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Client Retention Manager Jobs in Chicago, IL (NOW HIRING)

Client Success Partner

Chicago, IL ยท On-site

$90 - $120/hr

The Client Success Partner manages a large portfolio of strategic accounts and drives client retention and adoption through scalable engagement strategies. This role is ideal for individuals with ...

... management) and client organisation approvals * Ensuring good client relationships, with accountability for quality, and overall client retention rates * Effectively articulate the Value Proposition ...

Client Success Manager

Chicago, IL ยท On-site +1

$85K - $95K/yr

Our 96% client retention suggests we're on the right path. Position Overview As the Client Success Manager, you'll serve as the face of Renalogic to assigned clients, representing program operations ...

Client Success Manager

Chicago, IL ยท On-site +1

$85K - $95K/yr

Our 96% client retention suggests we're on the right path. Position Overview As the Client Success Manager, you'll serve as the face of Renalogic to assigned clients, representing program operations ...

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Client Retention Manager information

See Chicago, IL salary details

$66.4K

$103.2K

$128.3K

How much do client retention manager jobs pay per year?

As of Aug 28, 2026, the average yearly pay for client retention manager in Chicago, IL is $103,238.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $126,200.00 per year, depending on experience, location, and employer.

How does a client retention manager collaborate with sales and customer support teams to improve client satisfaction?

A Client Retention Manager works closely with both sales and customer support teams to ensure a seamless client experience. They regularly communicate with sales to understand client expectations and feedback, and with customer support to address ongoing issues and identify trends in client concerns. By facilitating open communication between these departments, they help develop targeted retention strategies, resolve client problems efficiently, and proactively identify opportunities for upselling or cross-selling. This collaborative approach is essential for building strong, long-term client relationships.

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

To thrive as a Client Retention Manager, you need expertise in customer relationship management, strategic account management, and a background in business or marketing. Familiarity with CRM platforms such as Salesforce, customer analytics tools, and sometimes relevant certifications like Certified Customer Experience Professional (CCXP) are typical requirements. Exceptional communication, problem-solving abilities, and a strong customer-centric mindset set top performers apart in this role. These skills and qualities are crucial for building long-term client relationships, reducing churn, and driving sustainable business growth.

What is the difference between Client Retention Manager vs Customer Success Manager?

AspectClient Retention ManagerCustomer Success Manager
Primary FocusRetaining existing clients and reducing churnEnsuring customer satisfaction and long-term success
Key ResponsibilitiesDevelop retention strategies, manage client relationshipsOnboard clients, provide support, and optimize product usage
Required SkillsRelationship management, communication, analyticsCustomer support, product knowledge, communication
Work EnvironmentAccount management teams, client-facing rolesCustomer 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.

What cities near Chicago, IL are hiring for Client Retention Manager jobs?

Cities near Chicago, IL with the most Client Retention Manager job openings:

Infographic showing various Client Retention Manager job openings in Chicago, IL as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, 1% Contract, and 1% Nights. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $103,238 per year, or $49.6 per hour.

Retention Specialist | Chicago, IL

BCI - Brokerage Consultants Inc

Chicago, IL โ€ข On-site

Other

Re-posted 29 days ago


Job description

Retention Specialist | Chicago, IL
The Retention Specialist is committed to strengthening client relationships, with a focus on resolving issues and retaining clients. This individual must adeptly address client concerns and effectively communicate the value the firm brings to their portfolio. The role involves developing and implementing a structured process to provide special attention to clients, ensuring their long-term satisfaction and loyalty. The primary objective is to intervene in and enhance relationships at risk, utilizing the firm's full range of resources to restore client confidence and satisfaction.
Responsibilities:
Establish and nurture client relationships, understanding their unique financial needs and objectives
Proactively resolve client issues and concerns, ensuring high levels of client satisfaction and retention
Conduct regular, in-depth conversations with clients to assess and improve their financial plans and experiences
Develop and implement a process for managing and enhancing client relationships, particularly those at risk
Create and execute tailored retention strategies to address client concerns and enhance satisfaction
Monitor and analyze client feedback to identify areas for improvement and implement corrective actions
Leverage the firm's resources to provide solutions for clients who are unhappy or have specific needs
Offer comprehensive services such as financial planning, estate planning, tax strategy, various investment strategies, and custom portfolio solutions
Coordinate with internal teams and departments to deliver these solutions effectively and efficiently
Provide clients with knowledgeable and prudent financial advice to help them achieve their financial goals
Stay informed about investment products, market trends, and regulatory changes to offer effective advice
Develop and present comprehensive wealth management solutions to address client needs and objectives
Work closely with senior partners and other departments to gather information, coordinate meetings, and deliver comprehensive services
Collaborate with portfolio managers, tax advisors, estate counsel, and other professionals to implement client strategies effectively
Participate in ongoing learning and development to continuously enhance client support capabilities
Ensure compliance with all industry rules, regulations, and firm policies
Produce reports to support client retention efforts and maintain regulatory compliance
Requirements:
Bachelor's degree in business, finance or related field
4+ years of experience in financial services, client relationship management, or a related field
Proven ability to build and maintain strong client relationships
FINRA Series 63/65 licenses, required
Strong understanding of investment concepts, practices, and procedures in the securities and insurance industries
Excellent communication, presentation, time-management, and organizational skills
Ability to identify and resolve client issues effectively
Goal-oriented individual with a track record in client retention and sales
Experience working with high-net-worth and ultra-high net worth clients, highly desired
Proficient in Salesforce CRM, MS Excel, Word, Outlook, and PowerPoint; experience with related technology software and planning tools is a plus