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 ...
Financial Solutions Advisor - Eastern Long Island Market (Bi-Lingual Spanish Required)
Riverhead, NY · On-site
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to ...
Financial Solutions Advisor - Eastern Long Island Market (Bi-Lingual Spanish Required)
Riverhead, NY · On-site
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to ...
Private Client Banker
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker
Hamden, CT · On-site
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker
Hamden, CT · On-site
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Must be self-disciplined in managing time and capacity * Experience in cultivating client relationships, assessing needs and recommending solutions * Success creating strong peer relationships ...
Must be self-disciplined in managing time and capacity * Experience in cultivating client relationships, assessing needs and recommending solutions * Success creating strong peer relationships ...
Licensed Private Client Banker
Manchester, CT · On-site
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Licensed Private Client Banker
Manchester, CT · On-site
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Licensed Private Client Banker
Branford, CT · On-site
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Licensed Private Client Banker
Branford, CT · On-site
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Licensed Private Client Banker
West Haven, CT · On-site
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Licensed Private Client Banker
West Haven, CT · On-site
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Licensed Private Client Banker
Madison, CT · On-site
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Licensed Private Client Banker
Madison, CT · On-site
$25 - $38.46/hr
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to ...
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to ...
Licensed Private Client Banker
Hamden, CT · On-site
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Excellent Time management skills Personal Skills * Adaptability: Demonstrates a willingness to ...
Licensed Private Client Banker
Hamden, CT · On-site
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Excellent Time management skills Personal Skills * Adaptability: Demonstrates a willingness to ...
Financial Solutions Advisor Registration Candidate - Southampton Financial Center
Southampton, NY · On-site
$28.85/hr
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 - Southampton Financial Center
Southampton, NY · On-site
$28.85/hr
Must be self-disciplined in managing time and capacity * Experience in cultivating client relationships, assessing needs and recommending solutions * Success creating strong peer relationships ...
Licensed Private Client Banker
Hamden, CT · On-site
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Excellent Time management skills Personal Skills * Adaptability: Demonstrates a willingness to ...
Licensed Private Client Banker
Hamden, CT · On-site
As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with ... Excellent Time management skills Personal Skills * Adaptability: Demonstrates a willingness to ...
MEP Construction Sr. Project Manager
New Haven, CT · On-site
$112K - $152K/yr
As a Project Manager, you will oversee all phases of project management, including design ... Deliver projects that enable client solutions contributing to $1M-$3M in annual revenue, aligning ...
MEP Construction Sr. Project Manager
New Haven, CT · On-site
$112K - $152K/yr
As a Project Manager, you will oversee all phases of project management, including design ... Deliver projects that enable client solutions contributing to $1M-$3M in annual revenue, aligning ...
Client Manager - Water Services
Middletown, CT · On-site +1
Collaborate with technical teams to align solutions with client expectations and deliver ... Support healthy account management by helping teams stay aligned on budgets, invoicing ...
Client Manager - Water Services
Middletown, CT · On-site +1
Collaborate with technical teams to align solutions with client expectations and deliver ... Support healthy account management by helping teams stay aligned on budgets, invoicing ...
MEP Construction Sr. Project Manager
New Haven, CT · On-site
$110 - $155/hr
As a Project Manager, you will oversee all phases of project management, including design ... Deliver projects that enable client solutions contributing to $1M-$3M in annual revenue, aligning ...
MEP Construction Sr. Project Manager
New Haven, CT · On-site
$110 - $155/hr
As a Project Manager, you will oversee all phases of project management, including design ... Deliver projects that enable client solutions contributing to $1M-$3M in annual revenue, aligning ...
Financial Solutions Advisor Registration Candidate - Eastern Long Island Market
Southampton, NY · On-site
$28.85 - $33.65/hr
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 - Eastern Long Island Market
Southampton, NY · On-site
$28.85 - $33.65/hr
Must be self-disciplined in managing time and capacity * Experience in cultivating client relationships, assessing needs and recommending solutions * Success creating strong peer relationships ...
Client Solutions Manager information
See Madison, CT salary details
$10.3K - $18.5K
0% of jobs
$18.5K - $26.6K
0% of jobs
$26.6K - $34.8K
13% of jobs
$34.8K - $42.9K
0% of jobs
$42.9K - $51.1K
4% of jobs
$54.5K is the 25th percentile. Wages below this are outliers.
$51.1K - $59.3K
20% of jobs
The median wage is $65.5K / yr.
$59.3K - $67.4K
18% of jobs
$67.4K - $75.6K
6% of jobs
$75.6K - $83.8K
10% of jobs
$88.4K is the 75th percentile. Wages above this are outliers.
$83.8K - $91.9K
7% of jobs
$91.9K - $100.1K
22% of jobs
$10.3K
$72.6K
$100.1K
How much do client solutions manager jobs pay per year?
As of Sep 6, 2026, the average yearly pay for client solutions manager in Madison, CT is $72,632.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,100.00 and $100,100.00 per year, depending on experience, location, and employer.
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.
What are the key skills and qualifications needed to thrive as a client solutions manager?
To thrive as a Client Solutions Manager, you need a solid background in account management, business development, and data analysis, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms, digital marketing tools, and data visualization systems is typically required. Strong interpersonal skills, problem-solving abilities, and effective communication set standout candidates apart in this role. These skills ensure the ability to understand client needs, deliver tailored solutions, and build long-lasting business relationships that drive organizational growth.
How does a client solutions manager typically collaborate with sales and account management teams?
A Client Solutions Manager regularly works alongside sales and account management teams to develop and implement tailored solutions that address client needs. They often participate in joint meetings to understand client objectives, provide strategic recommendations, and ensure seamless delivery of services. Effective communication and cross-functional coordination are essential, as this role acts as a bridge between clients and internal stakeholders to drive successful outcomes. Building strong relationships with both teams helps anticipate challenges and deliver value to clients.
What is the salary of client solutions manager in meta?
The salary for a Client Solutions Manager at Meta typically ranges from $100,000 to $160,000 annually, depending on experience, location, and performance. Compensation may also include bonuses, stock options, and benefits aligned with industry standards for tech companies.
More about Client Solutions Manager jobs
- How to become a client solutions manager?
- How do you prepare for a client solutions manager interview?
- How much does a client solutions manager make?
- Is a client solutions manager a good job?
- What Is a Client Solutions Manager and How to Become One
- Client Solutions Manager Job Description Sample Template
What cities near Madison, CT are hiring for Client Solutions Manager jobs?
Cities near Madison, CT with the most Client Solutions Manager job openings:
Full-time
Re-posted 19 days ago
Bank Of America rating
8.3
Based on 536 frontline employees who took The Breakroom Quiz
49th of 175 rated banks
Job description
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:
Required Qualifications:
Desired Qualifications:
Skills:
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
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