84 client relationship manager jobs at 43 companies in New Bedford, MA
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Private Client Relationship Manager
Franklin or Milford or Massachusetts
$83k-$104k/yrOnsiteFull Time
Citizens Financial GroupNYSE: CFG: US regional bank holding providing diverse financial services.
3+ YOERequires SIE, Series 6/7 and Series 63/66 at hire, 3+ years banking/wealth experience working with affluent clients, regulatory knowledge, strong communication, and Salesforce CRM familiarity. Bachelor's degree preferred.
SS&C TechnologiesNASDAQ: SSNC: Global provider of financial services and healthcare technology solutions.
5+ YOE3+ MgmtBachelor's degree or equivalent; 5+ years in financial services (transfer agency/investor servicing preferred); 3+ years leading teams; strong knowledge of alternative investments; Excel and reporting tool experience.
Microsoft Excel, Microsoft Word, Microsoft Outlook, iCapital, CAIS
Hartford or Washington, D.C. or Atlanta or Boston or Baltimore or Charlotte or Raleigh or New York or Providence or Reston
$150k-$175k/yrFieldFull Time
World Wide Technology: Global technology solutions provider and digital transformation partner.
5+ YOERequires 5+ years serving enterprise customers in sales, business development, or client management, strong stakeholder relationships, industry knowledge, sales results, and communication, negotiation, and presentation skills.
Woodard & Curran: Integrated engineering, science, design-build, and operations firm specializing in water and environmental projects.
10+ YOE10–20 years municipal water experience, bachelor’s in environmental or civil engineering, municipal client relationship and business development skills, proposal and project leadership, ability to travel up to 20% within Massachusetts.
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
National Financial Services LLC: Wholly owned Fidelity broker-dealer providing brokerage, clearing, custody, financing, and execution services to investors and other broker-dealers.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing experience, and strong relationship, project management, problem-solving, consulting, and industry knowledge skills. Bachelor's degree and Series 7 preferred.
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
National Financial Services LLC: Provider of investment, retirement, and financial planning services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing and relationship-building skills, project execution ability, problem-solving expertise, and brokerage industry knowledge; bachelor's degree and Series 7 preferred.
Plymouth Meeting or Quincy or United States or Canada
OnsiteFull Time
Granite Telecommunications: Privately held telecommunications provider delivering voice, data, internet, wireless, and network services to businesses and government agencies.
1+ YOERequires 1–2 years of account management, sales, or client relationship experience, executive relationship building, strong organization and communication, CRM and Microsoft Office proficiency.
Massachusetts – Senior Project Manager / Client Service Leader – Water & Wastewater
Boston or Chelmsford or Providence
$169k-$323k/yrOnsiteFull Time
WSPTSX: WSP: Global engineering and professional services consulting firm.
12+ YOEPE license and 12+ years of municipal water/wastewater consulting experience required, with Massachusetts client relationships, complex infrastructure program success, executive presence, and multidisciplinary team management.
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
Engage clients, manage cash transactions, educate clients on self-service banking, follow processes and regulations, and build relationships to connect clients to financial solutions.
State StreetNYSE: STT: Global financial services and bank holding.
Bachelor's or equivalent; experience in client service, relationship management, operations or fund services; strong communication, organizational, analytical and problem-solving skills.
TD Bank USA, National Association: U.S. national bank issuing Target and Nordstrom-branded and private-label credit cards.
2+ YOEHigh school diploma or GED and 2+ years of client-facing sales, service, or relationship-building experience. Requires travel between locations, Microsoft Office proficiency, and NMLS registration eligibility.
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
Engage clients in branch to educate on self-service, process transactions, manage cash, follow risk and regulatory procedures, and identify client financial needs.
State StreetNYSE: STT: Global financial services and bank holding.
Client-facing leadership role managing asset manager relationships, service delivery, issue resolution, compliance processes, strategic improvement, and a client service team.
Symmetry Financial Group: Private insurance marketing organization helping independent agents sell life insurance and protection products to families nationwide.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer/CRM skills, and ability to generate leads and manage client relationships.
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
1+ YOERequires 1+ year of branch banking or financial services experience, high school diploma/GED, client acquisition and relationship-management success, and required securities, state, life, and NMLS registrations.
Providence or Parsippany or Boston or Philadelphia or Montclair or New York City
$103k-$286k/yrOnsiteFull Time
IQVIANYSE: IQV: Providing advanced analytics, technology solutions, and clinical research services.
8+ YOERequires 8+ years in medical communications, healthcare marketing, or a scientific agency; bachelor's degree; strong communication, organization, project management, and relationship skills; Microsoft Office and web-conferencing proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Basecamp, Zoom, Microsoft Teams, WebEx
BOND Building: Privately held construction manager and general contractor serving academic, healthcare, life-sciences, infrastructure, and energy clients.
Knowledge of construction processes, estimating and bidding, scheduling and document management; client relationship management; detail-oriented with time-management skills; familiarity with Microsoft Office, Coins, and BIM 360.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Coins, BIM 360
Indochino: Canadian made-to-measure apparel retailer serving men and women online and through North American showrooms.
3+ YOE3+ Mgmt3+ years retail management; proven sales target attainment; leadership and people development; strong communication and client relationship skills.
JLLNYSE: JLL: Global professional services firm specializing in real estate and investment management.
5+ YOEBachelor's degree and 5–7 years of progressive property management experience required, with commercial or multifamily portfolio, financial management, budgeting, P&L, leadership, and client relationship expertise.