497 client relationship manager jobs at 267 companies in Plano, TX
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Client Relationship Manager
Dallas, Texas, United States
OnsiteFull Time
Zenith American Solutions: Administers health and retirement benefits for multi-employer trust funds.
Associate's degree in business, strong communication and organizational skills, proficiency with Microsoft Office, ability to travel, experience with client relationship management preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, PowerPoint, Salesforce, Smartsheet
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOERequires university degree preferred, 2+ years experience, FINRA registrations (Series 7,63,65,66) and life & health insurance license within 120 days, strong client relationship and advisory support skills.
Cristo Rey Fort Worth: Private Catholic high school offering college-prep education and work experience.
3+ YOEBachelor’s degree; at least 3 years in education, workforce development, or corporate relations; proven partnership management; experience with high school students in underserved communities.
Hub International: Provides global insurance brokerage and risk management services.
1+ YOERequires 1+ year of lender-placed or insurance tracking experience, lending institution clients, customer support experience, strong communication, organization, problem-solving, and independent remote work skills.
KPMG: Global professional services network providing audit, tax, and advisory.
10+ YOE10+ years business development/sales and client management in Telecommunications or Technology; experience with C-level engagement, proposal and contracting support, regular travel, and US work authorization required.
Hide and Seek Recovery: Recovers vehicles and assets for financial institutions and lenders.
5+ YOE5 years escalation/customer service experience in financial services preferred; high school diploma required; Microsoft Office proficiency; strong communication, organization, and account-management skills.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
1+ YOEMinimum 1 year client relationship or customer support experience in financial services; proficiency with Microsoft Office and CRM; strong organization, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
First HorizonNYSE: FHN: Operates a regional bank providing commercial and consumer financial services
10+ YOE10+ years private banking/financial services experience, bachelor\u0002s degree required, proven sales success, knowledge of investments/wealth planning/credit, strong communication and community network.
Third Bridge: Connects investors to industry experts for market research.
2+ YOE2+ years in account management/sales/customer success with commercial accountability, strong communication, relationship-building, organization, and ability to use client data to drive action; interest in financial markets.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
Vanguard: Global investment management and financial services provider.
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.
Acosta: A retail sales and marketing agency driving brand growth.
Bachelor's degree; strong communication and interpersonal skills; advanced MS Office; knowledge of Trade Promotion Management Systems; supervisory and client-relationship experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Trade Promotion Management Systems
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/yrRemoteFull Time
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%.
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOEExperience managing hourly employees (minimum 2 years), proficiency with Microsoft Office and BI tools, ability to manage budgets and client relationships, valid driver\u000blicense for client visits, strong communication and leadership skills.
Tempe or Tampa or Plano or Chicago or Palo Alto or Atlanta
$115k-$200k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in relationship management or business development, experience with large corporate clients, C-suite engagement, strong communication and presentation skills, willingness to travel ~25%