CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...
Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success
Nashville, TN ยท Hybrid
Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success Location:
New
Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success
Nashville, TN ยท Hybrid
Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success Location:
New
Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success
Nashville, TN ยท Hybrid
Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success Location: This role requires associates to be in-office 3 days per week, fostering collaboration and ...
New
Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success
Nashville, TN ยท Hybrid
Account Services/Client Management Director CareBridge - CareBridge Growth and Client Success Location: This role requires associates to be in-office 3 days per week, fostering collaboration and ...
New
EnableComp LLC in Franklin, TN is seeking a Director of Client Success to manage and cultivate client relationships, ensuring exceptional service and satisfaction. This role entails collaboration ...
EnableComp LLC in Franklin, TN is seeking a Director of Client Success to manage and cultivate client relationships, ensuring exceptional service and satisfaction. This role entails collaboration ...
Client Manager Personal Care
Nashville, TN ยท On-site
$45K/yr
Client Manager Remote/Virtual Position : No Coverage Area: Davidson, Sumner, Wilson, Williamson County Salary: $45k - $50k /annually Schedule: Monday - Friday; 8:00am - 5:00pm + On-call Rotation ...
Client Manager Personal Care
Nashville, TN ยท On-site
$45K/yr
Client Manager Remote/Virtual Position : No Coverage Area: Davidson, Sumner, Wilson, Williamson County Salary: $45k - $50k /annually Schedule: Monday - Friday; 8:00am - 5:00pm + On-call Rotation ...
PEO Client HR Manager
Oak Ridge, TN ยท On-site
Key Responsibilities Client Relationship Management * Serve as the primary HR contact for PEO clients. * Build and maintain trusted advisor relationships with business owners and client leadership ...
New
Quick apply
PEO Client HR Manager
Oak Ridge, TN ยท On-site
Key Responsibilities Client Relationship Management * Serve as the primary HR contact for PEO clients. * Build and maintain trusted advisor relationships with business owners and client leadership ...
New
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Client Manager Personal Care
$45K - $55K/yr
Client Manager Remote/Virtual Position : No Coverage Area: Davidson, Sumner, Wilson, Williamson County Salary: $45k - $50k /annually Schedule: Monday - Friday; 8:00am - 5:00pm + On-call Rotation ...
Quick apply
Client Manager Personal Care
$45K - $55K/yr
Client Manager Remote/Virtual Position : No Coverage Area: Davidson, Sumner, Wilson, Williamson County Salary: $45k - $50k /annually Schedule: Monday - Friday; 8:00am - 5:00pm + On-call Rotation ...
Client Service Manager
Memphis, TN ยท On-site
$64K/yr
The ideal candidate has strong leadership, client management, and security operations experience, including oversight of large-scale staffing environments. Job Type: Full-time Pay Rate: $64,000 per ...
New
Client Service Manager
Memphis, TN ยท On-site
$64K/yr
The ideal candidate has strong leadership, client management, and security operations experience, including oversight of large-scale staffing environments. Job Type: Full-time Pay Rate: $64,000 per ...
New
The ideal candidate has strong leadership, client management, and security operations experience, including oversight of large-scale staffing environments. Job Type: Full-time Pay Rate: $64,000 per ...
New
The ideal candidate has strong leadership, client management, and security operations experience, including oversight of large-scale staffing environments. Job Type: Full-time Pay Rate: $64,000 per ...
New
Client Manager
Nashville, TN ยท On-site +1
The Client Manager is responsible for developing new business in their assigned territory. They ... management, and specialized field services. Qualus also provides software and technology enabled ...
Client Manager
Nashville, TN ยท On-site +1
The Client Manager is responsible for developing new business in their assigned territory. They ... management, and specialized field services. Qualus also provides software and technology enabled ...
Client Management: Partner with local businesses to understand hiring needs, fill job orders quickly, and conduct on-site safety tours. * Inside Sales & Growth: Make strategic outbound calls and ...
Quick apply
Client Management: Partner with local businesses to understand hiring needs, fill job orders quickly, and conduct on-site safety tours. * Inside Sales & Growth: Make strategic outbound calls and ...
Client Management: Partner with local businesses to understand hiring needs, fill job orders quickly, and conduct on-site safety tours. * Inside Sales & Growth: Make strategic outbound calls and ...
Client Management: Partner with local businesses to understand hiring needs, fill job orders quickly, and conduct on-site safety tours. * Inside Sales & Growth: Make strategic outbound calls and ...
Client Management: Partner with local businesses to understand hiring needs, fill job orders quickly, and conduct on-site safety tours. * Inside Sales & Growth: Make strategic outbound calls and ...
Client Management: Partner with local businesses to understand hiring needs, fill job orders quickly, and conduct on-site safety tours. * Inside Sales & Growth: Make strategic outbound calls and ...
Client Manager
Nashville, TN ยท On-site
The Client Manager is responsible for developing new business in their assigned territory. They ... management, and specialized field services. Qualus also provides software and technology enabled ...
Client Manager
Nashville, TN ยท On-site
The Client Manager is responsible for developing new business in their assigned territory. They ... management, and specialized field services. Qualus also provides software and technology enabled ...
Meritain Client Service Director
$68K - $158K/yr
The Client Service Director leads and manages an Account Executive team responsible for building strong personal and collaborative partnerships with an assigned book of business to achieve customer ...
Meritain Client Service Director
$68K - $158K/yr
The Client Service Director leads and manages an Account Executive team responsible for building strong personal and collaborative partnerships with an assigned book of business to achieve customer ...
Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Knoxville, TN ยท On-site
This includes the tracking and management of activities, issues, tasks, contacts, and other client communications. * Own your Client Book of Business - be the subject matter expert and be prepared to ...
Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Knoxville, TN ยท On-site
This includes the tracking and management of activities, issues, tasks, contacts, and other client communications. * Own your Client Book of Business - be the subject matter expert and be prepared to ...
Client Strategy Manager - Pharma
$73K - $244K/yr
Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Manager & Summary The Opportunity As a Client Strategy Manager - Pharma, you will play a pivotal role in driving ...
New
Client Strategy Manager - Pharma
$73K - $244K/yr
Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Manager & Summary The Opportunity As a Client Strategy Manager - Pharma, you will play a pivotal role in driving ...
New
Client Management information
See Tennessee salary details
$54K - $55.6K
8% of jobs
$55.6K - $57.1K
8% of jobs
$58.5K is the 25th percentile. Wages below this are outliers.
$57.1K - $58.7K
11% of jobs
$58.7K - $60.3K
8% of jobs
$60.3K - $61.8K
11% of jobs
The median wage is $63K / yr.
$61.8K - $63.4K
8% of jobs
$63.4K - $65K
11% of jobs
$65K - $66.5K
8% of jobs
$67.2K is the 75th percentile. Wages above this are outliers.
$66.5K - $68.1K
11% of jobs
$68.1K - $69.7K
8% of jobs
$69.7K - $71.2K
11% of jobs
$54K
$63.5K
$71.2K
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 jobs in the US pay 300,000 a year?
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 is a client management role?
What are some common challenges faced in a client management role, and how can I effectively address them?
What is the job of a client manager?
What skills boost RM salary?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 17 days ago
Job description
WHO are we looking for?
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others:
Responsibilities
- Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
- Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
- Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
- Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
- Assist CMCs and/or Advisors in reviewing client activities and recurring tasks
- Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts
- Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
- Perform other duties and special projects as required, including firm-wide initiatives
- Some additional responsibilities may include:
- Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
- Open and distribute mail as needed
Qualifications
Minimum Qualifications:
- Completion of a four-year degree from an accredited university or equivalent work experience
- 2-5 years' experience in the investment industry
Desired Qualifications/Skills:
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
- Excellent math skills and the ability to quickly grasp financial and investment concepts
- Positive attitude and a team player
- Energized by change and ability to think "outside the box" regarding process improvement
- Flexibility to handle changing priorities, pressure, and short deadlines
Self-motivated; ability to work well independently and with others
- A high standard of professionalism
- Notable attention to detail
- Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
- Exceptional written and verbal communication skills
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
- Paid time off (PTO) or Paid Sick Leave (PSL)s
WHERE will you be working?
5314 Maryland Way Suite 300 | Brentwood, Tennessee 37027
Due to the nature of the role, this is not a remote or work from home position. #LI-onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to- understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
About CAPTRUST
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Raleigh, NC, US
Year founded
1989