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Client Relationship Officer Jobs (NOW HIRING)

Perkins Coie LLP

Client Relationship Officer

Seattle, WA · On-site

$95K - $145K/yr

Perkins Coie Trust Company is seeking a qualified, dynamic candidate to take on the role of Client Relationship Officer to provide high-quality client service in trust administration, estate accounts ...

Perkins Coie LLP

Client Relationship Officer

Seattle, WA

$95K - $145K/yr

Perkins Coie Trust Company is seeking a qualified, dynamic candidate to take on the role of Client Relationship Officer to provide high-quality client service in trust administration, estate accounts ...

CalPrivate Bank

Relationship Officer

Newport Beach, CA · On-site

$69K - $90K/yr

Client Services Manager Make a Difference Where It Matters Most At CalPrivate Bank, we believe ... Relationship Officer The Relationship Officer serves as a critical front-line ambassador of ...

Apex Bank

Be Seen First

Loan Relationship Officer

Camden, TN · On-site

$35K - $45K/yr

Loan Relationship Officer Apex Bank is seeking a qualified candidate for a Loan Relationship ... Client Relationship Management * Serve as a trusted financial advisor to clients, providing ...

East West Bank

Business Relationship Officer

Alhambra, CA · On-site

$69K - $75K/yr

As Relationship Officer, you will play a key role in * managing and retaining existing customers ... Understand client's business, industry and identify strategies to create new business opportunities ...

East West Bank

Business Relationship Officer

El Monte, CA · On-site

$69K/yr

As Relationship Officer, you will play a key role in * managing and retaining existing customers ... Understand client's business, industry and identify strategies to create new business opportunities ...

East West Bank

Business Relationship Officer

Flushing, NY · On-site

$65K/yr

As Relationship Officer, you will play a key role in * managing and retaining existing customers ... Understand client's business, industry and identify strategies to create new business opportunities ...

East West Bank

Business Relationship Officer

Alhambra, CA · On-site

$69K/yr

As Relationship Officer, you will play a key role in * managing and retaining existing customers ... Understand client's business, industry and identify strategies to create new business opportunities ...

East West Bank

Business Relationship Officer

Flushing, NY · On-site

$65K - $75K/yr

As Relationship Officer, you will play a key role in * managing and retaining existing customers ... Understand client's business, industry and identify strategies to create new business opportunities ...

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All JobsClient Relationship Officer Jobs

Client Relationship Officer information

See salary details

$29K

$57.4K

$98K

How much do client relationship officer jobs pay per year?

As of Jun 8, 2026, the average yearly pay for client relationship officer 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 is the difference between Client Relationship Officer vs Customer Service Representative?

AspectClient Relationship OfficerCustomer Service Representative
CredentialsRelevant certifications in sales, communication, or client managementBasic customer service training or certifications
Work EnvironmentFinancial institutions, corporate clients, B2B settingsRetail, call centers, service desks
Employer & IndustryBanking, finance, insurance, corporate sectorsRetail stores, telecom, hospitality
Search & Comparison IntentUnderstanding client management roles, career growthCustomer support, issue resolution

The main difference is that a Client Relationship Officer focuses on managing and developing relationships with clients, often in financial or corporate sectors, requiring specialized certifications. In contrast, a Customer Service Representative handles customer inquiries and issues, typically in retail or service industries. Both roles involve communication skills but differ in scope, environment, and responsibilities.

What are the key skills and qualifications needed to thrive as a Client Relationship Officer, and why are they important?

To thrive as a Client Relationship Officer, you need strong interpersonal skills, a background in business or finance, and experience in customer service or account management. Familiarity with CRM software, data analysis tools, and sometimes certifications like CFA or relevant industry licenses are commonly required. Exceptional communication, active listening, and problem-solving abilities help build trust and effectively address client needs. These skills are essential for maintaining long-term client satisfaction and driving business growth.

How does a Client Relationship Officer typically collaborate with other departments to address client needs?

A Client Relationship Officer frequently works alongside teams such as sales, customer service, and product development to ensure client concerns and feedback are addressed efficiently. This role often acts as a liaison, conveying client expectations to internal teams and coordinating solutions to enhance the client experience. Effective collaboration and clear communication within the organization are essential, as they directly impact client satisfaction and retention. Regular meetings and updates with cross-functional teams help ensure everyone is aligned on client objectives.

What does a Client Relationship Officer do?

A Client Relationship Officer is responsible for building and maintaining strong relationships with clients to ensure their satisfaction and loyalty to the company. They act as the main point of contact for clients, addressing inquiries, resolving issues, and providing information about products or services. Their role often involves understanding client needs, offering tailored solutions, and working with internal teams to deliver exceptional service. By fostering positive client relationships, they help drive customer retention and business growth.
What states have the most Client Relationship Officer jobs? States with the most job openings for Client Relationship Officer jobs include:
Client Relationship Officer jobs near you
Infographic showing various Client Relationship Officer job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 68% Full Time, 18% Part Time, and 13% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.
Client Relationship Officer

Client Relationship Officer

Perkins Coie LLP

Seattle, WA • On-site

$95K - $145K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Job Description:
Perkins Coie Trust Company is seeking a qualified, dynamic candidate to take on the role of Client Relationship Officer to provide high-quality client service in trust administration, estate accounts, advisory and other personal trusts as allocated by the Chief Trust Officer. This individual will work closely with the Chief Trust Officer in the administration of the firm's accounts, ensuring accuracy, timeliness and adherence to appropriate law, compliance mandates and regulations, as well as assist with financial planning and in-house services.
This position requires working in the office 3 days per week.
ESSENTIAL FUNCTIONS
These essential functions are primary job duties that candidates must be able to perform unassisted or with some reasonable accommodation.
  • Manage all servicing aspects for a portfolio of client accounts, including trusts, estates and investment advisory.
  • Maintain strong working relationships with all clients on an assigned book of accounts; be the confidential advisor on trust, tax and administrative matters.
  • Work in concert with a client's attorney relationships and outside service providers to holistically serve the clients.
  • Process and ensure proper filing of all documentation related to client accounts.
  • Prepare client materials for client meetings as well as help lead client meetings along with the investment officer.
  • Assist in the onboarding of new client accounts.
  • Manage all day-to-day client responsibilities and maintain docketing records for long-term client matters.
  • Assist in tax planning and tax return preparation, including the processing of estimated taxes as required.
  • Be familiar with estate settlement time frames and procedures.
  • Help develop comprehensive financial plans and facilitate in-house planning meetings with firm personnel.
  • Administer the setup, maintenance and closing of client accounts on the trust accounting system.

SPECIFIC SKILLS REQUIRED
  • Excellent interpersonal skills working face-to-face with clients.
  • Superb organizational, communication, and problem-solving skills.
  • Working knowledge of the MS Office Suite, especially Excel.
  • Proven track record of accuracy and timeliness.
  • Exhibit a proactive mentality and commitment to professional growth.
  • Being a team player and supportive of colleagues.
  • Promote integrity in an environment of mutual trust and respect while maintaining utmost discretion in working with sensitive and confidential information.
  • Familiarity with trust or investment-related functions and systems.

SPECIFIC SKILLS PREFERRED
  • Experience with trust accounting systems (SunGard).

EDUCATION AND EXPERIENCE
  • Qualified candidates must have a Bachelor's degree or Associate's degree, and would preferably have a minimum of 10-plus years of work experience as a financial professional.
  • Candidates must have a general understanding of finance, investments and tax.

This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, accrued paid time off plan starting at 20 days annually, personal medical and parental leave, up to 10 paid holidays, and family care benefits. More information regarding benefits and programs may be found here.
This position may be filled in the following location(s). The listed compensation range reflects the typical pay for this role, though it is rare for new hires to receive an offer at the top of the range. Actual compensation may vary depending on experience, skills, market conditions, and internal equity.
Washington state compensation range: $95,470 to $145,100 annually

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