123 client relationship manager jobs at 68 companies in Covington, KY

2w
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Client Relationship Manager
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yr FieldFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
Salesforce
2mo
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Client Relationship Manager | Workplace
Cincinnati, Ohio, United States
OnsiteFull Time
BHDP
BHDP: Architecture and design firm providing integrated workplace solutions.
12+ YOE5+ MgmtBachelor’s degree in Architecture or Interior Design; licenses/certifications preferred; 12+ years design/architecture; 5+ years in the market; strong client service, initiative, and project management.
VantagePoint, Project Management Software
8h
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Senior Client Advisor / Relationship Manager
Toledo or Columbus or Cincinnati or Columbus
OnsiteFull Time
Gryphon Financial Partners
Gryphon Financial Partners: Independent wealth management and financial advisory firm.
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
4w
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
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.
2w
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Vice President, Client Relationship Lead
Cincinnati or United States
HybridFull Time
The Directions Group
The Directions Group: Strategic insights firm providing integrated market research and consulting.
10+ YOE10+ years commercial client-facing experience in healthcare insights/consulting with proven revenue generation, strong healthcare network, consultative selling, solution design, proposal development, and engagement leadership.
2mo
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Relationship Manager III - C&IB
Cincinnati, Ohio, United States
$133k-$247k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEDevelops and executes strategies to acquire/expand client relationships, originate and analyze credit, manage risk, and drive revenue for complex commercial clients; typically requires a bachelor's degree and 8+ years industry experience.
Workday
1mo
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Relationship Manager
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group
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
1mo
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Relationship Manager - Commercial Banking
Cincinnati or Wisconsin or Illinois or Minnesota or Missouri
$108k-$185k/yr HybridFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
8+ YOEBachelor's in Business/Finance/Accounting or equivalent, 8+ years commercial banking or B2B business development, proven portfolio growth and credit analysis skills, strong commercial product knowledge and client relationship ability.
3w
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
1mo
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Client Success Manager I
Cincinnati, Ohio, United States
HybridFull Time
Worldpay
Worldpay: Global payment processing and merchant technology solutions for businesses.
Proven client relationship management experience (payments/banking/financial services preferred), strong problem-solving, communication, organization, and a client-first mindset.
1d
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Managing Director- 401k Relationship Manager
Covington, Kentucky, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
3+ YOERequires 3+ years of relationship management or client service experience, preferably in retirement plans; recordkeeping and administration experience, communication, organization, presentation, negotiation, and problem-solving skills.
2mo
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Relationship Manager (Cincinnati, OH)
Cincinnati, Ohio, United States
$68k-$80k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Manage client service delivery for wealth advisors, proficiency with CRM and workflow tools, strong communication, organizational and problem-solving skills, leadership/mentoring experience.
CRM systems, workflow management tools, timekeeping system
4d
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Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco 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
$59k-$155k/yr HybridFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Customer Relationship Management (CRM)
3mo
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Key Private Bank Relationship Manager
Cincinnati, Ohio, United States
$96k-$181k/yr HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
5+ YOEMinimum 5 years of sales/business development experience; bachelor's degree preferred; FINRA licenses (S7 required; S66/S63/S65 preferred); CFP/CIMA/CPA/CFA/Wealth Strategist credentials preferred; strong client advisory skills and knowledge of financial products.
2mo
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Commercial Banking Relationship Manager - Downtown Cincinnati
Cincinnati, Ohio, United States
OnsiteFull Time
Stock Yards Bancorp
Stock Yards BancorpNASDAQ: SYBT: Provides commercial and retail banking and wealth management services.
2+ YOEBA/BS in business/finance required; minimum 2 years commercial lending experience; ability to develop and retain business, analyze loan requests, evaluate credit, and communicate with clients and regulators.
1w
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Client Partner (Director) – Cincinnati
Cincinnati or Cleveland or Columbus
$164k-$246k/yr OnsiteFull Time
Slalom
Slalom: Provides business and technology consulting and software engineering services.
Significant experience leading client relationships, business development, and delivery teams in consulting; track record growing accounts, managing revenue/profitability, and building executive relationships.
1mo
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Assistant Manager Client Relationship Center Sales
Cincinnati, Ohio, United States
OnsiteFull Time
Western & Southern Financial Group
Western & Southern Financial Group: Provides life insurance, annuities, and investment management services.
Manage and develop licensed life insurance sales team, drive sales production, coach associates, monitor performance, and support CRC initiatives.
Microsoft Office
2mo
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Relationship and Operations Associate
Blue Ash, Ohio, United States
$60k-$80k/yr OnsiteFull Time
Carson Group
Carson Group: Provides wealth management and business support for financial advisors.
5+ YOESupport advisors and clients; manage accounts; strong MS Office; detail oriented; project/time management; communication; growth mindset.
Microsoft Office, MS Teams, Excel, Outlook, Salesforce, Zoom, Orion
1mo
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Client Service Executive - Commercial Lines
Cincinnati, Ohio, United States
$91k-$152k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's with 5+ years client service/claims (or HS/GED with 10+ years), insurance licensing as required, travel up to 25%, Microsoft Office proficiency, client relationship management, strong written/verbal and data-driven decision skills; P&C and financial acumen preferred.
Microsoft Office