250 client relationship manager jobs at 131 companies in Hialeah, FL
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Client Relationship Manager
Doral, Florida, United States
$70k-$80k/yrOnsiteFull Time
First OnsiteNASDAQ: FSV: Provides disaster restoration and property reconstruction services.
3+ YOE3+ years in administrative or sales support, proficient with Microsoft Office and Salesforce, strong communication and relationship skills; restoration experience and bachelor's degree preferred.
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services preferred), Series 65 or 66 required or to be attained, strong attention to detail and client service, Excel and Salesforce proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOEBachelor's degree or equivalent experience; active Series 7, Series 63, and Series 9/10 (may be obtained within 90 days) required; 3+ years customer service and financial services experience; strong communication and financial acumen.
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
3+ YOEBachelor's degree or equivalent experience, 3 years client support or production experience, securities licensing (Series 7 and 63 + 65 or 66) and L&H, eligible for NMLS/Mortgage registration, strong client service and communication skills, Microsoft Office proficiency.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOEInstitutional relationship management with institutional clients; capital markets knowledge; FINRA licensing (6/7 and 63) required; typically 10+ years experience; bachelor's degree typical; CFA preferred; strong communication and analytical skills.
Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yrOnsiteFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's + 3+ years client service/claims experience or HS/GED + 8+ years; Property and Casualty insurance license; proficiency in Microsoft Office; client relationship and claims experience; adaptability and collaborative mindset.
Chicago or Miami or Boston or Florham Park or New York City
$110k-$215k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
6+ YOE6+ years managing high-net-worth client relationships; Series 7/63/65 (or 7/66) required or to be obtained; strong investment, banking, interpersonal, and advisory skills.
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
2+ YOEBachelor's degree required, preferably in technology; 2+ years of business development or technology-related experience preferred; requires client relationship, account management, closing, multitasking, and communication skills.
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5-8 years experience; bachelor’s degree or equivalent; required US FINRA registrations (SIE + Series 6/63/65 or Series 7/66), life insurance license, NMLS registration within 150 days; strong financial planning, client relationship, compliance, and MS Office skills; MoneyGuidePro or NaviPlan preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
Dispatch: Syncing client data across financial advisor software tools.
7+ YOE7+ years post-sale client-facing experience at B2B tech companies, 5+ years owning enterprise relationships, expertise with complex integrations/APIs, strong communication, judgment, and project management.
Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco 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
$59k-$155k/yrHybridFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.