Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
We value curiosity, celebrate new ideas, and empower you to take ownership of your career while ... Overview At Gallagher, we're looking for an Client Service Manager to join our Commercial team. In ...
We value curiosity, celebrate new ideas, and empower you to take ownership of your career while ... Overview At Gallagher, we're looking for an Client Service Manager to join our Commercial team. In ...
Client Strategist
Cedar Rapids, IA ยท On-site
... value and drive projects forward Learn Endlessly: Prepare monthly/quarterly client reports and ... Successfully manage day-to-day client interactions and seek out opportunities to increase customer ...
Client Strategist
Cedar Rapids, IA ยท On-site
... value and drive projects forward Learn Endlessly: Prepare monthly/quarterly client reports and ... Successfully manage day-to-day client interactions and seek out opportunities to increase customer ...
Exceptional writing, interpersonal and client service skills * Strong time management skills * Team ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Exceptional writing, interpersonal and client service skills * Strong time management skills * Team ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Managing the calendar including coordinating meetings or events with logistics such as material ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Managing the calendar including coordinating meetings or events with logistics such as material ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Exceptional writing, interpersonal and client service skills * Strong time management skills * Team ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Exceptional writing, interpersonal and client service skills * Strong time management skills * Team ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Managing the calendar including coordinating meetings or events with logistics such as material ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Managing the calendar including coordinating meetings or events with logistics such as material ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Client Strategist
Cedar Rapids, IA ยท On-site
Dive deep into client data and create effective stories that help demonstrate value and drive ... Successfully manage day-to-day client interactions and seek out opportunities to increase customer ...
Client Strategist
Cedar Rapids, IA ยท On-site
Dive deep into client data and create effective stories that help demonstrate value and drive ... Successfully manage day-to-day client interactions and seek out opportunities to increase customer ...
Exceptional writing, interpersonal and client service skills * Strong time management skills * Team ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Exceptional writing, interpersonal and client service skills * Strong time management skills * Team ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ... Our values - putting clients first, doing the right thing, leading with exceptional ideas ...
Sales Representative (Remote)
Ames, IA ยท Remote
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Sales Representative (Remote)
Ames, IA ยท Remote
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Sales Representative (Remote)
Clive, IA ยท Remote
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Sales Representative (Remote)
Clive, IA ยท Remote
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Sales Representative (Remote)
Spencer, IA ยท Remote
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Sales Representative (Remote)
Spencer, IA ยท Remote
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Account Management : Oversee client accounts to ensure high satisfaction and address needs promptly ... Foster client loyalty and maximize long-term client value. * Customer Support : Offer excellent ...
Client Value Manager information
See Iowa salary details
$33.8K - $40.6K
7% of jobs
$40.6K - $47.4K
9% of jobs
$47.4K - $54.2K
2% of jobs
$61K is the 25th percentile. Wages below this are outliers.
$54.2K - $61K
6% of jobs
$61K - $67.8K
2% of jobs
$67.8K - $74.5K
4% of jobs
$74.5K - $81.3K
10% of jobs
$81.3K - $88.1K
5% of jobs
The median wage is $89.7K / yr.
$88.1K - $94.9K
14% of jobs
$94.9K - $101.7K
5% of jobs
$103.5K is the 75th percentile. Wages above this are outliers.
$101.7K - $108.5K
34% of jobs
$33.8K
$84.5K
$108.5K
How much do client value manager jobs pay per year?
What is a Client Value Manager?
What jobs pay 500,000 a year in the US?
What is the difference between Client Value Manager vs Customer Success Manager?
| Aspect | Client Value Manager | Customer Success Manager |
|---|---|---|
| Primary Focus | Maximizing client value and strategic partnership | Ensuring customer satisfaction and retention |
| Skills & Certifications | Business analysis, client relationship management, certifications like CBV or similar | Customer service, communication, CRM tools |
| Work Environment | Consultative, strategic, often in B2B settings | Support-oriented, client-facing roles in various industries |
| Industry Usage | Finance, consulting, SaaS, B2B services | Technology, SaaS, retail, service industries |
The Client Value Manager focuses on delivering strategic value and strengthening client relationships through analysis and tailored solutions. In contrast, the Customer Success Manager emphasizes customer satisfaction, retention, and support. While both roles involve client interaction, their core objectives and skill sets differ, making each vital in different stages of the client lifecycle.
What are the key skills and qualifications needed to thrive as a Client Value Manager, and why are they important?
Is a CSA job stressful?
What jobs pay 4000 a week without a degree?
What jobs in the US pay 300,000 a year?
How does a Client Value Manager typically collaborate with other departments to deliver value to clients?
Full-time
Re-posted 4 days ago
Job description
What is the opportunity?
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.
As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
- Maintain confidentiality in accordance with RBC's Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor's degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Current FINRA registrations
- Financial services experience
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address:
1250 NORTHWEST 128TH STREET:CLIVE
City:
Clive
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-06-15
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
About Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA