494 client relationship manager jobs at 214 companies in Ewing, NJ
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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.
NEST: Provides facility maintenance and construction management for multi-site organizations.
3+ YOEHigh school diploma/GED, 3+ years client relationship/account/operations experience, CRM and reporting tool proficiency, strong communication and financial/ KPI understanding.
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.
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.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
15+ YOERequires 15+ years in client-facing or account leadership roles, US healthcare knowledge, sales and P&L experience, team leadership, and a bachelor's or MBA degree or equivalent experience.
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.
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.
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%.
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.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
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.