Client Relationship Manager
ECI Defunct
Overview Client Support & Execution: Support daily client requests and retain ownership of action items through to resolution. Responsibilities Client Support & Execution: Support daily client requests and retain ownership of action items through to resolution Follow established processes and escalate issues when necessary Maintain accurate records of client interactions, deliverables, and updates in CRM systems Relationship Building: Build foundational relationships with executive-level decision-makers Proactively engage clients to participate in ECI events, surveys, and feedback initiatives Assist in identifying basic upsell and cross-sell opportunities Product & Service Familiarity: Develop working knowledge of ECI products, services, and core technologies (cloud, cybersecurity) Begin applying product knowledge to client conversations and solution alignment Risk Management: Track client relationship health and escalate risks when identified Follow up proactively on open items and contribute to risk mitigation efforts Business Reviews & Reporting: Conduct introductory Business Reviews with support from senior CRMs Maintain structured tracking of outstanding tasks and client action items Assist in preparing presentations and documentation for client meetings Qualifications (Knowledge, Skills, Abilities) 1–3 years of industry experience Basic understanding of CRM processes and client relationship management principles Familiarity with CRM tools (e.g., Salesforce), ServiceNow, and reporting platforms Introductory knowledge of ECI solutions and industry trends Time management: meets most deadlines with occasional reminders Communication: responds to client and team requests in a timely manner when prompted Interpersonal: active listening, building rapport, establishing trust Presentation: public speaking fundamentals, documentation accuracy, engagement techniques Analytical: basic data interpretation, risk identification Ability to track and resolve client requests with guidance Ability to escalate concerns appropriately and follow through on assigned tasks Demonstrates adaptability, enthusiasm, and a “can do” attitude Ability to establish credibility in client interactions and internal collaboration Ability to manage meeting agendas, take notes, and track action items Working Conditions Ability to work in an independent environment with moderate supervision Ability to work under a moderate noise level (i.e. open floor with printers, telephones, and computers) Ability to travel for business and work beyond normal business hours when necessary Ability to be flexible and successfully respond to multiple work pressures Dexterity of hands and fingers to operate a computer keyboard, mouse, power tools, and to handle other computer components #J-18808-Ljbffr
$150k
...Client Relationship Manager, Multi-Family Office Location: Park Ridge, IL (On-Site Preferred) Reports to the President, Direct Investments Salary: $150,000 + competitive bonus Overview An exceptional opportunity has arisen for an experienced Client Relationship Manager...SuggestedWork at office- ...Our client is a growing independent multi-family office and wealth management platform serving ultra-high-net-worth families, entrepreneurs, and institutional investors... ...boutique service model centered on long-term relationships, exceptional client experience, and...SuggestedWork at office
$120k - $135k
...Client Relationship Manager Requisition ID: 48442 Business Unit: Fitch Learning Category: Business Development & Sales Location: Chicago, IL, US Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, we deliver learning solutions for...SuggestedTemporary workApprenticeshipWork at officeImmediate start3 days per week$60k - $130k
...About Rockefeller Capital Management Rockefeller Capital Management was established... ...London. The Firm oversees $221 billion in client assets as of May 31, 2026. Position... ...to join its growing team as a Client Relationship Manager. The Client Relationship Manager...SuggestedWork at officeLocal area$110k - $130k
...Client Relationship Manager Alexander Group provides go-to-market consulting services to marketing, sales, service and talent leaders. With over 40 years of developing practical, executable solutions, we are singularly focused on helping commercial teams unlock their...Suggested- ...Client Relationship Manager Location: Chicago, IL 60661 Pay Rate: $48.44/hr, paid weekly Schedule: Monday-Friday, standard business hours | Hybrid (3 days onsite, 2 days WFH) Start Date: ASAP, pending onboarding completion Contract Length: 6-12 months, with...Weekly payContract workImmediate startWork from homeMonday to Friday
- ...products and services. Role Differentiators: Support Futures clients in the way of futures transactions services, platform education... ...regulations, as they relate to various client scenarios Manage daily volume of inbound calls and inquiries submitted via Teams...
- ...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
$90k
Client Relationship Manager Crucial Hire | Chicago, IL (Gold Coast - In Office) Executive Search • Client Relationships • Market Development About Crucial Hire Crucial Hire is a boutique executive search firm in Chicago’s Gold Coast, partnering with CEOs, founders, and...Work at officeLocal area- .... At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community... ...and learn new ones“I can succeed as an Institutional Client Relationship Manager at Capital Group.”As one of our Client Relationship Managers...Temporary workLocal areaFlexible hours
$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- Relationship Manager Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in wealth management with strong opportunities...Work at office
$45 - $49 per hour
Job Details Title: Client Relationship Manager Client: Banking Work Location (Hybrid): Chicago, IL, 60661 Duration: 12 months of contract (Based upon performance, could be possibility of extension or hire) Pay Range: $45/hr to $49/hr Shift: Monday - Friday | 8:00...Contract workTemporary workFor contractorsMonday to FridayShift work$150k - $190k
Overview As an Institutional Client Relationship Manager at Capital Group, you will oversee and service a territory of institutional investor clients, ranging from corporate pension plans to endowments, foundations, universities, and nonprofits. Responsibilities Manage...Local areaFlexible hours- Capital Group is seeking a skilled Institutional Client Relationship Manager in Chicago, Illinois. You will oversee a diverse array of institutional clients, ensuring top-notch service and building strong relationships. The successful candidate should have at least 10 years...
$15 per hour
Client Relationship Manager - Life Sciences The Life Sciences IT Client Relationship Manager is a key contributor to the commercial side of Cognizant’s IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading...Temporary work$108.5k - $155.4k
Dormont Manufacturing Co is seeking a Client Relationship Manager/Client Service Representative (CSR) to be the main point of contact for Bank of America Merrill Lynch customers in Chicago. The role focuses on improving client experiences in Futures & Options and OTC clearing...$200k - $225k
Senior Client Relationship Manager - William Blair Salary Range: $200,000 - $225,000 per year Location: Chicago, IL, United States Employment Type: Full-Time Salary Range: $200,000 - $225,000 per year William Blair, a premier global boutique investment firm, is seeking...Full time- Capital Group is looking for an Institutional Client Relationship Manager in Chicago. In this full-time role, you will oversee relationships with institutional clients, including corporate, public, and endowment plan sponsors. The ideal candidate will have at least 10 years...Full time
- The Sr. Client Relationship Manager is a high impact sales role responsible for driving new business and expanding existing client relationships for Korn Ferry’s Digital Talent Suite. This role focuses on selling our SaaS-based HR technology platform to organizations with...Local areaRemote work
- ...you bring an established network and the ability to turn relationships into funded mandates? Can you represent us with credibility... ...committees? We're looking for a Senior Institutional Client Relationship Manager, Central And Western US States to: originate new institutional...Work at officeFlexible hours
$100.07k - $157.47k
Client Relationship Manager Mid - MarketSkip to main contentThis site uses cookies to provide you with a greater user experience. By dismissing this banner you accept our use of cookies.# CareersClient Relationship Manager Mid - Market page is loaded## Client Relationship...Contract workPart timeWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours$45 - $49 per hour
A financial services firm in Chicago is looking for a Client Relationship Manager to support institutional clients in trading Futures and Options. Responsibilities include addressing client inquiries, handling lifecycle events, and resolving issues. The role is a 12-month...Hourly payContract work- Goldman Sachs Bank AG is seeking a Wealth Management Professional in Chicago, IL, who will provide exceptional client service and operational support. The role involves direct client interaction, managing relationships, onboarding, and overseeing assets, all while working...
$100.07k - $157.47k
Voya Financial, Inc. is seeking a Client Relationship Manager for the Mid-Market to build and maintain trust-based relationships with client stakeholders in Chicago and other locations. The role focuses on client satisfaction, retention, and optimizing service delivery....Remote job- ...in-house legal teams post-sale, owning relationships from onboarding through adoption, expansion... ...leaders, aligning Legora to client goals, uncovering new use cases, and helping... ...expected. What You Bring 5+ years in a management consulting or similar client advisory role...Work at office
$119k - $160k
...audiences. About this job The Engagement Manager is a role that will join a team focused on... ...opportunities to grow and improve clients' digital capabilities and will be tasked with building trusted, long-term relationships with key stakeholders across the client's...Full timeWork experience placementWork at officeImmediate startFlexible hours2 days per week- ...role. JOB DESCRIPTION Embrace a leadership role as a Client Service Senior Manager within our Commercial & Investment Bank, where you'll... ...and precedents.⯠Establish and maintain productive relationships with internal stakeholders, using your advanced skills in...
- The Chicago History Society is seeking a full-time Visitor Services Associate in Chicago, IL. This role involves directly engaging with museum visitors, providing front-line services including admissions, ticket sales, and program reservations, all aimed to enhance the...Full time
$200k - $300k
...CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance... ...provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how...Private practiceWork at officeLocal areaFlexible hours3 days per week
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