541 client relationship manager jobs at 266 companies in Lewisville, TX
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Client Relationship Manager
Dallas, Texas, United States
OnsiteFull Time
Zenith American Solutions: Administers health and retirement benefits for multi-employer trust funds.
Associate's degree in business, strong communication and organizational skills, proficiency with Microsoft Office, ability to travel, experience with client relationship management preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, PowerPoint, Salesforce, Smartsheet
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOERequires university degree preferred, 2+ years experience, FINRA registrations (Series 7,63,65,66) and life & health insurance license within 120 days, strong client relationship and advisory support skills.
Cristo Rey Fort Worth: Private Catholic high school offering college-prep education and work experience.
3+ YOEBachelor’s degree; at least 3 years in education, workforce development, or corporate relations; proven partnership management; experience with high school students in underserved communities.
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
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years experience; partner with advisors to support high-net-worth clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred.
Dallas or Fort Worth or Houston or San Antonio or Austin or Chicago or Orlando or Alexandria or Las Vegas
$68k-$80k/yrHybridFull Time
Freeman: Design and production of live events and exhibitions.
3+ YOERequires 3+ years of sales experience with $1M+ revenue responsibility, Salesforce and Microsoft Office proficiency, strong communication, presentation, negotiation, business development, and willingness to travel 50–75%.
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yrHybridFull Time
Angeles Investment Advisors: Provides customized institutional-quality investment and wealth advisory services.
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
KPMG: Global professional services network providing audit, tax, and advisory.
10+ YOE10+ years business development/sales and client management in Telecommunications or Technology; experience with C-level engagement, proposal and contracting support, regular travel, and US work authorization required.
Hide and Seek Recovery: Recovers vehicles and assets for financial institutions and lenders.
5+ YOE5 years escalation/customer service experience in financial services preferred; high school diploma required; Microsoft Office proficiency; strong communication, organization, and account-management skills.
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale 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
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
1+ YOEMinimum 1 year client relationship or customer support experience in financial services; proficiency with Microsoft Office and CRM; strong organization, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Third Bridge: Connects investors to industry experts for market research.
2+ YOE2+ years in account management/sales/customer success with commercial accountability, strong communication, relationship-building, organization, and ability to use client data to drive action; interest in financial markets.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
Cincinnati or Tempe or Saint Petersburg or Rochester or Allentown or Irving
$60k-$94k/yrHybridFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
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 experience.
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.
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOEExperience managing hourly employees (minimum 2 years), proficiency with Microsoft Office and BI tools, ability to manage budgets and client relationships, valid driver\u000blicense for client visits, strong communication and leadership skills.