Client Relationship Manager
Full-time
Globe Life: Moore Organizations
🔹Provide life insurance and financial protection solutions to families and individuals
🔹Educate clients on policies that prevent financial disaster during times of loss
🔹Manage your own book of business through virtual appointments - Use our proven internal blueprint and warm leads—NO COLD calling necessary
🔹Represent core values: Service Over Sales, always putting clients first
🔹Set and achieve aggressive personal and team goals.
🔹Use tracking systems to monitor metrics and growth benchmarks.
🔹Participate in incentive contests, team challenges, and leadership summits.
🔹Tech savvy and understand how to operate zoom calls
🔹Entrepreneurial Ownership
🔹Must be 18+ years old and able to pass a background check
🔹Must have valid work authorization in the US
🔹Effective Communication Skills: Ability to communicate ideas clearly and concisely.
🔹Organizational Skills: Capable of managing multiple tasks efficiently.
🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Manager in Long Island City, NY vacancy
$40 - $45 per hour
...Our client in the luxury space is looking for a CRM Manager to join their team! Title: CRM Manager Type: contract, 40 hours/week Duration: 5 months Location: NYC Onsite: hybrid Rate: $40-45/hr Short Overview As the CRM Manager, Data Activation, you will oversee the processes...SuggestedContract work24 Seven Talent
New York, NY8 hours ago- ...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Client Relations Manager maintains a high quality of services, offered to clients through the management of all service...SuggestedTemporary workLocal area
Opensity Solutions
New York, NY1 day ago $120k - $129k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of... ...plan Job Description The role As a Client Relationship Manager (CRM) for the Retirement, Insurance...SuggestedFull timeContract workPart timeWork at officeHome officeFlexible hoursInvesco
New York, NY3 days ago- ...Role Overview Support daily client requests, build foundational relationships with executive-level decision-makers, and maintain accurate records of client... ...of CRM processes and client relationship management principles Familiarity with CRM tools (e.g., Salesforce...SuggestedFlexible hours
ECI
New York, NY1 day ago - ...Responsibilities Client Support & Execution Support daily client requests and... ...deliverables, and updates in CRM systems Relationship Building Build foundational... ...conversations and solution alignment Risk Management Track client relationship health and...SuggestedFlexible hours
Eze Castle Integration
New York, NY3 days ago $71.3k - $106.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone... ...You'll Be Doing Under general supervision, the client relationship manager acts as a key liaison between larger clients and Stifel Wealth...Flexible hoursStifel Financial
New York, NY2 days ago- ...As a Management Trainee, you'll have the opportunity to: Learn and Grow: Engage in our immersive 3-6 month training program to gain... ...customized permanent benefits for their families. Foster Strong Relationships: Build positive and impactful relationships with various...Permanent employmentTraineeshipRemote workFlexible hours
Globe Life: Moore Organizations
New York, NY19 hours ago - ...Relationship Manager — REMOTE (San Diego) REMOTE | 55K-65K Base + Residuals Coastal Pay is a rapidly scaling financial technology company operating... ...who thrives in a fast-paced environment, builds strong client relationships before problems arise, and understands that in...Remote workFlexible hours
Coastal Pay
New York, NY19 hours ago $82k - $92k
...you, we encourage you to apply and join our team. Learn more at About the Role Honest Networks is seeking a Client Relationship Manager (CRM) who is excited to help us expand our 5G internet network to new communities by planning and executing on exciting...Full timeWork at officeLocal areaFlexible hoursAfternoon shiftEarly shiftHonest Networks
New York, NY19 hours ago$115k - $125k
...learn more. Base pay range $115,000.00/yr - $125,000.00/yr Additional compensation types Annual Bonus and Stock options Client Relationship Manager at Ethic New York, NY What you’ll do: As a Client Relationship Manager at Ethic you will develop and cultivate strong relationships...Full timeWork at officeRemote work3 days per weekEthic
New York, NY2 days ago- ...Relationship Management Company Development is a rapidly growing and profitable financial software and services firm whose customers include... ...income, derivatives, FX, etc. Demonstrated ability to client face at a high level using a hands-on approach. Some understanding...
- We’re seeking a Client Relationship Manager to join us. This is a remote position. As a Client Relationship Manager, you will serve as the primary liaison with assigned clients, working within Zotec departments to optimize Revenue Cycle Management results. You will work...Work at officeRemote work
$117.5k - $185k
Job Description Serve as the lead primary relationship manager for a portfolio of large corporate clients, partnering with treasury, payments, and service teams to deliver an exceptional client experience. This role is responsible for monitoring payment performance, identifying...Shift workDay shift- The Opportunity IBISWorld’s Client Relationship Manager will own a portfolio of client accounts with the goal of maximizing their long‑term value by blending strategic relationship management with commercial growth. You will act as a trusted advisor, partnering closely...Work at office3 days per week
- Managing client relationships in a fully remote capacity, the full-time Client Relationship Manager will serve as the primary point of contact for clients, ensuring high satisfaction through effective communication, project management, and collaboration with internal teams...Full timeRemote work
- ...insurance and financial protection solutions to families and individuals &##128313;Educate clients on policies that prevent financial disaster during times of loss &##128313;Manage your own book of business through virtual appointments - Use our proven internal...Full time
Globe Life: Moore Organizations
New York, NY3 days ago - ...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private...Temporary workWork at officeImmediate start
Chase
New York, NY4 days ago - ...Future Opportunities: Retirement Client Relationship Manager At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers. With teams in...Full timeShift work
Gusto
New York, NY19 hours ago $90k - $100k
...Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific...For contractorsWork at officeEmigrant Bank
New York, NY2 days ago- ...At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...Temporary workWork at officeImmediate start
J.P. Morgan
New York, NY1 day ago - ...upon by brokerages, exchanges, banks, fund managers, and other institutions to provide 24/7... ...provide a white glove service to its clients. Responsibilities Onboarding new clients... ...order to move the client to live Ongoing relationship management - business retention and showing...Work at officeLocal areaFlexible hours
- ...overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Responsibilities Leads the service delivery model and wealth management banking...Work experience placementWork at officeWork from homeHome officeShift workDay shift
Chris Baily
New York, NY1 day ago - Overview Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs...Temporary workWork at officeLocal area
$190k - $220k
...professional who would be keen to move into client development role. The role will be... ...interest from those at BDM and Senior management level. Within the role you will be supporting... ...Associate Director, implement a client relationship plan with the firms global client base,...Full time- Zotec Partners is looking for a Client Relationship Manager to support client partnerships remotely. In this role, you will be the primary liaison for assigned clients and will help optimize Revenue Cycle Management results via proactive communication and detailed analysis...Remote job
$90k - $110k
CFA Society Atlanta Inc. is looking for a Client Relationship Manager in New York, NY to enhance client relationships and ensure exceptional service across the full client lifecycle. The role requires 5-7 years of asset management experience and a Bachelor's degree. Key...- VC3, Inc. is looking for a full-time Client Relationship Manager to manage client relationships in a fully remote capacity. This role will serve as the primary contact for clients, ensuring satisfaction through effective communication, project management, and collaboration...Remote jobFull time
$110k - $120k
Client Relationship Manager, Institutional Partnerships Team | New York, NY (4 days/week in office; 5 days/week during first 6 months) What you’ll do: We’re looking for a Client Relationship Manager to join our Growth team and support the expansion of our Institutional...Work at office- A leading insurance agency is seeking Management Trainees to engage in a comprehensive training program. Responsibilities include managing operations, interacting with customers, and developing leadership skills. The ideal candidate will possess effective communication...Remote jobTraineeship
$120k - $129k
CFA Society Atlanta Inc. seeks a Client Relationship Manager in New York, NY. This role focuses on delivering exceptional client service across various channels, including retirement and insurance. The successful candidate will manage client relationships, support strategic...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Manager. Be the first to apply!
