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Account Manager Relationship Manager Jobs in Boca Raton, FL

InspHire

Account Manager

Fort Lauderdale, FL · On-site

Account management responsibilities include developing strong relationships with customers, connecting with key business executives and stakeholders and preparing sales reports. Account Managers also ...

InspHire

Account Manager

Margate, FL

Account management responsibilities include developing strong relationships with customers, connecting with key business executives and stakeholders and preparing sales reports. Account Managers also ...

World Emblem Internatio

Account Manager

Hollywood, FL · On-site

$55K/yr

Grow business and establish relationships with accounts from our newly acquired company, Hero ... Manage the sales process from initial contact to closing, including negotiation and contract ...

Direct Traffic Solutions

Account Manager

Boca Raton, FL · On-site

The focus of this vital role is to manage the relationship with the client by creating a positive working relationship. The Account Manager is responsible for addressing client issues and responding ...

Direct Traffic Solutions

Account Manager

Boca Raton, FL · On-site

The focus of this vital role is to manage the relationship with the client by creating a positive working relationship. The Account Manager is responsible for addressing client issues and responding ...

Axxiom Elevator

Account Manager

Pompano Beach, FL · On-site

The Account Manager manages client relationships, drives sales, and ensures customer satisfaction. This role is responsible for identifying opportunities, presenting solutions, and meeting revenue ...

Axxiom Elevator, Llc

Account Manager

Pompano Beach, FL · On-site

The Account Manager manages client relationships, drives sales, and ensures customer satisfaction. This role is responsible for identifying opportunities, presenting solutions, and meeting revenue ...

Shoes for Crews

Account Manager

Boca Raton, FL · On-site

Position Summary The Account Manager Mid Market is responsible for driving account retention ... This role focuses on proactive outreach, relationship management, and revenue expansion within the ...

Shoes for Crews

Account Manager

Boca Raton, FL · Hybrid

Position Summary The Account Manager Mid Market is responsible for driving account retention ... This role focuses on proactive outreach, relationship management, and revenue expansion within the ...

Shoes for Crews

Account Manager

Boca Raton, FL · On-site

Position Summary The Account Manager - Mid Market is responsible for driving account retention ... This role focuses on proactive outreach, relationship management, and revenue expansion within the ...

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All JobsAccount Relationship JobsAccount Manager Relationship Manager JobsAccount Manager Relationship Manager Jobs in Boca Raton, FL

Account Manager Relationship Manager information

See Boca Raton, FL salary details

$34.2K

$71.9K

$235.8K

How much do account manager relationship manager jobs pay per year?

As of Sep 14, 2026, the average yearly pay for account manager relationship manager in Boca Raton, FL is $71,900.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,800.00 and $73,500.00 per year, depending on experience, location, and employer.

What is an account manager relationship manager?

Account Manager Relationship Managers are professionals responsible for maintaining and growing relationships with a company's clients or customers. They act as the main point of contact, ensuring client satisfaction, addressing concerns, and identifying new business opportunities. Their role often involves collaborating with sales, marketing, and service teams to deliver tailored solutions and support to clients, helping to build long-term partnerships. Success in this position requires strong communication, problem-solving skills, and a deep understanding of both the client's needs and the company's offerings.

How does an account manager relationship manager typically collaborate with other departments to ensure client satisfaction?

Account Manager Relationship Managers play a central role in coordinating with various internal teams such as sales, customer support, product development, and finance to address client needs and deliver solutions. They often act as the main point of contact for clients, relaying feedback and requirements to the appropriate departments. Effective collaboration ensures issues are resolved promptly, projects stay on track, and opportunities for upselling or cross-selling are identified. This cross-functional teamwork is essential for maintaining strong client relationships and achieving business objectives.

What are the key skills and qualifications needed to thrive as an account manager relationship manager, and why are they important?

To thrive as an Account Manager Relationship Manager, you need strong client relationship management, sales acumen, and a relevant bachelor's degree, often in business or marketing. Familiarity with CRM software (like Salesforce), data analysis tools, and sometimes industry-specific certifications are commonly required. Exceptional communication, problem-solving, and negotiation skills help you build trust and address client needs proactively. These competencies ensure client satisfaction, drive business growth, and foster long-term partnerships.

What is the difference between Account Manager Relationship Manager vs Customer Service Representative?

AspectAccount Manager Relationship ManagerCustomer Service Representative
CredentialsTypically requires a bachelor’s degree in business, marketing, or related field; certifications like CRM or sales training are commonHigh school diploma or equivalent; on-the-job training often provided
Work EnvironmentClient-facing roles in corporate settings, managing key accounts and building long-term relationshipsCustomer support centers, retail, or call centers assisting customers with inquiries and issues
Employer & Industry UsageUsed across industries like finance, tech, and manufacturing to maintain client relationshipsCommon in retail, telecom, and service industries for customer support

While both roles involve customer interaction, Account Manager Relationship Managers focus on maintaining and growing client accounts through strategic relationship management, often requiring specialized credentials. Customer Service Representatives primarily handle customer inquiries and support, with a focus on issue resolution. The roles differ in scope, responsibilities, and work environment, but both are essential for customer engagement and retention.

What are popular job titles related to Account Manager Relationship Manager jobs in Boca Raton, FL?

For Account Manager Relationship Manager jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Account Manager Relationship Manager jobs in Boca Raton, FL look for?

The top searched job categories for Account Manager Relationship Manager jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Account Manager Relationship Manager jobs?

Cities near Boca Raton, FL with the most Account Manager Relationship Manager job openings:

Account Manager Relationship Manager jobs near you
Infographic showing various Account Manager Relationship Manager job openings in Boca Raton, FL as of June 2026, with employment types broken down into 81% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 67% Physical, 3% Hybrid, and 30% Remote job distribution, with an average salary of $71,900 per year, or $34.6 per hour.

Relationship Manager

Palm Beach, FL • On-site

Oxford Financial GRP
See more jobs at Oxford Financial GRPexternal

Full-time

Re-posted 14 days ago

Key responsibilities

  • Coordinate efforts across teams to deliver an exceptional client experience and support client onboarding, account management, and service activities.

  • Prepare and review client reports, financial statements, and analysis, ensuring accuracy and timely delivery.

  • Manage and update client information, monitor workflows, and support client-related processes such as account transfers, cash flows, and lines of credit.

Job description

POSITION SUMMARY

The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations. 

DUTIES & RESPONSIBILITIES 

Deliver an excellent client experience

  • Operation within the team’s client service strategy to ensure high standard of service
  • Respond professionally and provide timely resolution to client inquiries or concerns
  • Troubleshoot client issues and follow through to resolution
  • Coordinate efforts across all areas of Oxford, as needed


 Prepare client reports and analysis 

  • Prepares client financial statements
  • Partner with technical teams to prepare required reports and analysis
  • Gather and share necessary data and information with technical and operational teams
  • Coordinate timely and efficient completion of reports and analysis 

Maintain client information 

  • Assist in completing and maintaining the Client Profile Questionnaire
  • Monitor and update the CRM, Salesforce, as appropriate
  • Determine Portfolio Summary Report template and delivery 
  • Review client information on an annual basis to ensure accuracy 

Assign and coordinate workflow to support client needs  

  • Investment Policy Statement (IPS) and Investment Allocation or Asset Allocation Summary (IAS) 
  • Family Office Services (FOS) Estate flow chart and recommendations
  • Private Market Securities (Initial purchases, calls and liquidations)
  • Client-directed trade requests
  • Cash management
  • Deposits, withdrawals, journals, wires, etc.
  • Coordinates information needed for lines of credit renewals 
  • Other Workflow processes as needed 

Support Client Onboarding 

  • Own and manage completion of assigned onboarding checklist items
  • Coordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessary
  • Create a high-quality Oxford experience during the transition from prospect to client
  • Monitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding items
  • Attend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress items 

Administrative Responsibilities and Professional Development 

  • Complete TimeTracker entries accurately and on time
  • Read, handle and respond to email and voicemail messages
  • Attend team and firm meetings
  • Stay current on technical developments and available resources
  • Maintain a spirit of teamwork and respect across the firm
  • Participate in formal education and training to strengthen areas of expertise, technical skills and leadership skills
  • Perform other duties as assigned 

QUALIFICATIONS  

  • Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients 
  • CFP®, CPWA® or CPA strongly preferred
  • Proficiency in Microsoft Outlook, Word and Excel
  • Strong analytical skills; the ability to interpret and analyze data and accurate attention to detail
  • Demonstrated knowledge of personal financial planning concepts and broader industry expertise
  • Ability to follow established procedures with accuracy and consistency
  • Ability to read and interpret legal documents
  • Professional demeanor and the highest regard for confidentiality
  • Excellent written and verbal communication skills
  • Ability to work independently as well as collaboratively in a team environment
  • Strong work ethic and positive attitude
  • Excellent organizational skills
  • Ability to manage multiple priorities in a fast-paced environment 

WORKING CONDITIONS 

  • Limited travel as business needs require
  • Extended period of sitting and working at a computer
  • Onsite position, 100% in office