Client Relationship Manager Jobs in New York
Client Relationship Manager jobs in New York are among the most active in the country, concentrated in financial services, wealth management, insurance, and enterprise technology, with openings at every level from associate to senior. Most hiring is anchored in New York City, with additional demand in White Plains and Melville, where firms like JPMorgan Chase, Citi, and AXA Financial maintain large client-facing teams. The most sought-after specialties in New York are private banking relationship management, institutional client services, and technology account management. Find a role that fits below and apply directly.
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Showing 5 of 20+ Client Relationship Manager jobs
Your opportunity
At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, high-quality client experience while supporting the operational success of the branch. This role is an excellent entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear path for growth.
- Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
- Support daily branch operations, including account servicing, documentation, and follow-up with strong attention to detail.
- Communicate effectively with clients and colleagues, adapting to different styles and needs.
- Use active listening to understand priorities and escalate issues when needed.
- Manage multiple tasks and priorities to meet deadlines and maintain quality.
- Partner with team members to drive client engagement and operational excellence.
- Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.
- Schwab Training & Development
Start with Client Relationship Specialist University (CRSU) a four-week, live virtual training program designed to set you up for success. After CRSU, your development continues in-branch through hands-on training and mentorship, with support from your manager, peers, and dedicated mentors.
- Career Pathing
The CRS role provides a strong foundation for growth. Schwab’s “choose your own adventure” approach empowers you to explore paths aligned to your strengths.
- Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
- 1+ years of client-facing or customer service experience
-
Attention to Detail
Complete requests and tasks accurately while following established processes, while effectively prioritizing work to meet deadlines.
Maintain strong organization of tasks, client requests, and follow-ups to ensure timely and consistent execution.
Ensure high-quality, error-free work and identify discrepancies or issues early
-
Active Listening
Listen carefully to understand client needs and respond with clarity and accurate communication
Ask thoughtful questions, confirm understanding, and adapt communication style to
ensure alignment
-
Building Collaborative Relationships
Partner effectively with internal teams to deliver seamless client experiences.
Build trust through professionalism, responsiveness, and reliability
-
Adaptability
Adjust to changing priorities, client needs, and processes in a fast-paced environment.
Remain flexible and solution-oriented when navigating new or complex situations
-
Coachability
Demonstrate openness to feedback and it to improve performance.
Show a willingness to learn, grow, and adopt new approaches or skills.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Share:
- X
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Your opportunity
At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, high-quality client experience while supporting the operational success of the branch. This role is an excellent entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear path for growth.
- Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
- Support daily branch operations, including account servicing, documentation, and follow-up with strong attention to detail.
- Communicate effectively with clients and colleagues, adapting to different styles and needs.
- Use active listening to understand priorities and escalate issues when needed.
- Manage multiple tasks and priorities to meet deadlines and maintain quality.
- Partner with team members to drive client engagement and operational excellence.
- Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.
- Schwab Training & Development
Start with Client Relationship Specialist University (CRSU) a four-week, live virtual training program designed to set you up for success. After CRSU, your development continues in-branch through hands-on training and mentorship, with support from your manager, peers, and dedicated mentors.
- Career Pathing
The CRS role provides a strong foundation for growth. Schwab’s “choose your own adventure” approach empowers you to explore paths aligned to your strengths.
- Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
- 1+ years of client-facing or customer service experience
-
Attention to Detail
Complete requests and tasks accurately while following established processes, while effectively prioritizing work to meet deadlines.
Maintain strong organization of tasks, client requests, and follow-ups to ensure timely and consistent execution.
Ensure high-quality, error-free work and identify discrepancies or issues early
-
Active Listening
Listen carefully to understand client needs and respond with clarity and accurate communication
Ask thoughtful questions, confirm understanding, and adapt communication style to
ensure alignment
-
Building Collaborative Relationships
Partner effectively with internal teams to deliver seamless client experiences.
Build trust through professionalism, responsiveness, and reliability
-
Adaptability
Adjust to changing priorities, client needs, and processes in a fast-paced environment.
Remain flexible and solution-oriented when navigating new or complex situations
-
Coachability
Demonstrate openness to feedback and it to improve performance.
Show a willingness to learn, grow, and adopt new approaches or skills.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Share:
- X
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
See All 20 Client Relationship Manager Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find JobsClient Relationship Manager Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Relationship Manager Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Accounting & Auditing
- Technology & Software
- Banking & Financial Services
What New York Employers Look For
The qualifications that appear most often in client relationship manager jobs across New York.
- Bachelor's degree in business, finance, or a related field required
- Minimum three to five years of client-facing account management experience preferred
- FINRA Series 7 or Series 63 license required for financial services roles in New York
- Demonstrated ability to manage a portfolio of enterprise or high-net-worth accounts
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for executive-level client interactions
Client Relationship Manager Jobs in New York: Frequently Asked Questions
How do you become a client relationship manager in New York?
Most client relationship manager roles in New York require a bachelor's degree in business, finance, marketing, or a related field, followed by experience in sales, account management, or customer success. In financial services, the dominant sector in New York, many employers require FINRA licensing, particularly the Series 7 and Series 63, administered through the Financial Industry Regulatory Authority. Building experience at a bank, insurance company, or enterprise tech firm in a client-facing role is the most direct path.
Which companies hire client relationship managers in New York?
Employers hiring client relationship managers in New York right now include Invesco, JPMorganChase, and EPIC Insurance Brokers & Consultants, based on current listings on Migrate Mate as of August 2026. New York's concentration of global financial institutions, insurance carriers, and enterprise software companies means demand for this role is spread across a wide range of large, established organizations.
Which New York cities have the most client relationship manager jobs?
The cities with the most client relationship manager openings in New York are New York, Buffalo, and Mahopac. New York City drives the largest share by far, given its density of banks, asset managers, and Fortune 500 headquarters, while White Plains and other Westchester County locations account for a meaningful portion of openings tied to insurance and financial planning firms with suburban campuses.
Are there remote client relationship manager jobs in New York?
Yes, and they are more common in this role than in many others, since much of the work involves phone, video, and digital communication with clients. About 33% of client relationship manager openings tied to New York are remote or hybrid as of August 2026, reflecting how broadly distributed client portfolios have become. Technology and SaaS account management roles tend to offer the most remote flexibility, while private banking and wealth management roles typically require regular in-person contact.
How can I get hired as a client relationship manager in New York with little or no experience?
The most realistic entry path is through an associate or client services coordinator role at a bank, insurance firm, or technology company, then building toward a full relationship management portfolio. Large New York employers like JPMorgan Chase and Citi run structured rotational and new-analyst programs that place early-career candidates in client-facing positions. Moving laterally from inside sales, customer success, or financial advisory support roles is also a recognized route. Completing a FINRA Series 63 exam before applying gives candidates a measurable edge in financial services hiring.
Where can I find and apply to client relationship manager jobs in New York?
You can find and apply to client relationship manager jobs in New York on Migrate Mate, which lists current openings across industries and experience levels throughout the state. Find roles that fit your background and apply directly.
See All 20 Client Relationship Manager Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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