1,310 client relationship manager jobs at 532 companies in Bound Brook, NJ
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Client Relationship Manager
Morristown, New Jersey, United States
OnsiteFull Time
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
New York City or Jersey City or Hoboken or Westchester County or Stamford
$82k-$92k/yrOnsiteFull Time
Honest Networks: Provides high-speed gigabit internet services to residential buildings.
1+ YOE1-2 years customer-facing experience, ability to cover NYC tri-state territory via mass transit, event planning and execution, relationship building, sales and negotiation skills.
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOE2+ years experience required (3+ preferred); university degree preferred; obtain FINRA Series registrations and life & health license within 120 days; strong client relationship, communication, and quantitative skills.
Stefanini: Global provider of IT consulting and digital business solutions.
10+ YOEBachelor's degree or equivalent experience and 10+ years managing enterprise clients, with expertise in executive relationships, commercial negotiations, financial management, service governance, risk resolution, and cross-functional leadership.
Green Bay or New York or New York City or Seattle or Washington or California or Chicago or Oregon or Portland
HybridFull Time
Foth: Provides science and engineering consulting for infrastructure and manufacturing projects.
10+ YOEBachelor's in engineering or environmental science;10+ years in engineering consulting;experience with industrial process systems;client-facing project management and proposal development experience.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
Experience in hedge fund services or alternative investments, strong client relationship and communication skills, knowledge of fund operations and service delivery; bachelor’s required, master’s preferred.
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.
Kearny BankNASDAQ: KRNY: Regional community bank providing personal and business financial services.
3+ YOEHigh school diploma required; 3+ years of banking or financial services experience; supervisory experience preferred; Microsoft Office proficiency and strong communication, sales, compliance, and risk management skills.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires 3–5 years of banking or wealth management experience, affluent-client experience, SIE and Series 6 or 7 plus Series 63 or 66 licenses, sales success, regulatory knowledge, and strong communication skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Bachelor's degree or equivalent experience; experience with equity compensation plans and relationship management; strong analytical, consultative and communication skills; experience collaborating across teams; willingness to travel up to 10%.
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yrHybridFull Time
Angeles Investment Advisors: Provides customized institutional-quality investment and wealth advisory services.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Gusto: Cloud-based payroll and HR software for small businesses.
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
Transaction Banking, Client Relationship Management, Vice President
New York City, New York, United States
$100k-$235k/yrOnsiteFull Time
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
6+ YOEBachelor's degree and 6+ years in finance, client coverage, or relationship management; corporate banking and treasury knowledge; advanced Excel and PowerPoint; analytics, communication, judgment, and risk management skills.
Microsoft Excel, Microsoft PowerPoint, ACH, Wire, RTP, FX, KYC, Employee Assistance Program (EAP)
5+ YOEP&C insurance license, HS/GED, 5+ years client management, MS Office/Outlook proficiency, Sagitta and ImageRight preferred, strong communication and organizational skills, confidentiality and E&O avoidance.
Microsoft Office, Microsoft Outlook, Sagitta, ImageRight
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOEBachelor's or equivalent experience; active Series 7 and Series 63; Series 9/10 (or 8) obtainable within 90 days; 3+ years customer service and 3-5 years financial services experience; strong communication and financial acumen.
Managing Director, Client Relationship Manager (NYC Wires), Global Wealth
New York, New York, United States
$300k/yrFieldFull Time
The Carlyle GroupNasdaq: CG: Global investment firm managing assets across multiple strategies.
10+ YOECollege degree, FINRA Series 7 and 63, 10+ years sales experience in financial services with bank/wire relationships, territory management, strong communication and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, DealCloud
iCapital: A global fintech platform for alternative investment marketplace access.
2+ YOE2+ years client-facing or relationship management experience in financial services or enterprise technology, foundational knowledge of structured investments, strong communication and organizational skills; Series 7 and 63 preferred or willingness to obtain.
New York City or Hartford or Edison or Melville or Boston
$185k-$278k/yrHybridFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years in business development or Audit/Tax sales with C-suite relationship experience; strong commercial acumen, pursuit leadership, negotiation, and presentation skills; Bachelor’s degree or equivalent experience required; travel up to 10%.