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Relationship Manager Jobs in Boca Raton, FL (NOW HIRING)

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Bank Relationship Manager

Coral Springs, FL · On-site

Job Title Bank Relationship Manager About the role: You will serve as the first point of contact for Financial Institutions (FI) regarding their day-to-day service needs. What you'll do: * Escalate ...

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See Boca Raton, FL salary details

$26.5K

$76.4K

$132.9K

How much do relationship manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for relationship manager in Boca Raton, FL is $76,356.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,800.00 and $99,800.00 per year, depending on experience, location, and employer.

What is a relationship manager?

A relationship manager specializes in the management of client relationships for a company to ensure the customer is content with the service or products they receive. As a relationship manager, your responsibilities include providing customer service, answering client questions, developing new client relationships, and acting as an advisor regarding service and product options. You may serve as both a salesperson and liaison for the company. You can find relationship manager positions in various fields and industries, including the investment and financial management fields.

What does a relationship manager do?

A Relationship Manager is responsible for building and maintaining strong relationships with clients or customers, often within financial institutions, banks, or corporate settings. Their main duties include understanding client needs, providing tailored solutions, and ensuring customer satisfaction. Relationship Managers also seek opportunities to grow business with existing clients and may handle conflict resolution or problem-solving. They act as a primary point of contact, working to foster loyalty and long-term partnerships.

How does a relationship manager typically collaborate with other departments to support client needs?

Relationship Managers work closely with teams such as product specialists, credit analysts, and customer service representatives to deliver comprehensive solutions for clients. Effective collaboration ensures that clients receive tailored recommendations and seamless service across different areas of the organization. Regular communication and meetings help Relationship Managers stay informed about product updates and client feedback, enabling them to address issues promptly and maintain strong client relationships.

What are the key skills and qualifications needed to thrive as a relationship manager, and why are they important?

To thrive as a Relationship Manager, you need strong interpersonal skills, a background in business or finance, and experience in client relationship management. Familiarity with CRM software, financial products, and relevant industry certifications like CFA or CFP are often advantageous. Excellent communication, problem-solving, and negotiation abilities help build client trust and handle complex situations effectively. These skills are crucial for fostering long-term client relationships, driving business growth, and ensuring customer satisfaction.

What does a relationship manager get paid?

The average salary for a relationship manager varies by industry and experience but typically ranges from $50,000 to $100,000 annually. In financial services and banking, they often earn base salaries plus bonuses or commissions based on client retention and sales performance. Entry-level positions may start lower, while experienced managers with certifications can earn higher compensation.

What is the difference between Relationship Manager vs Customer Service Representative?

AspectRelationship ManagerCustomer Service Representative
Required credentialsBachelor's degree often in finance, business, or related fieldsHigh school diploma or equivalent, some roles may prefer post-secondary education
Work environmentBanking, financial services, corporate accountsRetail stores, call centers, service desks
Employer and industry usageFinancial institutions, wealth management firmsRetail companies, telecom, utilities
Common search and comparison intentUnderstanding client relationship roles, career pathsCustomer support roles, service skills

While both roles involve client interaction, a Relationship Manager focuses on building long-term client relationships, often in financial services, requiring specialized credentials. Customer Service Representatives handle day-to-day customer inquiries and support, typically in retail or service industries. The roles differ in responsibilities, credentials, and work environments, but both are essential for client engagement.

More about Relationship Manager jobs
What job categories do people searching Relationship Manager jobs in Boca Raton, FL look for? The top searched job categories for Relationship Manager jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Relationship Manager jobs? Cities near Boca Raton, FL with the most Relationship Manager job openings:
Relationship Manager jobs near you
Infographic showing various Relationship Manager job openings in Boca Raton, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 72% In-person, 14% Hybrid, and 14% Remote job distribution, with an average salary of $76,356 per year, or $36.7 per hour.

Relationship Manager

Oxford Financial GRP

Palm Beach, FL • On-site

Full-time

Re-posted 6 days ago

Job description

POSITION SUMMARY

The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations.

DUTIES & RESPONSIBILITIES

Deliver an excellent client experience

  • Operation within the team’s client service strategy to ensure high standard of service
  • Respond professionally and provide timely resolution to client inquiries or concerns
  • Troubleshoot client issues and follow through to resolution
  • Coordinate efforts across all areas of Oxford, as needed


Prepare client reports and analysis

  • Prepares client financial statements
  • Partner with technical teams to prepare required reports and analysis
  • Gather and share necessary data and information with technical and operational teams
  • Coordinate timely and efficient completion of reports and analysis

Maintain client information

  • Assist in completing and maintaining the Client Profile Questionnaire
  • Monitor and update the CRM, Salesforce, as appropriate
  • Determine Portfolio Summary Report template and delivery
  • Review client information on an annual basis to ensure accuracy

Assign and coordinate workflow to support client needs

  • Investment Policy Statement (IPS) and Investment Allocation or Asset Allocation Summary (IAS)
  • Family Office Services (FOS) Estate flow chart and recommendations
  • Private Market Securities (Initial purchases, calls and liquidations)
  • Client-directed trade requests
  • Cash management
  • Deposits, withdrawals, journals, wires, etc.
  • Coordinates information needed for lines of credit renewals
  • Other Workflow processes as needed

Support Client Onboarding

  • Own and manage completion of assigned onboarding checklist items
  • Coordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessary
  • Create a high-quality Oxford experience during the transition from prospect to client
  • Monitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding items
  • Attend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress items

Administrative Responsibilities and Professional Development

  • Complete TimeTracker entries accurately and on time
  • Read, handle and respond to email and voicemail messages
  • Attend team and firm meetings
  • Stay current on technical developments and available resources
  • Maintain a spirit of teamwork and respect across the firm
  • Participate in formal education and training to strengthen areas of expertise, technical skills and leadership skills
  • Perform other duties as assigned

QUALIFICATIONS

  • Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients
  • CFP®, CPWA® or CPA strongly preferred
  • Proficiency in Microsoft Outlook, Word and Excel
  • Strong analytical skills; the ability to interpret and analyze data and accurate attention to detail
  • Demonstrated knowledge of personal financial planning concepts and broader industry expertise
  • Ability to follow established procedures with accuracy and consistency
  • Ability to read and interpret legal documents
  • Professional demeanor and the highest regard for confidentiality
  • Excellent written and verbal communication skills
  • Ability to work independently as well as collaboratively in a team environment
  • Strong work ethic and positive attitude
  • Excellent organizational skills
  • Ability to manage multiple priorities in a fast-paced environment

WORKING CONDITIONS

  • Limited travel as business needs require
  • Extended period of sitting and working at a computer
  • Onsite position, 100% in office