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Financial Services Client Relationship Manager information

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$29K

$57.4K

$98K

How much do financial services client relationship manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for financial services client relationship manager in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is a financial services client relationship manager in finance?

A financial services client relationship manager is responsible for maintaining and developing relationships with clients in the finance industry, ensuring their needs are met and providing tailored financial solutions. They often work in banks, investment firms, or insurance companies, utilizing communication and sales skills to retain clients and grow accounts. The role may require certifications such as the Series 7 or Series 63 and proficiency with customer relationship management (CRM) tools.

What cities are hiring for Financial Services Client Relationship Manager jobs?

Cities with the most Financial Services Client Relationship Manager job openings:

What states have the most Financial Services Client Relationship Manager jobs?

States with the most job openings for Financial Services Client Relationship Manager jobs include:

What are popular job titles related to Financial Services Client Relationship Manager jobs?

For Financial Services Client Relationship Manager jobs, the most frequently searched job titles are:

Infographic showing various Financial Services Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Client Relationship Manager

Morgantown, WV

Globe Life: Moore Organizations
See more jobs at Globe Life: Moore Organizationsexternal

Full-time

Re-posted yesterday

Job description

Provide life insurance and financial protection solutions to families and individuals

Educate clients on policies that prevent financial disaster during times of loss

Manage your own book of business through virtual appointments - Use our proven internal blueprint and warm leads—NO COLD calling necessary

Represent core values: Service Over Sales, always putting clients first

Set and achieve aggressive personal and team goals.

Use tracking systems to monitor metrics and growth benchmarks.

Participate in incentive contests, team challenges, and leadership summits.

Tech savvy and understand how to operate zoom calls

Entrepreneurial Ownership

Must be 18+ years old and able to pass a background check

Must have valid work authorization in the US

Effective Communication Skills: Ability to communicate ideas clearly and concisely.

Organizational Skills: Capable of managing multiple tasks efficiently.

Life, Health, & Accident License (Assistance provided in obtaining this state license)

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