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60 Flextg Client Relationship Manager Jobs Hiring Near You

NEXACC

Client Relationship Manager

Phoenix, AZ · Hybrid

$880 - $1.2K/wk

As a Client Relationship Manager, you will play a crucial role in maintaining and enhancing client satisfaction, fostering long-term relationships, and driving business growth. You will be involved ...

TalentBridge

Client Relationship Manager

Chicago, IL · Hybrid

$48.44/hr

Client Relationship Manager / Client Service Representative (Futures & Derivatives) Location: Chicago, IL Max Pay Rate: $48.44/hr Schedule: Hybrid - 3 Days Onsite / 2 Days Remote Duration: Contract ...

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 ...

Mutual of America

Client Relationship Manager

Akron, OH · On-site +1

$65K - $90K/yr

Client Relationship Manager Location: Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial ...

TecTammina

Client Relationship Manager

Jersey City, NJ

$100K - $130K/yr

Client Relationship Manager Industry IT Services Location: Jersey City, NJ, USA Salary range: US$100k-130k base + Commission. Our client is currently seeking an experienced, action oriented high ...

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Infographic showing various Client Relationship Manager job openings at Flextg in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 90% Physical, and 10% Hybrid job distribution.

Client Relationship Manager

Rockefeller Capital Management

Chesterfield, MO • On-site, Remote

Full-time

Re-posted 11 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position

An Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager.The Client Relationship Manager will work withour Rockefeller Global Family Office Team membersand will interact directly with high-net-worth clients. The ideal candidate is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Responsibilities
  • Assisting senior advisors in preparing deliverables, client meeting preparation, including, building and analyzing client financial statements, developing financial planning insights and running portfolio allocation and performance reports
  • Collect financial data and documents from clients to build detailed client profiles
  • Communicate with clients on both a scheduled and an ad hoc basis
  • Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
  • Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
  • Ongoing coordination with clients' CPAs and attorneys regarding balance sheet management
  • Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
  • Document processes and routines critical to business
  • Establish key partnerships with Rockefeller home office partners
  • Lead special projects and team initiatives as directed
Qualifications
  • 5+ years of relevant experience, working within an RIA in a client service or operational capacity is preferred
  • Bachelors degree, with a business/finance focus preferred
  • Series 7 and 66 licenses strongly preferred, or ability to obtain within 6 months of hire
  • Proficiency in Microsoft Office suite
Skills
  • Strong interpersonal, organizational, and client service skills
  • Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude
  • Demonstrated initiative and ability to work independently
  • Strong quantitative, qualitative, and technical skills
  • Ability to prioritize tasks and meet deadlines
  • Strong attention to detail and recognition of critical issues
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law

Employment Type: FULL_TIME

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