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96 client relationship manager jobs at 65 companies in Orem, UT

3d
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Client Relationship Manager
Lindon, Utah, United States
$70k-$75k/yr HybridFull Time
Human Interest
Human Interest: Provide automated retirement savings plans for small and mid-sized businesses.
3+ YOE3+ years of end-to-end retirement plan administration experience, strong troubleshooting, communication, ERISA knowledge, and ability to manage client accounts and audits.
FT William, ASC
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3mo
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Lido Advisors, LLC - Associate, Client Relationship Manager
Salt Lake City, Utah, United States
$65k-$75k/yr HybridFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEMinimum 1 year in client support/financial services; Series 65 or 66 required or to be attained; strong communication; Excel/Word/Outlook/Salesforce; team player; able to work under pressure.
Excel, Word, Outlook, Salesforce, PowerPoint
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2mo
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Private Wealth Management Client Relationship Analyst
Salt Lake City, Utah, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; college degree preferred. Willingness to obtain Series licenses. Detail-oriented with client service, Microsoft Office and Addepar experience; industry experience is a plus.
Addepar, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1mo
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Client Manager
Salt Lake City or Reno
$150k-$190k/yr RemoteFull Time
Qualus
Qualus: Provides specialized power infrastructure engineering and technical services.
Business development/sales experience in the power/energy industry, strong knowledge of electrical power systems, client relationship skills, proposal/contract management, market research, and strategic planning.
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17h
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Client Manager
Midvale, Utah, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; Producer's License; proficiency with Microsoft Office; ability to travel up to 25%; strong communication and client relationship skills.
Microsoft Office
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1mo
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Relationship Manager- Core Market
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yr RemoteFull Time
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
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1mo
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Processor Relationship Manager I
Salt Lake City or Oklahoma City or Sioux Falls or Tulsa
OnsiteFull Time
Stride Bank: Provides commercial banking and fintech payment infrastructure.
1+ YOEBachelor's in Business/Finance required; 1-3 years client relationship experience in payments/fintech; experience with large clients; strong communication, analytical skills, and proficiency with project management and CRM tools.
Smartsheet, JIRA, FreshService
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1mo
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Client Success Manager
St. Petersburg or Denver or Salt Lake City or Ramsey
$60k/yr RemoteFull Time
AppWork
AppWork: Cloud-based maintenance management software for multifamily property operations.
Requires on-site multifamily/property management experience, knowledge of maintenance operations, client-facing relationship skills, onboarding/training experience, strong communication, and ability to manage multiple clients (background check required).
AppWork, SaaS tools, CRM, ticketing systems
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2w
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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/yr OnsiteFull Time
Grant Thornton
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.
ServiceNow, CRM/OneView
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2mo
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HOA Relationship Development Manager
San Diego or Las Vegas or Greenwood Village or South Jordan or Los Angeles or Dallas or Irvine or Phoenix
$90k-$175k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years business development or sales in financial services or property management; bachelor's degree; strong client relationships; CRM proficiency; negotiates terms; compliance awareness.
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1w
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Client Manager - Commercial Lines
Lindon, Utah, United States
HybridFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
1+ YOEMaintain client relationships, manage new and renewal commercial accounts, prepare underwriting submissions, and use AMS360. Active state P&C and/or L&H insurance license required; 1–2 years insurance or customer service experience preferred.
AMS360
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2mo
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Private Wealth Management Client Relationship Analyst
Salt Lake City, Utah, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High School Diploma; college degree preferred; willingness to obtain Series 7/66 or Series 63/65; strong MS Office; client service focus; ability to multi-task.
Microsoft Office, Addepar
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2mo
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Client Solutions Manager, Technology
Thanksgiving Point, Utah, United States
HybridFull Time
Robert Half
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
2+ YOEBachelor’s degree preferred; 2+ years B2B development or IT experience preferred; strong client relationships and closing skills; multitask in fast-paced environment.
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1mo
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Client Success Manager - Key & Strategic
New York City or Salt Lake City or London or Edinburgh or Pune or Dubai or Geneva or São Paulo or United States
$69k-$107k/yr RemoteFull Time
Addepar
Addepar: Provides a data platform for wealth management and portfolio reporting.
8+ YOE8+ years client-facing experience (or 5+ with MBA); Bachelor's degree or equivalent; strong client relationship, communication, cross-functional collaboration, problem solving, and data-driven decision skills; US work authorization required.
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2mo
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Financial Relationship Advisor
Salt Lake City or Saint Louis or Charlotte
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOETwo+ years client management; FINRA Series 7 and 66 (or 63/65) licenses or equivalents; ability to obtain required licenses.
Microsoft Office
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22h
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Client Delivery Specialist - Assistant Vice President
Salt Lake City or Stamford
$90k-$120k/yr HybridFull Time
iCapital
iCapital: A global fintech platform for alternative investment marketplace access.
7+ YOE7+ years experience, bachelor\u0002s degree required, strong client relationship and analytical skills, knowledge of financial instruments, experience with wealth management platforms, advanced Excel/PowerPoint, basic database/programming familiarity.
Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, eMoney, MoneyGuidePro, Microsoft Excel, Microsoft PowerPoint, Photoshop, HTML, Electronic Database
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4d
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Client Service Account Manager - Healthcare Payments - Vice President
Monument or Kingman or Apple Valley or Orem or Brush Prairie or Arizona or California or Utah or Washington
$91k-$171k/yr RemoteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOE5+ years revenue-generating experience and 5+ years in healthcare/health-tech/merchant services; strong relationship-building, analytical, presentation, and problem-solving skills; travel ~25%; bachelor’s preferred; knowledge of healthcare payment and patient accounting systems.
InstaMed, EHR
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3w
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Executive Director, Client Partnership - West Coast ONLY
San Diego or Los Angeles or Atlanta or Chicago or Denver or Newburyport or Salt Lake City
$175k-$225k/yr RemoteFull Time
DEPT
DEPT: Global digital agency providing integrated technology and marketing services.
12+ YOE12+ years leading client relationships in digital agencies or consultancies, experience managing large-scale accounts and multidisciplinary teams, strong commercial acumen, executive presence, strategic and cross-functional leadership.
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2w
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Client Program Leader (CPL)
Lehi, Utah, United States
FieldFull Time
AE2S
AE2S: Specialized civil and environmental engineering consulting firm.
8+ YOEBachelor's degree, 8+ years leadership experience in engineering/consulting/utilities, ability to build municipal and utility relationships, travel within Utah, strong communication and strategic planning skills.
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1mo
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Program Manager - Utah
Salt Lake City or Iowa
$68k-$79k/yr HybridFull Time
Daniels Health
Daniels Health: Provides clinical waste management and safety systems for healthcare.
Managing customer accounts, building client relationships, delivering exceptional customer service, working independently, and using CRM systems such as Salesforce.com.
CRM, Salesforce.com
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