Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
Client Services Assistant
Denver, CO · On-site +1
$24.76/hr
Position Summary The Client Relationship Assistant position comprises a range of administrative ... Manages administrative responsibilities, including invoice preparation and approval, payable ...
Client Services Assistant
Denver, CO · On-site +1
$24.76/hr
Position Summary The Client Relationship Assistant position comprises a range of administrative ... Manages administrative responsibilities, including invoice preparation and approval, payable ...
Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
Client Executive, Human Capital Risk- CAC
Denver, CO · On-site
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
Denver, CO · On-site
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
Denver, CO · On-site +1
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
Denver, CO · On-site +1
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
Denver, CO · On-site
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Executive, Human Capital Risk- CAC
Denver, CO · On-site
$120 - $140K/hr
Client Management * Providing best in class client service by exceeding client expectations for a book of business representing clients of various size, scope, and geographic locations through ...
Client Manager - Construction
Englewood, CO · On-site
$61K - $105K/yr
Client Manager The Client Manager is a client-facing role responsible for managing marketing and ... Act as a liaison between clients and internal teams to facilitate seamless account management
New
Client Manager - Construction
Englewood, CO · On-site
$61K - $105K/yr
Client Manager The Client Manager is a client-facing role responsible for managing marketing and ... Act as a liaison between clients and internal teams to facilitate seamless account management
New
Client Service Associate 1
Denver, CO · On-site
$15 - $20.50/hr
Client Success Associates will be responsible for managing, maintaining, and growing client relationships with local education agency (school district) and/or state agency stakeholders. This will be ...
Client Service Associate 1
Denver, CO · On-site
$15 - $20.50/hr
Client Success Associates will be responsible for managing, maintaining, and growing client relationships with local education agency (school district) and/or state agency stakeholders. This will be ...
Client Manager -Vice President
Denver, CO · On-site
The Client Manager is a senior-level position responsible for assisting clients in raising funds in ... Experience in operational control, change management and customer interaction * Demonstrated ...
Client Manager -Vice President
Denver, CO · On-site
The Client Manager is a senior-level position responsible for assisting clients in raising funds in ... Experience in operational control, change management and customer interaction * Demonstrated ...
Client Manager
Denver, CO · On-site
... account management, trust operations, project management, and legal regulations - Thorough ... client issues and disputes - Effective interpersonal, verbal and written communication skills If ...
Client Manager
Denver, CO · On-site
... account management, trust operations, project management, and legal regulations - Thorough ... client issues and disputes - Effective interpersonal, verbal and written communication skills If ...
Associate Client Manager - Private Client Group
Englewood, CO · On-site
$21 - $34/hr
Senior Client Manager - Team Lead FLSA Status: Non-Exempt POSITION SUMMARY: The Associate Client ... Strong written, presentation, interpersonal, organizational, time management, and oral ...
Quick apply
Associate Client Manager - Private Client Group
Englewood, CO · On-site
$21 - $34/hr
Senior Client Manager - Team Lead FLSA Status: Non-Exempt POSITION SUMMARY: The Associate Client ... Strong written, presentation, interpersonal, organizational, time management, and oral ...
Client Management * Serve as the primary point of contact for assigned projects. * Lead client meetings, status updates, and project communications. * Build trusted client relationships through ...
Client Management * Serve as the primary point of contact for assigned projects. * Lead client meetings, status updates, and project communications. * Build trusted client relationships through ...
Client Management * Serve as the primary point of contact for assigned projects. * Lead client meetings, status updates, and project communications. * Build trusted client relationships through ...
Quick apply
Client Management * Serve as the primary point of contact for assigned projects. * Lead client meetings, status updates, and project communications. * Build trusted client relationships through ...
Client Management * Serve as the primary point of contact for assigned projects. * Lead client meetings, status updates, and project communications. * Build trusted client relationships through ...
Client Management * Serve as the primary point of contact for assigned projects. * Lead client meetings, status updates, and project communications. * Build trusted client relationships through ...
Associate Client Manager
Centennial, CO · On-site
$21 - $34/hr
Senior Client Manager - Team Lead FLSA Status: Non-Exempt POSITION SUMMARY: The Associate Client ... Strong written, presentation, interpersonal, organizational, time management, and oral ...
Associate Client Manager
Centennial, CO · On-site
$21 - $34/hr
Senior Client Manager - Team Lead FLSA Status: Non-Exempt POSITION SUMMARY: The Associate Client ... Strong written, presentation, interpersonal, organizational, time management, and oral ...
Associate Client Manager - Private Client Group
Englewood, CO · On-site
$21 - $34/hr
Associate Client Manager The Associate Client Manager, a client interacting position, supports ... Strong written, presentation, interpersonal, organizational, time management, and oral ...
New
Associate Client Manager - Private Client Group
Englewood, CO · On-site
$21 - $34/hr
Associate Client Manager The Associate Client Manager, a client interacting position, supports ... Strong written, presentation, interpersonal, organizational, time management, and oral ...
New
Security Client Manager
Aurora, CO · On-site
$67K/yr
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets * Build and ...
Security Client Manager
Aurora, CO · On-site
$67K/yr
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets * Build and ...
Client Management information
See Colorado salary details
$62.6K - $64.4K
8% of jobs
$64.4K - $66.2K
8% of jobs
$67.8K is the 25th percentile. Wages below this are outliers.
$66.2K - $68K
11% of jobs
$68K - $69.8K
8% of jobs
$69.8K - $71.6K
11% of jobs
The median wage is $72.9K / yr.
$71.6K - $73.5K
8% of jobs
$73.5K - $75.3K
11% of jobs
$75.3K - $77.1K
8% of jobs
$77.8K is the 75th percentile. Wages above this are outliers.
$77.1K - $78.9K
11% of jobs
$78.9K - $80.7K
8% of jobs
$80.7K - $82.5K
11% of jobs
$62.6K
$73.6K
$82.5K
How much do client management jobs pay per year?
What are the key skills and qualifications needed to thrive in client management, and why are they important?
What is the difference between Client Management vs Customer Service Representative?
| Aspect | Client Management | Customer Service Representative |
|---|---|---|
| Credentials | Relevant experience, certifications in account management or sales | Customer service training, communication skills |
| Work Environment | Business settings, client meetings, account oversight | Call centers, retail, support desks |
| Employer & Industry | Consulting firms, financial services, B2B companies | Retail, telecom, hospitality |
| Search & Comparison Intent | Managing client relationships, account growth | Handling customer inquiries, issue resolution |
While both roles involve interaction with clients or customers, Client Management focuses on building long-term relationships and managing accounts, often in a B2B context. Customer Service Representatives primarily address immediate customer needs and resolve issues, typically in a retail or support environment. Understanding these differences helps job seekers target the right roles based on their skills and career goals.
What is client management?
What do client management do?
What are some common challenges faced in a client management role, and how can I effectively address them?

KeyBank rating
8.2
Based on 99 frontline employees who took The Breakroom Quiz
52nd of 170 rated banks
Job description
Location:
9250 E Arapahoe Road, Greenwood Village ColoradoJob Summary
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Essential Functions
- Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
- Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
- Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
- Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
- Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
- Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
- Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
- Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
- High School Diploma or equivalent experience (required) or
- Bachelor's Degree (preferred)
Licenses and Certifications
- FINRA Security Industry Essentials (SIE) Upon Hire (required)
- FINRA License S7 Upon Hire (required)
- FINRA License S66 or S63 and 65 Upon Hire (required)
- Certified Financial Planner (CFP) (preferred)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
- In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. ()
Skills
- Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
- Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
- Strong client centric focus.
- Proven ability to work as a collaborative team member.
- Ability to use standard office equipment, proprietary financial services systems.
Core Competencies
- All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
- Occasional travel to include overnight stay.
Driving Requirements
- May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/29/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
#LI-HybridAbout KeyBank
Sourced by ZipRecruiter
Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Cleveland, OH, US
Year founded
1849