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Relationship Manager Jobs in South Fulton, GA (NOW HIRING)

Oxford Financial GRP

Relationship Manager

Atlanta, GA · On-site

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 ...

FlexTG

Client Relationship Manager

Atlanta, GA

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account activity, issue resolution, internal coordination, and overall account health. This role combines ...

FlexTG

Client Relationship Manager

Atlanta, GA

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account activity, issue resolution, internal coordination, and overall account health. This role combines ...

FlexTG

Client Relationship Manager

Atlanta, GA · On-site

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account activity, issue resolution, internal coordination, and overall account health. This role combines ...

CIBC

Senior Relationship Manager

Atlanta, GA · Hybrid

$175K - $240K/yr

Manage client relationships: Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies. * Expand your portfolio:

CIBC

Senior Relationship Manager

Atlanta, GA · On-site

$175K - $240K/yr

Manage client relationships: Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies. * Expand your portfolio:

Amerisbank

Commercial Relationship Manager

Atlanta, GA · On-site

The Commercial Relationship Manager is responsible for attainment of deposit and loan growth objectives, services an extensive, complex customer portfolio and market, and demonstrates the Ameris ...

CIBC US

Senior Relationship Manager

Atlanta, GA · Hybrid

$175K - $240K/yr

Manage client relationships: Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies. * Expand your portfolio:

Amerisbank

Commercial Relationship Manager

Atlanta, GA · On-site

The Commercial Relationship Manager is responsible for attainment of deposit and loan growth objectives, services an extensive, complex customer portfolio and market, and demonstrates the Ameris ...

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All JobsRelationship JobsRelationship Manager JobsRelationship Manager Jobs in South Fulton, GA

Relationship Manager information

See South Fulton, GA salary details

$26.6K

$76.5K

$133.2K

How much do relationship manager jobs pay per year?

As of Jul 27, 2026, the average yearly pay for relationship manager in South Fulton, GA is $76,527.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,900.00 and $100,000.00 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.

How much is the salary of a Relationship Manager?

The salary of a Relationship Manager typically ranges from $50,000 to $100,000 annually, depending on experience, location, and the industry. Many Relationship Managers also earn bonuses or commissions based on performance and client retention.

What is the role of a Relationship Manager?

A Relationship Manager is responsible for building and maintaining strong relationships with clients to understand their needs and provide appropriate financial or service solutions. They often manage client portfolios, offer personalized advice, and work to ensure customer satisfaction, typically requiring good communication skills and industry knowledge.

What is a relationship manager?

A relationship manager is a professional responsible for maintaining and strengthening relationships with clients or customers, often in banking, finance, or sales sectors. They assess client needs, provide tailored solutions, and ensure customer satisfaction, typically using communication and interpersonal skills. Certification or industry knowledge may be required depending on the sector.

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.

Is being an RM a stressful job?

Relationship Managers often face stress due to managing client expectations, meeting sales targets, and handling complex financial or service issues. The role requires strong communication skills, time management, and the ability to work under pressure, which can contribute to job-related stress levels.

How much does a BRM make at Chase?

A Relationship Manager (BRM) at Chase typically earns an average salary ranging from $70,000 to $100,000 annually, depending on experience, location, and performance. Compensation may also include bonuses and benefits aligned with banking industry standards.

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 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 cities near South Fulton, GA are hiring for Relationship Manager jobs? Cities near South Fulton, GA with the most Relationship Manager job openings:
Relationship Manager jobs near you
Infographic showing various Relationship Manager job openings in South Fulton, GA as of July 2026, with employment types broken down into 79% Full Time, 20% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $76,527 per year, or $36.8 per hour.

Relationship Manager

Oxford Financial GRP

Atlanta, GA • On-site

Full-time

Posted 25 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