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Asset Management Client Relationship Manager Jobs

View Cleaners

Client Relationship Manager

Irvine, CA · On-site

This role combines customer relationship management, retail store leadership, administrative support, team coaching, client retention, and business development. As the primary point of contact for ...

CIBT

Client Relationship Manager

$110K - $120K/yr

The Client Relationship Manager will be accountable for working with their clients to fully ... Provides project management support with internal teams to define client implementation project ...

ZIO

Client Relationship Manager

Winter Park, FL · On-site

Client Relationship Manager- On-site Winter Park, FL Are you a relationship-builder who thrives on ... You'll partner closely with engineering, project management, and service teams to ensure client ...

Fitch Group

Client Relationship Manager

Chicago, IL · On-site

Maintain accurate sales pipeline reporting and forecasting You May Be a Good Fit if You Have * 5-8+ years of experience in sales, business development, account management, or client relationship ...

Stifel

Client Relationship Manager

San Francisco, CA · On-site

... Management, ensuring that such clients can avail themselves of the full range of investment ... Partner with the Relationship Manager to assess and evaluate client needs and to create further ...

Ernest

Client Relationship Manager

Austin, TX · On-site

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Austin, TX Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits ...

Ernest

Client Relationship Manager

Romulus, MI · On-site

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Detroit, MI Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits ...

Cutter Aviation

CLIENT RELATIONSHIP MANAGER

CO · On-site

$60K - $80K/yr

Individual will be responsible for maintaining client retention and fostering brand loyalty through ... data into CRM systems. * Upsells and cross sells additional work to Customer such as but not ...

Ernest

Client Relationship Manager

Vista, CA · On-site

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius of Vista, CA and San Diego County Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions ...

Northern Trust

Relationship Manager, Institut

Chicago, IL · On-site

$83K - $141K/yr

Knowledge of trust or asset management and accounting, usually acquired through related work experience, is required to manage client relationships. * Knowledge of general finance and portfolio ...

Strive2Move

Client Relationship Manager

Martinsville, NJ · Remote

$40K - $50K/yr

Are you a self-starter and organized? We're hiring a relationship manager to consult with potential ... management, organizational, interpersonal, and communication skills -Comfortable being held ...

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Asset Management Client Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do asset management client relationship manager jobs pay per year?

As of Sep 15, 2026, the average yearly pay for asset management client relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What does an asset management client relationship manager do?

An Asset Management Client Relationship Manager is responsible for maintaining and strengthening relationships with clients who have investments managed by their firm. They act as the main point of contact, addressing client needs, providing updates on portfolio performance, and ensuring a high level of service. They also collaborate with internal teams to tailor investment solutions and help clients reach their financial goals. Additionally, they may be involved in onboarding new clients and identifying opportunities to grow business with existing clients.

How does an asset management client relationship manager typically collaborate with portfolio managers and other internal teams to meet client needs?

An Asset Management Client Relationship Manager serves as the key liaison between clients and internal teams, such as portfolio managers, compliance, and operations. They regularly communicate clients’ objectives and feedback to portfolio managers, ensuring investment strategies align with client expectations. Collaboration often involves coordinating meetings, preparing reporting materials, and working together to address any service issues or investment inquiries. This cross-functional teamwork is essential for providing a seamless client experience and maintaining high client satisfaction.

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

To thrive as an Asset Management Client Relationship Manager, you need a strong understanding of investment products, financial markets, and client servicing, typically backed by a degree in finance or business and relevant industry certifications such as the CFA or Series 7/63 licenses. Familiarity with portfolio management systems, CRM platforms, and financial analysis tools is essential for effective account management. Outstanding communication, problem-solving, and relationship-building skills set top performers apart in this client-facing role. These capabilities are crucial for building trust, delivering tailored solutions, and driving client satisfaction and retention in a competitive industry.

What is the difference between Asset Management Client Relationship Manager vs Financial Advisor?

AspectAsset Management Client Relationship ManagerFinancial Advisor
CredentialsTypically requires certifications like CFA or CFP, relevant industry experienceOften holds CFP, Series 7, Series 66, or similar licenses
Work EnvironmentWorks within asset management firms, banks, or investment companiesWorks independently or within financial planning firms, banks, or brokerages
Primary FocusManaging client portfolios, investment strategies, and asset allocationProviding personalized financial planning, investment advice, and wealth management
Client InteractionFocuses on institutional and high-net-worth clients, maintaining ongoing relationshipsWorks directly with individual clients to meet their financial goals

While both roles involve client interaction and investment knowledge, Asset Management Client Relationship Managers primarily focus on managing investment portfolios within asset management firms, whereas Financial Advisors provide comprehensive financial planning services to individual clients. The choice depends on whether the client needs portfolio management or personalized financial advice.

What are popular job titles related to Asset Management Client Relationship Manager jobs?

For Asset Management Client Relationship Manager jobs, the most frequently searched job titles are:

Infographic showing various Asset Management Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Client Relationship Manager

Irvine, CA • On-site

View Cleaners
Retail • 11 - 50 employees
Learn more about View Cleanersexternal

Other

Posted 18 days ago

Job description

Position Summary

The Client Relationship Manager is responsible for delivering an exceptional customer experience while supporting the day-to-day operations of View Cleaners. This role combines customer relationship management, retail store leadership, administrative support, team coaching, client retention, and business development.

As the primary point of contact for clients, the Client Relationship Manager ensures that every customer interaction reflects View Cleaners' commitment to luxury garment care, professionalism, and personalized service. This position also supports home delivery clients, retail operations, marketing initiatives, team communications, and administrative functions. The role combines responsibilities from both retail management and administrative leadership functions.

Key Responsibilities Client Experience & Relationship Management
  • Build strong relationships with retail and home delivery clients.
  • Ensure every customer is greeted promptly, professionally, and courteously.
  • Resolve client concerns, service issues, and garment claims quickly and professionally.
  • Follow up with customers regarding delayed orders, special requests, and satisfaction concerns.
  • Develop and maintain relationships with VIP, concierge, and high-value clients.
  • Increase client retention through personalized service and proactive communication.
  • Generate referral business and positive online reviews.
Retail Store Operations
  • Oversee daily operations of the retail location.
  • Ensure all garments are processed accurately and ready when promised.
  • Maintain a clean, organized, and professional store environment.
  • Reconcile cash drawers and verify daily deposits.
  • Monitor workflow between retail stores, production plant, and delivery routes.
  • Maintain operational reports and performance metrics.
  • Fill in for Customer Service Representatives when necessary.
Team Leadership & Development
  • Train, coach, and mentor Customer Service Representatives.
  • Conduct onboarding for new team members.
  • Develop and maintain Standard Operating Procedures (SOPs).
  • Create schedules and manage timekeeping records.
  • Foster teamwork, accountability, and positive workplace culture.
  • Conduct daily huddles and team communication meetings.
  • Monitor employee performance and provide constructive feedback.
Administrative & Office Support
  • Answer client emails, phone calls, and online inquiries.
  • Support payroll preparation and administrative record keeping.
  • Assist with HR documentation and compliance.
  • Coordinate meetings, training schedules, and internal communications.
  • Maintain organized digital and physical records.
  • Support management with special projects and reporting.
Marketing & Business Development
  • Support implementation of marketing campaigns.
  • Assist with social media engagement and customer outreach.
  • Promote View Cleaners' Home & Office Pickup and Delivery Service.
  • Support customer loyalty and referral programs.
  • Identify opportunities to increase sales and client engagement.
  • Help strengthen View Cleaners' reputation as Orange County's premier garment care provider.
Key Competencies
  • Exceptional customer service and relationship-building skills
  • Strong verbal and written communication
  • Leadership and coaching abilities
  • Professional conflict resolution
  • Organizational and project management skills
  • Attention to detail
  • Problem-solving mindset
  • Positive attitude and professionalism
  • Ability to multitask in a fast-paced environment
  • Strong computer skills, including Microsoft Office, POS systems, CRM software, and email platforms
Preferred
  • Dry cleaning, hospitality, luxury retail, or service industry experience
  • Experience managing customer relationships and teams
  • Knowledge of garment care and textile services
About View Cleaners

View Cleaners is Orange County's premier dry cleaning and laundry service, serving customers since 1976. We specialize in luxury garment care, wedding gowns, designer apparel, household items, and complimentary home and office pickup and delivery service. Our mission is to provide world-class customer experience through exceptional service, attention to detail, and lasting client relationships.

Core Values:
  • Customer First
  • Accountability
  • Integrity
  • Continuous Improvement
  • Teamwork
  • Excellence in Service

This position is ideal for someone who enjoys building relationships, leading people, solving problems, and helping grow a high-end service business.

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