239 client relationship manager jobs at 112 companies in Nazareth, PA
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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
3w
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Client Relationship Manager
Morristown, New Jersey, United States
OnsiteFull Time
5+ YOEFive years of similar financial services experience and an associate or bachelor's degree required. Client relationship management, account operations, analytical, communication, compliance, and trading skills needed.
Salentica, Black Diamond, Charles Schwab
1mo
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Client Relationship Manager
Kingston, New Jersey, United States
$77k-$85k/yr OnsiteFull Time
Experience selling to small/mid-size businesses and managing client relationships, retirement plan (401k) expertise preferred, consultative sales, CRM usage, able to travel ~20%, Series 65 preferred.
Redtail CRM
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.
3w
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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
3mo
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Remote Client Relationship Manager
Bridgewater, New Jersey, United States
$40k-$50k/yr RemoteFull Time
0+ YOEAdministrative and customer service experience; interest in health and fitness; strong time management, organizational, and communication skills; comfortable with remote work; proficient with computers.
1mo
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Private Client Relationship Manager
Melville or Bridgehampton or Jersey City or Summit
$85k-$115k/yr HybridFull Time
5+ YOEP&C insurance license, HS/GED, 5+ years client management, MS Office/Outlook proficiency, Sagitta and ImageRight preferred, strong communication and organizational skills, confidentiality and E&O avoidance.
Microsoft Office, Microsoft Outlook, Sagitta, ImageRight
2w
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Client Relationship Marketing Associate Director
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/yr RemoteFull Time
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.
Salesforce, Gen AI
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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 experience.
Paychex
3d
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Client Relationship & Order Specialist
Scranton, Pennsylvania, United States
$55k-$65k/yr OnsiteFull Time
1+ YOERequires 1–3 years of sales, customer service, account management, real estate, hospitality management, or high-end retail experience, plus communication, organization, attention to detail, and problem-solving skills.
1mo
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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
2mo
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Sr. Relationship Manager (US)
Bridgewater, New Jersey, United States
$149k-$223k/yr OnsiteFull Time
10+ YOEUndergraduate degree, 10+ years relevant commercial banking experience, strong business development and credit/financial analysis skills, negotiation ability, extensive referral network, and client relationship management.
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Client Manager
Doylestown, Pennsylvania, United States
OnsiteFull Time
Requires business development, sales, or marketing experience; power industry knowledge; understanding of electrical systems; strategic planning, market analysis, client relationship, communication, and leadership skills.
2mo
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Relationship Manager I - Business Banking
Horsham, Pennsylvania, United States
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years relevant experience preferred; client relationship management, credit and financial analysis, sales origination, negotiation, documentation, and risk management skills.
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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
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.
2mo
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Senior Relationship Manager
Morristown or Boston or Philadelphia or Charlotte
$119k-$238k/yr HybridFull Time
5+ YOE5+ years in client management or large-client sales; bachelor's degree; life/health license or able to obtain within 6 months; strong voluntary benefits knowledge; hybrid work experience.
1w
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Client Manager
Doylestown, Pennsylvania, United States
RemoteFull Time
Business development, sales, or marketing experience; power or energy industry knowledge; understanding of electrical power systems; market analysis, strategic planning, communication, and relationship-building skills.
1w
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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
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