The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is ...
The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is ...
Client Relationship Manager
Atlanta, GA · On-site
The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is ...
Client Relationship Manager
Atlanta, GA · On-site
The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is ...
Client Relationship Manager
Atlanta, GA · On-site
FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...
Client Relationship Manager
Atlanta, GA · On-site
FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...
Client Relationship Manager
Duluth, GA · On-site
FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...
Client Relationship Manager
Duluth, GA · On-site
FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...
JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...
Quick apply
JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...
JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...
Quick apply
JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...
Client Relationship Manager
Duluth, GA · On-site
FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...
Quick apply
Client Relationship Manager
Duluth, GA · On-site
FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...
Client Relationship Manager
Atlanta, GA · On-site
FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...
Quick apply
Client Relationship Manager
Atlanta, GA · On-site
FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...
Client Relationship Manager
Greensboro, GA · On-site +1
The Role As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience ...
Client Relationship Manager
Greensboro, GA · On-site +1
The Role As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience ...
The Role As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience ...
The Role As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience ...
The Role As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience ...
The Role As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience ...
... management teams. Interns and entry level employees are to represent our company with ... Exhibits a high level of urgency while delivering unmatched client satisfaction * Embodies a ...
... management teams. Interns and entry level employees are to represent our company with ... Exhibits a high level of urgency while delivering unmatched client satisfaction * Embodies a ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Macon, GA · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Macon, GA · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Augusta, GA · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Augusta, GA · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Savannah, GA · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Client Relationship Manager
Savannah, GA · On-site
Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
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 ...
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 ...
Institutional Client Relationship Manager information
What does an institutional client relationship manager do?
An Institutional Client Relationship Manager is responsible for managing and nurturing relationships with large, institutional clients such as pension funds, insurance companies, and endowments. They act as the main point of contact, ensuring clients are satisfied with the services provided and addressing any concerns or needs. These professionals work closely with internal teams to deliver tailored solutions, provide market insights, and facilitate communication between clients and their organization. Their goal is to maintain long-term partnerships and support client retention and growth.
What are the key skills and qualifications needed to thrive as an institutional client relationship manager, and why are they important?
To thrive as an Institutional Client Relationship Manager, you need a strong background in finance or business, expertise in investment products, and experience managing institutional accounts, often supported by a bachelor's or master's degree. Familiarity with CRM systems, portfolio management tools, and relevant certifications such as CFA or Series 7 are highly valuable. Exceptional communication, client service orientation, and problem-solving skills set top performers apart in this role. These abilities are crucial for building trust, retaining institutional clients, and driving business growth in a competitive financial environment.
What are some common challenges institutional client relationship managers face when managing multiple high-value clients?
Institutional Client Relationship Managers often juggle the demands of several large clients, each with unique investment goals and service expectations. One key challenge is balancing proactive communication and personalized support while staying organized and responsive to urgent requests. Additionally, these managers must keep up with industry regulations, market trends, and internal product updates to provide informed guidance. Effective time management, strong relationship-building skills, and leveraging digital tools are essential to successfully meeting these challenges.
What is the difference between Institutional Client Relationship Manager vs Financial Advisor?
| Aspect | Institutional Client Relationship Manager | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree, certifications like CFA or CFP are common | Requires a bachelor's degree, CFP certification often preferred |
| Work Environment | Works mainly with institutional clients such as pension funds, corporations | Serves individual clients and families |
| Employer & Industry | Financial institutions, asset management firms, banks | Financial planning firms, banks, independent practices |
| Primary Focus | Managing relationships with institutional clients, providing tailored investment solutions | Providing personalized financial planning and investment advice to individuals |
The Institutional Client Relationship Manager primarily focuses on managing relationships with institutional clients like pension funds and corporations, offering specialized investment services. In contrast, Financial Advisors serve individual clients, providing personalized financial planning. While both roles require financial certifications and industry knowledge, their client base and work environment differ significantly.
What are popular job titles related to Institutional Client Relationship Manager jobs in Georgia?
For Institutional Client Relationship Manager jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Institutional Client Relationship Manager jobs in Georgia look for?
The top searched job categories for Institutional Client Relationship Manager jobs in Georgia are:
What cities in Georgia are hiring for Institutional Client Relationship Manager jobs?
Cities in Georgia with the most Institutional Client Relationship Manager job openings:
Job description
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
PositionA Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in the preparation of key documents and reports for client meetings
- Attend client meetings as necessary
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
- BA/BS degree
- At least 5 years of experience in the industry preferred
- Registered with Series 7 & 66 (or 7, 65 & 63)
- On-site position in Atlanta
- Works effectively within a collaborative, engaging, and fun team culture while maintaining professionalism and accountability
- Excellent client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Employment Type: FULL_TIME