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Account Manager Relationship Manager Jobs in Springfield, MA

Relationship Manager

Amherst, MA · On-site

$60 - $80/hr

Records client inquiries including service changes, new account opening, money movement, trading, etc. in CRM * Monitor daily custodial alerts including cash management, account updates, and trading ...

Account Manager

Wilbraham, MA · On-site

$60 - $80/hr

We are seeking a dedicated Account Manager to join our Wilbraham branch. In this role, you will ... Build, nurture, and maintain strong relationships with commercial landscaping clients ...

Oversees the management and activities of large accounts and related servicing teams * Manages the most strategic relationships that are characterized by significantly complex products and services ...

Oversees the management and activities of large accounts and related servicing teams * Manages the most strategic relationships that are characterized by significantly complex products and services ...

Oversees the management and activities of large accounts and related servicing teams * Manages the most strategic relationships that are characterized by significantly complex products and services ...

Oversees the management and activities of large accounts and related servicing teams * Manages the most strategic relationships that are characterized by significantly complex products and services ...

Account Manager

Easthampton, MA · On-site

$80 - $100/hr

The Account Manager serves as the primary business contact for the client and is responsible for ... In addition, the AM will build relationships with clients to encourage new and repeat business ...

Account Manager

Hartford, CT · On-site

$65K - $77K/yr

Relationships That Drive Results. Success That Lasts. Our Account Managers serve as the go-to contact for our customers, embodying our purpose to make construction better by being their partner for ...

Develop relationships with prospects & track all activity in Salesforce.com CRM * Current customer expansion and account management. Translate the business plan into account-specific tactics. Develop ...

CL Account Manager

Windsor, CT · On-site

$60 - $80/hr

The Account Manager delivers live training sessions, supports account creation and onboarding activities, and maintains detailed onboarding and engagement records within CRM tools. Acting as a ...

Develop relationships with prospects amp; track all activity in Salesforce.com CRM * Current customer expansion and account management. Translate the business plan into account-specific tactics.

Account Manager M/F

Hebron, CT · On-site

$100 - $125/hr

Proactive market development and systematic relationship building; Coordination of internal resources (Pre-Sales, Technical, Management) * Maintenance and development of the account and opportunity ...

At Cooperative Systems, client relationships are our top priority. We are looking for a dedicated and personable account manager to maintain client accounts and serve as our main point of contact.

Job Type Full-time Description At Cooperative Systems, client relationships are our top priority. We are looking for a dedicated and personable account manager to maintain client accounts and serve ...

Description At Cooperative Systems, client relationships are our top priority. We are looking for a dedicated and personable account manager to maintain client accounts and serve as our main point of ...

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Account Manager Relationship Manager information

See Springfield, MA salary details

$35.9K

$75.5K

$247.6K

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

As of Sep 8, 2026, the average yearly pay for account manager relationship manager in Springfield, MA is $75,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $77,200.00 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 Springfield, MA?

For Account Manager Relationship Manager jobs in Springfield, MA, the most frequently searched job titles are:

What job categories do people searching Account Manager Relationship Manager jobs in Springfield, MA look for?

The top searched job categories for Account Manager Relationship Manager jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Account Manager Relationship Manager jobs?

Cities near Springfield, MA with the most Account Manager Relationship Manager job openings:

Relationship Manager

Beacon Pointe Advisors LLC

Amherst, MA • Hybrid

$60K - $85K/yr

Full-time

Re-posted 20 days ago


Key responsibilities

  • Act as the primary liaison between high-net-worth clients, investment professionals, and service support teams to provide personalized, high-touch service.

  • Research and respond to routine-to-complex client inquiries, record service changes, account openings, and other client requests in CRM.

  • Assist with account setup, maintenance, and onboarding tasks, including preparing paperwork, tracking setup, and communicating with clients.


Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Amherst, MA office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. 

The structure of this role is hybrid, with in-office days and remote work days.

 Responsibilities

  • Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
  • Research and respond to routine-to-complex HNW client inquires in a timely fashion.
  • Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
  • Monitor daily custodial alerts including cash management, account updates, and trading, and resolve accordingly
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
  • Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
  • Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status
  • Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
  • Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
  • Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

 Qualifications

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • 1-2+ years relevant experience
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.
  • Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.

 About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.