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2,117 client management jobs at 782 companies in Richardson, TX

2mo
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Client Management Director
Dallas, Texas, United States
$175k-$245k/yr OnsiteFull Time
o9 Solutions
o9 Solutions: Provides an AI-powered platform for integrated enterprise planning and operations.
3+ YOE3+ years business consulting; planning and digital transformation expertise; industry knowledge; 3+ years managing complex tech deployment; executive relationship building; value impact analysis.
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1mo
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Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy and timeliness of client materials, deepen client relationships, and support daily team activities; client-centric, self-starter, tech-adaptive.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1w
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Regional Client Management Leader, West
Plano, Texas, United States
$49k-$81k/yr HybridFull Time
Guardian Life
Guardian Life: Provides life, disability, dental, and vision insurance products.
5+ YOEBachelor's degree or equivalent,5+ years field sales or client management experience,ability to influence leaders,analytical and communication skills,must obtain required industry licensing within 90 days.
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2d
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Client Relationship Management Specialist, TRPG
Dallas or Leawood
$63k-$88k/yr HybridFull Time
Cetera Financial Group
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
1+ YOEMinimum 1 year client relationship or customer support experience in financial services; proficiency with Microsoft Office and CRM; strong organization, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
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1mo
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Registered Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHolds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, 1+ year experience, strong client service skills, proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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3w
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Client Success Manager ( Revenue Cycle Management)
Dallas, Texas, United States
OnsiteFull Time
Plutus Health
Plutus Health: AI-powered revenue cycle management and medical billing solutions.
7+ YOEBachelor's degree or equivalent, minimum 7 years RCM leadership experience, strong client relationship, analytical, and implementation skills; travel as needed.
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1mo
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Wealth Management Client Relationship Manager
Charlotte or Dallas
$35-$38/hr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years experience, FINRA registrations (Series 7/63/65/66) and resident state life & health insurance license required within 120 days; university degree preferred; strong client relationship and communication skills.
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6d
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Wealth Management Client Relationship Manager
Frisco or Charlotte or Houston
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOEMinimum 2 years financial services experience; obtain Series 7 and Series 63/65/66 and life & health insurance license within 120 days; university degree preferred; strong client relationship and advisory support skills.
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2mo
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Client Project Manager
Norcross or Dallas
HybridFull Time
ACI Worldwide
ACI WorldwideNASDAQ: ACIW: Powering the world's real-time electronic payments ecosystem.
5+ YOEBachelor’s degree; 5+ years client project management experience, 2+ years in payments/financial industry.
Jira, Salesforce
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2w
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Treasury Management Client Onboarding Specialist, Sr
Dallas, Texas, United States
HybridFull Time
PrimeLending
PrimeLendingNYSE: HTH: National residential mortgage lender providing home financing solutions.
3+ YOE3+ years treasury management or 5+ years progressive financial services experience; associate's degree or equivalent; strong communication, organizational, analytical skills; Microsoft Office and Adobe Pro proficiency; ability to travel locally (<10%).
Microsoft Office Suite, Adobe Pro
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6d
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Client Solutions Manager (94377)
Dallas or Las Vegas or Orlando or San Francisco or Chicago
$70k-$85k/yr HybridFull Time
Freeman
Freeman: Design and production of live events and exhibitions.
3+ YOE3+ years corporate event sales/management experience, bachelor’s preferred. Strong client management, budgeting, estimating, vendor coordination, and proficiency with Salesforce and Microsoft applications.
Salesforce, Microsoft
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1w
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Manager Client Solutions Sr
San Antonio or Lewisville or Cincinnati
$73k-$91k/yr OnsiteFull Time
Acosta
Acosta: A retail sales and marketing agency driving brand growth.
Bachelor's degree; strong communication and interpersonal skills; advanced MS Office; knowledge of Trade Promotion Management Systems; supervisory and client-relationship experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Trade Promotion Management Systems
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1mo
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Advisor, Client Engagement
Chicago or New York City or Irving
$88k-$132k/yr OnsiteFull Time
Publicis Groupe
Publicis GroupeEuronext Paris: PUB: Global advertising and digital transformation agency holding.
5+ YOE2+ MgmtBachelor's degree or equivalent, 5+ years industry experience, program/project management and client-facing experience, 2+ years managerial experience, MarTech/platform experience, financial competence, and strong Microsoft/ServiceNow/Jira/SharePoint skills.
Epsilon PeopleCloud, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ServiceNow, Jira, Microsoft SharePoint
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3mo
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Client Success Manager - CAC
Dallas, Texas, United States
$110k-$140k/yr OnsiteFull Time
GetInsured
GetInsured: Provides SaaS platforms for health insurance exchanges and government services.
5+ YOEBachelor’s degree plus 5+ years in state-based exchange/ Medicaid/ eligibility, client management, and analytics. Strong PM, telephony, AI/automation, and cross-agency collaboration.
Telephony, IVR, ACD, CRM, QA tools, Analytics, AI/automation platforms
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1mo
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Advisor, Client Engagement
Chicago or New York or Irving
$88k-$132k/yr HybridFull Time
Publicis Groupe
Publicis GroupeEuronext Paris: PUB: Global communications, advertising, and digital transformation holding.
5+ YOE2+ MgmtBachelor's degree or equivalent, 5+ years industry experience, program/project management, MarTech experience (Email/CRM/Loyalty), 3+ years client-facing, 2+ years managerial, financial competence, and strong Microsoft Office, ServiceNow, Jira, and SharePoint skills.
Epsilon PeopleCloud, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ServiceNow, Jira, Microsoft SharePoint
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2d
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Client Partner
Dallas, Texas, United States
$149k-$201k/yr OnsiteFull Time
Tata Consultancy Services
Tata Consultancy ServicesNational Stock Exchange of India: TCS: Global provider of IT services, consulting, and business solutions.
15+ YOE15+ years experience as a client partner with proven ability to originate and close large multi-million dollar deals, develop pipelines, manage full sales lifecycle, and build senior client relationships.
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3w
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Manager, Client Services
Plano, Texas, United States
OnsiteFull Time
Data Analysis Incorporated
Data Analysis Incorporated: Holding providing strategic direction and services for investment, data, and communication firms.
5+ YOEAssociate's degree required, 5+ years client services/project planning experience, proficiency with Microsoft Word/Excel and Jira/Confluence, strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Jira, Confluence
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4w
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Premier Client Banker - PNC Wealth Management
Murphy, Texas, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years relevant experience; strong sales, relationship management, risk management skills; FINRA Series 7/66 (or 63 & 65) and life & health insurance preferred; excellent communications and decision-making.
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3d
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Client Manager Security
Irving, Texas, United States
FieldFull Time
Allied Universal
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOEExperience managing hourly employees (minimum 2 years), proficiency with Microsoft Office and BI tools, ability to manage budgets and client relationships, valid driver\u000blicense for client visits, strong communication and leadership skills.
Microsoft Office, Business Intelligence (BI)
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1w
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IAS Client Lead
Plano, Texas, United States
OnsiteFull Time
Lockton
Lockton: Provides insurance brokerage and global risk management solutions.
7+ YOE7+ years client services experience (2+ in brokerage consulting preferred). Bachelor's in business or equivalent experience; strong MS Office, travel availability, communication, and time-management skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
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