ZipRecruiter

Log In

1

Client Relationship Manager Job Jobs (NOW HIRING)

NEXACC

Client Relationship Manager

Phoenix, AZ · Hybrid

$880 - $1.2K/wk

As a Client Relationship Manager, you will play a crucial role in maintaining and enhancing client satisfaction, fostering long-term relationships, and driving business growth. You will be involved ...

next page

Showing results 1-20

All JobsClient Relationship Job JobsClient Relationship Manager Job Jobs

Client Relationship Manager Job information

See salary details

$29K

$57.4K

$98K

How much do client relationship manager job jobs pay per year?

As of Jul 7, 2026, the average yearly pay for client relationship manager job 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.
Client Relationship Manager

Client Relationship Manager

Rockefeller Capital Management

Atlanta, GA • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

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 $221 billion in client assets as of May 31, 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.

Apply