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Institutional Client Relationship Manager Jobs in Georgia

Cox Automotive

Client Relationship Manager II

Dunwoody, GA · On-site

$55K - $83K/yr

Client Relationship Manager II The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and ...

Cox Automotive

Client Relationship Manager II

Tucker, GA · On-site

$55K - $83K/yr

Client Relationship Manager II The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and ...

Cox Automotive

Client Relationship Manager II

Redan, GA · On-site

$55K - $83K/yr

Client Relationship Manager II The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and ...

Cox Automotive

Client Relationship Manager II

Decatur, GA · On-site

$55K - $83K/yr

Client Relationship Manager II The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and ...

Cox Automotive

Client Relationship Manager II

Austell, GA · On-site

$55K - $83K/yr

Client Relationship Manager II The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and ...

Cox Automotive

Client Relationship Manager II

Marietta, GA · On-site

$55K - $83K/yr

Client Relationship Manager II The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and ...

Cox Automotive

Client Relationship Manager II

Decatur, GA · On-site

$55K - $83K/yr

Client Relationship Manager II The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and ...

Cox Automotive

Client Relationship Manager II

Morrow, GA · On-site

$55K - $83K/yr

Client Relationship Manager II The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and ...

Cox Automotive

Client Relationship Manager II

Decatur, GA · On-site

$55K - $83K/yr

Client Relationship Manager II The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and ...

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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?

AspectInstitutional Client Relationship ManagerFinancial Advisor
CredentialsTypically requires a bachelor's degree, certifications like CFA or CFP are commonRequires a bachelor's degree, CFP certification often preferred
Work EnvironmentWorks mainly with institutional clients such as pension funds, corporationsServes individual clients and families
Employer & IndustryFinancial institutions, asset management firms, banksFinancial planning firms, banks, independent practices
Primary FocusManaging relationships with institutional clients, providing tailored investment solutionsProviding 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:

Institutional Client Relationship Manager jobs near you

Client Relationship Manager II

Cox Automotive

Dunwoody, GA • On-site

$55K - $83K/yr

Full-time

PTO

This job post has expired today. Applications are no longer accepted.

Cox Automotive rating

7.7

Company rating: 7.7 out of 10

Based on 144 frontline employees who took The Breakroom Quiz

104th of 154 rated financial services

Job description

Client Relationship Manager II
Job Description
The Client Relationship Manager II is a strategic role focused on optimizing commercial fleet operations for national clients. This position drives client growth and retention through operational partnership, using industry expertise, data analysis, financial insight, and technology to align internal operations with client success.
Maintenance management is a core function of Cox Fleet Operations, and this role supports that mission by leveraging data-driven insights and technology to position the organization as a trusted advisor.
Key Responsibilities
  • Performance Monitoring: Track and analyze key performance indicators (KPIs), including federal inspection compliance, preventative maintenance, on-road failures, and spend.
  • Data Analysis & Reporting: Use fleet management systems to generate insights and deliver actionable reports.
  • Strategic Planning: Conduct regular client meetings, share performance metrics, and lead business reviews aligned with client objectives.
  • Client Management: Serve as the primary point of contact, managing relationships and acting as escalation lead while collaborating with cross-functional teams to meet client needs.
  • Communication: Provide proactive updates on operations, service issues, and product enhancements; ensure transparency from issue identification through resolution.
  • Customer Experience: Deliver high-touch service, resolve issues efficiently, and consistently meet or exceed client expectations.
  • Process Improvement: Identify gaps, recommend efficiencies, and support development and maintenance of programs, services, and SOPs.
  • Operational Oversight: Monitor SLA performance, customer satisfaction, and audit results; ensure accurate documentation and adherence to procedural controls and reporting standards.
  • Leadership: Lead client and internal calls, coordinate cross-functional efforts, and report key concerns with recommended solutions.
  • Compliance: Follow all corporate policies and procedures.

QUALIFICATIONS
  • Bachelor's degree in Communication, Business Admin, and 2 years' experience in a related field. The right candidate could also have a different combination, such as a master's degree and up to 2 years' experience, or 6 years' experience in a related field
  • Strong problem-solving skills with the ability to quickly and effectively resolve client issues.
  • Proven ability to manage complex client relationships and deliver high levels of customer satisfaction.
  • Excellent communication skills, with a proactive and transparent approach to client engagement.
  • Ability to analyze operational performance, identify gaps, and recommend process improvements.

Experience working with data, financial considerations, and technology to support operational and client success.
USD 55,600.00 - 83,400.00 per year
Compensation:
Compensation includes a base salary in the range of $55,600.00 - $83,400.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.
Benefits:
The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
Application Deadline: 09/06/2026
EOE, including disability/vets

What Cox Automotive employees say

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About Cox Automotive

Sourced by ZipRecruiter

At Cox Automotive, people of every background are driven by their passion for mobility, innovation and community. We transform the way the world buys, sells, owns and uses cars, accelerating the industry with global powerhouse brands like Autotrader, Kelley Blue Book, Manheim and more. What's more, we do it all with an emphasis on employee growth and happiness. Drive your future forward and join Cox Automotive today! Cox empowers employees to build a better future and has been doing so for over 120 years. With exciting investments and innovations across transportation, communications, cleantech and healthcare, our family of businesses - which includes Cox Automotive and Cox Communications - is forging a better future for us all. Ready to make your mark? Join us today! Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page . Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship. Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.

Industry

Automobile dealers and technology, communication and media

Company size

5,001 - 10,000 Employees

Headquarters location

Atlanta, GA, US

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