Private Client Manager II
Miami, FL · On-site
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Private Client Manager II
Miami, FL · On-site
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Private Client Manager II
Miami, FL · On-site
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Private Client Manager II
Miami, FL · On-site
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Data management includes, but is not limited to, updating client agreements, certificates, sending invoices, sending invoice reminders, and entering vessel, contact and company details. There is a ...
Data management includes, but is not limited to, updating client agreements, certificates, sending invoices, sending invoice reminders, and entering vessel, contact and company details. There is a ...
National Client Executive
Fort Lauderdale, FL · On-site
$101.62K - $135.65K/yr
Manages merger and divesture activities with clients to ensure smooth transitions. * Manages and negotiates complex performance guarantees. * Drives client conversations around potential downstream ...
National Client Executive
Fort Lauderdale, FL · On-site
$101.62K - $135.65K/yr
Manages merger and divesture activities with clients to ensure smooth transitions. * Manages and negotiates complex performance guarantees. * Drives client conversations around potential downstream ...
Client Services Manager
Fort Lauderdale, FL · On-site +1
Data management includes, but is not limited to, updating client agreements, certificates, sending invoices, sending invoice reminders, and entering vessel, contact and company details. There is a ...
Client Services Manager
Fort Lauderdale, FL · On-site +1
Data management includes, but is not limited to, updating client agreements, certificates, sending invoices, sending invoice reminders, and entering vessel, contact and company details. There is a ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
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 ...
Registered Wealth Management Client Associate- Bilingual Spanish Aventura, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are ...
Registered Wealth Management Client Associate- Bilingual Spanish Aventura, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are ...
Client Manager
Miami, FL · Hybrid
... management, coordinates delivery of value-add services across operational teams, helps teams expand firm-wide client relationships, works with relationship attorneys to develop and manage client ...
Client Manager
Miami, FL · Hybrid
... management, coordinates delivery of value-add services across operational teams, helps teams expand firm-wide client relationships, works with relationship attorneys to develop and manage client ...
Client Manager
Fort Lauderdale, FL · On-site
... management department, acting as the key contact for Captains, Crew, and Client Offices. With ... responsibility for your own portfolio of yachts, but supported by an experienced team of maritime ...
Client Manager
Fort Lauderdale, FL · On-site
... management department, acting as the key contact for Captains, Crew, and Client Offices. With ... responsibility for your own portfolio of yachts, but supported by an experienced team of maritime ...
As a Client Center Manager in the Private Bank you will lead the day-to-day operations of the Miami ... Excellent time management and written/ verbal communication skills * Proficiency in Excel ...
As a Client Center Manager in the Private Bank you will lead the day-to-day operations of the Miami ... Excellent time management and written/ verbal communication skills * Proficiency in Excel ...
As a Client Center Manager in the Private Bank you will lead the day-to-day operations of the Miami ... Excellent time management and written/ verbal communication skills * Proficiency in Excel ...
As a Client Center Manager in the Private Bank you will lead the day-to-day operations of the Miami ... Excellent time management and written/ verbal communication skills * Proficiency in Excel ...
Private Client Advisor II
Miami, FL · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
Miami, FL · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
Miami, FL · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
Miami, FL · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Wealth Management Client Associate- Bilingual Russian
Aventura, FL · On-site
$13.75 - $19.25/hr
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 ...
Wealth Management Client Associate- Bilingual Russian
Aventura, FL · On-site
$13.75 - $19.25/hr
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 Management information
See Miami, FL salary details
$56.9K - $58.6K
8% of jobs
$58.6K - $60.2K
8% of jobs
$61.7K is the 25th percentile. Wages below this are outliers.
$60.2K - $61.9K
11% of jobs
$61.9K - $63.5K
8% of jobs
$63.5K - $65.2K
11% of jobs
The median wage is $66.3K / yr.
$65.2K - $66.8K
8% of jobs
$66.8K - $68.5K
11% of jobs
$68.5K - $70.1K
8% of jobs
$70.8K is the 75th percentile. Wages above this are outliers.
$70.1K - $71.8K
11% of jobs
$71.8K - $73.4K
8% of jobs
$73.4K - $75.1K
11% of jobs
$56.9K
$67K
$75.1K
How much do client management jobs pay per year?
As of May 28, 2026, the average yearly pay for client management in Miami, FL is $66,951.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,200.00 and $71,700.00 per year, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive in Client Management, and why are they important?
To thrive in Client Management, you need strong relationship-building abilities, strategic thinking, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, data analysis tools, and project management systems is typically required. Exceptional communication, problem-solving, and negotiation skills help professionals stand out in this role. These skills ensure effective client retention, satisfaction, and business growth in a competitive marketplace.
What are some common challenges faced in a client management role, and how can I effectively address them?
One of the most common challenges in client management is balancing multiple client expectations and priorities while ensuring clear communication and timely delivery. You may also encounter situations where clients have shifting needs or unforeseen issues arise. To address these challenges effectively, it's important to set transparent expectations early, maintain proactive communication, and collaborate closely with internal teams. Building strong relationships and demonstrating reliability helps foster trust, making it easier to navigate occasional setbacks or changes in project scope.
What is client management?
Client management refers to the processes and strategies used by businesses or professionals to build, maintain, and grow relationships with their clients. This role involves understanding client needs, providing excellent service, addressing concerns, and ensuring client satisfaction to foster long-term partnerships. Effective client management can lead to increased loyalty, repeat business, and valuable referrals. It often includes activities like regular communication, account management, and problem-solving to meet both client and company goals.
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 are popular job titles related to Client Management jobs in Miami, FL? For Client Management jobs in Miami, FL, the most frequently searched job titles are:
What job categories do people searching Client Management jobs in Miami, FL look for? The top searched job categories for Client Management jobs in Miami, FL are:
Full-time
Posted 15 days ago
Job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
- Leads complex credit opportunities, including structured credit deals
- Grows book balances and Year over Year revenue
- Partners with and mentors Private Client Managers on more complex products and client relationships
- Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
Required Qualifications:
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
- 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
- Excellent ability to work in a team environment
- Strong interpersonal and influence / partnership skills
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
Desired Qualifications:
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills:
- Client Management
- Client Solutions Advisory
- Loan Structuring
- Relationship Building
- Risk Management
- Active Listening
- Analytical Thinking
- Oral Communications
- Referral Management
- Underwriting
- Account Management
- Attention to Detail
- Collaboration
- Decision Making
- Financial Analysis
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
About Bank of America Business
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998