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Client Relationship Manager Jobs

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Client Relationship Manager
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We are seeking a Client Relationship Manager in Wellington, UK, to serve as a professional point of contact for clients. This role requires excellent organisational skills, attention to detail, and the ability to manage diaries and client expectations. You will handle enquiries, prepare meeting p...
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United Kingdom , Wellington
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33000.00 GBP / Year
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Office Angels
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Client Relationship Manager (Mortgage & Lending)
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Join a fast-growing specialist lending firm in Manchester as a Client Relationship Manager. Leverage your mortgage advisory expertise to manage buy-to-let and complex lending cases from enquiry to completion. Enjoy a competitive £35k salary, bi-annual bonuses, and hybrid working while handling wa...
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United Kingdom , Manchester
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35000.00 GBP / Year
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Placing Faces
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Associate Client Relationship Manager
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Join TPO in Leeds as an Associate Client Relationship Manager, the key contact for Financial Advisers and clients. You’ll manage client onboarding, queries, and relationships within a high-performing team, requiring excellent people skills and experience as a Senior CDA or Team Leader. Enjoy a 35...
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United Kingdom of Great Britain and Northern Ireland , Leeds
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Not provided
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The Private Office
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Client Relationship Manager
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Join TPO in Leeds as a Client Relationship Manager, serving as the primary liaison for Financial Advisers and clients. You’ll manage the full client journey, from onboarding to post-review planning, ensuring seamless service. Ideal for experienced Senior CDAs or Team Leaders with strong people sk...
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United Kingdom , Leeds
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Not provided
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The Private Office
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Client Relationship Manager - Group Retirement Savings
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Seeking a Client Relationship Manager for Group Retirement Savings in Vancouver, Canada. Leverage 3-5 years of experience in business development and account management to drive retention and growth. You will manage high-level portfolios, identify sales opportunities, and advise plan sponsors. Jo...
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Canada , Vancouver
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75000.00 - 110000.00 USD / Year
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Randstad
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Client Relationship Manager
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Join a growing Wellington-based firm as a Client Relationship Manager. You’ll be the key client contact, managing diaries, meetings, and administration in a corporate environment. We seek strong organisational skills, attention to detail, and a proactive attitude. Enjoy benefits like private medi...
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United Kingdom , Wellington
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33000.00 GBP / Year
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Office Angels
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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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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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32240.00 - 70000.00 USD / Year
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Raymond James
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Client Relationship Manager
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Join our prestigious team in Monte Carlo as a Client Relationship Manager for Ultra High Net Worth (UHNW) clients. You will build multi-generational relationships and serve as a trusted financial advisor in the Monaco market. This role requires extensive UHNW private banking experience and a prov...
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Monaco , Monte Carlo
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Not provided
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Citi
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Client Relationship Manager
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Seeking a Client Relationship Manager in London to nurture key employer partnerships in professional education. You will ensure exceptional service, manage apprenticeship programmes, and drive client retention. This role offers private medical insurance, flexible working, and strong career growth...
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United Kingdom , London
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First Intuition
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Client Relationship Manager
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Seeking an experienced Client Relationship Manager for Group Retirement Savings in Vancouver or Calgary. You will manage a key portfolio, design tailored solutions, and lead high-level negotiations. This role offers a performance bonus, flexible health plans, and a supportive work-life balance.
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Canada , Vancouver; Calgary
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75000.00 - 115000.00 CAD / Year
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Randstad
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Senior Vice President, Client Relationship Management
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Lead strategic client relationships as a Senior Vice President in Deerfield, IL. You will oversee a portfolio of key enterprise accounts, driving retention, revenue growth, and satisfaction. This senior role requires 10+ years of experience leading high-performing teams and managing complex clien...
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United States of America , Deerfield, Illinois
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225000.00 - 275000.00 USD / Year
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Alight Solutions
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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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80000.00 - 100000.00 USD / Year
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Raymond James
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Client Relationship Manager
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United States , Greater Twin Cities area
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Not provided
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Robert Half
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Client Relationship Manager
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Join a multi-award-winning accountancy practice in Cumbria as a Client Relationship Manager. This role is ideal for an ACA/ACCA qualified professional with strong practice experience. You will provide expert financial and tax strategy to SMEs and high-net-worth clients. Enjoy a competitive salary...
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United Kingdom , Cumbria
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40000.00 - 55000.00 GBP / Year
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Butler Rose
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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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Client Relationship Manager
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Join our team in Taunton as a Client Relationship Manager. You will build global contractor relationships and coordinate travel logistics in a fast-paced, supportive environment. The role requires excellent communication, strong organization, and adaptability. Benefits include 25 days leave, pens...
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United Kingdom , Taunton, Somerset
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30000.00 GBP / Year
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Office Angels
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Client Relationship Manager
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Join a leading online brokerage firm in Barcelona as a Client Relationship Manager. Leverage your 3+ years of experience and fluency in Spanish/English to acquire clients and build lasting relationships. Enjoy a competitive salary with high bonuses, private insurance, and international growth opp...
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Spain , Barcelona
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Not provided
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Gitmax
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Client Relationship Manager
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Join a leading online brokerage as a Client Relationship Manager in Athens. Leverage your 3+ years of experience and fluency in Greek & English to acquire clients and build lasting relationships. Enjoy a competitive salary with high bonuses, private insurance support, and professional growth with...
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Greece , Athens
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Not provided
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Gitmax
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Client Relationship Manager
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Join our team in Barcelona as a Client Relationship Manager for high-net-worth clients. Leverage your 3+ years of financial services experience and fluency in Spanish/English to drive client satisfaction and growth. Enjoy a competitive salary with high bonus potential and professional development...
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Spain , Barcelona
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Not provided
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Gitmax
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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.

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