... Client's Needs First--Always What It Takes to Win in This Role Client Engagement * Serve as the ... Manage onboarding of accounts tied to investment activity, including trusts, LLCs/LPs, donor ...
New
Quick apply
... Client's Needs First--Always What It Takes to Win in This Role Client Engagement * Serve as the ... Manage onboarding of accounts tied to investment activity, including trusts, LLCs/LPs, donor ...
New
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 ...
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
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
Mobile, AL · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Mobile, AL · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
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 ...
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 ...
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Account Manager
Huntsville, AL · On-site
... Account Manager. City Wide Facility Solutions is the largest management company in the building ... Manage all aspects of assigned client relationships, including client retention, expansion, and ...
Account Manager
Huntsville, AL · On-site
... Account Manager. City Wide Facility Solutions is the largest management company in the building ... Manage all aspects of assigned client relationships, including client retention, expansion, and ...
Account Manager
Huntsville, AL · On-site
... Account Manager. City Wide Facility Solutions is the largest management company in the building ... Essential functions: • Manage all aspects of assigned client relationships, including client ...
Account Manager
Huntsville, AL · On-site
... Account Manager. City Wide Facility Solutions is the largest management company in the building ... Essential functions: • Manage all aspects of assigned client relationships, including client ...
Account Manager
Huntsville, AL · On-site
... Account Manager. City Wide Facility Solutions is the largest management company in the building ... Essential functions: · Manage all aspects of assigned client relationships, including client ...
Quick apply
Account Manager
Huntsville, AL · On-site
... Account Manager. City Wide Facility Solutions is the largest management company in the building ... Essential functions: · Manage all aspects of assigned client relationships, including client ...
... Account Manager. City Wide Facility Solutions is the largest management company in the building ... Manage all aspects of assigned client relationships, including client retention, expansion, and ...
... Account Manager. City Wide Facility Solutions is the largest management company in the building ... Manage all aspects of assigned client relationships, including client retention, expansion, and ...
Account Manager
Leighton, AL · On-site
... Track client interactions, service milestones, and follow-ups using CRM tools Support sales and ... account management is preferred Department Sales Department Locations AL, Leighton
Account Manager
Leighton, AL · On-site
... Track client interactions, service milestones, and follow-ups using CRM tools Support sales and ... account management is preferred Department Sales Department Locations AL, Leighton
Account Manager
Decatur, AL · On-site
... Track client interactions, service milestones, and follow-ups using CRM tools Support sales and ... account management is preferred Department Sales Department Locations AL, Decatur
Account Manager
Decatur, AL · On-site
... Track client interactions, service milestones, and follow-ups using CRM tools Support sales and ... account management is preferred Department Sales Department Locations AL, Decatur
Account Manager
Troy, AL · On-site
... Track client interactions, service milestones, and follow-ups using CRM tools Support sales and ... account management is preferred Department Sales Department Locations AL, Troy
Account Manager
Troy, AL · On-site
... Track client interactions, service milestones, and follow-ups using CRM tools Support sales and ... account management is preferred Department Sales Department Locations AL, Troy
Account Manager
Auburn, AL · On-site
... Track client interactions, service milestones, and follow-ups using CRM tools Support sales and ... account management is preferred Department Sales Department Locations AL, Auburn
Account Manager
Auburn, AL · On-site
... Track client interactions, service milestones, and follow-ups using CRM tools Support sales and ... account management is preferred Department Sales Department Locations AL, Auburn
Account Manager
Birmingham, AL · On-site
The Account Manager is responsible for leading client relationships and event strategy, ensuring successful execution of events by coordinating internal teams and managing client expectations.
Account Manager
Birmingham, AL · On-site
The Account Manager is responsible for leading client relationships and event strategy, ensuring successful execution of events by coordinating internal teams and managing client expectations.
Client Relationship Account Manager information
What is the difference between Client Relationship Account Manager vs Customer Success Manager?
| Aspect | Client Relationship Account Manager | Customer Success Manager |
|---|---|---|
| Credentials | Relevant sales, account management certifications | Customer service, success management certifications |
| Work Environment | Client-facing, sales-driven | Client support, retention-focused |
| Employer & Industry | Financial, tech, consulting firms | Software, SaaS, tech companies |
| Search & Comparison Intent | Understanding client management roles | Customer retention and success strategies |
While both roles focus on client engagement, the Client Relationship Account Manager primarily manages sales and account growth, whereas the Customer Success Manager emphasizes client retention and satisfaction post-sale. Both roles require strong communication skills and industry knowledge but differ in their core objectives and daily tasks.
What cities in Alabama are hiring for Client Relationship Account Manager jobs?
Cities in Alabama with the most Client Relationship Account Manager job openings:
Client Relationship Manager
Birmingham, AL • On-site
OneAscent Holdings LLC
Full-time
Posted 3 days ago
New
Job description
Description:
Reports To: Investment Advisor
Job Type: Full Time
Who We Are
OneAscent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously. We're also a team that genuinely cares for each other and believes work should be a place where people thrive, not just perform. We're a growing, values-aligned RIA serving advisors and clients across the country, and we believe excellent work done with the right heart posture can change lives. Our culture is shaped by five core values we actually live out (not just hang on the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry (Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First—Always
What It Takes to Win in This Role
Client Engagement
- Serve as the primary day-to-day contact for investment-related service requests, delivering white-glove support to remote and multi-entity households.
- Manage onboarding of accounts tied to investment activity, including trusts, LLCs/LPs, donor-advised funds, and institutional accounts.
- Prepare investment review materials and close out client follow-up items.
Investment Advisor Support
- Execute investment operations workflows across private fund subscriptions, capital calls, distributions, and alternative investment onboarding.
- Coordinate with custodians and oversee wires, transfers, and money movement.
- Support the Investment Advisor with portfolio updates, allocations, and modeling.
Coordination and Operational Excellence
- Keep the Relationship Lead current on investment activity so transactions and reporting align with the client's broader planning strategy.
- Support family office initiatives involving investment activity, such as charitable funding and liquidity planning.
- Oversee account openings, titling, compliance documentation, and CRM records.
What You Bring to the Table
Required Qualifications
- 3 to 5+ years supporting ultra-high-net-worth, private wealth, or family office clients at an RIA or trust company.
- Experience working with custodians, with Charles Schwab preferred.
- Experience with reporting platforms such as Orion, Black Diamond, or Addepar, and CRM proficiency in Redtail or Salesforce.
- Strong attention to detail, clear communication, and command of complex operational workflows.
Preferred Qualifications
- Working knowledge of alternative investments, private funds, and capital calls.
- Familiarity with trusts, LLCs, LPs, and multi-entity wealth structures.
- Experience with investment-related legal or tax documentation.