8,037 Client Relationship jobs in the United States

The Client Relationship Manager is responsible for managing and developing strong relationships with clients, building trust and confidence in the services provided by the company. They will be responsible for ensuring client satisfaction, managing client expectations, and providing solutions to client issues. The Client Relationship Manager will also be responsible for developing and maintaining client accounts, initiating sales, and identifying new business opportunities.

• Establish and maintain strong relationships with clients to ensure their satisfaction
• Manage client expectations and provide solutions to any issues or concerns
• Develop and maintain client accounts, including regular communication and follow-up, and ensure all contracts and agreements are being met
• Proactively identify and pursue new sales opportunities
• Prepare and present proposals and presentations to clients
• Ensure the timely and accurate delivery of services to clients
• Prepare and present reports to senior management
• Keep up-to-date with industry trends and new products

• Bachelor’s degree in Business, Marketing, or related field
• At least three years of experience in customer relationship management
• Proven ability to build and maintain strong client relationships
• Excellent communication, interpersonal, and negotiation skills
• In-depth knowledge of customer relations, principles, and practices
• Able to work independently and in a team environment
• Highly organized with strong attention to detail
• Proficient in Microsoft Office Suite and CRM software

***$750 Sign-On Bonus After 90 Days***

Summary:

The role of the Client Relationship Coordinator is to be the primary contact and owner of the client relationship. This role will work closely with teams throughout the organization to ensure client needs are addressed accurately and in timely manner. Will also participate in monthly calls, client audits, remote and on-site visits.

Essential Functions and Duties:

• Providing excellent communication to all clients by anticipating and resolving issues in a manner that exceeds the client’s expectations.
• Working with teams throughout the organization to respond to client audit requests and questionnaires by assigned deadlines.
• Participating in monthly calls, remote audits, and on-site visits.
• Reviewing and responding to client inquiries to solve critical in a timely fashion.
• Properly tracking deadlines to meet client requirements.
• Communicating regularly with the client to evaluate satisfaction and proactively identifying upcoming needs.

Benefits & Perks Include:

• Medical, Dental, & Vision Insurance
• HSA & FSA Accounts
• 401K, with 4% company contribution (after 1 year of service)
• Paid time off (17 days per year)
• Paid holidays off (7 days per year + a floating holiday)
• Company Paid Life Insurance
• Employee Assistance Program
• Building amenities include: Free parking, onsite restaurant, & onsite free gym

Required Education & Experience:

• High School Diploma/GED
• 2+ years of office and customer service experience

Competencies:

• Ability to coordinate multiple tasks simultaneously with differing levels of urgency
• Keen attention to detail to ensure accuracy of data
• Exceptional time management skills
• Demonstrate a high degree of professionalism and accountability
• Excellent communication skills (verbal and written)
• Excellent analytical thinking and organization skills
• Experience with Microsoft products: Outlook, Excel & Word

Work Environment and Physical Demands:

This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements

All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A.

Compensation details: 19-19 Hourly Wage

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As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. 

Required Qualifications: 

• 1+ years of Client/Customer Service experience  

Preferred Qualifications: 

• Previous experience in Financial Services/Wealth Management and/or closely related industry. 
  • While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses  
    • Ability to handle client needs with tact and diplomacy  
      • Outstanding written and oral communication skills  
        • Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously  
          • Ability to build and maintain good cross-enterprise working relationships 
            • Basic understanding of brokerage regulations and rules that govern client accounts 
              • May be asked to become a Notary 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investm Relationship Specialist, Client Relations, Relationship, Specialist, Client, Management, Business Services