Client Relationship Manager
Virtual Vocations Inc
As the primary point of contact for partner clients, the full-time Client Relationship Manager will manage day-to-day relationships, guide clients through the engagement process, and ensure timely resolutions while working in Coconut Grove, FL. Key responsibilities: Manage day-to-day relationships with assigned taxpayer clients, serving as their trusted point of contact Guide clients through the full engagement process, ensuring smooth job submission, processing, and e-filing Monitor account activity to proactively identify issues, address concerns, and ensure timely resolutions Required qualifications: Bachelor's degree in a related field preferred, or equivalent work experience 1+ years of client relationship, account management, or customer success experience within tech, SaaS, finance, or tax a plus but not required Foundational knowledge of tax, accounting, or financial services strongly preferred but not required Proficiency in CRMs and customer success platforms (e.g., HubSpot, Salesforce) Flexibility to work occasional nights and weekends during peak season (Jan - April) Virtual Vocations Inc
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Relationship Manager in New York, NY vacancy
- 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...SuggestedTemporary workWork at officeImmediate start
- 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...SuggestedRemote workFlexible hours
$105k
...collaborating with Barclays to connect them with exceptional professionals for this role. Join Barclays as an AVP - Client Relationship Manager, where you will build long-term, strategic client relationships, ensure high levels of client satisfaction, and maintain...SuggestedHourly payNew York, NY4 days ago- Our client is seeking a hands-on, detail-oriented Client Relationship Manager to support client management, project planning, and field execution. S/he will report directly to the CEO / Owner. In this role, s/he will be responsible for developing new customer relationships...SuggestedFor contractorsFlexible hours
$150k - $200k
Client Success Manager Brooklyn, NY On-Site + Local Travel (Approximately 30%) $150,000-$200,000 Position Overview We are seeking a Client Success Manager to own and grow a portfolio of client relationships. This role exists to ensure clients remain satisfied, retained...SuggestedLocal area$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 week$82k - $92k
...excites 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 marketing...Full timeWork at officeLocal areaFlexible hoursAfternoon shiftEarly shift- 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...Work at office
$120k
...Job Description Job Description Client Relationship Manager Location: Brooklyn, NY (On-Site + Local Travel) Compensation: $120,000 Base + Performance Bonus Build Relationships. Retain Clients. Drive Growth. We're seeking a Client Relationship Manager...Contract workLocal areaMai Placement
New York, NY26 days ago- ...Description Job Description Job brief We are looking for a Relationship Manager to build and preserve trusting relationships with our... ...Ultimately, you’ll maintain strong relationships with our company’s clients to boost our brand and profits in the long-run....
RecruitBPM Demo
New York, NY20 days ago - Wealth Client Relationship ManagerWealth 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...Full timeWork at office
$110k - $120k
Job Summary The Client Relationship Manager is responsible for accelerating growth and assuring the retention of a portfolio of global clients headquartered across North America. The Client Relationship Manager will be accountable for working with their clients to fully...Temporary workWork at officeLocal areaRemote workWork from homeWorldwideFlexible hours- ...exceptional interpersonal skills and interest in client services? We are looking for a professional... ...and successfully retain and expand existing relationships by delivering superior client service. The Client Relationship Manager will support a diverse set of investment...Work experience placement
- ...Workplace Solutions (JPMWS) has a diverse client base of over 2000 corporate clients,... ...established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8... ...within the Workplace Solutions Client Relationship Management team, you will help drive business...Worldwide
$190k - $225k
...Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep...Full timeLocal areaFlexible hours- JPMorgan Chase & Co. seeks a seasoned Relationship Manager for JPMorgan Private Client in New York. You will nurture high-net-worth client relationships, understand their unique goals, and deliver bespoke financial advice leveraging cross-line collaboration. You will actively...
- 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
$90k - $100k
...Job Description Job Description Position: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full...Full timeWork at officeEmigrant Bank
New York, NY14 days ago- 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
Globe Life: Moore Organizations
New York, NY2 days ago - Managing a portfolio of strategic Business Network accounts, the full-time Senior Client Relationship Manager will drive customer satisfaction, retention, and account growth while working remotely across North America, primarily within the retail industry. Key responsibilities...Full timeContract workWork at officeRemote work
$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- Bank of America seeks a seasoned Private Bank client manager to expand relationships, advise on financial needs, and coordinate Branded Client Experience across internal and external partners. The role requires extensive WF knowledge, ability to lead cross-functional teams...Work at office
- ...seeking an Account Executive, Renewal Sales to drive revenue and manage end-to-end renewal deals within a defined revenue region. You... ..., and other teams to optimize renewals, retain merchant relationships, and growth opportunities. A bachelor’s degree or equivalent is...
- ...towards creating a workforce that represents the diversity of our clients and our communities. Director of Client Experience, North... ...and local stakeholders. This strategy aims to build meaningful relationships and elevate the overall boutique experience. This individual will...Full timeLocal area
$102.8k - $176k
...confidence in a world of change, empowering our clients and people to realize their full... ...pivotal role in building and strengthening relationships with RSM’s identified key clients and... ...long-term growth opportunities. The CE Manager will report directly to the CE Director...Full timeWork experience placementInternshipLocal area- ...across the globe conceptualize, produce, and manage multi-channel campaigns that give... ...entrepreneurial seller who thrives on building relationships, opening new doors, and consistently... ...compelling commercial solutions for clients.Lead the full sales cycle—from outreach...Flexible hours
$140k - $180k
The Senior Engagement Manager plays a critical role in helping grow the Audience Intelligence... ...& Data Science business by translating client challenges into impactful, data-driven... ...project teams. You will manage client relationships, understand client needs, shape solutions...Remote workFlexible hours$164k - $304k
...innovations, and for making a difference to our clients and society. Our workplace embraces... ...new clients and expand existing relationships within your geographical territory. You... ...working within relevant industry sectors and managing global enterprise accounts, with 10+...Full timeTemporary workRemote workFlexible hours$160.8k - $201k
As an Engagement Manager on Scale's Generative AI team, you'll be the face of Scale to the... ...the field.You'll own these customer relationships end to end: translating what researchers... ...management.2+ years of experience in B2B client-facing roles.Experience in a high-growth...Full timeWork experience placement$114.3k - $190.5k
...office three days per week.LexisNexis’ Legal News division (Law360/Law360 Pulse/MLex) is looking for a dedicated audienceengagement manager who can help deepen and grow subscriber engagement with our journalism.The person will be part of a new audience team, working with...Full timeWork at officeLocal areaImmediate startWorldwideFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Manager. Be the first to apply!
Related searches
- client executive New York, NY
- client manager New York, NY
- engagement director New York, NY
- client services coordinator New York, NY
- client operations manager New York, NY
- customer engagement manager New York, NY
- client finance manager New York, NY
- client strategy manager New York, NY
- client account executive New York, NY
- pursuit client manager New York, NY