156 client relationship manager jobs at 84 companies in Lancaster, PA
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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/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
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
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; Series 7 and 66 or Series 7, 63, and 65; SAFE Act registration; communication, organization, collaboration, wealth management, risk management, and client issue resolution skills.
Vanguard: Global investment management and financial services provider.
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.
Ephrata National BankOTCQX: ENBP: Community bank providing personal, business, and mortgage financial services.
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.
PTMA Financial Solutions: Provides treasury and investment services to public sector entities.
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.
SEINASDAQ: SEIC: Provides technology and investment solutions for financial services institutions.
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.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
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/yrHybridFull Time
Collectors: Providing authentication and grading services for high-value collectibles.
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.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree, 10+ years relevant experience, strong commercial credit and financial analysis, proven business development track record, negotiation skills, and industry network for commercial clients.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOERequires Series 7 and 66 licenses with state registrations or ability to obtain Series 66, plus 1–3 years in financial services and strong client service, planning, communication, and compliance skills.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOESeries 7 and 66 licenses or ability to acquire Series 66, appropriate state registrations, and 1–3 years in financial services. Requires client service, planning, financial market knowledge, communication, and compliance skills.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEExtensive fiduciary and trust expertise with 12+ years as a relationship manager or attorney; college degree or equivalent experience required; JD preferred; strong advisory, leadership, and client relationship skills; must be authorized to work in the U.S. without sponsorship.
2+ YOEBachelor's degree or equivalent experience, minimum 2 years client service experience in Global Capital Markets products or markets, legal document review, analytical and communication skills.
Tata Consultancy ServicesNational Stock Exchange of India: TCS: Global provider of IT services, consulting, and business solutions.
16+ YOERequires expertise in client services, business consulting, IT strategy, service delivery, team leadership, consultative selling, strategic proposals, account planning, negotiation, and client relationship management.
Kinsley Construction: Full-service general contractor and construction materials supplier.
5+ YOE5+ years of relevant industry experience preferred, ideally in construction; commercial construction knowledge, relationship development, communication, organization, collaboration, and independent prioritization skills required.