Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services ... Emotional Intelligence * Referral Identification * Written Communications Minimum Education ...
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services ... Emotional Intelligence * Referral Identification * Written Communications Minimum Education ...
Agentic Solutions Engineer
Shelton, CT · On-site
... driven client solutions. Responsibilities : • Design, build, and maintain RESTful and GraphQL ... job runs, and manage MCP server configurations. • Develop React-based monitoring and ...
Agentic Solutions Engineer
Shelton, CT · On-site
... driven client solutions. Responsibilities : • Design, build, and maintain RESTful and GraphQL ... job runs, and manage MCP server configurations. • Develop React-based monitoring and ...
Director, Data Solutions
Norwalk, CT · On-site
In this role, you will be responsible for the day-to-day management of multiple client engagements, working with a team in the delivery of high-quality client solutions. You will also play an ...
Director, Data Solutions
Norwalk, CT · On-site
In this role, you will be responsible for the day-to-day management of multiple client engagements, working with a team in the delivery of high-quality client solutions. You will also play an ...
Client Success Consultant
Hartford, CT · On-site +1
Collaborate with experienced team members to provide timely support and client solutions ... Ability to work independently while managing priorities effectively. * Confidence using virtual ...
Client Success Consultant
Hartford, CT · On-site +1
Collaborate with experienced team members to provide timely support and client solutions ... Ability to work independently while managing priorities effectively. * Confidence using virtual ...
Client Success Consultant
Hartford, CT · On-site +1
$72K - $108K/yr
Collaborate with experienced team members to provide timely support and client solutions ... Ability to work independently while managing priorities effectively. * Confidence using virtual ...
Client Success Consultant
Hartford, CT · On-site +1
$72K - $108K/yr
Collaborate with experienced team members to provide timely support and client solutions ... Ability to work independently while managing priorities effectively. * Confidence using virtual ...
Wealth Management Client Associate
Stamford, CT · On-site
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
Stamford, CT · On-site
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
In this role, you will be responsible for the day-to-day management of multiple client engagements, working with a team in the delivery of high-quality client solutions. You will also play an ...
In this role, you will be responsible for the day-to-day management of multiple client engagements, working with a team in the delivery of high-quality client solutions. You will also play an ...
Wealth Management Client Associate
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
Hartford, CT · On-site
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
Hartford, CT · On-site
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
Greenwich, CT · On-site
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
Greenwich, CT · On-site
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
Stamford, CT · On-site
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
Stamford, CT · On-site
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Wealth Management Client Associate
$25 - $44/hr
Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement:
Executive Director, Commercial Banking Relationship Manager - Emerging Middle Market
Shelton, CT · On-site
... client solutions * Leverage the full capabilities of Wells Fargo to help clients achieve their ... Maintain strong pipeline management and sales discipline to drive consistent business development ...
Executive Director, Commercial Banking Relationship Manager - Emerging Middle Market
Shelton, CT · On-site
... client solutions * Leverage the full capabilities of Wells Fargo to help clients achieve their ... Maintain strong pipeline management and sales discipline to drive consistent business development ...
... client solutions * Leverage the full capabilities of Wells Fargo to help clients achieve their ... Maintain strong pipeline management and sales discipline to drive consistent business development ...
... client solutions * Leverage the full capabilities of Wells Fargo to help clients achieve their ... Maintain strong pipeline management and sales discipline to drive consistent business development ...
Private Client Group Support Associate
$17.50 - $24/hr
Cash & Treasury Solutions Expertise * Support the delivery and servicing of cash management ... Client-Focused Communication * Serve as a primary point of contact for client inquiries across ...
Private Client Group Support Associate
$17.50 - $24/hr
Cash & Treasury Solutions Expertise * Support the delivery and servicing of cash management ... Client-Focused Communication * Serve as a primary point of contact for client inquiries across ...
Private Client Group Support Associate
New Canaan, CT · On-site
$17.50 - $24/hr
Maintain CRM records to reflect client interactions and service impact. * Cash & Treasury Solutions Expertise * Support the delivery and servicing of cash management products such as sweep accounts ...
Private Client Group Support Associate
New Canaan, CT · On-site
$17.50 - $24/hr
Maintain CRM records to reflect client interactions and service impact. * Cash & Treasury Solutions Expertise * Support the delivery and servicing of cash management products such as sweep accounts ...
Financial Solutions Advisor Registration Candidate - Farmington Financial Center
Farmington, CT · On-site
Must be self-disciplined in managing time and capacity * Experience in cultivating client relationships, assessing needs and recommending solutions * Success creating strong peer relationships ...
Financial Solutions Advisor Registration Candidate - Farmington Financial Center
Farmington, CT · On-site
Must be self-disciplined in managing time and capacity * Experience in cultivating client relationships, assessing needs and recommending solutions * Success creating strong peer relationships ...
Private Client Group Support Associate
New Canaan, CT · On-site
$17.50 - $24/hr
Cash & Treasury Solutions Expertise * Support the delivery and servicing of cash management ... Client-Focused Communication * Serve as a primary point of contact for client inquiries across ...
Private Client Group Support Associate
New Canaan, CT · On-site
$17.50 - $24/hr
Cash & Treasury Solutions Expertise * Support the delivery and servicing of cash management ... Client-Focused Communication * Serve as a primary point of contact for client inquiries across ...
Private Client Group Support Associate
New Canaan, CT · On-site
$31.25 - $36.06/hr
Cash & Treasury Solutions Expertise * Support the delivery and servicing of cash management ... Client-Focused Communication * Serve as a primary point of contact for client inquiries across ...
Private Client Group Support Associate
New Canaan, CT · On-site
$31.25 - $36.06/hr
Cash & Treasury Solutions Expertise * Support the delivery and servicing of cash management ... Client-Focused Communication * Serve as a primary point of contact for client inquiries across ...
Client Solutions Manager information
See Connecticut salary details
$10.5K - $18.8K
0% of jobs
$18.8K - $27.1K
0% of jobs
$27.1K - $35.4K
13% of jobs
$35.4K - $43.7K
0% of jobs
$43.7K - $52K
4% of jobs
$55.5K is the 25th percentile. Wages below this are outliers.
$52K - $60.3K
20% of jobs
The median wage is $66.6K / yr.
$60.3K - $68.6K
18% of jobs
$68.6K - $76.9K
6% of jobs
$76.9K - $85.2K
10% of jobs
$89.9K is the 75th percentile. Wages above this are outliers.
$85.2K - $93.5K
7% of jobs
$93.5K - $101.8K
22% of jobs
$10.5K
$73.9K
$101.8K
How much do client solutions manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a client solutions manager?
How does a client solutions manager typically collaborate with sales and account management teams?
What does a client solutions manager do?
A client solutions manager oversees business relationships with clients to promote customer satisfaction and company growth. As a client solutions manager, your job duties include working collaboratively with clients to develop business opportunities, establishing and maintaining client relationships through communication and project management, and ensuring clients receive high-quality service from internal teams. You may also prepare and present business reviews and work with contracts. The qualifications for the career vary depending on the industry, but you typically need a bachelor’s degree in marketing, business administration, or a related field and client services experience. Strong interpersonal, communication, and organizational skills are also essential, along with keen attention to detail and analytical ability.
- How to become a client solutions manager?
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- What Is a Client Solutions Manager and How to Become One
- Client Solutions Manager Job Description Sample Template
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The most popular types of Client Solutions jobs in Connecticut are:
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Full-time
Re-posted 27 days ago
Bank Of America rating
8.2
Based on 527 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
Job description
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998