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Customer Relationship Manager Jobs in Park Ridge, IL

Oxford Financial GRP

Relationship Manager

Chicago, IL · On-site

Monitor and update the CRM, Salesforce, as appropriate * Determine Portfolio Summary Report template and delivery * Review client information on an annual basis to ensure accuracy Assign and ...

Amrize

CRM & Lifecycle Marketing Manager

Chicago, IL · On-site

ABOUT THE ROLE We are seeking a data-driven, strategic Marketing Manager to lead our customer acquisition and retention efforts. This role is built for a CRM expert who lives and breathes lead ...

Mixam

Lifecycle & CRM Marketing Manager

Chicago, IL · Remote

Build and own Mixam's lifecycle/customer retention engine across email, SMS, loyalty program, strategic segmentation, testing, and Hubspot CRM tooling - with responsibility for identifying customer ...

Mixam

Lifecycle & CRM Marketing Manager

Chicago, IL · On-site +1

Build and own Mixam's lifecycle/customer retention engine across email, SMS, loyalty program, strategic segmentation, testing, and Hubspot CRM tooling - with responsibility for identifying customer ...

Mixam

Lifecycle & CRM Marketing Manager

Chicago, IL · Hybrid

Build and own Mixam's lifecycle/customer retention engine across email, SMS, loyalty program, strategic segmentation, testing, and Hubspot CRM tooling - with responsibility for identifying customer ...

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All JobsCustomer Relationship JobsCustomer Relationship Manager JobsCustomer Relationship Manager Jobs in Park Ridge, IL

Customer Relationship Manager information

See Park Ridge, IL salary details

$12

$26

$49

How much do customer relationship manager jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for customer relationship manager in Park Ridge, IL is $26.33, according to ZipRecruiter salary data. Most workers in this role earn between $18.22 and $30.77 per hour, depending on experience, location, and employer.

What does a customer relationship manager do?

A Customer Relationship Manager (CRM) is responsible for building and maintaining positive relationships with a company's clients. They ensure customer satisfaction by addressing inquiries, resolving complaints, and providing support throughout the customer journey. CRMs also analyze customer data to identify trends and opportunities for improving services or products. Their goal is to foster long-term loyalty and help the company retain and grow its customer base.

How does a customer relationship manager typically collaborate with sales and support teams to enhance client satisfaction?

A Customer Relationship Manager (CRM) works closely with both sales and support teams to ensure clients receive seamless service throughout their journey. This collaboration often involves regular meetings to discuss client feedback, aligning on strategies to address concerns, and sharing insights that can improve the customer experience. By acting as a communication bridge, the CRM helps prioritize client needs, coordinates follow-ups, and ensures that any issues are resolved quickly, ultimately contributing to higher client satisfaction and retention.

What are the key skills and qualifications needed to thrive as a customer relationship manager, and why are they important?

To thrive as a Customer Relationship Manager, you need strong interpersonal skills, a background in business or marketing, and experience in client relationship management. Familiarity with Customer Relationship Management (CRM) software like Salesforce and relevant certifications are typically expected. Excellent communication, problem-solving, and active listening skills help build trust and effectively address client needs. These competencies are crucial for fostering long-term customer loyalty and driving business growth.

What is the difference between Customer Relationship Manager vs Sales Representative?

AspectCustomer Relationship ManagerSales Representative
Primary FocusBuilding and maintaining long-term customer relationshipsGenerating sales and closing deals
Required SkillsCommunication, customer service, relationship managementPersuasion, negotiation, product knowledge
Work EnvironmentCustomer service centers, client offices, CRM softwareSales meetings, retail stores, client sites
Common CertificationsCRM certifications, customer service trainingSales certifications, product training

While both roles involve interacting with customers, a Customer Relationship Manager focuses on nurturing ongoing relationships to ensure customer satisfaction and loyalty. In contrast, a Sales Representative primarily aims to convert prospects into buyers and meet sales targets. Understanding these differences helps job seekers align their skills with the right career path.

More about Customer Relationship Manager jobs

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The top searched job categories for Customer Relationship Manager jobs in Park Ridge, IL are:

What cities near Park Ridge, IL are hiring for Customer Relationship Manager jobs?

Cities near Park Ridge, IL with the most Customer Relationship Manager job openings:

Customer Relationship Manager jobs near you
Infographic showing various Customer Relationship Manager job openings in Park Ridge, IL as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $54,759 per year, or $26.3 per hour.

Relationship Manager

Oxford Financial GRP

Chicago, IL • On-site

Full-time

Re-posted 17 days ago

Job description

POSITION SUMMARY

The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations.

DUTIES & RESPONSIBILITIES

Deliver an excellent client experience

  • Operation within the team’s client service strategy to ensure high standard of service
  • Respond professionally and provide timely resolution to client inquiries or concerns
  • Troubleshoot client issues and follow through to resolution
  • Coordinate efforts across all areas of Oxford, as needed


Prepare client reports and analysis

  • Prepares client financial statements
  • Partner with technical teams to prepare required reports and analysis
  • Gather and share necessary data and information with technical and operational teams
  • Coordinate timely and efficient completion of reports and analysis

Maintain client information

  • Assist in completing and maintaining the Client Profile Questionnaire
  • Monitor and update the CRM, Salesforce, as appropriate
  • Determine Portfolio Summary Report template and delivery
  • Review client information on an annual basis to ensure accuracy

Assign and coordinate workflow to support client needs

  • Investment Policy Statement (IPS) and Investment Allocation or Asset Allocation Summary (IAS)
  • Family Office Services (FOS) Estate flow chart and recommendations
  • Private Market Securities (Initial purchases, calls and liquidations)
  • Client-directed trade requests
  • Cash management
  • Deposits, withdrawals, journals, wires, etc.
  • Coordinates information needed for lines of credit renewals
  • Other Workflow processes as needed

Support Client Onboarding

  • Own and manage completion of assigned onboarding checklist items
  • Coordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessary
  • Create a high-quality Oxford experience during the transition from prospect to client
  • Monitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding items
  • Attend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress items

Administrative Responsibilities and Professional Development

  • Complete TimeTracker entries accurately and on time
  • Read, handle and respond to email and voicemail messages
  • Attend team and firm meetings
  • Stay current on technical developments and available resources
  • Maintain a spirit of teamwork and respect across the firm
  • Participate in formal education and training to strengthen areas of expertise, technical skills and leadership skills
  • Perform other duties as assigned

QUALIFICATIONS

  • Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients
  • CFP®, CPWA® or CPA strongly preferred
  • Proficiency in Microsoft Outlook, Word and Excel
  • Strong analytical skills; the ability to interpret and analyze data and accurate attention to detail
  • Demonstrated knowledge of personal financial planning concepts and broader industry expertise
  • Ability to follow established procedures with accuracy and consistency
  • Ability to read and interpret legal documents
  • Professional demeanor and the highest regard for confidentiality
  • Excellent written and verbal communication skills
  • Ability to work independently as well as collaboratively in a team environment
  • Strong work ethic and positive attitude
  • Excellent organizational skills
  • Ability to manage multiple priorities in a fast-paced environment

WORKING CONDITIONS

  • Limited travel as business needs require
  • Extended period of sitting and working at a computer
  • Onsite position, 100% in office