Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... Meet revenue growth, profitability and client retention goals by acquiring new clients through ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... Meet revenue growth, profitability and client retention goals by acquiring new clients through ...
Collaborate with senior leadership to drive organizational initiatives focused on client retention ... Minimum of 5 years managing and developing high-performing teams. * Proven success improving ...
Collaborate with senior leadership to drive organizational initiatives focused on client retention ... Minimum of 5 years managing and developing high-performing teams. * Proven success improving ...
Account Manager (Client Services)
Orlando, FL · On-site
$65K - $70K/yr
Ensure client satisfaction and retention, proactively addressing any challenges or roadblocks ... Proven ability to manage projects and drive results in a client-facing role. * Experience in ...
Account Manager (Client Services)
Orlando, FL · On-site
$65K - $70K/yr
Ensure client satisfaction and retention, proactively addressing any challenges or roadblocks ... Proven ability to manage projects and drive results in a client-facing role. * Experience in ...
Client Relationship Manager (Onsite in Orlando, Florida)
Orlando, FL · On-site
$60K/yr
Notify client's senior management and/or Pitney Bowes Presort Services management of issues or changes required to enhance and maintain client retention * Provide in-depth analysis and presentations ...
Client Relationship Manager (Onsite in Orlando, Florida)
Orlando, FL · On-site
$60K/yr
Notify client's senior management and/or Pitney Bowes Presort Services management of issues or changes required to enhance and maintain client retention * Provide in-depth analysis and presentations ...
Client Relationship Manager (Onsite in Orlando, Florida)
Orlando, FL · On-site
$60K/yr
Notify client's senior management and/or Pitney Bowes Presort Services management of issues or changes required to enhance and maintain client retention * Provide in-depth analysis and presentations ...
Client Relationship Manager (Onsite in Orlando, Florida)
Orlando, FL · On-site
$60K/yr
Notify client's senior management and/or Pitney Bowes Presort Services management of issues or changes required to enhance and maintain client retention * Provide in-depth analysis and presentations ...
Notify client's senior management and/or Pitney Bowes Presort Services management of issues or changes required to enhance and maintain client retention * Provide in-depth analysis and presentations ...
Notify client's senior management and/or Pitney Bowes Presort Services management of issues or changes required to enhance and maintain client retention * Provide in-depth analysis and presentations ...
... managing complex payment flows, and upholding contractual obligations. Our clients include ... Develop an execute client retention strategies that strengthen relationships, build loyalty, and ...
... managing complex payment flows, and upholding contractual obligations. Our clients include ... Develop an execute client retention strategies that strengthen relationships, build loyalty, and ...
... managing complex payment flows, and upholding contractual obligations. Our clients include ... Develop an execute client retention strategies that strengthen relationships, build loyalty, and ...
... managing complex payment flows, and upholding contractual obligations. Our clients include ... Develop an execute client retention strategies that strengthen relationships, build loyalty, and ...
Customer Retention Sales Manager
Haines City, FL · On-site
$43K - $49K/yr
We focus on building lasting client relationships through service, trust, and integrity. Job Summary We are seeking a Customer Retention Sales Manager to lead efforts in maintaining and strengthening ...
Customer Retention Sales Manager
Haines City, FL · On-site
$43K - $49K/yr
We focus on building lasting client relationships through service, trust, and integrity. Job Summary We are seeking a Customer Retention Sales Manager to lead efforts in maintaining and strengthening ...
Client Success Manager, MultiPro Property Solutions
Jacksonville, FL · On-site
$57K/yr
We're looking for a Client Success Manager (CSM) who knows how to build trust, solve problems, and ... Own client retention by proactively identifying risks, addressing concerns, and preventing churn.
Client Success Manager, MultiPro Property Solutions
Jacksonville, FL · On-site
$57K/yr
We're looking for a Client Success Manager (CSM) who knows how to build trust, solve problems, and ... Own client retention by proactively identifying risks, addressing concerns, and preventing churn.
We're looking for a Client Success Manager (CSM) who knows how to build trust, solve problems, and ... Own client retention by proactively identifying risks, addressing concerns, and preventing churn.
We're looking for a Client Success Manager (CSM) who knows how to build trust, solve problems, and ... Own client retention by proactively identifying risks, addressing concerns, and preventing churn.
Client Success Manager, MultiPro Property Solutions
Jacksonville, FL · On-site
$57K/yr
We're looking for a Client Success Manager (CSM) who knows how to build trust, solve problems, and ... Own client retention by proactively identifying risks, addressing concerns, and preventing churn.
Client Success Manager, MultiPro Property Solutions
Jacksonville, FL · On-site
$57K/yr
We're looking for a Client Success Manager (CSM) who knows how to build trust, solve problems, and ... Own client retention by proactively identifying risks, addressing concerns, and preventing churn.
Client Success Manager, MultiPro Property Solutions
Jacksonville, FL · On-site
$57K/yr
We're looking for a Client Success Manager (CSM) who knows how to build trust, solve problems, and ... Own client retention by proactively identifying risks, addressing concerns, and preventing churn.
Client Success Manager, MultiPro Property Solutions
Jacksonville, FL · On-site
$57K/yr
We're looking for a Client Success Manager (CSM) who knows how to build trust, solve problems, and ... Own client retention by proactively identifying risks, addressing concerns, and preventing churn.
Strategic Account Manager - Florida
Orlando, FL · Remote
$25/hr
Who YOU are: The Strategic Account Manager (SAM) is responsible for managing and growing ... Develop account plans focused on retention, expansion, and client satisfaction. Position ...
Quick apply
Strategic Account Manager - Florida
Orlando, FL · Remote
$25/hr
Who YOU are: The Strategic Account Manager (SAM) is responsible for managing and growing ... Develop account plans focused on retention, expansion, and client satisfaction. Position ...
Client Relationship Manager Mid - Market
Tampa, FL · On-site +1
Client Retention and Contract Negotiations : Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients. Manages contract negotiations for existing clients.
Client Relationship Manager Mid - Market
Tampa, FL · On-site +1
Client Retention and Contract Negotiations : Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients. Manages contract negotiations for existing clients.
Client Retention and Contract Negotiations : Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients. Manages contract negotiations for existing clients.
Client Retention and Contract Negotiations : Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients. Manages contract negotiations for existing clients.
Client Relationship Manager Mid - Market
Orlando, FL · On-site +1
Client Retention and Contract Negotiations : Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients. Manages contract negotiations for existing clients.
Client Relationship Manager Mid - Market
Orlando, FL · On-site +1
Client Retention and Contract Negotiations : Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients. Manages contract negotiations for existing clients.
Client Relationship Manager Mid - Market
Miami, FL · On-site +1
Client Retention and Contract Negotiations : Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients. Manages contract negotiations for existing clients.
Client Relationship Manager Mid - Market
Miami, FL · On-site +1
Client Retention and Contract Negotiations : Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients. Manages contract negotiations for existing clients.
Sales & Retention Specialist
Boca Raton, FL · On-site
$45K - $120K/yr
Sales & Retention Specialist Company: Behind the Markets Role: Full-Time - In office or Remote The ... Manage inbound phone and email inquiries, resolving client needs with speed and professionalism.
Quick apply
Sales & Retention Specialist
Boca Raton, FL · On-site
$45K - $120K/yr
Sales & Retention Specialist Company: Behind the Markets Role: Full-Time - In office or Remote The ... Manage inbound phone and email inquiries, resolving client needs with speed and professionalism.
Client Manager
Saint Petersburg, FL · On-site
Client renewals & retention; achieving or surpassing annual financial goals & objectives. * Risk ... Manages client financial health and ensures Zelis is getting paid on time in accordance with the ...
Client Manager
Saint Petersburg, FL · On-site
Client renewals & retention; achieving or surpassing annual financial goals & objectives. * Risk ... Manages client financial health and ensures Zelis is getting paid on time in accordance with the ...
Client Retention Manager information
See Florida salary details
$48.2K - $52.3K
10% of jobs
$52.3K - $56.4K
11% of jobs
$57.6K is the 25th percentile. Wages below this are outliers.
$56.4K - $60.4K
11% of jobs
$60.4K - $64.5K
11% of jobs
The median wage is $67K / yr.
$64.5K - $68.6K
10% of jobs
$68.6K - $72.7K
0% of jobs
$72.7K - $76.7K
0% of jobs
$76.7K - $80.8K
0% of jobs
$80.8K - $84.9K
0% of jobs
$84.9K - $89K
0% of jobs
$90.8K is the 75th percentile. Wages above this are outliers.
$89K - $93K
46% of jobs
$48.2K
$74.9K
$93K
How much do client retention manager jobs pay per year?
What is the difference between Client Retention Manager vs Customer Success Manager?
| Aspect | Client Retention Manager | Customer Success Manager |
|---|---|---|
| Primary Focus | Retaining existing clients and reducing churn | Ensuring customer satisfaction and long-term success |
| Key Responsibilities | Develop retention strategies, manage client relationships | Onboard clients, provide support, and optimize product usage |
| Required Skills | Relationship management, communication, analytics | Customer support, product knowledge, communication |
| Work Environment | Account management teams, client-facing roles | Customer support teams, onboarding teams |
While both roles focus on client relationships, the Client Retention Manager primarily concentrates on reducing churn and maintaining existing accounts, whereas the Customer Success Manager emphasizes onboarding, support, and ensuring customers derive value from products or services. Both roles are vital for customer satisfaction but differ in scope and daily activities.
How does a client retention manager collaborate with sales and customer support teams to improve client satisfaction?
What are the key skills and qualifications needed to thrive as a client retention manager, and why are they important?

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.
What First Horizon Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
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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