TriNet
TriNet

61 Trinet Client Relationship Manager Jobs Hiring Near You

As a Client Relationship Manager, you will turn conversations into trust, trust into sales, and strong client partnerships into long term growth. You will manage relationships across technology ...

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FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

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 ...

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

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Client Relationship Manager

OR · On-site

$80K - $85K/yr

CLIENT RELATIONSHIP MANAGER International Benefits Administrators (IBA) is a leading third-party administrator specializing in self-funded health plan administration. We partner with employers ...

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

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TriNet Jobs Information

Do workers at TriNet get paid breaks?

Sometimes. Only some people get paid breaks.
37% of people say they don’t get paid breaks.
Based on data from 19 people who took the Breakroom Quiz between November 2024 and April 2026.

Does TriNet pay people when they’re sick?

Yes. Most people get paid when they’re sick.
85% of people say they would get paid if they were sick but scheduled to work.
Based on data from 26 people who took the Breakroom Quiz between November 2024 and April 2026.

At TriNet, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
90% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 10 people who took the Breakroom Quiz between June 2025 and April 2026.

Is the health insurance from TriNet affordable enough for their workers?

Most people say the health insurance costs are okay.
88% of people say the health insurance costs are okay
Based on data from 16 people who took the Breakroom Quiz between March 2025 and April 2026.

Do people get paid time off at TriNet?

Most people get paid time off work.
91% of people say they get paid time off.
Based on data from 11 people who took the Breakroom Quiz between June 2025 and April 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 33% of people with changing schedules find out their shifts one week or less ahead of time.
  • 50% of people with changing schedules find out their shifts two weeks ahead of time.
  • 0% of people with changing schedules find out their shifts three weeks ahead of time.
  • 17% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 6 people who took the Breakroom Quiz between January 2025 and August 2025.

Do workers at TriNet worry about hours?

Most people don’t worry about getting enough hours.
88% of people report they don’t worry about getting enough hours.
Based on data from 16 people who took the Breakroom Quiz between November 2024 and September 2025.

Do TriNet workers get to choose the shifts they work?

Most people get to choose which shifts they work.
73% report that they have enough control over which shifts they work.
Based on data from 15 people who took the Breakroom Quiz between November 2024 and August 2025.

How easy is it for TriNet workers to change shifts?

Most people find it easy to change shifts.
67% of people report that it’s easy to change shifts if they need to.
Based on data from 12 people who took the Breakroom Quiz between November 2024 and September 2025.

How easy is it to get time off at TriNet?

Most people find it easy to get time off.
70% of people report it’s easy to get time off.
Based on data from 23 people who took the Breakroom Quiz between November 2024 and April 2026.

Do TriNet managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 18 people who took the Breakroom Quiz between November 2024 and September 2025.

Do jobs at TriNet spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
12% of people report that their job takes up time that they don’t get paid for.
Based on data from 17 people who took the Breakroom Quiz between November 2024 and September 2025.

How easy is it to take sick days at TriNet?

Most people find it easy to take sick days.
83% of people report that it’s easy to take time off if they are sick.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and April 2026.

Is working at TriNet good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
86% of people who care for a child or other relative report this is a good place to work.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people at TriNet feel treated with respect by their managers?

Most people feel treated with respect by their managers.
79% of people say they’re treated with respect by their managers.
Based on data from 24 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people at TriNet get to take their breaks without interruption?

Most people get breaks without interruption.
91% of people report that they get to take their breaks without interruption.
Based on data from 22 people who took the Breakroom Quiz between November 2024 and April 2026.

Is it stressful to work at TriNet?

Some people feel stressed here.
64% of people say they often feel stressed at work.
Based on data from 25 people who took the Breakroom Quiz between November 2024 and April 2026.

Do people at TriNet enjoy their jobs?

Most people enjoy their job.
88% of people report they enjoy their job.
Based on data from 17 people who took the Breakroom Quiz between November 2024 and April 2026.

Do people at TriNet recommend working with their team?

Only some people recommend working with their team.
46% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 26 people who took the Breakroom Quiz between November 2024 and April 2026.

Do people get enough training when they start at TriNet?

Some people didn’t get enough training when they started.
52% of people report they didn’t get enough training when they started working here.
Based on data from 25 people who took the Breakroom Quiz between November 2024 and April 2026.

Do people get support to advance at TriNet?

Only some people are given support to advance their career here.
In the last year, 41% of people report not being given support to advance their career here.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people think TriNet’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
79% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and April 2026.

Do workers feel well informed about how TriNet is doing?

Only some people feel well informed about how the company is doing.
37% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and April 2026.
Infographic showing various Client Relationship Manager job openings at Trinet in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 81% Physical, and 19% Remote job distribution.

Client Relationship Manager

Rockefeller Capital Management

Atlanta, GA • On-site

Full-time

Re-posted 16 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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and 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
  • Account opening and maintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in the preparation of key documents and reports for client meetings
  • Attend client meetings as necessary
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned

Qualifications
  • BA/BS degree
  • At least 5 years of experience in the industry preferred
  • Registered with Series 7 & 66 (or 7, 65 & 63)
  • On-site position in Atlanta

Skills
  • Works effectively within a collaborative, engaging, and fun team culture while maintaining professionalism and accountability
  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow

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.