399 client relationship manager jobs at 239 companies in Terrell, TX
6d
Save
Mark Applied
Hide
6d
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
Pitney BowesNYSE: PBI: Provides global shipping, mailing technology, and logistics solutions.
3+ YOE3+ years applicable experience; strong client relationship, communication, negotiation, and proposal skills; Microsoft Office proficiency; obtain and maintain MDP certification within first year.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years experience; partner with advisors to support high-net-worth clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred.
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.
WaFd BankNasdaq: WAFD: Provides comprehensive personal and commercial banking and lending services.
7+ YOE7+ years as a Relationship Manager; bachelor's in finance or related; proven negotiating and credit/lending knowledge; ability to develop and manage client relationships.
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
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.
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.
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%.
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%
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOESeries 7 and 66 or Series 7,63,65; SAFE Act registration and Form ADV-2B; 5+ years relevant experience; strong leadership, communication, client management and wealth management product knowledge.
2+ YOE2–4 years in client success/account management at cloud/MSP/IT services, owns client relationships, delivery outcomes, QBRs, strong communication and client-facing skills.
Microsoft Azure, Entra ID, M365, Modern Workplace, SharePoint, Intune, Perplexity, Copilot, Zoho