Client Relationship Manager
Rfa Inc
Our ideal candidate will be a strategic, execution-oriented Client Relationship Manager with experience in a Technical Account Managerial role with a focus in Information Technology. In addition to staying abreast of industry trends, RFA’s competition and best practices, they will help build and manage existing accounts by striving to understand clients’ overall business requirements and technology needs. Responsibilities Proactively identify and engage current and potential clients utilizing various sales methods including email, trade shows, and social media. Gain a clear understanding of clients' overall business and IT strategies; effectively communicate to RFA design team to develop solution-based roadmaps addressing client needs. Develop client-specific strategies to identify and address client’s needs, while staying abreast of new opportunities to align client’s future requirements with RFA’s product set. Liaison with all relevant business units to secure resources required to complete task/s on time and on budget; work with marketing initiatives by providing relevant client feedback. Plan and lead presentations, effectively demonstrating RFA’s ability to provide value-added solutions-based strategies; clearly articulate RFA’s ability to resolve client issues; demonstrate positive ROI of investment/s when necessary. Collaborate across departmental lines to promote outstanding client service. Negotiate contractual terms and conditions including price, payment terms and deliverables. Maintain client database entering all relevant information on a daily basis including new sales opportunities; maintain competitor profiles. Able to work under pressure and meet deadlines (willingness to work extra hours when needed). Be the point of contact when handling escalation requests. Attend network and client event functions during and after business hours. Qualifications Account Management/Client Development experience in a consultative, solution-based environment. Must have project management experience including cost management and basic accounting calculations. Able to review and track new opportunities for the organization. Solid understanding of Technology required (cloud, storage, infrastructure, and desktop). Excellent active listening skills and able to ask relevant questions in order to gather, document and communicate effectively with clients and internal project stakeholders. Able to work on simultaneous projects (multitask) and completing tasks in a timely manner with minimal supervision. Strong business, organizational, and verbal and written communication skills. Able to communicate with technical and non-technical professionals including VP and C-Level professionals in a clear and concise manner. High degree of proficiency with Microsoft Office software (Excel, MS Word, PowerPoint) Bachelor’s degree or equivalent level of experience #J-18808-Ljbffr
$120k - $135k
...Select how often (in days) to receive an alert: Client Relationship Manager Requisition ID: 48442 Business Unit: Fitch Learning Category: Business Development & Sales Location: Chicago, IL, US Date Posted: Aug 9, 2026 Fitch Learning is a leader in financial services training...SuggestedTemporary workApprenticeshipWork at officeImmediate start3 days per week$86.43k
...Title: Employer Relationship Manager Agency: Virginia Retirement System Location: Virginia Retirement System - Main Office FLSA: Exempt Hiring Range: $86,432 Full Time or Part Time: Full time Additional Detail Applications must be submitted by 11:59 PM (EST) the day before...SuggestedFull timeTemporary workPart timeWork at officeRemote work2 days per week3 days per week$71.3k - $80.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...SuggestedWork experience placementWork at office- ...Company: tastyfx Role: Client Relationship Representative Location: Chicago, IL As a Client Relationship Representative, you will work closely... ...an agreed amount of time to be discussed with the hiring manager. Salary Range: 55,000-83,900 Discretionary Performance Bonus...SuggestedWork at office
- ...CIBT is seeking a Client Relationship Manager to accelerate growth and ensure retention of a North American client portfolio. You will collaborate with clients to understand travel and mobility programs, promote CIBT products and services, and expand relationships with...SuggestedRemote work
- ...Client Relationship Manager Position to fill: Client Relationship Manager Company Description Tech Tammina LLC Job Description Our client is currently seeking an experienced, action oriented high energy Client Relationship Manager to manage the post-sales...Permanent employmentFull time
- ...Nuveen, a leading wealth management firm, seeks a Wealth Management Client Relationship Manager to partner with Advisors and deliver premium client service for high-net-worth clients. Expect to coordinate financial plans, support asset consolidation, and build lasting...
- ...immigration sponsorship for this position. Ready to grow high-value client relationships through tailored wealth solutions? Why HSBC HSBC is one of... ...everything we do. The Opportunity As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer and...Local area
- Overview: J.P. Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly...Contract workWorldwide
- ...dedicated to setting the standard for excellence, leadership and client service. We work primarily with families approaching retirement... ...Primary Responsibilities Operations and Client Service Support Manage and maintain the client database with accuracy and consistency...Full timeWork at officeFlexible hours
- Select how often (in days) to receive an alert: Client Experience Relationship Manager (MS) Date: Aug 9, 2026 Company: ACA Group The Opportunity: The Client Experience Relationship Manager supports the delivery of high-quality, consistent experience for Managed Services...
$60k - $130k
About Rockefeller Capital Management Rockefeller Capital Management was established in 20... ...London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position An... ...to join its growing team as a Client Relationship Manager.The Client Relationship Manager...Work at officeLocal area- 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...Full time
$83k - $104k
...Description At?Citizens, our mission is to help clients, colleagues and communities reach their... ...professional development, and ongoing practice management support.??? As a?Citizens Private Client Relationship Manager (PCRM), you will engage directly with our...Local areaFlexible hours$85k - $115k
...local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since... ...joining our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing exceptional...Hourly payFull timePrivate practiceLocal area- ## Wealth Management Client Relationship ManagerApplyremote type: Hybrid Flexlocations: Charlotte, NC, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31, 2026 (17 days left to apply)job requisition id: R260800125**Wealth Client Relationship...Work experience placement
- Citizens Business Bank is seeking a Client Services Specialist in Ontario, CA, to support Relationship Managers with client interactions, account setups, tax filings, and compliance reviews. The role requires proficiency in PowerPoint, Excel, Word, and related systems,...
- Milliman IntelliScript is seeking a Client Relationship Manager to oversee a portfolio of client accounts, develop trusted relationships, and ensure client satisfaction while driving revenue retention. This remote role allows nationwide travel up to 20% for meetings. You...Remote job
- Blue Lynx seeks a Client Relationship Manager to drive new business in the public sector and corrections markets. You will build trusted relationships, qualify opportunities, and tailor solutions across government and private clients. This remote role supports sales initiatives...Remote job
$150k - $175k
## Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)Applylocations: San Francisco, CAtime type: Full timeposted on: Posted Todayjob requisition id: R9326When you ask people what gives them peace of mind to live their best life, having a sense of financial security...Local area- ...Meridian Health NEW SALE! Sodexo is seeking a Client Executive 2 (Single Client) to lead food... ...collaborate with a team.Accountable for managing people, setting direction and deploying... ...metricsCultivate trusted client relationships through expert communication, collaboration...Contract workLocal areaWorldwide
- Fidelity Investments is seeking a Relationship Manager to strengthen client relationships and support branch teams. You will help keep Financial Consultants organized and aligned with client needs, while learning to cultivate a book of business and uncover opportunities...
$57.68k - $112k
...array of insurance, retirement, and wealth management products and services. But we don’t... ...a local business or helping a national client navigate complex risk, you’ll be backed... ...looking for an Account Manager (aka Client Relationship Manager) to join our Employee Benefits...Work at officeLocal area1 day per week- Rockefeller Capital Management is seeking a Client Relationship Manager for its Rockefeller Global Family Office team. You will work with ultra-high-net-worth clients, coordinating with CPAs and attorneys to protect wealth across generations and deliver tailored strategies...Work at office
- Paychex is seeking an experienced Account Manager to develop and maintain strong relationships with top-tier clients in a fast-paced environment. You will advocate for client deliverables, drive revenue growth, and coordinate across internal departments and vendors to...
- ...crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management,... ...Protection, and Risk Mitigation strategies to clients wherever their passions and businesses... ...and risk management. The Client Relationship Manager (CRM), Employee Benefits, is the...Work at officeLocal area
$180k - $200k
...°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space,... ...making it count. Here’s What You’ll Do: Account & Relationship Leadership Own the client relationship end to end...Contract workRemote workWork visaShift work- ...King of Prussia, PA is seeking a Sr Account Executive to deliver creative, cost-effective solutions for our clients and to develop lasting in-person relationships within technology, finance, and accounting sectors. This role requires 5-8 years of sales-related...Work at office
- ...Client Executive - Private Client Services (Remote) Oregon, USA Washington, USA Job Description Posted Monday, August 17, 2026 at 7:... ...service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow...Work experience placementWork at officeLocal areaRemote work
$63k - $105k
...Descripción general del equipo The Client Value Executive - Financial Services role is a client-facing sales and account management role partners closely with Client Executives... ...Executives to manage and grow client relationships, ensuring a high level of customer satisfaction...Full timeTemporary workWork experience placementRemote workFlexible hours
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