Client Relationship Manager Jobs
Client Relationship Manager jobs are open across financial services, healthcare, technology, and professional services, from associate to director level, with specializations in account management, enterprise client success, and strategic partnership development. Find a role that fits from the openings below and apply directly.
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Showing 5 of 640+ Client Relationship Manager jobs
Application Deadline:
Address:
1145 Main StreetJob Family Group:
Wealth Sales & ServiceProvides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.
- Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
- Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
- Expands the business growth potential of the team through telemarketing and outbound calls.
- Coordinates marketing activities and sales material to support client / prospect conversations.
- Provides knowledge detailed information about products and services offered.
- Determines appropriate communication/service regarding all aspects of investing.
- Independently resolves client complaints in a timely and effective manner; escalates as required.
- Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
- Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
- Maintain the schedule / calendar to coordinate customer meetings and office coverage.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Organizes work information to ensure accuracy and completeness.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Advanced knowledge of investment process and procedures.
- Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.
- Relevant investment industry licensing for the designated jurisdiction / portfolio.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Salary :
$41,714.00 - $65,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Application Deadline:
Address:
1145 Main StreetJob Family Group:
Wealth Sales & ServiceProvides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.
- Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
- Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
- Expands the business growth potential of the team through telemarketing and outbound calls.
- Coordinates marketing activities and sales material to support client / prospect conversations.
- Provides knowledge detailed information about products and services offered.
- Determines appropriate communication/service regarding all aspects of investing.
- Independently resolves client complaints in a timely and effective manner; escalates as required.
- Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
- Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
- Maintain the schedule / calendar to coordinate customer meetings and office coverage.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Organizes work information to ensure accuracy and completeness.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Advanced knowledge of investment process and procedures.
- Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.
- Relevant investment industry licensing for the designated jurisdiction / portfolio.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Salary :
$41,714.00 - $65,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Client Relationship Manager Jobs by Experience Level
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Find JobsClient Relationship Manager Job Market
Who's Hiring
- U.S. Bank324
- JPMorganChase18
- Morgan Stanley18
- Ernest13
- First Merchants Bank13
Top Industries Hiring
- Investment & Asset Management31
- Technology & Software24
- Banking & Financial Services22
- Consulting & Professional Services18
- Accounting & Auditing12
What Employers Look For
The qualifications that appear most often in client relationship manager jobs.
- 3 or more years of account management or client-facing relationship experience
- Demonstrated ability to manage and grow a book of business or named accounts
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Strong written and verbal communication skills for executive-level client interactions
- Bachelor's degree in business, communications, or a related field
- Experience with contract renewals, upselling, and cross-selling within existing accounts
Tips for Your Client Relationship Manager Job Search
Quantify retention and revenue metrics
Hiring managers for client relationship manager roles want to see numbers. Replace phrases like 'managed accounts' with specifics: renewal rates you maintained, portfolio value you grew, or churn you reduced. Numbers make your resume scannable and credible in seconds.
Apply early to roles that fit
Migrate Mate lists client relationship manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Tailor your resume to the industry vertical
A client relationship manager resume that worked in SaaS needs reworking before you apply to financial services or healthcare. Swap product-specific language for the terminology each sector uses, so your experience reads as directly relevant rather than adjacent.
Prepare for scenario-based interview questions
Interviewers in this field almost always ask you to walk through a difficult client situation. Prepare two or three stories using a clear situation-action-outcome format, focusing on how you retained or expanded a relationship under pressure.
Filter openings by client segment size
Managing five enterprise accounts requires a different skill set than managing two hundred mid-market ones. When you search for openings, read carefully for whether the role covers named accounts, a broad book of business, or a specific tier, and target roles that match your actual experience.
Negotiate using client portfolio evidence
When you reach the offer stage, ground your compensation conversation in the scope of clients you have managed. Referencing the complexity, revenue, or churn risk of past portfolios gives you a concrete basis for negotiating beyond a generic market rate argument.
Client Relationship Manager Jobs: Frequently Asked Questions
Which companies are hiring the most client relationship managers?
The companies hiring the most client relationship managers right now include U.S. Bank, JPMorganChase, and Morgan Stanley, with the largest share of openings in California, Oregon, and Illinois, based on current listings on Migrate Mate as of August 2026. Demand is particularly strong in financial services, healthcare technology, and enterprise software companies managing large client bases.
How many client relationship manager jobs are remote?
About 53% of client relationship manager openings are fully remote or hybrid as of August 2026, reflecting how much of the role can be handled through video calls, email, and CRM platforms. Client success and account management sub-functions within larger companies tend to offer the most remote flexibility, while roles tied to on-site client visits or branch-based portfolios are more likely to require in-person presence.
How do you become a client relationship manager?
Most client relationship managers start in a customer-facing support, sales, or account coordination role and move up as they take on more account ownership. Building proficiency with a CRM platform, developing your ability to handle difficult client conversations, and consistently demonstrating retention or growth results are the practical steps that move candidates into manager-level roles. A degree in business or communications is common but not always required if your experience is strong.
Can you get a client relationship manager job with little experience?
Yes, but you'll need to position adjacent experience carefully. Customer service, inside sales, or project coordination roles all develop skills that directly transfer: handling complaints, managing expectations, and keeping multiple stakeholders informed. Highlight any situation where you owned the outcome of a client or customer relationship, even informally, and target associate-level or junior client relationship manager titles rather than applying straight into senior roles.
What does the client relationship manager interview process look like?
Most client relationship manager interview processes include an initial recruiter screen, one or two rounds with the hiring manager or team, and a final conversation that often involves a scenario exercise or case study. You'll typically be asked to walk through how you've handled a difficult client, how you manage a book of business, and how you approach renewing or expanding accounts. Some employers also ask for a brief presentation on how you'd approach the first ninety days in the role.
Where can I find and apply to client relationship manager jobs?
You can find and apply to client relationship manager jobs on Migrate Mate, which lists current openings from across the United States. Search the listings, find roles that match your experience and the industry you want to work in, and apply directly to each one that fits.
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