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Institutional Client Relationship Manager Jobs in Tennessee

TrxNow®

Client Relationship Manager

Johnson City, TN · On-site

$20 - $25/hr

We are seeking a qualified Client Relationship Manager to help sustain partner relationships for long-term growth and revenue. The position is responsible for effectively handling day-to-day client ...

Globe Life: Moore Organizations

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 ...

Globe Life: Moore Organizations

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 ...

OKX

Track record of managing HNW or institutional client relationships end-to-end. * Familiarity with trading platforms or crypto exchanges is a strong plus. * Organised, detail-oriented, and able to ...

PNC Bank

Relationship Manager III - AMG

Franklin, TN · On-site

There will be client out reach via phone calls and thus individual will be required to meet calling goals. Relationship Manager III will be calling Nationwide Clients who are already part of the ...

PYA P C

Client Relationship Coordinator

Knoxville, TN · On-site

This role blends high-touch client relationship management with administrative and paralegal support, contributing to both client satisfaction and operational excellence. RESPONSIBILITIES * Serve as ...

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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 Tennessee?

For Institutional Client Relationship Manager jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Institutional Client Relationship Manager jobs in Tennessee look for?

The top searched job categories for Institutional Client Relationship Manager jobs in Tennessee are:

What cities in Tennessee are hiring for Institutional Client Relationship Manager jobs?

Cities in Tennessee with the most Institutional Client Relationship Manager job openings:

Institutional Client Relationship Manager jobs near you
Infographic showing various Institutional Client Relationship Manager job openings in Tennessee as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution.

Client Relationship Manager

TrxNow®

Johnson City, TN • On-site

$20 - $25/hr

Full-time

PTO

Posted 18 days ago

Job description

TrxNow® (Allied Dispatch Solutions, LLC) is North America’s fastest growing roadside assistance company and dispatch technology platform!  We operate multiple Call Centers internationally with headquarters located in downtown Johnson City, TN. Our management team is filled with leaders who are focused on delivering the best service in the industry. Check us out at www.trx-now.com.

We are seeking a qualified Client Relationship Manager to help sustain partner relationships for long-term growth and revenue. The position is responsible for effectively handling day-to-day client needs, identifying opportunities to evolve client business and exceeding client expectations through proactive solutions.

This is a great opportunity to lead as you learn and develop within an organization that continues to grow year after year!

Preferred Qualifications/Skills

  • Possess a high degree of experience in relationship management, client services or account management
  • Be self-motivated and directed with effective organization, prioritization, time-management, and project management skills
  • Bachelor’s degree from an accredited institution in a business-related field
  • 3+ years of solid professional experience in relationship, client or program management

Benefits

  • Competitive salary and benefits package
  • Professional development and career advancement opportunities
  • Supportive and collaborative team environment
  • Paid time off
  • Bonus structure
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About TrxNow

Sourced by ZipRecruiter

Industry

Software development

Company size

11 - 50 Employees

Headquarters location

Johnson City, TN, US

Year founded

2014

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