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Client Relationship Manager United States Jobs

15 Job Offers

Benefitfocus Client Relationship Manager, Health Plan
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85000.00 - 95000.00 USD / Year
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Voya Financial
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Benefitfocus Client Relationship Manager, Health Plan
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85000.00 - 95000.00 USD / Year
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Voya Financial
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Private Client Relationship Manager
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Join Citizens as a Private Client Relationship Manager in Franklin or Milford, MA. Engage affluent and high-net-worth clients, driving growth through financial planning and proactive relationship management. Requires SIE, Series 6/7, 63/66 licenses, and 3-5 years of banking or wealth experience. ...
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United States, Franklin, MA, Milford, MA
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83000.00 - 104000.00 USD / Year
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Citizens Bank
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Client Relationship Manager - Wealth Management
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Licensed Client Relationship Manager sought in Rye, NY to guide educators on 403(b) retirement planning. This consultative role blends client service with financial guidance, requiring Series 6/7, 63/66, and Life/Health licenses. Leverage 4+ years of wealth management experience to build trusted ...
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Robert Half
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Private Client Relationship Manager
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Citizens seeks a Private Client Relationship Manager in Boston to serve affluent and high-net-worth clients. You will acquire new business, deepen relationships, and deliver personalized financial planning. Requires a Bachelor’s degree, 3-5 years of wealth management experience, and Series 6/7, 6...
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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 Exton or Phoenixville, PA to serve affluent and high-net-worth clients. You will acquire new business, deepen relationships, and deliver personalized financial planning. Requires a Bachelor’s degree, 3-5 years of wealth management experience...
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United States, Exton, Phoenixville
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Not provided
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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 Southampton, Levittown, or Bensalem to serve affluent and high-net-worth clients. You will acquire new business, deepen relationships, and deliver personalized financial planning. Requires a Bachelor’s degree, 3-5 years of wealth management ...
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United States, Southampton, Levittown, Bensalem
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Not provided
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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 Alliance, North Canton, or Canton, OH, to serve affluent and high-net-worth clients. You will acquire new business, deepen relationships, and deliver personalized financial planning. Requires a Bachelor’s degree, 3-5 years of wealth manageme...
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United States, Alliance, OH, North Canton, Ohio, Canton, Ohio
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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 Royal Oak, Southfield, or Birmingham, MI. 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 banking or wea...
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United States, Royal Oak, Southfield, Birmingham
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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 Somerville or Cambridge, MA. Engage affluent and high-net-worth clients, delivering personalized financial planning and wealth management solutions. Requires 3-5 years of banking experience, SIE, Series 6/7, and 63/66 licenses. Enjoy compe...
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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 Warrington or Doylestown, PA. Engage affluent and high-net-worth clients, driving growth through financial planning and proactive relationship management. Requires SIE, Series 6/7, 63/66 licenses, and 3-5 years of wealth management experie...
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United States, Warrington, Pennsylvania, Doylestown, PA
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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 Sudbury, Stow, or Marlborough, MA. Engage affluent and high-net-worth clients, driving growth through financial planning and outbound relationship management. Requires SIE, Series 6/7, and 63/66 licenses, plus 3-5 years of banking or wealt...
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Location
United States, Sudbury, Stow, Marlborough
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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 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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Location
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, NH, Hudson, NH, Milford, NH
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Not provided
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Citizens Bank
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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.