Mid Level Client Relationship Associate Jobs
Mid level client relationship associate jobs go to professionals ready to own client accounts end to end, guide junior staff, and shape retention strategy with limited oversight. Roles are split across on-site, remote, and hybrid settings in Investment & Asset Management, Banking & Financial Services, and Fintech, with employers like Firstsource, Invesco, and JPMorganChase hiring at this level now.
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FIRSTSOURCE Client Relationship Manager – Director / Assistant Vice President
LOCATION: Florida
Overview
Client Relationship Manager will serve as the primary point of contact for assigned clients. In this role, you will function as the business owner for assigned accounts, working directly with delivery teams to ensure that the clients’ needs are met. The CRM will act as the client’s voice within the organization, ensuring that there is collaboration on all aspects of delivery in alignment with the client’s expectations.
- Two to five accounts and a portfolio range of $15-30M
- Work from home
- Will require travel (at least 25 - 50%)
- Desired location would be Midwest to East Coast
This position demands an in-depth understanding of the client’s business needs and challenges, uncovering opportunities in their processes, and the ability to offer proactive solutions to solve for those opportunities.
Duties & Responsibilities:
- Ensure project members are sufficiently enabled to meet client expectations.
- Propose actions to improve our performance metrics.
- Build and leverage relationships with all internal and external stakeholders.
- Effectively leverage internal resources and leadership.
- Develop a plan to proactively secure timely contract renewals.
- Develop strategic plans that align with client priorities and emphasize tools and services that can improve efficiency.
- High level of client attention and support via a variety of communication methods.
- Shape and solution engagements in collaboration with subject matter experts as relevant.
- Manage and nurture client relationships to ensure satisfaction and retention.
- Understand the competitive landscape in healthcare, back office and be able to participate in design/solutioning of support experiences based on market/customer requirements.
- Drive pricing and MSA negotiations with clients as well as internal approvals.
- Collaborate with cross-functional teams to ensure project objectives are met and client expectations are exceeded.
- Advise and support clients, offering solutions and tactics to help achieve their business goals while also increasing company revenue.
- Track industry developments, disruptors, and technology developments.
- Participate in the development, presentation, and sales of a value proposition.
- Identify and develop strategic alignment with key third party influencers.
- Experience managing Client P & L of $15M+ dollars including reporting and metric assessment for the portfolio.
Qualifications
- Strong Background in Sales; 5-10 years
- Blues Experience (preferred)
- Ability to present sales propositions
- Client Relationship Management/Account Management experience
- Healthcare Payor Experience
- BPO/Call Center Experience, BPaaS
- Curious, always shaping the “art – of – the – possible”
- Grow and cultivate long-term relationships with clients
- Ability to interface at all levels of an organization
- Bachelor’s degree or equivalent experience
Firstsource is an Equal Employment Opportunity employer. All employment decisions are based on valid job requirements, without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other characteristic protected under federal, state or local law. Firstsource also takes Affirmative Action to ensure that protected veterans and qualified disabled persons are introduced into our workforce and considered for employment and advancement opportunities.
FIRSTSOURCE Client Relationship Manager – Director / Assistant Vice President
LOCATION: Florida
Overview
Client Relationship Manager will serve as the primary point of contact for assigned clients. In this role, you will function as the business owner for assigned accounts, working directly with delivery teams to ensure that the clients’ needs are met. The CRM will act as the client’s voice within the organization, ensuring that there is collaboration on all aspects of delivery in alignment with the client’s expectations.
- Two to five accounts and a portfolio range of $15-30M
- Work from home
- Will require travel (at least 25 - 50%)
- Desired location would be Midwest to East Coast
This position demands an in-depth understanding of the client’s business needs and challenges, uncovering opportunities in their processes, and the ability to offer proactive solutions to solve for those opportunities.
Duties & Responsibilities:
- Ensure project members are sufficiently enabled to meet client expectations.
- Propose actions to improve our performance metrics.
- Build and leverage relationships with all internal and external stakeholders.
- Effectively leverage internal resources and leadership.
- Develop a plan to proactively secure timely contract renewals.
- Develop strategic plans that align with client priorities and emphasize tools and services that can improve efficiency.
- High level of client attention and support via a variety of communication methods.
- Shape and solution engagements in collaboration with subject matter experts as relevant.
- Manage and nurture client relationships to ensure satisfaction and retention.
- Understand the competitive landscape in healthcare, back office and be able to participate in design/solutioning of support experiences based on market/customer requirements.
- Drive pricing and MSA negotiations with clients as well as internal approvals.
- Collaborate with cross-functional teams to ensure project objectives are met and client expectations are exceeded.
- Advise and support clients, offering solutions and tactics to help achieve their business goals while also increasing company revenue.
- Track industry developments, disruptors, and technology developments.
- Participate in the development, presentation, and sales of a value proposition.
- Identify and develop strategic alignment with key third party influencers.
- Experience managing Client P & L of $15M+ dollars including reporting and metric assessment for the portfolio.
Qualifications
- Strong Background in Sales; 5-10 years
- Blues Experience (preferred)
- Ability to present sales propositions
- Client Relationship Management/Account Management experience
- Healthcare Payor Experience
- BPO/Call Center Experience, BPaaS
- Curious, always shaping the “art – of – the – possible”
- Grow and cultivate long-term relationships with clients
- Ability to interface at all levels of an organization
- Bachelor’s degree or equivalent experience
Firstsource is an Equal Employment Opportunity employer. All employment decisions are based on valid job requirements, without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other characteristic protected under federal, state or local law. Firstsource also takes Affirmative Action to ensure that protected veterans and qualified disabled persons are introduced into our workforce and considered for employment and advancement opportunities.
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Mid Level Client Relationship Associate Jobs: Frequently Asked Questions
How do I get a mid level client relationship associate job?
Position your existing experience around ownership and outcomes, not just task completion. Highlight accounts you managed independently, renewals you drove, and client issues you resolved without escalation. Tailor your resume to show measurable impact, such as retention improvements or portfolio growth. Mid level hiring managers want to see that you operate with confidence and minimal supervision, so lead with evidence of that.
Which companies hire mid level client relationship associates?
Companies hiring mid level client relationship associates right now include Firstsource, Invesco, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from financial services firms, insurance carriers, software companies, and professional services organizations that maintain dedicated account management teams.
Are there remote mid level client relationship associate jobs?
Yes, though availability varies by industry. About 33% of mid level client relationship associate openings are remote or hybrid as of November 2026, with fully remote roles more common in technology and financial services. Client-facing industries like wealth management or insurance often prefer hybrid arrangements to support in-person relationship building with key accounts.
How do I move up to a mid level client relationship associate role?
Moving from entry level to mid level means demonstrating that you can own client relationships independently, not just support them. Build depth by taking on increasingly complex accounts, tracking measurable outcomes like retention rates or upsell results, and stepping in to lead client calls or escalations. Employers look for consistent evidence that you can manage a book of business with minimal guidance before promoting to this tier.
Which industries hire the most mid level client relationship associates?
Mid Level client relationship associate roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors invest heavily in dedicated relationship management at the mid level because client retention and account growth directly affect recurring revenue and long-term contract value.