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 ...
Client Representative
Ann Arbor, MI · On-site
You will collaborate with Principals, Project Managers, and your team engineers to ensure the project is completed to the client's satisfaction. Your Responsibilities Client Relationship Management:
Quick apply
Client Representative
Ann Arbor, MI · On-site
You will collaborate with Principals, Project Managers, and your team engineers to ensure the project is completed to the client's satisfaction. Your Responsibilities Client Relationship Management:
Client Representative
Ann Arbor, MI · On-site
You will collaborate with Principals, Project Managers, and your team engineers to ensure the project is completed to the client's satisfaction. Your Responsibilities Client Relationship Management:
Client Representative
Ann Arbor, MI · On-site
You will collaborate with Principals, Project Managers, and your team engineers to ensure the project is completed to the client's satisfaction. Your Responsibilities Client Relationship Management:
The Client Service Manager (CSM) will consistently provide the highest level of day-to-day client service to small business clients. The CSM will help grow the assigned small business book and ...
The Client Service Manager (CSM) will consistently provide the highest level of day-to-day client service to small business clients. The CSM will help grow the assigned small business book and ...
The Client Service Manager (CSM) will consistently provide the highest level of day-to-day client service to small business clients. The CSM will help grow the assigned small business book and ...
The Client Service Manager (CSM) will consistently provide the highest level of day-to-day client service to small business clients. The CSM will help grow the assigned small business book and ...
Client Success Manager
Toledo, OH · 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 ...
New
Client Success Manager
Toledo, OH · 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 ...
New
Client Experience Coordinator
Maumee, OH · On-site
$17.25 - $23/hr
The Client Experience Coordinator delivers a high-level client and adviser experience by managing the preparation, processing, and maintenance of client accounts and plans. This role works closely ...
Quick apply
Client Experience Coordinator
Maumee, OH · On-site
$17.25 - $23/hr
The Client Experience Coordinator delivers a high-level client and adviser experience by managing the preparation, processing, and maintenance of client accounts and plans. This role works closely ...
Client Experience Coordinator
Maumee, OH · On-site
$17.25 - $23/hr
Description The Client Experience Coordinator delivers a high-level client and adviser experience by managing the preparation, processing, and maintenance of client accounts and plans. This role ...
Client Experience Coordinator
Maumee, OH · On-site
$17.25 - $23/hr
Description The Client Experience Coordinator delivers a high-level client and adviser experience by managing the preparation, processing, and maintenance of client accounts and plans. This role ...
Client Experience Coordinator
Maumee, OH · On-site
$17.25 - $23/hr
Job Type Full-time Description The Client Experience Coordinator delivers a high-level client and adviser experience by managing the preparation, processing, and maintenance of client accounts and ...
Client Experience Coordinator
Maumee, OH · On-site
$17.25 - $23/hr
Job Type Full-time Description The Client Experience Coordinator delivers a high-level client and adviser experience by managing the preparation, processing, and maintenance of client accounts and ...
Update and maintain CRM with logs of all client related activities. Education, Experience and Skills: * Proven ability to build strong client relationships and drive satisfaction. * Excellent ...
Update and maintain CRM with logs of all client related activities. Education, Experience and Skills: * Proven ability to build strong client relationships and drive satisfaction. * Excellent ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Manager information
See Monroe, MI salary details
$30.5K - $36.8K
8% of jobs
$41.2K is the 25th percentile. Wages below this are outliers.
$36.8K - $43K
23% of jobs
$43K - $49.2K
6% of jobs
$49.2K - $55.5K
8% of jobs
The median wage is $56.7K / yr.
$55.5K - $61.7K
18% of jobs
$61.7K - $67.9K
8% of jobs
$69.5K is the 75th percentile. Wages above this are outliers.
$67.9K - $74.1K
9% of jobs
$74.1K - $80.4K
6% of jobs
$80.4K - $86.6K
3% of jobs
$86.6K - $92.8K
4% of jobs
$92.8K - $99.1K
4% of jobs
$30.5K
$61.2K
$99.1K
How much do client manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a client manager, and why are they important?
What does a client manager do?
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.
What are some common challenges client managers face when handling multiple client accounts simultaneously?
How to become a client manager?
Is a client manager a good job?

Bank Of America rating
8.2
Based on 527 frontline employees who took The Breakroom Quiz
51st 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:
- 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:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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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
Year founded
1998