Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident's Sub ...
Quick apply
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident's Sub ...
Quick apply
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident's Sub ...
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident's Sub ...
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident's Sub ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... TRADE Premier Relationship Manager is responsible for cultivating and deepening client ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... TRADE Premier Relationship Manager is responsible for cultivating and deepening client ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... TRADE Premier Relationship Manager is responsible for cultivating and deepening client ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... TRADE Premier Relationship Manager is responsible for cultivating and deepening client ...
Alpharetta, GA · On-site
$91K - $112K/yr
Plans and executes quality client/prospect calls, centered around advice-driven delivery * Manages transaction processes from initial engagement through final close, including structure, pricing ...
Alpharetta, GA · On-site
$91K - $112K/yr
Plans and executes quality client/prospect calls, centered around advice-driven delivery * Manages transaction processes from initial engagement through final close, including structure, pricing ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net ...
Alpharetta, GA · On-site
$80 - $100/hr
Effectively manage high volumes of client interactions with strong organizational skills. Minimum ... Experience in relationship management, stock plan services, or premium services in financial ...
Alpharetta, GA · On-site
$80 - $100/hr
Effectively manage high volumes of client interactions with strong organizational skills. Minimum ... Experience in relationship management, stock plan services, or premium services in financial ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE ...
$65K - $110K/yr
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of Morgan ...
$65K - $110K/yr
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of Morgan ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net ...
Alpharetta, GA · On-site
$65K - $110K/yr
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of Morgan ...
Alpharetta, GA · On-site
$65K - $110K/yr
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of Morgan ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... Relationship Managers work within a small team and will have the responsibility of delivering white ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... Relationship Managers work within a small team and will have the responsibility of delivering white ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE ...
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE ...
Alpharetta, GA · On-site
$65K - $110K/yr
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of Morgan ...
Alpharetta, GA · On-site
$65K - $110K/yr
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an ... The Platinum Relationship Manager will be responsible for the retention and growth of Morgan ...
Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new ... are looking for a Relationship Manager. You will be responsible for overseeing, servicing ...
Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new ... are looking for a Relationship Manager. You will be responsible for overseeing, servicing ...
Alpharetta, GA · On-site
Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new ... are looking for a Relationship Manager. You will be responsible for overseeing, servicing ...
Alpharetta, GA · On-site
Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new ... are looking for a Relationship Manager. You will be responsible for overseeing, servicing ...
Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new ... are looking for a Relationship Manager. You will be responsible for overseeing, servicing ...
Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new ... are looking for a Relationship Manager. You will be responsible for overseeing, servicing ...
Canton, GA · On-site
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to ...
Quick apply
Canton, GA · On-site
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to ...
Canton, GA · On-site
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to ...
Canton, GA · On-site
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to ...
$25.5K - $31K
5% of jobs
$31K - $36.5K
14% of jobs
$38.3K is the 25th percentile. Wages below this are outliers.
$36.5K - $42K
18% of jobs
The median wage is $45.9K / yr.
$42K - $47.5K
18% of jobs
$47.5K - $53K
15% of jobs
$55.1K is the 75th percentile. Wages above this are outliers.
$53K - $58.6K
13% of jobs
$58.6K - $64.1K
7% of jobs
$64.1K - $69.6K
3% of jobs
$69.6K - $75.1K
3% of jobs
$75.1K - $80.6K
2% of jobs
$80.6K - $86.1K
1% of jobs
$25.5K
$50.4K
$86.1K
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.
| 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.
The top searched job categories for Client Relationship Manager jobs in Jasper, GA are:
Cities near Jasper, GA with the most Client Relationship Manager job openings:

Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 19 days ago
Manage the lifecycle of Vident's Sub-Advisory clients and serve as the primary liaison between Vident and its clients.
Conduct proactive and ongoing client outreach, manage inbound client communications, resolve issues, and foster trust.
Coordinate with internal teams such as Sales, Compliance, and Investment Management to support client needs, new fund launches, and service delivery.
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident’s Sub-Advisory clients. The CRA will serve as the primary liaison between Vident and its clients, focusing on nurturing long-term partnerships, ensuring client needs and expectations are being met and driving client retention and growth. They understand what each client’s specific needs are and work with colleagues to help identify appropriate solutions. Key duties include proactive and ongoing client outreach, managing inbound client communications, resolving issues, and fostering trust. This role acts as a bridge between clients and the broader Vident organization, working closely with Portfolio Management, Operations, and Sales.
Who we are:
Vident Asset Management is a specialized exposure and solutions provider partnering with clients to help them assess new opportunities and bring their investment ideas to life. Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. We traditionally partner with institutional investors, asset managers, and wealth management firms to Bring Investment Ideas to Life.
What you’ll do:
• Role Type: Relationship Management
• Primary Objective: Ensure a high-touch, white glove service experience for clients in order to retain and help grow relationships, including assets under management (AUM).
• Relationship Management: Establishing and maintaining strong, proactive, and positive relationships with Sub-Advisory clients.
• Client Onboarding: Partnering with the Business Development Success Associate, Operations, and Portfolio Managers to transition newly acquired relationships and guide new clients through the Vident Client Experience.
• Needs Assessment: Understanding each client’s requirements and communicating them to appropriate internal teams to ensure timely and complete service delivery.
• Problem Resolution: Acting as the first point of contact for clients, identifying their problems or concerns, and helping to identify appropriate solutions.
• Internal Collaboration: Coordinate with Sales, Compliance, and Investment Management to support new fund launches and ensure operational excellence.
• Client Retention & Growth: Partnering with Sales to identify opportunities for upselling or cross-selling products and services to increase revenue and AUM.
• Product Expertise: Delivering insights into Vident’s primary service offering to clients, including handling questions about non-investment related processes.
• Market Analysis: Stay abreast of ETF market trends, regulatory changes, and competitor activity to provide actionable insights to senior leadership.
What you have:
• Exceptional Communication: Strong written and verbal communication skills are a must. Need to be comfortable speaking to clients across varied demographics and have the public presence to be a front-line representative of Vident.
• Client-Centered Mindset: Ensuring that each client feels valued and heard, even those that are difficult, and partnering with internal colleagues to achieve resolution of problems and concerns.
• Attention to Detail: Providing timely client communication, tracking requests, and communicating clearly to colleagues is a non-negotiable requirement.
• Negotiation & Problem-Solving: Experience and comfort in handling conflict and resolving issues to maintain positive client relationships.
• Customer Relationship Management (CRM) Proficiency: Experience in using CRM tools (particularly Salesforce) to track client interactions and data is highly preferred.
• Analytical Skills: Ability to monitor and analyze client service data to identify trends and opportunities to improve service.
• Align with Vident Core Values: Inspired Collaboration, Honor & Authenticity, Intellectual Curiosity, Exceptional Performance and Inclusion & Humility
Qualifications & Skills:
• Education: Bachelor’s degree in Finance, Economics, Marketing, or Communications preferred.
• Experience: 3-5 years of professional experience in financial services, preferably in asset management.
• Licenses: Having regulatory certifications (or the willingness to acquire them) such as Certified ETF Advisor (CETF®) designation, FINRA Series 7 and 63, and FINRA SIE are preferred.
• Technical Skills: Proficiency in CRM software (e.g., Salesforce), Microsoft Suite (Excel, Teams, PowerPoint, etc.) strongly preferred.
What we offer:
• PTO plus 10 paid holidays
• Flexible Working Benefits
• Daily Paid Lunch for Onsite Employees
• Onsite Gym Discount
• Medical, Dental, Vision
• EAP and Telehealth with Mental Health Support
• Short and Long Term Disability
• SIMPLE IRA with up to 3% Match
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Investment management and consulting services
11 - 50 Employees
Alpharetta, GA, US
2013