162 client relationship manager jobs at 75 companies in Monroe, OH
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Client Relationship Manager
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yrFieldFull Time
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
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
Gryphon Financial Partners: Independent wealth management and financial advisory firm.
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
5+ YOECommercial banking relationship manager with 5+ years business development and credit experience; ability to originate and grow client relationships, manage credit/portfolio risk, and assemble cross-functional teams.
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.
Acosta: A retail sales and marketing agency driving brand growth.
Bachelor's degree; strong communication and interpersonal skills; advanced MS Office; knowledge of Trade Promotion Management Systems; supervisory and client-relationship experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Trade Promotion Management Systems
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEDevelops and executes strategies to acquire/expand client relationships, originate and analyze credit, manage risk, and drive revenue for complex commercial clients; typically requires a bachelor's degree and 8+ years industry experience.
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals and institutions.
5+ YOEBachelor's degree required, 5–7 years relevant experience (≥3 years with UHNW clients). Proficiency in Microsoft Outlook/Word/Excel, Salesforce, strong analytical and communication skills. CFP, CPWA, or CPA preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, TimeTracker
Cincinnati or Wisconsin or Illinois or Minnesota or Missouri
$108k-$185k/yrHybridFull Time
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
8+ YOEBachelor's in Business/Finance/Accounting or equivalent, 8+ years commercial banking or B2B business development, proven portfolio growth and credit analysis skills, strong commercial product knowledge and client relationship ability.
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.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOERequires 5–10 years of relevant experience, preferably including 5 years in defined contribution plans, client relationship management, regulatory knowledge, consulting, negotiation, project management, and critical thinking.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
3+ YOERequires 3+ years of relationship management or client service experience, preferably in retirement plans; recordkeeping and administration experience, communication, organization, presentation, negotiation, and problem-solving skills.
Cybersecurity Client Relationship & Sales Support Specialist
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
$54k-$155k/yrHybridFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
Global PaymentsNYSE: GPN: Provides payment technology and software solutions for businesses.
Bachelor's degree and strong customer service, communication, organization, problem-solving, relationship management, and teamwork skills; client-facing or sales experience is preferred.
Stock Yards BancorpNASDAQ: SYBT: Provides commercial and retail banking and wealth management services.
2+ YOEBA/BS in business/finance required; minimum 2 years commercial lending experience; ability to develop and retain business, analyze loan requests, evaluate credit, and communicate with clients and regulators.