Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building ...
Client Relationship Manager - External
$89K - $148K/yr
Responsible for new business implementation, asset retention, growth of assets and client ... manage those relationships * Consult with clients and brokers on investment issues including ...
New
Client Relationship Manager - External
$89K - $148K/yr
Responsible for new business implementation, asset retention, growth of assets and client ... manage those relationships * Consult with clients and brokers on investment issues including ...
New
The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
The Wealth Client Relationship Manager I is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Client ...
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The Wealth Client Relationship Manager I is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Client ...
The Wealth Client Relationship Manager I is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Client ...
The Wealth Client Relationship Manager I is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Client ...
The Wealth Client Relationship Manager I is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Client ...
The Wealth Client Relationship Manager I is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Client ...
Job Summary This hybrid day shift Client Relationship Manager role focuses on building enduring client partnerships while ensuring the flawless delivery of complex project management initiatives. The ...
Job Summary This hybrid day shift Client Relationship Manager role focuses on building enduring client partnerships while ensuring the flawless delivery of complex project management initiatives. The ...
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 ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as ...
The Client Relationship Manager is responsible for proactively developing GlobPar's business with and through our Clients (VARs and Service Providers) by driving sales and demand generation with a ...
The Client Relationship Manager is responsible for proactively developing GlobPar's business with and through our Clients (VARs and Service Providers) by driving sales and demand generation with a ...
The Client Relationship Manager is responsible for proactively developing GlobPar's business with and through our Clients (VARs and Service Providers) by driving sales and demand generation with a ...
The Client Relationship Manager is responsible for proactively developing GlobPar's business with and through our Clients (VARs and Service Providers) by driving sales and demand generation with a ...
Client Relationship Manager - Boca Raton, FL
Boca Raton, FL · On-site
$74K - $133K/yr
As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the ...
Client Relationship Manager - Boca Raton, FL
Boca Raton, FL · On-site
$74K - $133K/yr
As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the ...
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Client Relationship Manager Mid - Market
Tampa, FL · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Client Relationship Manager Mid - Market
Tampa, FL · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Client Relationship Manager information
See Florida salary details
$21.7K - $26.4K
5% of jobs
$26.4K - $31K
14% of jobs
$32.6K is the 25th percentile. Wages below this are outliers.
$31K - $35.7K
18% of jobs
The median wage is $39K / yr.
$35.7K - $40.4K
18% of jobs
$40.4K - $45.1K
15% of jobs
$46.9K is the 75th percentile. Wages above this are outliers.
$45.1K - $49.8K
13% of jobs
$49.8K - $54.5K
7% of jobs
$54.5K - $59.2K
3% of jobs
$59.2K - $63.9K
3% of jobs
$63.9K - $68.5K
2% of jobs
$68.5K - $73.2K
1% of jobs
$21.7K
$42.9K
$73.2K
How much do client relationship manager jobs pay per year?
How much do client relationship managers make in the US?
What is the difference between Client Relationship Manager vs Account Executive?
| Aspect | Client Relationship Manager | Account Executive |
|---|---|---|
| Primary Focus | Maintaining and strengthening client relationships | Acquiring new clients and closing sales |
| Work Environment | Ongoing client support, account management | Sales meetings, prospecting, negotiations |
| Required Skills | Communication, relationship-building, customer service | Sales techniques, negotiation, product knowledge |
| Industry Usage | Customer service, consulting, finance | Sales, marketing, advertising |
While both roles involve client interaction, the Client Relationship Manager focuses on nurturing existing accounts, whereas the Account Executive primarily aims to acquire new clients and drive sales. Understanding these differences helps organizations assign the right responsibilities and candidates for each position.
How does a client relationship manager typically collaborate with sales and account management teams?
What are the key skills and qualifications needed to thrive as a client relationship manager, and why are they important?
What is a client relationship manager?
A client relationship manager oversees the relations between a company and its clients. As a client relationship manager, your job duties involve establishing new relationships, maintaining current relationships, and developing strategies to enhance all communications. You often manage client services and help resolve all client complaints. You mostly communicate with clients by phone or email but are sometimes required to meet with them in person. Companies in almost all industries hire client relationship managers. It’s important to have some work experience in the organization’s specific industry.
Is a client relationship manager a good job?

Full-time
Medical, Dental, Vision, Retirement
Re-posted 20 days ago
First Horizon Bank rating
8.3
Based on 31 frontline employees who took The Breakroom Quiz
39th of 170 rated banks
Job description
Summary
As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients.
- Self-acquires new business by being active and well connected in the community.
- Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.
- Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
- Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
- Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
- Thrives in a team-based approach to deliver the full suite of First Horizon's solutions.
- Team and peer group role model for other Private Client Relationship Managers.
- Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values.
- Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.
- Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
- Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships.
- Using sound judgment on expense and operational efficiency
QUALIFICATIONS
-
- Bachelor's Degree Required.
- FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed.
- 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
- Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace.
- Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
- Advanced and proven working knowledge of deposit, credit and investment products.
- Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful.
- Ability to thrive and be an active participate on a team.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
NMLS Language
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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About First Horizon Bank
Sourced by ZipRecruiter
Industry
Finance and insurance and commercial banking
Company size
5,001 - 10,000 Employees
Headquarters location
Memphis, TN, US