100 client relationship manager jobs at 48 companies in West Warwick, RI

1w
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Client Relationship Manager
Irving or Rockland
$31-$41/hr RemoteFull Time
Hub International
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.
BlueCross BlueShield of Illinois, VSP
1mo
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Private Client Relationship Manager
Franklin or Milford or Massachusetts
$83k-$104k/yr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires SIE, Series 6/7 and Series 63/66 at hire, 3+ years banking/wealth experience working with affluent clients, regulatory knowledge, strong communication, and Salesforce CRM familiarity. Bachelor's degree preferred.
Salesforce CRM
1mo
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​Manager, ​Client Relationship Management
Kansas City or Denver or Braintree or Boston
$70k-$165k/yr HybridFull Time
SS&C Technologies
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
5+ YOE3+ MgmtBachelor's degree or equivalent; 5+ years in financial services (transfer agency/investor servicing preferred); 3+ years leading teams; strong knowledge of alternative investments; Excel and reporting tool experience.
Microsoft Excel, Microsoft Word, Microsoft Outlook, iCapital, CAIS
2mo
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Sr. Relationship Manager (US)
Boston or Worcester
$149k-$240k/yr OnsiteFull Time
TD Bank
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree and 10+ years relevant experience in commercial banking; strong credit, financial analysis, negotiation, business development, and client relationship skills.
3w
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Client Manager – Water Services
Andover or Canton or Boston
$130k-$240k/yr HybridFull Time
Woodard & Curran
Woodard & Curran: Provides engineering and operations for water and environmental infrastructure.
10+ YOE10–20 years municipal water experience, bachelor’s in environmental or civil engineering, municipal client relationship and business development skills, proposal and project leadership, ability to travel up to 20% within Massachusetts.
5d
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Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing experience, and strong relationship, project management, problem-solving, consulting, and industry knowledge skills. Bachelor's degree and Series 7 preferred.
4d
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Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing and relationship-building skills, project execution ability, problem-solving expertise, and brokerage industry knowledge; bachelor's degree and Series 7 preferred.
2w
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Relationship Development Associate
Plymouth Meeting or Quincy or United States or Canada
OnsiteFull Time
Granite Telecommunications
Granite Telecommunications: Providing managed communications and technology services for multi-location enterprises.
1+ YOERequires 1–2 years of account management, sales, or client relationship experience, executive relationship building, strong organization and communication, CRM and Microsoft Office proficiency.
Salesforce, Microsoft Office Suite
2d
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Massachusetts – Senior Project Manager / Client Service Leader – Water & Wastewater
Boston or Chelmsford or Providence
$169k-$323k/yr OnsiteFull Time
WSP
WSPToronto Stock Exchange: WSP: Provides engineering, design, and environmental consultancy services globally.
12+ YOEPE license and 12+ years of municipal water/wastewater consulting experience required, with Massachusetts client relationships, complex infrastructure program success, executive presence, and multidisciplinary team management.
1mo
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Relationship Banker - Hyde Park Financial Center
Hyde Park, Massachusetts, United States
$25-$27/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients, manage cash transactions, educate clients on self-service banking, follow processes and regulations, and build relationships to connect clients to financial solutions.
2w
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Sales and Service Client Services, AVP
Quincy, Massachusetts, United States
$80k-$140k/yr OnsiteFull Time
State Street
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
Bachelor's or equivalent; experience in client service, relationship management, operations or fund services; strong communication, organizational, analytical and problem-solving skills.
3w
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Client Success Specialist
Wareham, Massachusetts, United States
$31-$41/hr OnsiteFull Time
Smithers
Smithers: Provides testing, consulting, and compliance services for global industries.
Proven experience managing strategic client relationships, strong communication, problem-solving and project management; experience in scientific, laboratory, environmental, healthcare or technical services preferred.
1mo
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Sales and Service Client Services, VP
Quincy, Massachusetts, United States
$110k-$189k/yr OnsiteFull Time
State Street
State StreetNYSE: STT: Provides investment management and custody services to institutional investors.
10+ YOEManage 6-8 client service leads, oversee complex client relationships, 10+ years related experience, BS/BA required, strong communication, strategic thinking, and execution skills.
1mo
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Relationship Banker - Quincy - Newton Market
Newton or Dedham or Wellesley or Needham
$25-$27/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients in branch to educate on self-service, process transactions, manage cash, follow risk and regulatory procedures, and identify client financial needs.
ATM, mobile banking, online banking
2mo
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Client Support & Benefits Representative
Newport, Rhode Island, United States
RemoteFull Time, Part Time
Allen Agency
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer/CRM skills, and ability to generate leads and manage client relationships.
CRM
2mo
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Director, Fund/Client Accounting Manager
Boston or Westborough
$130k-$281k/yr HybridFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
7+ YOE3+ MgmtBachelor's in accounting (or equivalent), 7+ years' experience with 3+ years management preferred; Big 4 experience preferred; fund accounting, NAV, GAAP/IFRS analysis, client relationship and team leadership skills.
3d
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VP, Client Services
Providence or Parsippany or Boston or Philadelphia or Montclair or New York City
$103k-$286k/yr OnsiteFull Time
IQVIA
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
8+ YOERequires 8+ years in medical communications, healthcare marketing, or a scientific agency; bachelor's degree; strong communication, organization, project management, and relationship skills; Microsoft Office and web-conferencing proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Basecamp, Zoom, Microsoft Teams, WebEx
1w
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Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
2+ YOERequires 2+ years in a similar client service role, finance industry experience, relationship-building, organization, follow-through, confidentiality, and proficiency with Microsoft Outlook, Microsoft Word, Excel, and Salesforce.
Microsoft Outlook, Microsoft Word, Excel, Salesforce, Orion, Schwab, Fidelity, ACH, ACAT, DTC
1mo
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Project Manager (BOND Building)
Medford or Norwood
$110k-$145k/yr OnsiteFull Time
Bond Brothers
Bond Brothers: Provides construction management and civil infrastructure services.
Knowledge of construction processes, estimating and bidding, scheduling and document management; client relationship management; detail-oriented with time-management skills; familiarity with Microsoft Office, Coins, and BIM 360.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Coins, BIM 360
1mo
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J.P. Morgan Wealth Management – Private Client Advisor – Wayland, MA
Wayland, Massachusetts, United States
$48k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years financial advisor or equivalent experience; active Series 7 and Series 66 (or obtain within 60 days); life, health & long-term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred; strong client acquisition and relationship skills.