1,457 client relationship manager jobs at 590 companies in Princeton, NJ
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Client Relationship Manager
Philadelphia, Pennsylvania, United States
OnsiteFull Time
5+ YOERequires 5+ years in client service or relationship management within wealth management or financial services, a bachelor's degree, Series 7 and 66, and strong communication, organization, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, AI
2w
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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
1mo
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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
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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
3w
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Client Relationship Manager
Sewell or Naples
$60k/yr OnsiteFull Time
3+ YOEHigh school diploma, 3+ years client/account/operations experience, strong client service and financial metric knowledge, CRM and reporting proficiency, comfortable with travel up to 10%.
CRM, Microsoft Office, Power BI
3w
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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.
1mo
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Advisory Client Relationship Manager
Wayne, Pennsylvania, United States
OnsiteFull Time
Extensive enterprise client management experience advising executive stakeholders, shaping product strategy, driving retention and account growth, and mentoring client success teams.
3w
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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.
2mo
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Wealth Management Client Relationship Manager
Charlotte or Philadelphia or Frisco or Pittsburgh
$63k-$88k/yr HybridFull Time
2+ YOE2+ years financial services experience; Series 7 and 66 (or 63/65) and resident state life & health insurance license required within 120 days; university degree preferred; client relationship and advisory support skills.
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.
3w
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Client Relationship Leader
King of Prussia, Pennsylvania, United States
HybridFull Time
10+ YOE10+ years experience including public accounting or Big Four audit manager experience; bachelor’s in accounting/finance/business required; CPA preferred; client relationship, business development, and project management skills; CRM familiarity.
CRM
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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.
1d
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Relationship Manager, Client Experience
Chicago or New York City
$149k-$193k/yr OnsiteFull Time
5+ YOERequires financial services account, client success, or relationship management experience; market data or options knowledge; strong communication and executive presence; CRM proficiency. BS preferred and 5–8 years preferred.
CRM, Salesforce, Jira, Sigma
3mo
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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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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
2w
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Healthcare Payer Client Relationship Manager
Philadelphia, Pennsylvania, United States
OnsiteFull Time
15+ YOERequires 15+ years in client-facing or account leadership roles, US healthcare knowledge, sales and P&L experience, team leadership, and a bachelor's or MBA degree or equivalent experience.
1mo
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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
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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
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.
1w
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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)
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