100 client relationship manager jobs at 48 companies in West Warwick, RI
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Client Relationship Manager
Irving or Rockland
$31-$41/hrRemoteFull Time
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.
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.
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
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.
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.
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
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.
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
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.
Plymouth Meeting or Quincy or United States or Canada
OnsiteFull Time
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.
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.
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.
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.
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.
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.
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.
Providence or Parsippany or Boston or Philadelphia or Montclair or New York City
$103k-$286k/yrOnsiteFull Time
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
Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
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
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
J.P. Morgan Wealth Management – Private Client Advisor – Wayland, MA
Wayland, Massachusetts, United States
$48k/yrOnsiteFull Time
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.