200 client relationship manager jobs at 111 companies in Intercourse, PA
3d
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Client Relationship Manager
Philadelphia, Pennsylvania, United States
OnsiteFull Time
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
5d
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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
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
3w
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Client Relationship Manager
Hunt Valley, Maryland, United States
$65k-$70k/yr OnsiteFull Time
Deep commercial lines insurance expertise, Maryland P&C license, proficiency with Applied Epic and Microsoft Office, strong client management, presentation, analytical, and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Applied Epic
1mo
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Advisory Client Relationship Manager
Wayne, Pennsylvania, United States
OnsiteFull Time
Extensive enterprise client management experience advising executive stakeholders, shaping product strategy, driving retention and account growth, and mentoring client success teams.
2w
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Client Relationship Leader
King of Prussia, Pennsylvania, United States
HybridFull Time
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.
CRM
1mo
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Client Relationship Representative I U.S.
Keasbey or Norristown
HybridFull Time
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.
Microsoft Excel
1w
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Wealth Management Client Relationship Manager
Charlotte or Philadelphia or Frisco or Pittsburgh
$35-$38/hr OnsiteFull Time
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.
AI
4d
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Relationship Manager
Cincinnati or Tempe or Saint Petersburg or Rochester or Allentown or Irving
$60k-$94k/yr HybridFull Time
5+ YOERequires 5 years in account management, sales, or high-level customer service with mid-market clients, including 2 years in account management and 1 year in leadership; bachelor's degree preferred.
Paychex
3w
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Relationship Manager- Wealth Management
Dallas or Scottsdale or Charlotte or Malvern
HybridFull Time
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
ETFs
2w
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Trust Relationship Manager
Ephrata, Pennsylvania, United States
$71k-$102k/yr OnsiteFull Time
4+ YOEBachelor’s degree and 4–6 years of relevant experience required, including trust or wealth management experience with complex client relationships. Requires fiduciary, investment, regulatory, communication, and problem-solving skills.
Microsoft Office, Microsoft Windows
1mo
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Relationship Manager
Lancaster, Pennsylvania, United States
$95k-$110k/yr OnsiteFull Time
5+ YOEDevelop and execute sales strategies for municipal clients; bachelor’s degree, 5+ years experience, Series 7/63/50 required, strong interpersonal and municipal finance knowledge.
6d
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Relationship Manager
Oaks, Pennsylvania, United States
HybridFull Time
3+ YOERequires 3+ years in financial services client sales and service, a bachelor's degree, Series 65 or 66 license, consultative sales experience, financial technology knowledge, and strong communication and organizational skills.
video, phone, email
2mo
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Commercial Relationship Manager
Conshohocken, Pennsylvania, United States
HybridFull Time
5+ YOEDevelop and grow commercial client relationships (clients with $20M–$150M revenue); commercial lending, underwriting, and sales experience; 5+ years commercial lending required; bachelor's preferred; Microsoft Office proficiency; ability to travel locally and drive.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
2mo
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Relationship Manager I - Business Banking
Berwyn, Pennsylvania, United States
OnsiteFull Time
3+ YOEBachelor's degree typically required, 3+ years relevant experience, client acquisition and relationship management, financial analysis, credit risk assessment, decision making, and strong communication skills.
3mo
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Retail Merchant Services - Relationship Manager - Payments - Senior Associate
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
MS Office, PowerPoint
1mo
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Client Support Manager
Conshohocken or Buffalo Grove or Chicago or Philadelphia or Dallas
$79k-$89k/yr HybridFull Time
3+ YOE3+ years building/managing client relationships, bachelor’s degree preferred, strong communication, analytical and presentation skills, ability to drive client health and identify growth opportunities.
1d
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Commercial Relationship Manager
Philadelphia or Lancaster County or Lehigh County or Berks County or New Jersey or Delaware or Maryland or Virginia or Washington
$114k-$190k/yr HybridFull Time
6+ YOEBachelor's degree or equivalent experience in business, finance, accounting, or similar; 6+ years of commercial or related banking experience; 2+ years managing a large complex client portfolio.
Sales platform
2d
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Commercial Relationship Manager
Philadelphia or Lancaster County or New Jersey or Delaware or Maryland or Virginia or Mount Laurel or Lancaster or Plymouth Meeting or Greenville or Bridgewater or Wyomissing or Gaithersburg or Washington
$114k-$190k/yr HybridFull Time
6+ YOEBachelor's degree or equivalent experience, 6+ years in commercial credit or banking, and 2+ years managing a complex client portfolio. Requires credit, risk, negotiation, communication, and organizational skills.
1mo
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Commercial Client Experience Manager
Conshohocken, Pennsylvania, United States
$140k-$150k/yr OnsiteFull Time
Proven relationship-building and networking skills, commercial construction or design familiarity, pipeline and CRM management, strong communication and client-facing skills, business development experience.
CRM
1mo
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Senior Client Relations Manager
New Castle or Jersey City or Santa Ana or Shanghai or New Jersey or Texas or Florida or Japan or Hong Kong or Canada or Mexico or Germany or France or United States
$139k-$163k/yr HybridFull Time
Managing high-value client relationships, designing VIP programs, coordinating high-value logistics, strong judgment and cross-functional collaboration, familiarity with collectibles and valuation a plus.
Google Sheets, Google Docs
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