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 ...
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 ...
JOB REQUISITION Client Solutions Manager, Technology LOCATION FL FT LAUDERDALE Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow ...
JOB REQUISITION Client Solutions Manager, Technology LOCATION FL FT LAUDERDALE Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow ...
JOB REQUISITION Client Solutions Manager, Technology LOCATION FL FT LAUDERDALE Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow ...
JOB REQUISITION Client Solutions Manager, Technology LOCATION FL FT LAUDERDALE Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow ...
JOB REQUISITION Client Solutions Manager, Technology LOCATION FL FT LAUDERDALE Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow ...
JOB REQUISITION Client Solutions Manager, Technology LOCATION FL FT LAUDERDALE Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow ...
JOB REQUISITION Client Solutions Manager, Technology LOCATION FL FT LAUDERDALE Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow ...
JOB REQUISITION Client Solutions Manager, Technology LOCATION FL FT LAUDERDALE Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow ...
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 ...
As a Private Client Services Tax Manager based out of our Boca Raton, FL office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will ...
As a Private Client Services Tax Manager based out of our Boca Raton, FL office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will ...
Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...
Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...
Registered Wealth Management Client Associate- Bilingual Spanish Fort Lauderdale, Florida To ... Should you be offered a role with Bank of America, your hiring manager will provide you with ...
Registered Wealth Management Client Associate- Bilingual Spanish Fort Lauderdale, Florida To ... Should you be offered a role with Bank of America, your hiring manager will provide you with ...
This role manages client requests, facilitates account operations, and ensures accuracy and completion of documentation and transactions. Acting as a liaison between clients, associates, and internal ...
This role manages client requests, facilitates account operations, and ensures accuracy and completion of documentation and transactions. Acting as a liaison between clients, associates, and internal ...
As a Private Client Services Tax Manager based out of our Boca Raton, FL office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will ...
As a Private Client Services Tax Manager based out of our Boca Raton, FL office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will ...
Client Advisor
Sunrise, FL · On-site
The successful candidate will bring insurance and client management experience, along with transportation industry insight, to help drive client growth, improve risk outcomes, and strengthen trusted ...
Client Advisor
Sunrise, FL · On-site
The successful candidate will bring insurance and client management experience, along with transportation industry insight, to help drive client growth, improve risk outcomes, and strengthen trusted ...
Client Advisor
Sunrise, FL · On-site
The successful candidate will bring insurance and client management experience, along with transportation industry insight, to help drive client growth, improve risk outcomes, and strengthen trusted ...
Client Advisor
Sunrise, FL · On-site
The successful candidate will bring insurance and client management experience, along with transportation industry insight, to help drive client growth, improve risk outcomes, and strengthen trusted ...
Client Advisor
Sunrise, FL · On-site
The successful candidate will bring insurance and client management experience, along with transportation industry insight, to help drive client growth, improve risk outcomes, and strengthen trusted ...
Client Advisor
Sunrise, FL · On-site
The successful candidate will bring insurance and client management experience, along with transportation industry insight, to help drive client growth, improve risk outcomes, and strengthen trusted ...
Client Advisor
Sunrise, FL · On-site
Marsh is seeking a Client Advisor to support strategic clients within our transportation ... This role requires executive presence, strong program management skills, the ability to work ...
Client Advisor
Sunrise, FL · On-site
Marsh is seeking a Client Advisor to support strategic clients within our transportation ... This role requires executive presence, strong program management skills, the ability to work ...
The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action, tracking commitments through to closure, and surfacing issues before they become ...
The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action, tracking commitments through to closure, and surfacing issues before they become ...
The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action, tracking commitments through to closure, and surfacing issues before they become ...
Quick apply
The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action, tracking commitments through to closure, and surfacing issues before they become ...
Client Manager information
See Boca Raton, FL salary details
$31.2K - $37.6K
8% of jobs
$42.1K is the 25th percentile. Wages below this are outliers.
$37.6K - $44K
23% of jobs
$44K - $50.3K
6% of jobs
$50.3K - $56.7K
8% of jobs
The median wage is $58K / yr.
$56.7K - $63K
18% of jobs
$63K - $69.4K
8% of jobs
$71K is the 75th percentile. Wages above this are outliers.
$69.4K - $75.8K
9% of jobs
$75.8K - $82.1K
6% of jobs
$82.1K - $88.5K
3% of jobs
$88.5K - $94.9K
4% of jobs
$94.9K - $101.2K
4% of jobs
$31.2K
$62.5K
$101.2K
How much do client manager jobs pay per year?
What does a client manager do?
What are some common challenges client managers face when handling multiple client accounts simultaneously?
What are the key skills and qualifications needed to thrive as a client manager, and why are they important?
What is the difference between Client Manager vs Account Executive?
| Aspect | Client Manager | Account Executive |
|---|---|---|
| Primary Role | Maintains client relationships, ensures client satisfaction, manages ongoing accounts | Generates new business, acquires new clients, presents products/services |
| Required Skills | Customer service, communication, relationship management | Sales, negotiation, presentation skills |
| Work Environment | Long-term client engagement, account management teams | Sales pitches, client meetings, prospecting |
| Industry Usage | Common in consulting, marketing, tech | Common in sales, advertising, tech |
While both roles involve client interaction, a Client Manager focuses on maintaining and growing existing client relationships, ensuring satisfaction and retention. An Account Executive primarily works on acquiring new clients and closing sales. Understanding these differences helps in choosing the right career path or job search focus.
How do I become a client manager?
Is a client manager a good job?
What is the role of a client manager?
What are the most commonly searched types of Client jobs in Boca Raton, FL?
The most popular types of Client jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Client Manager jobs?
Cities near Boca Raton, FL with the most Client Manager job openings:

Full-time
Re-posted 9 days ago
Bank Of America rating
8.2
Based on 529 frontline employees who took The Breakroom Quiz
50th of 171 rated banks
Job description
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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 believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code**
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
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Benefits
Hours and flexibility
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About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US