Has the ability to learn and adapt to new information and technology platforms Desired ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Has the ability to learn and adapt to new information and technology platforms Desired ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Client Development Manager
Raleigh, NC · On-site
... technology, and related services to public agencies and private clients throughout the United ... Monitor client performance trends/issues utilizing CRM * Obtain feedback from clients to assess ...
New
Client Development Manager
Raleigh, NC · On-site
... technology, and related services to public agencies and private clients throughout the United ... Monitor client performance trends/issues utilizing CRM * Obtain feedback from clients to assess ...
New
Has the ability to learn and adapt to new information and technology platforms Desired ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Has the ability to learn and adapt to new information and technology platforms Desired ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Client Strategy Manager
Durham, NC · Remote
Higharc is seeking a Client Strategy Manager to own the adoption strategy for your book of business ... Experience in residential homebuilding, construction technology, AEC, manufacturing, ERP, or other ...
Quick apply
Client Strategy Manager
Durham, NC · Remote
Higharc is seeking a Client Strategy Manager to own the adoption strategy for your book of business ... Experience in residential homebuilding, construction technology, AEC, manufacturing, ERP, or other ...
Expert Client Success Manager
Raleigh, NC · On-site
Expert Client Success Manager Job Summary The Expert Client Success Manager (CSM) serves as the ... advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive ...
Expert Client Success Manager
Raleigh, NC · On-site
Expert Client Success Manager Job Summary The Expert Client Success Manager (CSM) serves as the ... advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive ...
Has the ability to learn and adapt to new information and technology platforms Desired ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Has the ability to learn and adapt to new information and technology platforms Desired ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Expert Client Success Manager
Raleigh, NC · On-site
Expert Client Success Manager Job Summary The Expert Client Success Manager (CSM) serves as the ... advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive ...
Expert Client Success Manager
Raleigh, NC · On-site
Expert Client Success Manager Job Summary The Expert Client Success Manager (CSM) serves as the ... advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive ...
... client and Veradigm (eg. AOE, TAM, Service PD/PM, Hosting PM, Managed Services, Support leads ... advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive ...
... client and Veradigm (eg. AOE, TAM, Service PD/PM, Hosting PM, Managed Services, Support leads ... advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive ...
... client and Veradigm (eg. AOE, TAM, Service PD/PM, Hosting PM, Managed Services, Support leads ... advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive ...
... client and Veradigm (eg. AOE, TAM, Service PD/PM, Hosting PM, Managed Services, Support leads ... advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive ...
Client Relationship Executive - Cyber Managed Services
Raleigh, NC · On-site
$122K - $504K/yr
... Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in ... Your efforts will contribute to creating a thriving environment where people and technology work ...
Client Relationship Executive - Cyber Managed Services
Raleigh, NC · On-site
$122K - $504K/yr
... Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in ... Your efforts will contribute to creating a thriving environment where people and technology work ...
Digital Grid, Senior Manager
$124K - $280K/yr
... technologies - Managing project delivery and systems project management to meet client objectives - Engaging in technical consultation to address complex client challenges - Driving business ...
Digital Grid, Senior Manager
$124K - $280K/yr
... technologies - Managing project delivery and systems project management to meet client objectives - Engaging in technical consultation to address complex client challenges - Driving business ...
Project Manager
Raleigh, NC · On-site
... t liaison to the business client • leading and performing hands-on analysis of the business and technical environments • supervising implementation activities • ensuring that project plans and ...
Project Manager
Raleigh, NC · On-site
... t liaison to the business client • leading and performing hands-on analysis of the business and technical environments • supervising implementation activities • ensuring that project plans and ...
Sr. Director, Client Services
Raleigh, NC · On-site
Lead cross-functional collaboration with Technology, Product, Decision Science, Strategy, and ... Client Relationship Management * Serve as a trusted advisor, providing clarity, thought leadership ...
Sr. Director, Client Services
Raleigh, NC · On-site
Lead cross-functional collaboration with Technology, Product, Decision Science, Strategy, and ... Client Relationship Management * Serve as a trusted advisor, providing clarity, thought leadership ...
Lead cross-functional collaboration with Technology, Product, Decision Science, Strategy, and ... Client Relationship Management * Serve as a trusted advisor, providing clarity, thought leadership ...
Quick apply
Lead cross-functional collaboration with Technology, Product, Decision Science, Strategy, and ... Client Relationship Management * Serve as a trusted advisor, providing clarity, thought leadership ...
The Client Success Manager (US only - Remote) will support clients within the Managed Security ... The ability and technology necessary to productively work remotely/from home (where applicable) EEO ...
The Client Success Manager (US only - Remote) will support clients within the Managed Security ... The ability and technology necessary to productively work remotely/from home (where applicable) EEO ...
Project Manager
Raleigh, NC · On-site
... t liaison to the business client, leading and performing hands-on analysis of the business and technical environments, supervising implementation activities, ensuring that project plans and schedules ...
Project Manager
Raleigh, NC · On-site
... t liaison to the business client, leading and performing hands-on analysis of the business and technical environments, supervising implementation activities, ensuring that project plans and schedules ...
... on client expectations. With your growing knowledge of how business works, you play an important ... Management/Behavior, Project/Technology Management, Science - At least one of the following:
... on client expectations. With your growing knowledge of how business works, you play an important ... Management/Behavior, Project/Technology Management, Science - At least one of the following:
Stay current on RWE market dynamics, technology and AI, regulatory guidance for real-world data ... Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence ...
Stay current on RWE market dynamics, technology and AI, regulatory guidance for real-world data ... Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence ...
Registered Client Service Associate - Raleigh, NC
Raleigh, NC · On-site
$25.85 - $43.08/hr
Monitor and manage client account activities, this may include contributions, distributions ... technology resources they need to run thriving businesses. For further information about LPL ...
Registered Client Service Associate - Raleigh, NC
Raleigh, NC · On-site
$25.85 - $43.08/hr
Monitor and manage client account activities, this may include contributions, distributions ... technology resources they need to run thriving businesses. For further information about LPL ...
Client Services Associate/Trader
Chapel Hill, NC · On-site
$10K/mo
The Client Service Associate focuses on team engagement, client success, and managing assigned ... General tech stack proficiency. * Knowledge of RIA operations, regulations, compliance, and ...
Client Services Associate/Trader
Chapel Hill, NC · On-site
$10K/mo
The Client Service Associate focuses on team engagement, client success, and managing assigned ... General tech stack proficiency. * Knowledge of RIA operations, regulations, compliance, and ...
Client Technology Manager information
What does a client technology manager do?
A Client Technology Manager oversees the technology needs and solutions for a company's clients. They act as a liaison between clients and the internal IT team, ensuring that client requirements are understood and implemented effectively. Their responsibilities often include managing client relationships, coordinating the delivery of technology services, and providing technical guidance to optimize client satisfaction and business outcomes. This role requires strong communication skills, technical expertise, and the ability to manage multiple projects simultaneously.
How does a client technology manager typically collaborate with other departments to ensure successful technology implementation for clients?
A Client Technology Manager often works closely with cross-functional teams such as sales, engineering, project management, and customer support to deliver tailored technology solutions for clients. This collaboration involves regularly communicating client requirements, coordinating technical resources, and ensuring all stakeholders are aligned on project timelines and deliverables. By acting as a bridge between clients and internal teams, the Client Technology Manager helps facilitate smooth deployments, resolve technical challenges, and maintain high client satisfaction throughout the project lifecycle.
What are the key skills and qualifications needed to thrive as a client technology manager, and why are they important?
To thrive as a Client Technology Manager, you need expertise in IT infrastructure, project management, and a solid understanding of client business needs, often supported by a degree in computer science or information systems. Familiarity with platforms like Microsoft 365, cloud services, CRM tools, and ITIL or PMP certification is common in this role. Exceptional communication, problem-solving, and relationship-building skills help in translating technical solutions into business value and managing client expectations. These abilities are crucial for aligning technology strategies with client objectives and delivering successful, long-term solutions.
What is the difference between Client Technology Manager vs Technical Support Specialist?
| Aspect | Client Technology Manager | Technical Support Specialist |
|---|---|---|
| Credentials | Bachelor's in IT, Computer Science, or related field; certifications like CompTIA, Cisco, or Microsoft | Relevant certifications like CompTIA A+, Network+, or vendor-specific certifications |
| Work Environment | Oversees client technology solutions, manages teams, and coordinates with clients in corporate settings | Provides technical assistance, troubleshooting, and support directly to end-users or clients |
| Employer & Industry | IT service providers, corporate IT departments, technology consulting firms | Help desks, IT support centers, technology vendors |
The main difference is that a Client Technology Manager focuses on managing client technology projects and teams, ensuring solutions meet client needs, while a Technical Support Specialist provides direct technical support and troubleshooting to end-users. Both roles require technical knowledge, but the manager role emphasizes oversight and client communication.
What are popular job titles related to Client Technology Manager jobs in Raleigh, NC?
For Client Technology Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Technology Manager jobs in Raleigh, NC look for?
The top searched job categories for Client Technology Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Technology Manager jobs?
Cities near Raleigh, NC with the most Client Technology Manager job openings:
Full-time
Re-posted 14 days ago
Bank Of America rating
8.2
Based on 533 frontline employees who took The Breakroom Quiz
52nd of 174 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:
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- Possesses advanced industry knowledge and an understanding of investment products
- 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:
- 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