7 client relationship manager jobs at 6 companies in Rockingham, VT
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Client Relationship Advisor
Concord, New Hampshire, United States
$90k-$130k/yrHybridFull Time
Atlantic Community Bankers Bank: Provides correspondent banking services to community financial institutions.
3+ YOEBachelor's degree, minimum 3 years relationship management or related financial services experience, Salesforce/CRM experience, strong presentation and negotiation skills, willingness to travel throughout New England.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEEngage clients, process cash transactions, educate on self-service channels, meet sales goals, follow risk and regulatory processes; must manage time, work weekends/extended hours, and handle cash.
Suzor IT: Managed IT services for K-12 schools and municipal governments.
5+ YOE2+ Mgmt5+ years in IT service delivery with 2+ years leading technical teams; client relationship management experience; ITIL preferred; PMP/CAPM and vendor certs advantageous.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of business with affluent clients; FINRA registrations (Series 7/63/65/66) and life & health insurance license required; CFP or CFA preferred; university degree preferred; strong communication and client relationship skills.
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years managing a book of business or affluent client relationships; obtain FINRA registrations within 120 days; life & health insurance license required; CFP or CFA preferred; university degree preferred.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOEHigh school/GED required; 3+ years client relationship and cash-handling experience; Windows PC proficiency; ability to lead/coaching tellers, schedule staff, lift up to 30 lbs, and occasionally drive.