119 client relationship manager jobs at 68 companies in Gardner, MA
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Private Client Relationship Manager
Franklin or Milford or Massachusetts
$83k-$104k/yrOnsiteFull Time
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires SIE, Series 6/7 and Series 63/66 at hire, 3+ years banking/wealth experience working with affluent clients, regulatory knowledge, strong communication, and Salesforce CRM familiarity. Bachelor's degree preferred.
Atlantic Community Bankers Bank: Provides correspondent banking services to community financial institutions.
3+ YOEBachelor's degree, minimum 3 years relationship management or related financial services experience, Salesforce/CRM experience, strong presentation and negotiation skills, willingness to travel throughout New England.
Hub International: Provides global insurance brokerage and risk management services.
5+ YOE5+ years employee benefits account management; life/health license required; knowledge of underwriting, self-funding, and claims analysis; proficiency with Microsoft Office and PowerPoint; excellent organizational and communication skills.
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
5+ YOEBachelor’s degree and 5+ years in financial services, including 3+ years of account relationship experience. Requires fixed income pricing and analytics experience, communication, coordination, and client management skills.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOE10+ years of benefits outsourcing relationship management or client service experience, preferably in retirement administration. Strong communication, organization, presentation, negotiation, problem-solving, and client relationship skills.
Woodard & Curran: Provides engineering and operations for water and environmental infrastructure.
10+ YOE10–20 years municipal water experience, bachelor’s in environmental or civil engineering, municipal client relationship and business development skills, proposal and project leadership, ability to travel up to 20% within Massachusetts.
Client Solutions Manager - Operational IT Programs & Contract Services
Salem, New Hampshire, United States
FieldFull Time
WEI: Provider of custom IT infrastructure and integration solutions.
8+ YOEBachelor's degree or equivalent experience; 8+ years managing IT programs or technology services, including P&L or budget ownership, customer relationships, sales support, contract management, and cross-functional leadership.
Tata Consultancy ServicesNational Stock Exchange of India: TCS: Global provider of IT services, consulting, and business solutions.
16+ YOEGraduate/postgraduate in engineering,16+ years experience in client/account management and business development in utilities domain, strong client relationship, solution delivery and leadership skills.
12+ YOEPE license and 12+ years of municipal water/wastewater consulting experience required, with Massachusetts client relationships, complex infrastructure program success, executive presence, and multidisciplinary team management.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients, manage cash transactions, educate clients on self-service banking, follow processes and regulations, and build relationships to connect clients to financial solutions.
Leawood or Ohio or Pennsylvania or New Jersey or Texas or Burlington
$101k-$144k/yrRemoteFull Time
Ascend Learning: Provides educational software and certifications for healthcare professionals.
5+ YOEBachelor's degree required,5+ years client success or related experience,ability to manage executive relationships,travel up to 20%,clinical or RN background preferred.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients in branch to educate on self-service, process transactions, manage cash, follow risk and regulatory procedures, and identify client financial needs.
SilverTech: Provides digital experience strategy, web development, and marketing services.
5+ YOE5–8 years in digital marketing, technology, account management, consulting, or software environments; proven quota attainment and book-of-business; strong business analysis, client service, communication, and cross-functional collaboration; relationships with platform partners.
Client implementation Analyst, Alpha Performance, Assistant Vice President
Burlington, Massachusetts, United States
$80k-$140k/yrOnsiteFull Time
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
5+ YOEBachelor's degree preferred, 5+ years in fintech or asset management, and experience implementing or supporting performance and attribution solutions. Requires analytical, communication, teamwork, and client relationship skills.
Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
Hightower: Provides independent wealth management and financial planning services.
2+ YOERequires 2+ years in a similar client service role, finance industry experience, relationship-building, organization, follow-through, confidentiality, and proficiency with Microsoft Outlook, Microsoft Word, Excel, and Salesforce.
Microsoft Outlook, Microsoft Word, Excel, Salesforce, Orion, Schwab, Fidelity, ACH, ACAT, DTC
Manchester or Boston or New York City or Chicago or Menlo Park or London or Tokyo
OnsiteFull Time
Alumni Ventures: Provides individual investors access to diversified venture capital funds.
5+ YOERequires 5–7 years in high-volume investor/client-facing financial services, CRM experience, excellent organization and communication, process improvement skills, and interest in venture capital and investing.
Goddard: Engineering and industrial design firm for medical and robotic products
4+ YOE3+ MgmtBachelor's in engineering or related field; 3+ years management experience and 4+ years on product development engineering teams; PMP a plus; strong communication, client relationship, and project management skills; ability to travel domestically ≥25%.
Microsoft Office Suite, Microsoft Project, Asana, Jira, ERP