24 client relationship manager jobs at 18 companies in Oneida, NY
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Client Relationship Analyst
Utica, New York, United States
$16-$41/hrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to Financial Advisors; execute transactions, manage calendars and travel, prepare materials, use digital tools; high school diploma required, college preferred; willingness to obtain Series licenses; strong MS Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
J.P. Morgan Wealth Management – Private Client Advisor – Oswego, NY
Oswego, New York, United States
$64k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, client relationship and acquisition success, Series 7, Series 66, and Life, Health and Long Term Care Insurance licenses.
LaBella Associates: Provides architecture, engineering, and environmental consulting services for infrastructure.
8+ YOEBS/BA in Environmental, Ecology, or Biology;8+ years environmental project management/monitoring on construction sites;QA/QC, cost estimating, client relationship management;knowledge of NY regulations a plus.
Green Mountain Electric Supply: Wholesaler and distributor of electrical supplies and renewable energy products
Experience in the electrical industry and project management, proficiency with Microsoft Office, client relationship skills, deadline- and detail-oriented, ability to work in fast-paced environment.
Syracuse or Connecticut or Vermont or Rhode Island or Massachusetts or New York or Maine or New Hampshire
$70k-$80k/yrFieldFull Time
Altimeter Solutions Group: Manages property insurance repairs through a national contractor network.
BA/BS or equivalent experience; ability to travel and drive throughout a multi-state territory; contractor performance management, client/contractor relationship building, site visit and dispute resolution, Microsoft Office proficiency, data analysis, and public presentation skills.
Current: AI-powered platform for independent accounting and advisory firms.
5+ YOEPrepare and file federal and state tax returns, develop tax strategies, manage client relationships, supervise staff, meet budgets and deadlines; 5+ years public accounting experience; CPA preferred.
Albany or East Aurora or Buffalo or Rochester or Syracuse
$80k-$100k/yrOnsiteFull Time
The Bonadio Group: Providing professional accounting, auditing, and business advisory services.
5+ YOEBachelor's in accounting, CPA or EA, 5+ years CPA firm experience, proficiency with tax software and Microsoft Office, ability to travel as needed, strong client relationship and leadership skills.
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yrHybridFull Time
EquitableNYSE: EQH: Provides financial protection, retirement, and investment management services.
Bachelor's degree or equivalent experience; motivated to obtain Series 7, Series 66 and life insurance licenses (company-funded); experience building and managing customer relationships; strong communication and analytical skills.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Cincinnati or Syracuse or New York City or Detroit
$100k-$110k/yrHybridFull Time
Omnicom GroupNYSE: OMC: Global holding providing marketing and communication services.
7+ YOEBachelor’s degree in marketing, communications, business, or related field; 7–10+ years in marketing, brand, design consultancy, or CPG; proven success managing and growing client relationships.
Edward Jones: Provides personalized financial advice and wealth management services.
Requires a bachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client management experience; strong communication; and willingness to obtain required licenses.
Wilson Daniels Wholesale: Distributes and imports a curated portfolio of luxury wines.
5+ YOECollege degree and 5+ years of alcohol sales or sales management experience required, preferably in wine. Requires wine knowledge, client relationships, sales leadership, communication, negotiation, and travel ability.
Cumulus MediaOTCQB: CMLS: Operates radio stations and provides audio advertising solutions.
2+ YOEManaging client relationships, creating multi-platform marketing solutions, prospecting and closing sales; proficient with Microsoft Office and CRM; strong communication and presentation skills; media sales experience preferred.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh School diploma plus 1 year directly applicable experience; Proficiency in Microsoft Office and basic math skills; preferred associate's degree or professional certification; experience managing client relationships; strong organizational and communication skills.
New York or Newark or Manchester or White Plains or Syracuse
$142k-$242k/yrHybridFull Time
ArcadisEuronext Amsterdam: ARCAD: Designing and engineering sustainable solutions for natural and built environments
20+ YOE20+ years' relevant experience, bachelor's in engineering or similar, direct experience supporting ConEd, deep understanding of ConEd procurement, proximate to ConEd locations, strong client relationship and account development skills.
New York City or Newark or Manchester or White Plains or Syracuse
$142k-$242k/yrHybridFull Time
ArcadisEuronext Amsterdam: ARCAD: Global design, engineering, and consultancy for natural and built assets.
20+ YOE20+ years relevant experience, Bachelor's in Engineering or similar science, direct experience supporting ConEd, deep understanding of ConEd procurement, proximate to ConEd operations, strong client relationship and account leadership skills.