy comprehensive benefits including employer-paid healthcare, 401(k) matching, and free compounded medications.
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Location
United States , Mesa
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Salary
55000.00 - 70000.00 USD / Year
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Strive Compounding Pharmacy
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About the Client Relationship Manager role

Explore a rewarding career path with Client Relationship Manager jobs, a pivotal role at the heart of any successful business. A Client Relationship Manager (CRM) is primarily responsible for nurturing and strengthening the long-term partnerships between a company and its clients. Acting as the main point of contact, these professionals ensure client satisfaction, foster loyalty, and strategically grow accounts, making them indispensable assets in sectors like finance, technology, professional services, and more. Their work is a strategic blend of business development and personalized client service.

The core responsibilities of a Client Relationship Manager are diverse and crucial to revenue retention and growth. Typically, a CRM is tasked with regularly checking in with clients to understand their ongoing needs, objectives, and any challenges they face. They act as the client's advocate within their own organization, liaising with internal teams such as sales, marketing, and product development to ensure client feedback is heard and acted upon. A significant part of the role involves proactively identifying opportunities to upsell or cross-sell additional products and services that align with the client's goals. Furthermore, they are often responsible for managing contract renewals, resolving any issues or disputes that arise, and meticulously tracking client health metrics to preemptively address attrition. They also prepare and present regular reports on account status and growth opportunities to internal stakeholders.

To excel in Client Relationship Manager jobs, a specific set of skills and qualifications is generally required. Exceptional communication and interpersonal skills are non-negotiable, as the role involves constant interaction, negotiation, and presentation. Strong emotional intelligence allows CRMs to build genuine trust and rapport. Organizational and time-management skills are critical for juggling multiple client accounts simultaneously without compromising the quality of service. Analytical abilities are also key for interpreting client data and market trends to provide strategic advice. While entry-level positions may be available, many employers seek candidates with a bachelor's degree in business, communications, or a related field, coupled with several years of experience in account management, customer success, or sales. A proven track record of meeting retention and growth targets is highly valued.

If you are a proactive problem-solver who thrives on building lasting professional relationships and driving business success, exploring Client Relationship Manager jobs could be the perfect next step in your career. This role offers the unique satisfaction of directly contributing to a company's success by ensuring its most valuable asset—its clients—are happy, loyal, and growing.