Responsibilities include relationship management for these plan accounts and financial advisors ... The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always ® ...
Responsibilities include relationship management for these plan accounts and financial advisors ... The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always ® ...
As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...
As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...
As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...
As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...
As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...
As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...
As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...
As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...
Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business ...
Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business ...
Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business ...
Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business ...
Client Relationship Manager
Milford, DE · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Milford, DE · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Seaford, DE · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Seaford, DE · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
Client Success Manager
Milford, DE · On-site
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
Client Success Manager
Milford, DE · On-site
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
Client Success Manager
Seaford, DE · On-site
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
Client Success Manager
Seaford, DE · On-site
... and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over ...
Client Partner - Key
Dover, DE · On-site
$280K/yr
Managing Director, Key Accounts Location: Remote - Anywhere in the contiguous United States ... Client Relationship Management: Build and maintain strong, long-lasting relationships with key ...
Client Partner - Key
Dover, DE · On-site
$280K/yr
Managing Director, Key Accounts Location: Remote - Anywhere in the contiguous United States ... Client Relationship Management: Build and maintain strong, long-lasting relationships with key ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Client Partner - Education
Dover, DE · On-site
$105/hr
Client Partner Global Title: Client Partner Division & Department: Education Sales Status ... Managing Director Location: Remote - Anywhere in the contiguous US Role Specifics: This position is ...
Client Partner - Education
Dover, DE · On-site
$105/hr
Client Partner Global Title: Client Partner Division & Department: Education Sales Status ... Managing Director Location: Remote - Anywhere in the contiguous US Role Specifics: This position is ...
Client Partner - Mid-Market
Dover, DE · On-site
Managing Director, Major Accounts Location: Remote - Anywhere in the contiguous United States ... Client Relationship Management: Build and maintain strong, long-lasting relationships with key ...
Client Partner - Mid-Market
Dover, DE · On-site
Managing Director, Major Accounts Location: Remote - Anywhere in the contiguous United States ... Client Relationship Management: Build and maintain strong, long-lasting relationships with key ...
Client Partner, Ecosystem
Dover, DE · On-site
Leverage deep knowledge of your client's organizational structure and initiatives to discover new ... Monitor and manage pipeline health, forecasting accuracy, and deal velocity using CRM and analytics ...
Client Partner, Ecosystem
Dover, DE · On-site
Leverage deep knowledge of your client's organizational structure and initiatives to discover new ... Monitor and manage pipeline health, forecasting accuracy, and deal velocity using CRM and analytics ...
Client Partner - K12 Education
Dover, DE · On-site
$105/hr
Client Partner Global Title: Client Partner Division & Department: Education Sales Status ... Managing Director Location: Remote - Anywhere in the Greater San Francisco Bay area including ...
Client Partner - K12 Education
Dover, DE · On-site
$105/hr
Client Partner Global Title: Client Partner Division & Department: Education Sales Status ... Managing Director Location: Remote - Anywhere in the Greater San Francisco Bay area including ...
Client Partner, Pharma
Dover, DE · On-site
$160K - $180K/yr
... Client Partner, Life Sciences is responsible for understanding their assigned customer's entire ... be responsible for managing the end-to-end sales process to bring Datavant's Life Sciences ...
Client Partner, Pharma
Dover, DE · On-site
$160K - $180K/yr
... Client Partner, Life Sciences is responsible for understanding their assigned customer's entire ... be responsible for managing the end-to-end sales process to bring Datavant's Life Sciences ...
Client Manager information
See Georgetown, DE salary details
$30.5K - $36.7K
8% of jobs
$41.1K is the 25th percentile. Wages below this are outliers.
$36.7K - $42.9K
23% of jobs
$42.9K - $49.1K
6% of jobs
$49.1K - $55.3K
8% of jobs
The median wage is $56.6K / yr.
$55.3K - $61.5K
18% of jobs
$61.5K - $67.8K
8% of jobs
$69.3K is the 75th percentile. Wages above this are outliers.
$67.8K - $74K
9% of jobs
$74K - $80.2K
6% of jobs
$80.2K - $86.4K
3% of jobs
$86.4K - $92.6K
4% of jobs
$92.6K - $98.8K
4% of jobs
$30.5K
$61K
$98.8K
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 cities near Georgetown, DE are hiring for Client Manager jobs?
Cities near Georgetown, DE with the most Client Manager job openings:

Client Relationship Manager, Client Services - Retirement
Dover, DE • On-site
Other
Posted 13 days ago
Key responsibilities
Manage relationships with existing big and elite advisor plan clients and their financial advisors to ensure a successful service experience and plan retention.
Provide consultative advice, support, and issue resolution to clients and financial professionals to promote plan retention and prevent escalated service issues.
Develop and maintain strong relationships with clients, financial professionals, and internal departments, including reviewing accounts, identifying retention strategies, and coordinating communication and solutions.
Ascensus rating
8.2
Based on 39 frontline employees who took The Breakroom Quiz
Job description
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Section 2: Job Functions, Essential Duties and Responsibilities- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
- Consistently demonstrate a superior level of proactive client focus and team work.
- Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
- Develop strong working relationships with daily client contacts.
- Provide ownership for the resolution of issues escalated by clients and financial professionals.
- Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
- Review existing book of business to identify plan retention and create strategy for non-elite advisors.
- Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
- Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
- Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
- Lead and/or participate in projects that create additional value for existing relationships.
- Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
- Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
- Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
- N/A
- Bachelor's degree in business or related fields, or equivalent work experience
- Minimum of 7 years’ experience in retirement services industry or related field is preferred
- Minimum of 5 years’ prior experience with direct client/client equivalent relationships within a financial services administrative environment
- Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
- Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
- Excellent analytical and problem solving skills
- Ability to work with a high level of independence
- Must be detail oriented and be able to produce high quality work within tight time constraints
- Ability to make sound business judgments while effectively balancing client needs and organizational considerations
- Excellent written and oral communication skills, including group presentation experience.
- Proficiency with Microsoft Office products including Excel, Word and PowerPoint
- Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
- Demonstrated project management skills
- Ability to travel as required
About Ascensus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Dresher, PA, US
Year founded
1975