... Assist in identifying basic upsell and cross-sell opportunities Product & Service Familiarity ... Management Track client relationship health and escalate risks when identified Follow up ...
... Assist in identifying basic upsell and cross-sell opportunities Product & Service Familiarity ... Management Track client relationship health and escalate risks when identified Follow up ...
Client Relationship Manager
Manhattan, NY · On-site
... Assist in identifying basic upsell and cross-sell opportunities Product & Service Familiarity ... Management Track client relationship health and escalate risks when identified Follow up ...
Client Relationship Manager
Manhattan, NY · On-site
... Assist in identifying basic upsell and cross-sell opportunities Product & Service Familiarity ... Management Track client relationship health and escalate risks when identified Follow up ...
... Assist in identifying basic upsell and cross-sell opportunities Product & Service Familiarity ... Management Track client relationship health and escalate risks when identified Follow up ...
... Assist in identifying basic upsell and cross-sell opportunities Product & Service Familiarity ... Management Track client relationship health and escalate risks when identified Follow up ...
Client Relationship Manager
Miami, FL · On-site
$56K - $60K/yr
We are seeking a driven and polished Client Relationship Manager to join our team in Miami, FL. In ... delivery. * Assist in onboarding new clients and guiding them through initial processes and ...
Client Relationship Manager
Miami, FL · On-site
$56K - $60K/yr
We are seeking a driven and polished Client Relationship Manager to join our team in Miami, FL. In ... delivery. * Assist in onboarding new clients and guiding them through initial processes and ...
Client Relationship Analyst
Boston, MA · On-site
$34K/yr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Analyst
Boston, MA · On-site
$34K/yr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Analyst
Boston, MA · On-site
$34K/yr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Analyst
Boston, MA · On-site
$34K/yr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Manager
Newark, DE · Hybrid
$51K - $62K/yr
Utilize CRM and internal systems to manage client data and workflow tracking * Assist in maintaining operational efficiency across scheduling, documentation, and service execution * Ensure accuracy ...
Client Relationship Manager
Newark, DE · Hybrid
$51K - $62K/yr
Utilize CRM and internal systems to manage client data and workflow tracking * Assist in maintaining operational efficiency across scheduling, documentation, and service execution * Ensure accuracy ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Manager
Austin, TX · On-site
$60K/yr
Maintain accurate CRM records and client documentation * Assist with client onboarding and account servicing * Support seminars, events, and client relationship activities * Learn Skyline's planning ...
Quick apply
Client Relationship Manager
Austin, TX · On-site
$60K/yr
Maintain accurate CRM records and client documentation * Assist with client onboarding and account servicing * Support seminars, events, and client relationship activities * Learn Skyline's planning ...
Client Relationship Manager
New York, NY · On-site
They are supported by Assistant Relationship Managers (ARM). Based in New York, the Relationship ... Acquire new client relationships and expand existing ones in line with GTPS/BAN commercial ...
Client Relationship Manager
New York, NY · On-site
They are supported by Assistant Relationship Managers (ARM). Based in New York, the Relationship ... Acquire new client relationships and expand existing ones in line with GTPS/BAN commercial ...
Client Relationship Analyst
Colchester, VT · On-site
$34K/yr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Analyst
Colchester, VT · On-site
$34K/yr
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) * Assist FAs/PWAs/teams in a clerical capacity with research ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) * Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Analyst
Charlotte, NC · On-site
Client Relationship Analysts provide exceptional service to our clients and support Financial ... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ...
Client Relationship Analyst
Charlotte, NC · On-site
Client Relationship Analysts provide exceptional service to our clients and support Financial ... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Manager
$125K - $145K/yr
Client Relationship Manager Miami, FL Full-time, On-site Compensation: $120,000 to $140,000 ... * Assist with training, onboarding, mentoring, and knowledge-sharing for team members within the ...
Quick apply
Client Relationship Manager
$125K - $145K/yr
Client Relationship Manager Miami, FL Full-time, On-site Compensation: $120,000 to $140,000 ... * Assist with training, onboarding, mentoring, and knowledge-sharing for team members within the ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Manager
Miami, FL · On-site
$56K - $60K/yr
We are seeking a driven and polished Client Relationship Manager to join our team in Miami, FL. In ... delivery. * Assist in onboarding new clients and guiding them through initial processes and ...
Client Relationship Manager
Miami, FL · On-site
$56K - $60K/yr
We are seeking a driven and polished Client Relationship Manager to join our team in Miami, FL. In ... delivery. * Assist in onboarding new clients and guiding them through initial processes and ...
Client Relationship Manager
Atlanta, GA · On-site
The Client Relationship Manager will work with our Private Advisor team members and will interact ... Oversee client insurance and annuities processes * Assist in the preparation of key documents and ...
Client Relationship Manager
Atlanta, GA · On-site
The Client Relationship Manager will work with our Private Advisor team members and will interact ... Oversee client insurance and annuities processes * Assist in the preparation of key documents and ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research ...
Client Relationship Assistant information
See salary details
$29K - $35.3K
5% of jobs
$35.3K - $41.5K
14% of jobs
$43.6K is the 25th percentile. Wages below this are outliers.
$41.5K - $47.8K
18% of jobs
The median wage is $52.2K / yr.
$47.8K - $54.1K
18% of jobs
$54.1K - $60.4K
15% of jobs
$62.7K is the 75th percentile. Wages above this are outliers.
$60.4K - $66.6K
13% of jobs
$66.6K - $72.9K
7% of jobs
$72.9K - $79.2K
3% of jobs
$79.2K - $85.5K
3% of jobs
$85.5K - $91.7K
2% of jobs
$91.7K - $98K
1% of jobs
$29K
$57.4K
$98K
How much do client relationship assistant jobs pay per year?
What job makes 10,000 a month without a degree?
What are Client Relationship Assistants?
What jobs pay 2000 a day?
What are the key skills and qualifications needed to thrive as a Client Relationship Assistant, and why are they important?
What does a client relations assistant do?
How does a Client Relationship Assistant typically collaborate with account managers and other departments?
Is being an RM a stressful job?
Full-time
Medical, Life, Retirement, PTO
Posted 11 days ago
Job description
Responsibilities
Client Support & Execution
Support daily client requests and retain ownership of action items through to resolution
Follow established processes and escalate issues when necessary
Maintain accurate records of client interactions, deliverables, and updates in CRM systems Relationship Building
Build foundational relationships with executive-level decision-makers
Proactively engage clients to participate in ECI events, surveys, and feedback initiatives
Assist in identifying basic upsell and cross-sell opportunities
Product & Service Familiarity
Develop working knowledge of ECI products, services, and core technologies (cloud, cybersecurity)
Begin applying product knowledge to client conversations and solution alignment
Risk Management
Track client relationship health and escalate risks when identified
Follow up proactively on open items and contribute to risk mitigation efforts
Business Reviews & Reporting
Conduct introductory Business Reviews with support from senior CRMs
Maintain structured tracking of outstanding tasks and client action items
Assist in preparing presentations and documentation for client meetings
Qualifications (Knowledge, Skills, Abilities)
1–3 years of industry experience
Basic understanding of CRM processes and client relationship management principles
Familiarity with CRM tools (e.g., Salesforce), ServiceNow, and reporting platforms
Introductory knowledge of ECI solutions and industry trends
Time management: meets most deadlines with occasional reminders
Communication: responds to client and team requests in a timely manner when prompted
Interpersonal: active listening, building rapport, establishing trust
Presentation: public speaking fundamentals, documentation accuracy, engagement techniques
Analytical: basic data interpretation, risk identification
Ability to track and resolve client requests with guidance
Ability to escalate concerns appropriately and follow through on assigned tasks
Updated: For Review
Demonstrates adaptability, enthusiasm, and a “can do” attitude
Ability to establish credibility in client interactions and internal collaboration
Ability to manage meeting agendas, take notes, and track action items
Working Conditions
Ability to work in an independent environment with moderate supervision
Ability to work under a moderate noise level (i.e. working on an open floor with printers, telephones, and computers)
Ability to travel for business and work beyond normal business hours when necessary
Ability to be flexible and successfully respond to multiple work pressures
Dexterity of hands and fingers to operate a computer keyboard, mouse, power tools, and to handle other computer
components
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