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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Private Client Relationship Manager
Lewes or Dover
OnsiteFull Time
3+ YOERequires SIE, Series 6/7 and Series 63/66 licenses at hire, 3+ years banking or wealth experience, experience with affluent/HNW clients, Salesforce CRM proficiency, strong communication and regulatory knowledge.
Salesforce CRM
1mo
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Client Relationship Coordinator - Private Wealth
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
$34k-$60k/yr HybridFull Time
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Salesforce CRM
3mo
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Commercial Relationship Manager
Woodbury or Mount Laurel or Philadelphia or Plymouth Meeting or Greenville or Bridgewater or Wyomissing or Gaithersburg or Washington
$114k-$190k/yr HybridFull Time
6+ YOE6+ years in commercial banking or related roles; strong credit, relationship, and portfolio management skills; Bachelor's degree; proven ability to grow client relationships and meet sales goals.
1d
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Manager Client Project Management
Pittsburgh or Maryland or Washington or North Carolina or Louisiana or Kentucky or Kansas or Indiana or Illinois or Georgia or Iowa or Florida or Colorado or California or Delaware or Connecticut or Arkansas or Arizona or Alabama or Alaska or Nevada or Vermont or Tennessee or Idaho or Oklahoma or Hawaii or Mississippi or Utah or New Hampshire or New Mexico or Wyoming or North Dakota or South Dakota or Rhode Island or West Virginia or Montana or Texas or District of Columbia or Ohio or New Jersey or Oregon or South Carolina or Missouri or Virginia or Massachusetts or Nebraska or Minnesota or Michigan or Wisconsin or New York or Maine
OnsiteFull Time
7+ YOE7 years project delivery and client relationship experience; bachelor\u0002s degree in healthcare/business/IT or equivalent; strong project, financial, stakeholder management; PMP preferred.
2mo
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Retail Merchant Services - Relationship Manager - Payments - Senior Associate
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
MS Office, PowerPoint
1mo
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Relationship Manager I - Business Banking
Wilmington or Midway
$83k-$138k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years relevant experience. Responsibilities include client acquisition, relationship management, credit analysis, and sales goal attainment; strong financial analysis and communications skills required.
1d
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Institutional Client Services Relationship Manager II - Wilmington Center
Wilmington, Delaware, United States
$68k-$114k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent,minimum 2 years relevant experience,proficiency with personal computers,strong customer service,communication,organizational,and decision-making skills.
1d
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Institutional Client Services Relationship Manager II - Wilmington Center
Wilmington, Delaware, United States
$68k-$114k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent experience, minimum 2 years relevant experience, strong customer service, communication, organizational and problem-solving skills, proficiency with computers and spreadsheet/word software.
6d
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Senior Client Relations Manager
New Castle or Jersey City or Santa Ana or Shanghai or New Jersey or Texas or Florida or Japan or Hong Kong or Canada or Mexico or Germany or France or United States
$139k-$163k/yr HybridFull Time
Managing high-value client relationships, designing VIP programs, coordinating high-value logistics, strong judgment and cross-functional collaboration, familiarity with collectibles and valuation a plus.
Google Sheets, Google Docs
1mo
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Sr. Relationship Advisor
Wilmington, Delaware, United States
OnsiteFull Time
12+ YOEExtensive fiduciary and trust expertise with 12+ years as a relationship manager or attorney; college degree or equivalent experience required; JD preferred; strong advisory, leadership, and client relationship skills; must be authorized to work in the U.S. without sponsorship.
3mo
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Senior Commercial Relationship Manager
Woodbury or Mount Laurel or Philadelphia or Plymouth Meeting or Greenville or Bridgewater or Wyomissing or Gaithersburg or Washington
$143k-$239k/yr HybridFull Time
9+ YOESenior commercial banking role requiring 9+ years of experience; Bachelor's degree; manages large, complex client portfolios; regional focus; cross-sell and risk-aware.
2w
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Client Partner
Wilmington, Delaware, United States
$149k-$201k/yr OnsiteFull Time
16+ YOEExtensive client services and consulting experience, ability to drive revenue, build client relationships, lead cross-functional teams, and manage large accounts and proposals.
3w
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Senior Manager of Client Accounting
Livingston or Wilmington
$100k-$150k/yr HybridFull Time
Leadership in private equity accounting, BS in Accounting (CPA preferred), working knowledge of US GAAP, advanced Excel, Investran experience preferred, supervisory and client relationship management skills.
Microsoft Excel, Investran
2w
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Client Care Coordinator
Lewes, Delaware, United States
OnsiteFull Time
Manage client relationships, conduct intakes and assessments, coordinate caregiver schedules, support caregivers, maintain client records, and resolve client or scheduling concerns.
2w
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Vice President, Client Success
New York or Nevada or Michigan or Massachusetts or Maryland or Maine or Kentucky or Kansas or Iowa or Indiana or Idaho or Georgia or Florida or Delaware or Connecticut or Colorado or California or Arkansas or Arizona or Alabama or Wyoming or West Virginia or Washington or Virginia or Tennessee or South Carolina or Pennsylvania or North Carolina or New Jersey or New Hampshire
$190k-$230k/yr RemoteFull Time
12+ YOEBachelor's degree required, 12+ years leadership experience in client success or related fields; experience with enterprise healthcare clients, executive relationship management, commercial acumen, and strategic account leadership.
3mo
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Work From Home - Client Services Representative
Wilmington, Delaware, United States
RemoteMultiple Commitments Available
Remote client services role handling virtual consultations, needs assessment, and relationship management; includes mentorship, training, and weekly pay.
1mo
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Client Partner Enterprise
Delaware or United States
$170k-$306k/yr RemoteFull Time
7+ YOEBachelor's degree (or equivalent) plus 7+ years related experience; 5+ years selling into enterprise accounts (3K+ employees); account planning, consultative selling, negotiation, executive relationship management, and sales forecasting skills required; legally authorized to work in the US.
3w
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Project Manager - Land Development
Georgetown, Delaware, United States
$124k-$160k/yr OnsiteFull Time
Delaware PE required; proficiency in AutoCAD Civil 3D and Vision; proven land development project management, client relationship, business development, financial oversight, and leadership skills.
AutoCAD Civil 3D, Vision
2w
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1099 Program Manager (Scrum Master)
Alabama or Arizona or California or Colorado or Connecticut or District of Columbia or Delaware or Florida or Georgia or Illinois or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Missouri or Nevada or North Carolina or New Jersey or New York or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or Texas or Tennessee or Utah or Virginia or Washington or Wisconsin
$60-$70/hr RemoteFull Time, Contract
5+ YOE5+ years overseeing delivery and client relationships for software/cloud programs; Scrum Master experience; government program experience; risk and contract management; strong communication and organizational skills.
Jira, Confluence
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