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Client Relationship Manager Jobs in Ohio (NOW HIRING)

Dynasty Wealth Partners

Be Seen First

Client Relationship Manager

Toledo, OH · On-site

$50K - $70K/yr

The Client Relationship Manager plays a critical role in supporting our advisors and maintaining the client experience at the highest standard. This position requires a polished professional with a ...

BDO USA

D365 Client Relationship Manager

Akron, OH · On-site

The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice, responsible for the overall relationship, retention, and service experience for a portfolio of managed ...

BDO

D365 Client Relationship Manager

Akron, OH

The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice, responsible for the overall relationship, retention, and service experience for a portfolio of managed ...

Citizens

Private Client Relationship Manager

Lakewood, OH · On-site

$83K - $104K/yr

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...

Citizens

Private Client Relationship Manager

Lakewood, OH · On-site

$83K - $104K/yr

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...

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Client Relationship Manager information

See Ohio salary details

$27.6K

$54.6K

$93.2K

How much do client relationship manager jobs pay per year?

As of Aug 29, 2026, the average yearly pay for client relationship manager in Ohio is $54,554.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $61,800.00 per year, depending on experience, location, and employer.

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.

What are the key skills and qualifications needed to thrive as a client relationship manager, and why are they important?

To thrive as a Client Relationship Manager, you need a solid background in account management, customer service, and business communication, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software like Salesforce and proficiency in data analysis tools are typically required. Outstanding interpersonal skills, problem-solving abilities, and emotional intelligence set top performers apart in this role. These skills are crucial for building strong client partnerships, ensuring customer satisfaction, and driving business growth.

How does a client relationship manager typically collaborate with sales and account management teams?

As a Client Relationship Manager, you frequently act as a bridge between clients and internal teams such as sales and account management. You'll participate in regular strategy sessions, share client feedback, and help develop tailored solutions that address client needs while supporting business goals. Effective collaboration often involves joint meetings, coordinating on proposals or renewals, and ensuring seamless communication to deliver a consistent and positive client experience. This cross-functional teamwork is essential for both client satisfaction and long-term retention.

What is the difference between Client Relationship Manager vs Account Executive?

AspectClient Relationship ManagerAccount Executive
Primary FocusMaintaining and strengthening client relationshipsAcquiring new clients and closing sales
Work EnvironmentOngoing client support, account managementSales meetings, prospecting, negotiations
Required SkillsCommunication, relationship-building, customer serviceSales techniques, negotiation, product knowledge
Industry UsageCustomer service, consulting, financeSales, 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 much do client relationship managers make in the US?

In the US, client relationship managers typically earn an average salary between $60,000 and $100,000 annually, depending on experience, industry, and location. Senior or specialized roles can pay higher, often exceeding $120,000 with bonuses and benefits included.

How much does a client relationship manager make?

The average salary for a client relationship manager typically ranges from $50,000 to $85,000 per year, depending on experience, industry, and location. Senior or specialized roles can earn higher salaries, and many positions include bonuses or commissions based on performance.

Is a client relationship manager a good job?

A client relationship manager is a role focused on maintaining and strengthening client connections, often requiring strong communication and interpersonal skills. It can be a rewarding career with opportunities for advancement, especially in industries like finance, technology, and consulting. Job satisfaction depends on individual preferences, work environment, and the ability to meet client needs effectively.
More about Client Relationship Manager jobs

What are the most commonly searched types of Client Relationship jobs in Ohio?

The most popular types of Client Relationship jobs in Ohio are:

What are popular job titles related to Client Relationship Manager jobs in Ohio?

For Client Relationship Manager jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Client Relationship Manager jobs in Ohio look for?

The top searched job categories for Client Relationship Manager jobs in Ohio are:

What cities in Ohio are hiring for Client Relationship Manager jobs?

Cities in Ohio with the most Client Relationship Manager job openings:

Client Relationship Manager jobs near you
Infographic showing various Client Relationship Manager job openings in Ohio as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $54,554 per year, or $26.2 per hour.

Client Relationship Manager

Toledo, OH • On-site

Dynasty Wealth Partners
See more jobs at Dynasty Wealth Partnersexternal

$50K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

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Job description

Position Summary:

The Client Relationship Manager plays a critical role in supporting our advisors and maintaining the client experience at the highest standard. This position requires a polished professional with a strong understanding of the financial services industry, an exceptional eye for detail, and a proactive, client-first mindset. You must be able to manage multiple priorities independently while maintaining accuracy and urgency in your work.


Key Responsibilities:

  • Prepare client meeting materials, follow-up documentation, and ensure timely processing of service requests.
  • Prepare investment and insurance applications on a regular basis with a high degree of accuracy.
  • Monitor the insurance underwriting process and communicate with clients in a timely and professional manner.
  • Ensure investment account opening and funding including trading.
  • Maintain and update client records in CRM and custodial platforms.
  • Liaise with custodians and vendors to resolve account issues.
  • Ensure compliance with regulatory and confidentiality standards in all aspects of work.
  • Support the advisors in delivering a seamless client experience.
  • Handle administrative tasks as needed to ensure office efficiency.


Qualifications:

  • Bachelor’s degree required
  • Required minimum 5 years of experience in the financial services industry (e.g., wealth management or advisory firm experience only)
  • Life and health insurance licensing preferred but not required
  • Series 6 and 63 registration required or ability to obtain within 3 months of hire date.
  • Strong understanding of and commitment to confidentiality and compliance requirements
  • High attention to detail and accuracy in a fast-paced environment
  • Excellent written and verbal communication skills
  • Proven ability to self-manage and prioritize tasks with a high degree of urgency
  • Exceptional client service skills and a professional demeanor
  • In-depth knowledge of investment products
  • Proficiency with Microsoft Office and familiarity with financial planning or CRM software is a plus
  • High degree of integrity


What We Offer:

  • Competitive salary ($55,000 – $70,000, based on experience)
  • Health, dental, and vision insurance
  • SIMPLE IRA with 3% employer match
  • Paid vacation plus additional paid time off
  • A respectful, professional work environment with opportunities to grow