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Avp Client Relationship Management Jobs (NOW HIRING)

NFP Corp

AVP, Client Success

Chesterfield, MO · On-site

... wealth management and retirement challenges through custom solutions and a people-first approach ... relationships and reinforcing client trust Team Leadership & Measurable Outcomes * Lead, develop ...

NFP

AVP, Client Success

Chesterfield, MO · On-site

... wealth management and retirement challenges through custom solutions and a people-first approach ... relationships and reinforcing client trust Team Leadership & Measurable Outcomes * Lead, develop ...

NFP Corp

AVP, Client Success

Chesterfield, MO · On-site

... wealth management and retirement challenges through custom solutions and a people-first approach ... relationships and reinforcing client trust Team Leadership & Measurable Outcomes * Lead, develop ...

Aon

AVP, Client Success

Chesterfield, MO · On-site

... relationships and reinforcing client trust Team Leadership & Measurable Outcomes * Lead, develop ... Management experience preferred What We Offer: We're proud to offer a competitive salary, PTO ...

NFP Corp

AVP, Client Success

Chesterfield, MO · On-site

... wealth management and retirement challenges through custom solutions and a people-first approach ... relationships and reinforcing client trust Team Leadership & Measurable Outcomes * Lead, develop ...

NFP

AVP, Client Service

Los Angeles, CA · On-site

The Client Service Manager will have responsibility for ensuring that every client receives ... Utilizes CRM application to perform various functions, such as submitting/assigning tasks, running ...

FlexTG

Client Relationship Manager

Duluth, GA · On-site

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

Duluth, GA · On-site

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

Baltimore, MD · On-site

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an ... The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ...

FlexTG

Client Relationship Manager

Cockeysville, MD · On-site

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

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How much do avp client relationship management jobs pay per year?

As of Sep 9, 2026, the average yearly pay for avp client relationship management in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

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Client Relationship Manager

Newtown, PA • On-site

Rockefeller Capital Management
See more jobs at Rockefeller Capital Managementexternal

Full-time

Re-posted 16 days ago

Key responsibilities

  • Assist senior advisors in preparing deliverables and participate in client meetings.

  • Communicate with clients on scheduled and ad hoc basis and track client allocations and asset transfers.

  • Coordinate with clients' CPAs and attorneys, and execute daily client operational tasks such as account opening documents, check requests, journals, and wires.

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Position

An Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager.The Client Relationship Manager will work withour Rockefeller Global Family Office Team membersand will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Responsibilities
  • Assisting senior advisors in preparing deliverables and participating in client meetings
  • Communicating with clients on both a scheduled and an ad hoc basis
  • Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
  • Ongoing coordination with clients' CPAs and attorneys regarding balance sheet management
  • Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
  • Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
Qualifications
  • 3-6 years of relevant experience, working within an RIA in a client service or operational capacity is preferred
  • Bachelors degree, with a business/finance focus preferred
  • Series 7 and 66 licenses required
  • Proficiency in Microsoft Office suite
Skills
  • Strong interpersonal, organizational, and client service skills
  • Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude
  • Demonstrated initiative and ability to work independently
  • Strong quantitative, qualitative, and technical skills
  • Ability to prioritize tasks and meet deadlines
  • Strong attention to detail and recognition of critical issues
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

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