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Client Management Jobs (NOW HIRING)

CAPTRUST

Wealth Client Management Consultant

Boston, MA · On-site

$85K - $100K/yr

The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to ...

Chubb

VP, Client Management

New York, NY · On-site

$162K - $216K/yr

Position Summary The Vice President, Client Management - Pet Insurance leads the strategy and execution of client onboarding, retention, cross-selling, and engagement across our association, agency ...

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Client Management information

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$59.5K

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How much do client management jobs pay per year?

As of Jul 9, 2026, the average yearly pay for client management in the United States is $69,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $75,000.00 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 jobs in the US pay 300,000 a year?

In client management, senior roles such as Client Director, Vice President of Client Services, or Client Management Executive can reach or exceed $300,000 annually, especially in large firms or financial services. These positions typically require extensive experience, strong leadership skills, and often involve managing key accounts or strategic client relationships.

What is the difference between Client Management vs Customer Service Representative?

AspectClient ManagementCustomer Service Representative
CredentialsRelevant experience, certifications in account management or salesCustomer service training, communication skills
Work EnvironmentBusiness settings, client meetings, account oversightCall centers, retail, support desks
Employer & IndustryConsulting firms, financial services, B2B companiesRetail, telecom, hospitality
Search & Comparison IntentManaging client relationships, account growthHandling 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?

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 a client management role?

A client management role involves maintaining and strengthening relationships with clients to ensure their needs are met and to promote customer satisfaction. It often requires skills in communication, problem-solving, and the use of customer relationship management (CRM) tools. Professionals in this role may handle client inquiries, coordinate services, and work to retain clients over time.

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 the job of a client manager?

A client manager is responsible for maintaining and strengthening relationships with clients, understanding their needs, and ensuring their satisfaction with services or products. They often coordinate communication between clients and internal teams, manage account details, and work to retain business. Strong communication, problem-solving skills, and familiarity with customer management tools are essential for this role.

What skills boost RM salary?

For client management roles, skills that typically boost salary include strong communication, negotiation, and relationship-building abilities, along with proficiency in CRM software and data analysis. Certifications such as Certified Client Management Professional (CCMP) or related industry credentials can also enhance earning potential.
More about Client Management jobs
What cities are hiring for Client Management jobs? Cities with the most Client Management job openings:
What are the most commonly searched types of Client Management jobs? The most popular types of Client Management jobs are:
What states have the most Client Management jobs? States with the most job openings for Client Management jobs include:
What job categories do people searching Client Management jobs look for? The top searched job categories for Client Management jobs are:
Client Management jobs near you
Infographic showing various Client Management job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $69,999 per year, or $33.7 per hour.
Wealth Client Management Consultant

Wealth Client Management Consultant

CAPTRUST

Allentown, PA • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others.
Responsibilities
  • Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
  • Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client
  • Prepares and provides documentation and materials required for client calls and visits
  • May participate in investment reviews and annual reviews
  • Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
  • Works with Financial Advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture
  • Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
  • Performs other duties and special projects as required, including firm-wide initiatives
  • Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role
Qualifications
Minimum Qualifications:
  • Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
  • Completion of a four-year college degree from an accredited college or equivalent work experience
Desired Qualifications/Skills:
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
  • Ability to navigate spreadsheets
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player
  • Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
  • Analytical thinker and problem solver
  • 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 and notable attention to detail
  • Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
  • Exceptional written and verbal communication skill
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)
WHERE will you be working?
600 Hamilton St #900 | Allentown, PA 18101
OR
4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609
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. #mid-senior
This position will remain open until filled.

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