107 client relationship manager jobs at 60 companies in Delaware, OH
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Client Relationship Manager
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yrFieldFull Time
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and operational support to financial advisors, execute transactions, manage client inquiries, and assist with account documentation and meeting preparation.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; execute transactions; manage calendars; strong Microsoft Office and interpersonal skills; willingness to obtain Series licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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.
Field Relationship Manager-Payments-Vice President
Plano or Atlanta or Tampa or Columbus
FieldFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in strategic relationship management or business development, experience with Fortune 500 clients and C-suite engagement, ability to grow revenue and cross-sell, Bachelor's preferred, PayFac/FLS experience preferred.
Executive Director, Senior Lead Commercial Banking Relationship Manager
Dublin or Cleveland
$159k-$254k/yrFieldFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
7+ YOE7+ years commercial banking relationship management experience, knowledge of commercial lending and treasury management, ability to develop and grow client relationships, strong communication and risk management skills.
10+ YOE10+ years leading higher education projects, bachelor\u0002s in architecture or interior design, licensed architect or NCIDQ, experience in business development, contract negotiation, project financials, and client relationship management.
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.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Grow new clients and expand relationships; manage clients with investable assets in $50k+ range and up to $2M; achieve sales goals through financial planning and investment solutions.
Office Suite, Proprietary financial services systems
First Commonwealth BankNYSE: FCF: Provides personal banking, business loans, and wealth management services.
5+ YOEHigh school diploma, 5+ years client-centric sales experience, excellent communication, NMLS registration, valid driver's license, technologically savvy with Microsoft Office and bank systems.
Microsoft Office, Internet, mobile technology, bank systems
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients in branch, assist with transactions and self-service tools, manage cash, strong communication and sales orientation; high school diploma/GED preferred.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, basic computer skills including CRM, ability to generate leads and manage client relationships.
Vancouver or Calgary or Toronto or Charlottesville or Durham or Columbus or Boston
$132k-$165k/yrRemoteFull Time
TELUS Digital: Provides global digital customer experience and business transformation solutions.
5+ YOE5+ MgmtLead digital strategy for a telecom client; 5+ years in strategy and leadership; enterprise software and cloud expertise; executive relationships; MBA or CS advance degree preferred.
Cloud Computing, Enterprise Software, Service Design, Agile
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
5+ YOEBusiness-related degree preferred, CPA/MBA a plus; 5+ years professional experience; strong negotiation, relationship and problem-solving skills; proficient in Microsoft Office; Salesforce/CRM knowledge a plus.
Turner & TownsendNYSE: CBRE: Delivers project and cost management services for construction and infrastructure.
Manage large-scale construction projects, stakeholders, schedules, governance, cost control, reporting and client relationships; bachelor's in construction/architecture/engineering; proficiency in Excel, Word, PowerPoint, Outlook and Procore.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Procore
Clearsulting: Provides management consulting and digital finance transformation services.
6+ YOE6+ years consulting or industry experience leading finance transformation or digital reporting programs; executive stakeholder management, portfolio delivery oversight, SDLC familiarity, strong communication, and client relationship skills.
SAM: Provides professional geospatial, engineering, and construction inspection services.
Lead land surveying projects; bachelor's degree in surveying/geomatics/civil engineering (or equivalent); PLS preferred or SIT; proficiency with AutoCAD Civil 3D, MicroStation, Trimble Business Center, and Microsoft Office; leadership and client-relationship skills.
AutoCAD Civil 3D, MicroStation, Trimble Business Center, Microsoft Office