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Client Management Jobs (NOW HIRING)

IFF

Vice President of Client Management

Chicago, IL · On-site

$175K - $227K/yr

Vice President of Client Management Employee Status: Full Time, Exempt Salary: Grade 10 Starting range of $175,000 - $227,000 | Chicago | Detroit | Milwaukee Starting range of $160,000 - $210,000 ...

Talently

Client Services Manager

York, PA · On-site

Join a dynamic company in the insurance industry, recognized for its commitment to delivering comprehensive risk management and commercial insurance solutions. As a Client Service Manager-Commercial ...

Bank of America

Private Client Manager II

Sarasota, 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 ...

Bank of America

Private Client Manager II

Dallas, TX · 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 ...

Bank of America

Private Client Manager II

Dallas, TX · 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 ...

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Client Management information

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$59.5K

$70K

$78.5K

How much do client management jobs pay per year?

As of Sep 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 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 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 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.

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What states have the most Client Management jobs?

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Client Management jobs near you
Infographic showing various Client Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $69,999 per year, or $33.7 per hour.

Senior Institutional Client Management Associate

Raleigh, NC • On-site

CAPTRUST
Finance and Insurance • 501 - 1,000 employees
Learn more about CAPTRUSTexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:
Responsibilities
  • Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner
  • Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations
  • Oversee critical maintenance/organization of system files, records, and assist with new client onboarding
  • Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables
  • Establish and develop relationships with FA service team and internal business partners
  • Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client
  • Assist in quarterly data collection, auditing, and input of system data
  • Perform other duties and special projects independently or with a team as required by Financial Advisor Service Team or the Institutional Client Services department

Qualifications
Minimum Qualifications:
  • Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics or equivalent work experience
  • Strong desire to work in the financial industry
  • 3 years of industry related experience
  • Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro

Desired Qualifications/Skills:
  • Excellent oral and written communications skills
  • Exceptional attention to every detail and a personal ambition to be error-free
  • Extremely organized; enjoys keeping accurate and detailed records
  • Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
  • High standards of professionalism (dress, manners, conduct, speech)
  • Positive attitude and a team player
  • Self-motivated and able to work well independently AND with others
  • Excellent math skills and the ability to grasp financial/investment concepts
  • Flexible with changes in priorities and able to handle the pressure of short deadlines
  • Strong time-management skills; maintains a personal calendar/task planner system

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?
4208 Six Forks Rd #1700 | Raleigh, NC 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. #entry
This position will remain open until filled.

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