Client Manager
The Ceres Group
Client ManagerBusiness AnalystBoston, MAAsset ManagementJO-1902-1188We are looking to expand our client facing team. You will be joining the market leader in front office systems as they continue to expand their service offerings.Essential FunctionsManage a client base inclusive of the firm's largest and most complex strategic clientsContribute to client management team efforts outside of primary client management responsibilities (e.g. mentoring, recruiting, special projects, etc.)Contribute to market and client intelligence for the client management group and account teamsDevelop and utilize relationships with key business stakeholders at Customers to obtain visibility in client long term planning, plus facilitate discussion between the firm and Client Executive Management team.Is commercially aware and able to see the business strategy; has sufficient business and industry knowledge to present a vision of the industry's direction as it relates to the client and their businessMakes sound decisions in difficult or ambiguous situations and defends positions despite the potential consequencesContribute to common client base topic and issue collaborationAssist Sales team to identify and foster revenue opportunities including additional application modules and services, training, or servicesMaintain frequent communication and collaboration with internal client account teams and business unitsEstablish long-term, strategic objectives for each client and measure success against account plan goalsProactively assists clients with issue resolution, information requests, and interaction with other internal teamsMaintain a regular cadence with clients, including onsite visits, project status calls, etc.Maintain awareness of market and industry trends and news relevant to the firm and client baseCollaborate with account team to deliver important firm messages to client decision makersExercises good judgement and decision making in internal and client interactionsMaintains the accuracy of client information within the firm and capture meaningful information and client interactions into our internal CRM solution, SalesForceRequirements and QualificationsMinimum BA/BS degree (Finance/Technology discipline preferable)Minimum of 8 years' experience within the Financial Services /Software industryStrong verbal and written communication skills including the ability to articulate issues, options and resolutions verbally and in writing.Demonstrated ability to foster strong relationships with senior managers (C-Level) in large and small corporationsAbility to navigate within customer organizations to identify key decision makers, users and influencersAbility to assess client satisfaction and value proposition achieved with Charles River enterprise solutionPrior Relationship/Client management background or acted in a similar capacity.Minimum of 5 years prior Relationship/Client management experience or equivalent at a financial services / software firmProactive account management skills and a track record of balancing the demands of multiple client accounts.Ability to navigate within customer organizations to identify problems and solutionsAble to differentiate and work at strategic and tactical levels simultaneouslyAble to multi-task and manage simultaneous priorities without close supervisionTravel to customer sites 20% – 40% per calendar yearProven organizational skills with attention to detail.Self-motivated with the ability to operate independently and as a member of a team.Strong analytical and problem-solving skills.Flexibility with schedule and ability to work beyond regular business hours.
$120k - $225k
About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital... ...to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary...SuggestedFull timeRemote workFlexible hours1 day per week$129.81k - $197.8k
...achieve. Together.SummaryThe Marketing & Business Development Manager, Sports, Media & Entertainment Sector, plays a key leadership role... ..., and pursue business development opportunities, strengthen client relationships, and proactively drive go-to-market strategies that...SuggestedFull timeWork at officeRemote workRelocationVisa sponsorshipRelocation package$137k - $160k
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners closely with Client Relationship Leaders (CRLs), Practice/Industry Group Leaders...SuggestedFull timeTemporary workCasual workWork at officeFlexible hours- Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking a Client Experience Manager for our Somerville, MA team. The Client Experience Manager (CEM) serves as the central liaison for Triumvirate's national system accounts...SuggestedContract workRelocation
$89k
CLIENT RELATIONS MANAGER Department: GENERAL Employment Type: Full Time Location: BOSTON, MA Reporting To: PRINCIPALS Compensation: $89,000 / year Description The Client Relations Manager leads Ci’s efforts to foster and grow client relationships across the firm’s...SuggestedFull timeTemporary work$133k - $200k
We're a team that ships, supports one another, and is now hiring a Client Relations Manager to help us do more of it. The shape of it is simple — bring 6 years and Customer Service, take home $133,000 - $200,000, and grow into whatever Capital Advisors Inc builds next....Contract workImmediate startRemote workRelocationFlexible hours- ...excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion -... ...Operator of the Year, among others. The Global Client Manager (GCM) drives profitable revenue growth across an assigned portfolio...Contract workTemporary workWork experience placementLocal areaRemote workFlexible hours
$130k - $240k
...work, empowering our employees to make a lasting impact on our clients, communities, and the planet.What’s in it for you?Woodard & Curran... ....This role is ideal for an experienced engineer or project manager ready to expand beyond project delivery into client leadership,...Hourly payFull timeWork at officeLocal areaRemote workFlexible hours$200k - $220k
...Architecture /Full-time /HybridCompany ProfileFounded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer investment strategies and solutions where we believe we are positioned to...Full timeContract workLocal areaWorldwideFlexible hours$40k - $60k
...empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them... ...Position Summary With some guidance and/or direction, leads client service including ALL primary activities listed below. May deliver...Work experience placement- We’re seeking a future team member for the role of Senior Vice President, Client Service Executive Manager to join our Client Service team. This role can be located in Boston or New York.In this role, you’ll make an impact in the following ways:Serve as a senior point...Work experience placementWorldwideFlexible hours
- ..., and operates like an agency of one. This is not a role about managing AI adoption or evangelizing what's possible. It's about doing it... ...into real, repeatable offerings that create genuine value for clients. You move fast, work across disciplines, and are equally comfortable...Live inWork at officeLocal areaShift work
$128k - $252.5k
...at the moments that matter most. The Office of the CDAO empowers client CDAOs and data leaders to deliver business value and stay ahead... ...communications - especially with executive audiencesProven ability to manage and drive projects and initiatives to completion and deliver...Work at officeLocal area- ...firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and... ...recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life...
- ...a career that fits your life (not the other way around). Every client interaction matters, and we believe exceptional service starts... ...Since 1991, we’ve provided confidential credit counseling, debt management, and financial education services nationwide—by phone and online...Full timeTemporary workRemote workWork from homeMonday to FridayFlexible hours
- ...Profitero+ is seeking a Senior Account Manager to join its Customer Success team in a hybrid role out of the Boston office. You will... ...analytics into actionable guidance for cross-functional teams, shaping strategy and value realization for clients. #J-18808-Ljbffr...Work at office
- ...mission is mighty, and we need the best people to help us achieve it. Are you ready to help people learn to live better lives? Client Success Manager, Minneapolis. Our Manager, Client Success is exceptional at developing and managing relationships with Learn to Live's...Contract workFor contractorsWork at office
$83k - $104k
Citizens Private Client Relationship Manager (PCRM) At Citizens, our mission is to help clients, colleagues, and communities reach their potential. We do this through our distinguished client‑centric culture, a mindset of continuous improvement and always enhancing our...Local areaFlexible hours- ...helping others along the way, come join the Broadridge team. Broadridge is growing! We are seeking a dedicated and enthusiastic Client Service Manager to join our team. This role engages with both internal and external stakeholders to address client needs professionally and...Work at officeLocal areaWork from home
- JPMorgan Chase’s Private Client division seeks a Vice President Relationship Manager to build trusted relationships with affluent clients by carefully discovering needs and delivering tailored banking, lending, and wealth solutions. You will expand the client base through...
$92.48k - $160.29k
...an experienced and forward‑thinking leader to oversee a team of Client Service Representatives and Quality Assurance professionals... ...an exceptional client experience while maintaining strong risk management and supervisory oversight. Position Responsibilities: Leadership...Temporary workLocal areaFlexible hours$83k - $104k
Citizens Private Client is seeking a Relationship Manager to engage affluent clients and deliver personalized financial planning, coaching, and ongoing practice management support. You will onboard new clients, expand assets and lending, and collaborate with Wealth Advisors...$63.47k - $105.8k
...differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you... ...identify key clients and define action steps to effectively manage those relationships. Consult with clients and brokers on...Part timeWork experience placementLocal areaFlexible hours- Vice President, Client Operations ManagerAt BNY, our culture allows us to run our company better and enables employees’ growth and success... ...team member for the role Vice President, Client Operations Manager, to join our Integrated Middle Office Solutions team. This role...Work at officeWorldwideFlexible hours
$61.49k - $94.14k
...Are you our new colleague? We're looking for a Client Development Manager. how you will contribute You'll be a key player in driving growth and building lasting partnerships. If you're passionate about connecting talent with opportunity and...Hourly payWork experience placementLocal areaFlexible hours- ...Client Development ManagerWe're looking for a Client Development Manager. You'll be a key player in driving growth and building lasting partnerships. If you're passionate about connecting talent with opportunity and thrive on achieving results, we'd love to hear from...
$130k - $165k
...free to reference any tools, platforms, or workflows you use today.ROLE OVERVIEWAs the Customer Experience Communications Operations Manager at Benchling, you will own the communications backbone for our customer base. Benchling ships product updates every day on a...Work at officeLocal areaFlexible hours3 days per week$37.98k - $62.39k
...enjoys building relationships solving problems and driving positive client outcomes Do you thrive in a collaborative environment where you... ...their business objectives Guardian is seeking a Client Manager Associate Select Market to support the retention and growth of...Full timeContract workH1bVisa sponsorshipWork visaFlexible hours$145k - $210k
Marketing & Client Development Senior Manager - Digital Experience, Virtual EventsCooley is seeking a Marketing & Client Development Senior Manager - Digital Experience, Virtual Events to join the Marketing and Client Development team.Position summary: This role is part...Full timeTemporary workWork at officeImmediate startFlexible hoursWeekend work- ...the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to... ...leader responsible for the end-to-end delivery of infrastructure managed services across a portfolio of enterprise clients. Operating...Contract workWork experience placementFor subcontractorLive inWork at officeLocal areaNight shift
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