New York City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New York City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New York City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New York City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
1,339 client relationship manager jobs at 540 companies in New York City, NY
3mo
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Client Relationship Manager
New York, New York, United States
OnsiteFull Time
10+ YOEClient relationship management experience; strong communication; time management; FINRA licenses; 10 years financial services; proficient in MS Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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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
4w
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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
2d
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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/yr OnsiteFull Time
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
2w
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Client Relationship Manager
New York City or Jersey City or Hoboken or Westchester County or Stamford
$82k-$92k/yr OnsiteFull Time
1+ YOE1-2 years customer-facing experience, ability to cover NYC tri-state territory via mass transit, event planning and execution, relationship building, sales and negotiation skills.
2w
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Wealth Management Client Relationship Manager
Charlotte or White Plains or New York
$71k-$81k/yr OnsiteFull Time
2+ YOE2+ years experience required (3+ preferred); university degree preferred; obtain FINRA Series registrations and life & health license within 120 days; strong client relationship, communication, and quantitative skills.
22h
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Client Relationship Director
Jersey City or New York City
$170k-$190k/yr HybridFull Time
10+ YOEBachelor's degree or equivalent experience and 10+ years managing enterprise clients, with expertise in executive relationships, commercial negotiations, financial management, service governance, risk resolution, and cross-functional leadership.
1mo
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Client Relationship Manager - Industrial Wastewater
Green Bay or New York or New York City or Seattle or Washington or California or Chicago or Oregon or Portland
HybridFull Time
10+ YOEBachelor's in engineering or environmental science;10+ years in engineering consulting;experience with industrial process systems;client-facing project management and proposal development experience.
1mo
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Client Relationship Manager, Hedge Fund Services
New York or Chicago
$96k-$162k/yr HybridFull Time
Experience in hedge fund services or alternative investments, strong client relationship and communication skills, knowledge of fund operations and service delivery; bachelor’s required, master’s preferred.
2mo
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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.
1w
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AVP, Client Relationship Manager
Brooklyn, New York, United States
$70k-$105k/yr OnsiteFull Time
3+ YOEHigh school diploma required; 3+ years of banking or financial services experience; supervisory experience preferred; Microsoft Office proficiency and strong communication, sales, compliance, and risk management skills.
Microsoft Office, Fiserv
2d
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Private Client Relationship Manager
Staten Island or Staten Island or Staten Island
$83k-$104k/yr OnsiteFull Time
3+ YOERequires 3–5 years of banking or wealth management experience, affluent-client experience, SIE and Series 6 or 7 plus Series 63 or 66 licenses, sales success, regulatory knowledge, and strong communication skills.
Salesforce
3w
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Client Relationship Manager - VP - Workplace Solutions
Jersey City or New York or Nashville
$90k-$140k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; experience with equity compensation plans and relationship management; strong analytical, consultative and communication skills; experience collaborating across teams; willingness to travel up to 10%.
Dynamics
2d
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
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
1mo
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Employee Benefits Client Relationship Manager
Mahopac or Shelton or Stamford or Norwalk or North Haven or Darien
$72k-$120k/yr HybridFull Time
6+ YOE6+ years insurance/project management experience, life accident and health license, bachelor’s degree preferred, proficiency in Microsoft Excel, strong communication and leadership skills.
Microsoft Excel
2mo
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Future Opportunities: Retirement Client Relationship Manager
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
6d
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Transaction Banking, Client Relationship Management, Vice President
New York City, New York, United States
$100k-$235k/yr OnsiteFull Time
6+ YOEBachelor's degree and 6+ years in finance, client coverage, or relationship management; corporate banking and treasury knowledge; advanced Excel and PowerPoint; analytics, communication, judgment, and risk management skills.
Microsoft Excel, Microsoft PowerPoint, ACH, Wire, RTP, FX, KYC, Employee Assistance Program (EAP)
3w
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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
3d
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Wealth Management Client Relationship Manager
Charlotte or White Plains or Latham
$71k-$81k/yr HybridFull Time
2+ YOERequires 2+ years of financial services experience; university degree preferred. Series 7, Series 66 or Series 63 and 65, plus life and health insurance licenses required within 120 days.
AI
1mo
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Client Relationship Manager - Millburn, NJ
Millburn, New Jersey, United States
$33-$67/hr OnsiteFull Time
3+ YOEBachelor's or equivalent experience; active Series 7 and Series 63; Series 9/10 (or 8) obtainable within 90 days; 3+ years customer service and 3-5 years financial services experience; strong communication and financial acumen.
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