6d
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Client Relationship Manager
Houston, Texas, United States
$60k-$70k/yr HybridFull Time
Proven client relationship or customer success experience, project management skills, strong communication, Microsoft Office proficiency, bachelor's degree preferred, willingness to travel.
Microsoft Office
2mo
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Client Relationship Manager
Houston, Texas, United States
OnsiteFull Time
Senior-level client relationship manager with multi-discipline project leadership, strong account planning, and financial oversight; technical or engineering degree; PE licensure preferred.
Microsoft Office, CRM, Project management software
2mo
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Client Relationship Manager, Canada
New York City or Houston or Denver or Atlanta
$90k-$110k/yr HybridFull Time
5+ YOE5–7 years asset management client relationship experience; Bachelor's degree; Series 7 and 63 licenses; CFA/CFP or CIMA preferred; strong client service; cross-functional collaboration; Salesforce and MS Office proficiency.
Salesforce, Microsoft Office
2mo
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Client Relationship Manager
Houston, Texas, United States
OnsiteFull Time
Proven ability to generate $1.5M–$3M annually, strong project/client management experience, technical or bachelor\u0002s degree or equivalent experience, PE preferred, proficiency with Microsoft Office and CRM, executive communication skills.
Microsoft Office, CRM
1mo
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Client Relationship Executive - Commercial
Dallas or Oklahoma City or Austin or Houston
$172k-$258k/yr HybridFull Time
10+ YOE10+ years business development/sales experience in Audit/Tax/professional services; Bachelor's degree or equivalent; strong executive relationships, commercial acumen, pursuit leadership, proposal and pricing experience; travel ~10%.
2mo
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Client Relationship Executive - RCMS Managed Services
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yr OnsiteFull Time
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
6d
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Client Relationship Manager III
Bloomington or Boston or Maryland or Houston
$140k-$172k/yr OnsiteFull Time
8+ YOE8+ years corporate trust or related experience, bachelor’s or equivalent, prior leadership, advanced banking operations and regulatory knowledge, strong communication; may travel up to 25%.
2mo
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Global Client Relationship Leader
Houston, Texas, United States
HybridFull Time
10+ YOESenior commercial leader with 10+ years in global account management or sales in energy; bachelor’s degree; travel up to 25%; legal work authorization in US; valid driver’s license and passport.
Windows, CRM software, Sales software
2mo
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Relationship Banker / Senior Relationship Banker - Houston Area
Houston, Texas, United States
OnsiteFull Time
2+ YOEProvide client service and relationships, sales of financial products, cross-sell, and occasional teller duties. Requires clear communication and high school diploma; minimum 2 years client sales/service experience.
Microsoft Office
3d
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Client Relationship Associate (Commercial Lending) - Sugar Land or Bellaire, TX
Sugar Land or Bellaire
OnsiteFull Time
4+ YOEHigh school or equivalent and 4+ years banking/loans experience; knowledge of loan operations, documentation, deposits; strong customer service, organizational and reporting skills; Microsoft Office; Spanish preferred.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Teams
2w
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Relationship Manager (78230)
Houston, Texas, United States
OnsiteFull Time
Texas Security Bank: Commercial banking services for independent business owners.
7+ YOEDevelop and manage commercial banking relationships; prospect, underwrite credit, close loans, and deliver client service. Requires formal credit training and 7+ years commercial lending experience; bachelor’s or equivalent.
6d
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Associate Relationship Advisor
Houston, Texas, United States
OnsiteFull Time
3+ YOE3+ years in asset servicing or relationship management preferred; college degree preferred; knowledge of investments, fiduciary standards, and financial products; strong communication, analytical, and client-service skills; U.S. work authorization required.
4d
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Relationship Banker - Houston Loop area
Houston, Texas, United States
OnsiteFull Time
Engage clients, educate on self-service banking, handle cash transactions, build client relationships, follow compliance, and meet individual sales goals.
ATM, online banking, mobile banking
2w
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Relationship Banker - Houston Northwest area
Tomball or Cypress or Spring or Houston
OnsiteFull Time
Engage clients in-branch, educate on self-service tools, handle cash transactions, grow client relationships, meet sales goals, and be flexible for weekends/extended hours.
ATM, online banking, mobile banking
1mo
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Client Manager
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ MgmtManage client relationships and front-line security staff; 2+ years driving operational goals and managing hourly employees; proficiency with Microsoft Office and BI/online reporting; valid driver’s license for client visits.
Microsoft Office, AI technology, Business Intelligence (BI), online reporting tools, web-based applications
1mo
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Relationship Banker Business Specialist
Houston, Texas, United States
OnsiteFull Time
0+ YOEBachelors-level education typical; <1 year professional experience acceptable. Requires sales, client relationship, risk management, and banking product knowledge with strong communication skills.
2w
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Relationship Banker
Houston, Texas, United States
OnsiteFull Time
5+ YOEHigh school diploma/GED and 5+ years experience; strong sales, consultative advising, compliance awareness, and client service skills.
Microsoft Office Suite, Salesforce
1mo
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Relationship Manager- Core Market
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yr RemoteFull Time
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
1d
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Relationship Director
Houston, Texas, United States
OnsiteFull Time
8+ YOEProven B2B sales experience targeting C-level clients; bachelor's degree preferred; 8+ years sales experience preferred; strong presentation and communication skills; proficiency with Salesforce and Microsoft Office; willing to travel ~50%; must reside in Houston, TX.
Salesforce, Microsoft Office Suite
2w
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Client Manager - Security
Clear Lake, Texas, United States
OnsiteFull Time
2+ YOE2+ MgmtManage hourly employees and client relationships; hiring, development, budget oversight, safety protocol, financial interpretation, and web-based/BI proficiency required.
Microsoft Office, Business Intelligence (BI)