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Client Relationship Management Jobs (NOW HIRING)

FlexTG

Client Relationship Manager

Cockeysville, MD · On-site

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

Atlanta, GA · On-site

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

Baltimore, MD · On-site

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

Atlanta, GA · On-site

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an ... The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ...

FlexTG

Client Relationship Manager

Duluth, GA · On-site

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an ... The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ...

FlexTG

Client Relationship Manager

Manhattan, NY · On-site

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

Duluth, GA

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

New York, NY

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

Cockeysville, MD

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an ... The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ...

FlexTG

Client Relationship Manager

New York, NY · On-site

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an ... The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ...

FlexTG

Client Relationship Manager

Baltimore, MD

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an ... The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ...

FlexTG

Client Relationship Manager

Duluth, GA

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

Baltimore, MD

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

FlexTG

Client Relationship Manager

Atlanta, GA

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Understand each client's business objectives, contract scope, service expectations, billing ...

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Client Relationship Management information

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$57.4K

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How much do client relationship management jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client relationship management in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What does a client relationship management do?

A client relationship management professional is responsible for maintaining and strengthening relationships with clients to ensure satisfaction and loyalty. They often handle communication, address client needs, and coordinate with sales or support teams, using tools like CRM software. Strong interpersonal and organizational skills are essential for success in this role.

What is a client relationship management job?

A client relationship management job involves maintaining and strengthening relationships with clients to ensure their satisfaction and loyalty. It typically includes tasks such as communicating with clients, understanding their needs, and coordinating services or solutions, often using CRM software tools. Strong interpersonal and organizational skills are essential for success in this role.

What is client relationship management?

Client relationship management (CRM) involves building and maintaining positive relationships with clients to enhance satisfaction and loyalty. It typically includes using CRM software to track interactions, preferences, and history, enabling professionals to provide personalized service and support business growth.
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Client Relationship Management jobs near you
Infographic showing various Client Relationship Management job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 78% In-person, and 22% Hybrid job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Client Relationship Manager

Rockefeller Capital Management

Atlanta, GA • On-site

Full-time

Re-posted 14 days ago

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
  • Account opening and maintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in the preparation of key documents and reports for client meetings
  • Attend client meetings as necessary
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned

Qualifications
  • BA/BS degree
  • At least 5 years of experience in the industry preferred
  • Registered with Series 7 & 66 (or 7, 65 & 63)
  • On-site position in Atlanta

Skills
  • Works effectively within a collaborative, engaging, and fun team culture while maintaining professionalism and accountability
  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow

Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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