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Account Relationship Manager Jobs in Springfield, MA

Beacon Pointe

Relationship Manager

Amherst, MA · On-site

$65 - $85/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 ...

Td

Sr. Relationship Manager (US)

Hartford, CT · On-site

$148K - $223K/yr

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 ...

TD Bank Group

Sr. Relationship Manager (US)

Hartford, CT · On-site

$148K - $223K/yr

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 ...

COOPERATIVE SYSTEMS LLC

Account Manager

Windsor, CT · On-site

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 ...

COOPERATIVE SYSTEMS LLC

Account Manager

Windsor, CT · On-site

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.

Cooperative Systems LLC

Account Manager

Windsor, CT · On-site

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 ...

HAHN Group GmbH

Account Manager M/F

Hebron, CT · On-site

$90 - $130/hr

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

Jostens

Territory Sales & Account Manager

Hartford, CT · On-site +1

$75K - $85K/yr

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 ...

Jostens

Territory Sales & Account Manager

Hartford, CT · On-site

$75K - $85K/yr

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.

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All JobsAccount Relationship JobsAccount Relationship Manager JobsAccount Relationship Manager Jobs in Springfield, MA

Account Relationship Manager information

See Springfield, MA salary details

$35K

$73.7K

$241.9K

How much do account relationship manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for account relationship manager in Springfield, MA is $73,742.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $75,400.00 per year, depending on experience, location, and employer.

What does an account relationship manager do?

An Account Relationship Manager is responsible for building and maintaining strong relationships with clients or customers, ensuring their needs are met and their expectations are exceeded. They serve as the main point of contact between the client and the company, addressing concerns, providing solutions, and identifying opportunities to grow the business relationship. Their role often involves managing client accounts, coordinating with internal teams, and working to retain and expand client engagement.

How does an account relationship manager typically collaborate with sales and customer support teams?

Account Relationship Managers play a pivotal role as the liaison between clients and internal teams. They regularly collaborate with sales to identify upsell or cross-sell opportunities, ensuring clients' evolving needs are addressed. Additionally, they work closely with customer support to resolve issues efficiently and maintain high client satisfaction. This cross-functional teamwork helps strengthen long-term business relationships and drives customer retention.

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

To thrive as an Account Relationship Manager, you need strong client management, sales acumen, and business development experience, often supported by a degree in business or a related field. Familiarity with CRM software such as Salesforce and proficiency in data analysis tools are typically required. Exceptional communication, negotiation, and problem-solving skills set top performers apart in this role. These competencies are crucial for building trust, retaining key clients, and driving revenue growth within competitive markets.

What is the difference between Account Relationship Manager vs Client Services Manager?

AspectAccount Relationship ManagerClient Services Manager
CredentialsRelevant certifications (e.g., CRM certifications), experience in finance or salesCustomer service certifications, experience in client support
Work EnvironmentFinancial institutions, banks, investment firmsCorporate offices, service centers, financial firms
Employer & IndustryFinancial services, banking, investmentFinancial services, banking, corporate sectors
Search & Comparison IntentUnderstanding roles in client management within financeDistinguishing client support roles in financial services

The main difference is that Account Relationship Managers focus on maintaining and growing client accounts, often in financial sectors, while Client Services Managers handle client support and service issues. Both roles require strong communication skills and industry knowledge but serve different functions within client management and support.

Is being an account relationship manager a stressful job?

The role of an account relationship manager can be stressful due to the need to meet client expectations, manage multiple accounts, and handle problem-solving under deadlines. Success in this role often requires strong communication skills, organization, and the ability to adapt to client needs and company goals.

What are popular job titles related to Account Relationship Manager jobs in Springfield, MA?

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

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

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

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

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

Account Relationship Manager jobs near you
Infographic showing various Account Relationship Manager job openings in Springfield, MA as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $73,742 per year, or $35.5 per hour.

Relationship Manager

Beacon Pointe Advisors LLC

Amherst, MA • Hybrid

$60K - $85K/yr

Full-time

Re-posted 17 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.