Client Relationship Manager Jobs in Atlanta, GA
Client Relationship Manager jobs in Atlanta, Georgia are open across the metro, with employers like Samsara, Intuit, and Grant Thornton hiring at every experience level. See the openings below and apply to the ones that match your experience.
Find JobsOverview
Open roles59
Top employerSamsara
Work type50% Remote
Top credentialBachelor's
Companies hiring34
Showing 5 of 59+ Client Relationship Manager jobs
Client Relationship Manager
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Rockefeller Capital Management
Client Relationship Manager
Atlanta, Georgia
Added 1w ago
Client Relationship Manager
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Added 1w ago
Rockefeller Capital Management
Client Relationship Manager
Atlanta, Georgia
Added 1w ago
Advisory Director Client Relationship Executive - AI, Data & Tech
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Grant Thornton
Advisory Director Client Relationship Executive - AI, Data & Tech
Atlanta, Georgia
Added 1w ago
Advisory Director Client Relationship Executive – Cyber & Risk
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Grant Thornton
Advisory Director Client Relationship Executive – Cyber & Risk
Atlanta, Georgia
Added 1w ago
Advisory Director Client Relationship Executive
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Added 1w ago
Grant Thornton
Advisory Director Client Relationship Executive
Atlanta, Georgia
Added 1w ago
Added 1w ago
Client Relationship Manager
Rockefeller Capital Management·Atlanta, Georgia
Job functions:
5+ yrs exp.
Bachelor's
Full Time
Job Description
About Rockefeller Capital Management:
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
Position:
An Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Rockefeller Global Family Office Team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Assisting senior advisors in preparing deliverables and participating in client meetings
- Communicating with clients on both a scheduled and an ad hoc basis
- Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
- Coordinate ongoing communication with clients’ CPAs and attorneys to facilitate timely delivery of tax documents and other legal materials
- Manage proactive client outreach related to required minimum distributions (RMDs), ensuring accuracy and timeliness
- Track and coordinate periodic portfolio review meetings in partnership with the Advisor team
- Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
- Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
- 5-10 years of relevant experience, working within an RIA in a client service or operational capacity is preferred
- Bachelors degree, with a business/finance focus preferred
- Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
- Proficiency in Microsoft Office suite
- Strong interpersonal, organizational, and client service skills
- Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude
- Demonstrated initiative and ability to work independently
- Strong quantitative, qualitative, and technical skills
- Ability to prioritize tasks and meet deadlines
- Strong attention to detail and recognition of critical issues
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management
Client Relationship Manager
Atlanta, Georgia
Added 1w ago
Job functions:
5+ yrs exp.
Bachelor's
Full Time
Job Description
About Rockefeller Capital Management:
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
Position:
An Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Rockefeller Global Family Office Team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Assisting senior advisors in preparing deliverables and participating in client meetings
- Communicating with clients on both a scheduled and an ad hoc basis
- Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
- Coordinate ongoing communication with clients’ CPAs and attorneys to facilitate timely delivery of tax documents and other legal materials
- Manage proactive client outreach related to required minimum distributions (RMDs), ensuring accuracy and timeliness
- Track and coordinate periodic portfolio review meetings in partnership with the Advisor team
- Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
- Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
- 5-10 years of relevant experience, working within an RIA in a client service or operational capacity is preferred
- Bachelors degree, with a business/finance focus preferred
- Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
- Proficiency in Microsoft Office suite
- Strong interpersonal, organizational, and client service skills
- Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude
- Demonstrated initiative and ability to work independently
- Strong quantitative, qualitative, and technical skills
- Ability to prioritize tasks and meet deadlines
- Strong attention to detail and recognition of critical issues
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
See All 59 Client Relationship Manager Jobs in Atlanta
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Find JobsClient Relationship Manager Job Market in Atlanta
Who's Hiring
- Samsara7
- Intuit6
- Grant Thornton6
- monday4
- Salesforce2
Top Industries Hiring
- Technology & Software19
- Accounting & Auditing8
- Electronics & Hardware7
- Fintech5
- Consulting & Professional Services4
Client Relationship Manager Jobs in Atlanta: Frequently Asked Questions
How many client relationship manager jobs are there in Atlanta?
There are 59+ client relationship manager openings in Atlanta, Georgia on Migrate Mate as of June 2026. New positions post regularly as Atlanta employers hire.
Which companies hire client relationship managers in Atlanta?
Employers hiring client relationship managers in Atlanta include Samsara, Intuit, and Grant Thornton, based on current listings on Migrate Mate as of June 2026.
Are there remote client relationship manager jobs in Atlanta?
Yes. About 63% of client relationship manager openings tied to Atlanta are remote or hybrid as of June 2026. The rest are on-site roles based in and around Atlanta.
Which industries hire the most client relationship managers in Atlanta?
Atlanta client relationship manager roles concentrate in Technology & Software, Accounting & Auditing, and Electronics & Hardware, based on current listings on Migrate Mate as of June 2026.
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