312 client relationship manager jobs at 159 companies in Barnesville, GA
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Associate, Client Relationship Manager
Atlanta, Georgia, United States
HybridFull Time
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor’s degree; 1+ year of client support experience in an RIA or financial services industry or relevant internship; Series 65 or 66; Excel, Word, Outlook, Salesforce, and PowerPoint experience.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
2+ YOERequires a bachelor's degree, current Property & Casualty license, and 2–4+ years of commercial insurance and account management experience, plus strong analytical, communication, presentation, and client service skills.
Agency Management Systems, Applied Epic, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, AI-enabled tools, digital workflow platforms
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequire securities licensing (Series 7 and 66 or Series 7,63,65), SAFE Act registration, Form ADV-2B, strong communication, organizational skills, ability to support financial advisor team and manage client relationships.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
CorpayNYSE: CPAY: Provides corporate payment and expense management solutions.
10+ YOE10+ years client/relationship management in FinTech or payments, strong analytical and communication skills, Bachelor’s or equivalent, proficiency in Microsoft Office and Salesforce, willingness to travel ~70%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce.com
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
Cleveland or Leesburg or Chicago or Houston or Columbus or Atlanta
$112k-$250k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEBachelor's degree and 5+ years industry experience; strong client relationship, sales and investment knowledge; ability to manage and grow a book of business; preferred prior Series 7/63 and wealth management experience.
Tampa or Albuquerque or Amarillo or Aurora or Asheville or Atlanta or United States or North Charleston or Daytona Beach or Chicago or Nashville or Doral or Jacksonville or Bartlett or Flowood or Indianapolis or Harrisburg or Henderson or Salt Lake City or Morrisville or Georgetown
FieldFull Time
DEX Imaging: Provides office imaging equipment and managed document solutions.
1+ YOERequires 1–2 years of sales experience or equivalent, strong client communication, relationship management, reporting, negotiation, and knowledge of word processing, spreadsheets, order processing, and contact management systems.
Word Processing software, Spreadsheet software, Order processing systems, Contact Management systems
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals and institutions.
5+ YOEBachelor's degree required, 5–7 years relevant experience (≥3 years with UHNW clients). Proficiency in Microsoft Outlook/Word/Excel, Salesforce, strong analytical and communication skills. CFP, CPWA, or CPA preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, TimeTracker
Tempe or Tampa or Plano or Chicago or Palo Alto or Atlanta
$115k-$200k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in relationship management or business development, experience with large corporate clients, C-suite engagement, strong communication and presentation skills, willingness to travel ~25%
Atlanta or Texas or Tennessee or New York or New Jersey or Mississippi or Illinois
$115k-$213k/yrRemoteFull Time
NTT DATATokyo Stock Exchange: 9613: Provides global information technology and business transformation services.
7+ YOE7+ years client/strategic account management experience; quota-carrying sales in technology or professional services; strong consultative selling, executive relationship, and financial acumen; willingness to travel up to 50%.
Pathstone: Provides wealth management and advisory services for affluent families.
4+ YOEBachelor's in Accounting/Finance, 4+ years in family office/private wealth/public accounting/financial services, experience with multi-entity structures, reconciliations, cash management, Sage Intacct and strong Excel and client communication skills.
Charlotte or Brentwood or Atlanta or Raleigh or Charleston or North America or Europe or South America or Asia
$90k-$100k/yrHybridFull Time
Greystar: Provides global property management and real estate investment services.
Supports client relationships, new business development, proposals, market analysis, client communications, and strategic positioning; requires proficiency with AI productivity tools.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEManages complex fiduciary and wealth client relationships; requires deep fiduciary knowledge, typically 12+ years relationship management or legal experience; college degree or equivalent; JD strongly preferred; U.S. work authorization required.
United States or Atlanta or New York City or Chicago
$100k-$140k/yrRemoteFull Time
Ledgebrook: Tech-enabled managing general agent providing commercial insurance.
3+ YOE3+ years distribution insurance experience, proven territory growth and wholesale relationships, strong relationship-building and problem-solving, ability to travel up to 50% overnight.
United States or Atlanta or New York City or Chicago
$100k-$140k/yrFieldFull Time
Ledgebrook: A technology-enabled MGA providing excess and surplus insurance.
3+ YOE3+ years distribution insurance experience with a carrier or MGA, territory growth track record, existing wholesale broker relationships, strong relationship-building and problem-solving skills, ability to travel up to 50% overnight.
Business Banking Relationship Manager - Atlanta North
Atlanta, Georgia, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Consultative sales in financial services; analyze financial statements; prospect and deepen client relationships; familiarity with CRM and banking systems.