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Premier Client Manager Jobs in Texas (NOW HIRING)

Premier Client Service Specialist

Dallas, TX · On-site

$16.75 - $22.25/hr

Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ About the Team ... Manage the full lifecycle of HNW client relationships, proactively engaging with clients to ...

Premier Client Service Specialist

Dallas, TX · On-site

$17 - $22.25/hr

Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ About the Team ... Manage the full lifecycle of HNW client relationships, proactively engaging with clients to ...

Premier Client Service Specialist

Dallas, TX · On-site

$16.75 - $22.25/hr

Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ About the Team ... Manage the full lifecycle of HNW client relationships, proactively engaging with clients to ...

Premier Client Service Specialist

Dallas, TX · On-site

$17 - $22.25/hr

Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ About the Team ... Manage the full lifecycle of HNW client relationships, proactively engaging with clients to ...

Premier Client Service Specialist

Dallas, TX · On-site

$16.75 - $22.25/hr

Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ About the Team ... Manage the full lifecycle of HNW client relationships, proactively engaging with clients to ...

Premier Client Service Specialist

Dallas, TX · On-site

$17 - $22.25/hr

Premier Client Service Specialist Moomoo Financial Inc. is seeking a client-focused professional to ... Manage the full lifecycle of HNW client relationships, proactively engaging with clients to ...

Premier Client Service Specialist

Dallas, TX · On-site

$17 - $22.25/hr

Premier Client Service SpecialistOffice Location: Dallas, TX or Jersey City, NJAbout the Team ... Manage the full lifecycle of HNW client relationships, proactively engaging with clients to ...

Premier Client Service Specialist

Fort Worth, TX · On-site

$16.25 - $21.50/hr

Premier Client Service SpecialistOffice Location: Dallas, TX or Jersey City, NJAbout the Team ... Manage the full lifecycle of HNW client relationships, proactively engaging with clients to ...

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Premier Client Manager information

What is a Premier Client Manager?

A Premier Client Manager is a professional responsible for managing and nurturing relationships with high-value or priority clients within an organization, typically in the banking or financial services industry. Their primary role is to ensure client satisfaction, address complex needs, and provide tailored solutions to help clients achieve their financial goals. They act as the main point of contact for premier clients, often overseeing a portfolio of accounts and collaborating with other specialists to deliver a comprehensive service. Premier Client Managers are expected to have strong interpersonal, analytical, and problem-solving skills. Their work helps retain valuable clients and contributes to the overall growth of the business.

What are some key challenges a Premier Client Manager faces when handling high-value client portfolios?

Premier Client Managers often juggle multiple high-net-worth accounts, each with unique needs and expectations. A common challenge is balancing proactive relationship management with prompt problem-solving, as clients expect personalized service and rapid responses. Additionally, Premier Client Managers must stay updated on financial products and regulatory changes to offer relevant advice, while collaborating closely with internal teams such as investment advisors and risk analysts to deliver comprehensive solutions. Success in this role requires strong communication skills, adaptability, and an unwavering focus on client satisfaction.

What are the key skills and qualifications needed to thrive as a Premier Client Manager, and why are they important?

To thrive as a Premier Client Manager, you need a solid background in financial services, account management, and relationship-building, often supported by a bachelor's degree in business or finance. Familiarity with CRM systems, financial analysis tools, and industry certifications like Series 7 or 66 are typically required. Exceptional interpersonal skills, negotiation abilities, and proactive problem-solving set top performers apart in managing high-value clients. These skills are crucial to delivering tailored solutions, retaining key accounts, and driving business growth in a competitive environment.

What is the difference between Premier Client Manager vs Client Relationship Manager?

AspectPremier Client ManagerClient Relationship Manager
CredentialsRelevant certifications (e.g., CFP, CFA), experience in client managementSimilar certifications, focus on relationship-building skills
Work EnvironmentHigh-net-worth client services, private banking, financial institutionsCorporate, retail banking, financial services
Employer & IndustryPrivate banks, wealth management firmsBanks, financial institutions, insurance companies
Search & Comparison IntentUnderstanding high-end client services, premium account managementManaging client relationships, customer retention

The Premier Client Manager typically handles high-net-worth clients in private banking or wealth management, requiring specialized certifications and a focus on premium services. In contrast, a Client Relationship Manager works across broader client segments within banks or financial firms, emphasizing relationship-building and customer satisfaction. Both roles involve client interaction but differ in client profile and service scope.

What cities in Texas are hiring for Premier Client Manager jobs?

Cities in Texas with the most Premier Client Manager job openings:

Infographic showing various Premier Client Manager job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 11% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Premier Client Banker - PNC Wealth Management

Murphy, TX • On-site

PNC Financial Services Group, Inc.
Banking and Credit Intermediation • 10K+ employees

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 348 frontline employees who took The Breakroom Quiz


Job description

Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Murphy, TX.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
  • Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
  • Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
  • Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
  • Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
  • Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Competencies
Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors (Required)
Certifications
No Required Certification(s)
Licenses
FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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