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Client Retention Jobs in Delaware (NOW HIRING)

Jobtailor

Manager, Tax

Wilmington, DE · On-site

$90 - $130/hr

Client Retention Strategies Soft Skills * Effective Communication * Mentoring * Relationship Building * Problem Solving * Team Development Certifications & Qualifications * CPA * EA Industry Keywords

defi AUTO LLC

Senior Client Executive

Dover, DE · On-site

Promote client attendance at defi SOLUTIONS sponsored events Client Retention : * As a key component of the client's Account Plan, develop a plan to secure timely Service Agreement Renewals.

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients. * May serve as mentor and coach to Client Advisors as needed. * Identify ...

Wilmington Trust

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients. * May serve as mentor and coach to Client Advisors as needed. * Identify ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients. * May serve as mentor and coach to Client Advisors as needed. * Identify ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients. * May serve as mentor and coach to Client Advisors as needed. * Identify ...

Wilmington Trust

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients. * May serve as mentor and coach to Client Advisors as needed. * Identify ...

Aramark

Marketing Coordinator - Univ. of DE-Admin

Newark, DE · On-site

$41K - $57K/yr

Looks for opportunities to implement new innovations, technology solutions, products and services which support sales growth and client retention. * Measures results of marketing programs and gains ...

New

M&T Bank

Wealth Client Service Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Manage daily client transactions (wires, transfers, maintenance, overdrafts, delinquency) with ... Build strong relationships with clients, advisors, and internal partners to support retention and ...

InsuraTec

Sales Representative (Remote)

Hockessin, DE · Remote

Client Retention : Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent support to resolve client inquiries and concerns. * Sales & Promotion : Market and ...

InsuraTec

Sales Representative (Remote)

Newark, DE · Remote

Client Retention : Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent support to resolve client inquiries and concerns. * Sales & Promotion : Market and ...

InsuraTec

Sales Representative (Remote)

Newark, DE · Remote

Client Retention : Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent support to resolve client inquiries and concerns. * Sales & Promotion : Market and ...

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Showing results 1-20

All JobsClient Retention JobsClient Retention Jobs in Delaware

Client Retention information

What is the difference between Client Retention vs Customer Service Representative?

AspectClient RetentionCustomer Service Representative
Primary FocusBuilding long-term relationships to retain clientsHandling customer inquiries and resolving issues
Skills NeededRelationship management, sales, communicationCommunication, problem-solving, product knowledge
Work EnvironmentSales teams, account management, client-focused rolesCall centers, retail, support departments
GoalsReduce churn, increase client loyaltyCustomer satisfaction, issue resolution

While both roles involve communication with clients or customers, Client Retention focuses on maintaining long-term relationships and reducing churn, often involving strategic engagement. Customer Service Representatives primarily address immediate customer needs and resolve issues to ensure satisfaction. Both roles are essential for business success but differ in scope and objectives.

What is a client retention job?

A client retention job involves developing strategies to maintain existing clients and encourage repeat business. Roles often include customer relationship management, communication skills, and using tools like CRM software to track client interactions and satisfaction. Successful professionals in this field help companies build long-term client loyalty and reduce churn.

What are the most commonly searched types of Client Retention jobs in Delaware?

The most popular types of Client Retention jobs in Delaware are:

Client Retention jobs near you
Infographic showing various Client Retention job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution.

Manager, Tax

Wilmington, DE • On-site

Jobtailor
See more jobs at Jobtailorexternal

$90 - $130/hr

Other

Posted 23 days ago

Job description

  • Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
  • Scope of work will focus on (but not limited to) Trusts, S-Corps, 1040's
  • Develop an understanding of a client’s business and aspects of their industry
  • Review and prepare clear and concise working papers
  • Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends
  • Develop effective working relationships with internal and external clients
  • Assist with development and retention of clients, including the ability to cross-sell services
  • Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax
  • Deliver projects/engagements on time, within budget and to client's satisfaction
  • Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback
Requirements
  • A minimum of a bachelor's degree in accounting
  • CPA or EA certification
  • A minimum of five years of relevant CPA firm experience
  • Ability to develop and sustain business relationships for the purpose of increasing the client base
  • Tax software, Microsoft Suite proficiencyAbility and willingness to travel in the region
Core Competencies

Demonstrates expertise in tax compliance, preparation, and planning, with a strong focus on client engagement and relationship management. Proficient in developing working papers and delivering projects on time while mentoring staff and enhancing client retention.

Highest-signal resume keywords
  • CPA Certification
  • Tax Compliance
  • Client Engagement
  • Microsoft Suite Proficiency
  • Business Relationship Development
ATS Optimization Keywords Hard Skills
  • Tax Preparation
  • Tax Planning
  • Budgeting
  • Cash Flow Projections
  • Trusts
  • S-Corps
  • 1040 Preparation
  • Working Papers Review
  • Data Analysis
  • Client Retention Strategies
Soft Skills
  • Effective Communication
  • Mentoring
  • Relationship Building
  • Problem Solving
  • Team Development
Certifications & Qualifications
  • CPA
  • EA
Industry Keywords
  • Client Engagements
  • Tax Compliance
  • Accounting
  • CPA Firm Experience
  • Business Trends
Tools & Technologies
  • Tax Software
  • Microsoft Suite
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