357 client relationship manager jobs at 171 companies in Bethlehem, PA
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Client Relationship Manager
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
5+ YOERequires 5+ years in client service or relationship management within wealth management or financial services, a bachelor's degree, Series 7 and 66, and strong communication, organization, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, AI
Cary Street Partners: Independent wealth management and investment advisory firm.
5+ YOEFive years of similar financial services experience and an associate or bachelor's degree required. Client relationship management, account operations, analytical, communication, compliance, and trading skills needed.
alooola: Specialized wealth management and retirement planning for medical professionals.
Experience selling to small/mid-size businesses and managing client relationships, retirement plan (401k) expertise preferred, consultative sales, CRM usage, able to travel ~20%, Series 65 preferred.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years financial services experience; Series 7 and 66 (or 63/65) and resident state life & health insurance license required within 120 days; university degree preferred; client relationship and advisory support skills.
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
10+ YOE10+ years experience including public accounting or Big Four audit manager experience; bachelor’s in accounting/finance/business required; CPA preferred; client relationship, business development, and project management skills; CRM familiarity.
Strive2Move: Specialized chiropractic treatments and movement-based rehabilitation for athletes.
0+ YOEAdministrative and customer service experience; interest in health and fitness; strong time management, organizational, and communication skills; comfortable with remote work; proficient with computers.
Stefanini: Global provider of IT consulting and digital business solutions.
10+ YOEBachelor's degree or equivalent experience; 10+ years managing enterprise clients, with executive stakeholder, commercial negotiation, financial management, service governance, and cross-functional leadership experience.
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.
Purolator: Provides integrated package delivery and freight logistics services.
2+ YOE2+ years client/account management experience, strong Excel skills, excellent communication and organization, ability to travel 1-4 times/year, experience with customer-facing account management and reporting.
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOERequires 2+ years of financial services experience; Series 7 and Series 66, or Series 63/65, within 120 days; resident-state life and health insurance license required.
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.
Cincinnati or Tempe or Saint Petersburg or Rochester or Allentown or Irving
$60k-$94k/yrHybridFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
5+ YOERequires 5 years in account management, sales, or high-level customer service with mid-market clients, including 2 years in account management and 1 year in leadership experience.
Vanguard: Global investment management and financial services provider.
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree, 10+ years relevant commercial banking experience, strong business development and credit/financial analysis skills, negotiation ability, extensive referral network, and client relationship management.
Qualus: Engineering and advisory services for power grid infrastructure.
Requires business development, sales, or marketing experience; power industry knowledge; understanding of electrical systems; strategic planning, market analysis, client relationship, communication, and leadership skills.
SEINASDAQ: SEIC: Provides technology and investment solutions for financial services institutions.
3+ YOERequires 3+ years in financial services client sales and service, a bachelor's degree, Series 65 or 66 license, consultative sales experience, financial technology knowledge, and strong communication and organizational skills.