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Client Relationship Manager
Houston, Texas, United States
OnsiteFull Time
Senior-level client relationship manager with multi-discipline project leadership, strong account planning, and financial oversight; technical or engineering degree; PE licensure preferred.
Microsoft Office, CRM, Project management software
1mo
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Client Relationship Manager
New York City or Houston or Denver or Atlanta
$120k-$129k/yr HybridFull Time
5+ YOE5–7+ years in asset management, client relationship management, with Series 7 and 63; bachelor’s degree; CFA/CIMA/CFP preferred.
Salesforce, Microsoft Office
2mo
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Client Relationship Manager
Houston, Texas, United States
OnsiteFull Time
Proven ability to generate $1.5M–$3M annually, strong project/client management experience, technical or bachelor\u0002s degree or equivalent experience, PE preferred, proficiency with Microsoft Office and CRM, executive communication skills.
Microsoft Office, CRM
1mo
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Client Relationship Manager
Arlington, Texas, United States
$63k/yr OnsiteFull Time
3+ YOE3+ years applicable experience; strong client relationship, communication, negotiation, and proposal skills; Microsoft Office proficiency; obtain and maintain MDP certification within first year.
Microsoft Office
2mo
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Client Relationship Manager
Fort Worth, Texas, United States
OnsiteFull Time
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.
Salesforce, Microsoft Office, AI
2w
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Lumitracker Client Relationship Manager
Austin, Texas, United States
OnsiteFull Time
Experience managing municipal or DOT client relationships, knowledge of government procurement, strong communication and stakeholder management, HS diploma required (degree preferred), willingness to travel.
1d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Client Relationship Manager Mid - Market
Chicago or Little Rock or Baton Rouge or New Orleans or Nashville or Mobile or Birmingham or Tampa or Miami or Orlando or Jacksonville or Savannah or Atlanta or Georgia or North Carolina or South Carolina or Florida or Texas or Arizona or California or Colorado or Minnesota or Illinois or Indiana or Iowa or Wisconsin or Michigan or United States
$100k-$157k/yr RemoteFull Time
6+ YOE6+ years in defined contribution client relationship management; FINRA Series 6 or 7 and 63 required; bachelor’s degree; strong client management, negotiation, presentation, and critical thinking skills; travel 25–40%.
2w
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Client Relationship Manager
Dallas or Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
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.
1mo
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Client Relationship Manager
Irving or Rockland or Chicago
$31-$41/hr RemoteFull Time
2+ YOE2+ years experience with lender-placed/force-placed/collateral protection insurance or insurance tracking; strong customer service, written and oral communication, organization, problem-solving, and ability to work independently in a remote environment; high school diploma required.
3mo
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Private Client Relationship Manager
Houston, Texas, United States
OnsiteFull Time
1+ YOEManage portfolios of high-net-worth clients, provide balance-sheet advice, cross-functional collaboration, regulatory compliance.
Microsoft Office, CRM tools
1mo
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Client Relationship Specialist
Texas, United States
$50k-$53k/yr RemoteFull Time
3+ YOEBachelor's degree required; 3+ years account management experience preferred; intermediate/advanced Microsoft Excel; HIPAA compliance awareness; strong communication, problem-solving, and client service skills.
Microsoft Excel
2mo
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Client Relationship Executive, Telecommunications
Dallas, Texas, United States
OnsiteFull Time
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.
1mo
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Client Relationship Specialist
Plano, Texas, United States
$48k-$54k/yr OnsiteFull Time
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.
Microsoft Office
2mo
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Senior Relationship Manager
Dallas, Texas, United States
$160k-$200k/yr OnsiteFull Time
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.
1mo
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Client Relationship Coordinator - Private Wealth
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
$34k-$60k/yr HybridFull Time
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Salesforce CRM
2w
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Relationship Manager
Edmond or Frisco
$70k-$85k/yr HybridFull Time
3+ YOE3+ years in staffing/account support or client services; HS diploma or GED required; experience with ATS/VMS/CRM; strong communication, organization, and client relationship skills.
ATS, VMS, CRM
2w
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Relationship Manager
Edmond or Frisco
$70k-$85k/yr HybridFull Time
3+ YOE3+ years in staffing/account support or client services; high school diploma/GED required; proficiency with ATS, VMS, CRM systems; strong communication, coordination, and client relationship skills.
ATS, VMS, CRM
1mo
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ABL Relationship Manager
Chicago or Farmers Branch
$93k-$208k/yr OnsiteFull Time
7+ YOEBachelor's degree, 7+ years ABL experience, credit and collateral analysis, portfolio management, financial statement analysis, client relationship development, presenting to credit committee.
1mo
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Client Manager
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ MgmtManage client relationships and front-line security staff; 2+ years driving operational goals and managing hourly employees; proficiency with Microsoft Office and BI/online reporting; valid driver’s license for client visits.
Microsoft Office, AI technology, Business Intelligence (BI), online reporting tools, web-based applications
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