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Client Relationship Manager Jobs

38 Job Offers

DB Pensions Client Relationship Manager
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United Kingdom , Leeds
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Not provided
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Star Actuarial Futures
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Client Relationship Manager
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Egypt , Cairo
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Tawasoa Factoring
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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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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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The Private Office
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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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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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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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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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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 Eightcap as a Client Relationship Manager in London. You will guide Retail clients through the full CFD/Forex trading journey, building long-term relationships. This role requires native English and Portuguese, financial markets knowledge, and a passion for outstanding B2C service. Enjoy ben...
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United Kingdom , London
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Eightcap
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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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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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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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United States , Mesa
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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.