1,344 client relationship manager jobs at 553 companies in Harrison, NJ

3w
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Client Relationship Manager
Morristown, New Jersey, United States
OnsiteFull Time
Cary Street Partners
Cary Street Partners: Independent wealth management firm serving individuals, families, and institutions with financial planning, investment management, and advice.
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.
Salentica, Black Diamond, Charles Schwab
1mo
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Client Relationship Manager
Kingston, New Jersey, United States
$77k-$85k/yr OnsiteFull Time
alooola
alooola: Privately held SEC-registered wealth-management platform providing investment and financial planning for physicians and practices.
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.
Redtail CRM
1w
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D365 Client Relationship Manager
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/yr OnsiteFull Time
BDO Digital, LLC
BDO Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
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
1mo
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Client Relationship Manager
New York City, New York, United States
RemoteFull Time
Flex Technology Group
Flex Technology Group: Privately held U.S. managed print and office-technology services provider serving national and regional businesses.
Experience in client/account management, strong communication, analytical skills, cross-functional coordination, and proficiency with Microsoft 365 and CRM/ERP systems; college degree preferred.
Microsoft 365, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, CRM, ERP
3w
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Client Relationship Manager
New York City or Jersey City or Hoboken or Westchester County or Stamford
$82k-$92k/yr OnsiteFull Time
Honest Networks
Honest Networks: New York-based private ISP delivering affordable gigabit fiber internet to residential communities and commercial properties.
1+ YOE1-2 years customer-facing experience, ability to cover NYC tri-state territory via mass transit, event planning and execution, relationship building, sales and negotiation skills.
3w
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Wealth Management Client Relationship Manager
Charlotte or White Plains or New York
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Financial services and retirement solutions for academic and research professionals.
2+ YOE2+ years experience required (3+ preferred); university degree preferred; obtain FINRA Series registrations and life & health license within 120 days; strong client relationship, communication, and quantitative skills.
1mo
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Client Relationship Manager - Industrial Wastewater
Green Bay or New York or New York City or Seattle or Washington or California or Chicago or Oregon or Portland
HybridFull Time
Foth
Foth: Member-owned science and engineering consulting firm serving public and private clients.
10+ YOEBachelor's in engineering or environmental science;10+ years in engineering consulting;experience with industrial process systems;client-facing project management and proposal development experience.
1mo
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Client Relationship Manager, Hedge Fund Services
New York or Chicago
$96k-$162k/yr HybridFull Time
Northern Trust Hedge Fund Services LLC
Northern Trust Hedge Fund Services LLCNasdaq: NTRS: Global provider of wealth, asset, and banking services.
Experience in hedge fund services or alternative investments, strong client relationship and communication skills, knowledge of fund operations and service delivery; bachelor’s required, master’s preferred.
2d
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Relationship Manager, Client Experience
Chicago or New York City
$149k-$193k/yr OnsiteFull Time
Cboe Data Vantage
Cboe Data VantageCBOE: CBOE: Market-data, analytics, index and execution-solutions business providing tools and access services to global market participants.
5+ YOERequires financial services account, client success, or relationship management experience; market data or options knowledge; strong communication and executive presence; CRM proficiency. BS preferred and 5–8 years preferred.
CRM, Salesforce, Jira, Sigma
3mo
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Remote Client Relationship Manager
Bridgewater, New Jersey, United States
$40k-$50k/yr RemoteFull Time
Strive2Move
Strive2Move: Private New Jersey chiropractic and sports-medicine clinic serving active adults and 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.
1w
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Private Client Relationship Manager
Staten Island or Staten Island or Staten Island
$83k-$104k/yr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: US regional bank holding providing diverse financial services.
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.
Salesforce
1mo
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Client Relationship Manager - VP - Workplace Solutions
Jersey City or New York or Nashville
$90k-$140k/yr OnsiteFull Time
Global Shares
Global SharesNYSE: JPM: Global financial services and investment banking firm.
Bachelor's degree or equivalent experience; experience with equity compensation plans and relationship management; strong analytical, consultative and communication skills; experience collaborating across teams; willingness to travel up to 10%.
Dynamics
1w
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
Angeles Wealth Management
Angeles Wealth Management: Employee-owned outsourced investment office building customized multi-asset portfolios for institutional and private-wealth investors.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
1mo
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Employee Benefits Client Relationship Manager
Mahopac or Shelton or Stamford or Norwalk or North Haven or Darien
$72k-$120k/yr HybridFull Time
Lawley
Lawley: Family-owned independent insurance brokerage serving businesses, municipalities, and individuals with insurance, benefits, and risk management.
6+ YOE6+ years insurance/project management experience, life accident and health license, bachelor’s degree preferred, proficiency in Microsoft Excel, strong communication and leadership skills.
Microsoft Excel
2mo
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Future Opportunities: Retirement Client Relationship Manager
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Gusto
Gusto: Gusto is a payroll, benefits, and human-resources software platform serving small and medium-sized businesses.
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
2w
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Transaction Banking, Client Relationship Management, Vice President
New York City, New York, United States
$100k-$235k/yr OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
6+ YOEBachelor's degree and 6+ years in finance, client coverage, or relationship management; corporate banking and treasury knowledge; advanced Excel and PowerPoint; analytics, communication, judgment, and risk management skills.
Microsoft Excel, Microsoft PowerPoint, ACH, Wire, RTP, FX, KYC, Employee Assistance Program (EAP)
1mo
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Private Client Relationship Manager
Melville or Bridgehampton or Jersey City or Summit
$85k-$115k/yr HybridFull Time
EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants: Independent U.S. specialty insurance brokerage and risk advisory firm serving businesses, organizations, and private clients.
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
1w
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Wealth Management Client Relationship Manager
Charlotte or White Plains or Latham
$71k-$81k/yr HybridFull Time
TIAA
TIAA: Financial services and retirement solutions for academic and research professionals.
2+ YOERequires 2+ years of financial services experience; university degree preferred. Series 7, Series 66 or Series 63 and 65, plus life and health insurance licenses required within 120 days.
AI
1mo
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Associate Client Relationship Manager
New York, New York, United States
$75k-$95k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
1+ YOE1+ years financial services experience preferred; degree in finance/investments/business preferred; Series 7 and 63/66 licenses preferred; strong presentation, communication and sales skills; familiarity with product and industry research.
3w
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Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
Greenwich, Connecticut, United States
$100k-$140k/yr HybridFull Time
iCapital
iCapital: Financial technology platform powering the global alternative investment marketplace.
2+ YOE2+ years client-facing or relationship management experience in financial services; foundational knowledge of structured investments; BD/wealth management experience a plus; Series 7 and 63 preferred; strong communication and organization.
CRM