Client Relationship Manager Jobs in North Carolina
Client Relationship Manager jobs in North Carolina are in steady demand, concentrated in financial services, banking, healthcare, and technology sectors, with openings at every level from entry-level account coordinators through senior relationship directors. Charlotte, Raleigh, and Durham are the primary hiring markets, anchored by major employers such as Bank of America, Wells Fargo, and Duke Health, all of which maintain substantial North Carolina operations. The most sought-after specializations in the state are commercial banking relationships, healthcare account management, and B2B technology client success. Find a role that fits below and apply directly.
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Showing 5 of 10+ 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.
In this role, you will ensure clients feel heard, supported, and confident in their relationship
with Schwab. Development is central to this role, and Schwab provides the resources,
coaching, and learning opportunities to help you build skills and expand your career—
including support for required licensing aligned to your goals.
-
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
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
adventure” approach empowers you to explore paths aligned to your strengths.
Competitive Compensation
performance.
What you have
The expertise you bring:
1+ years of client-facing or customer service experience
The skills you bring:
Attention to Detail
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
communication
Ask thoughtful questions, confirm understanding, and adapt communication style to
ensure alignment
Building Collaborative Relationships
Build trust through professionalism, responsiveness, and reliability
Adaptability
Remain flexible and solution-oriented when navigating new or complex situations
Coachability
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.
In this role, you will ensure clients feel heard, supported, and confident in their relationship
with Schwab. Development is central to this role, and Schwab provides the resources,
coaching, and learning opportunities to help you build skills and expand your career—
including support for required licensing aligned to your goals.
-
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
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
adventure” approach empowers you to explore paths aligned to your strengths.
Competitive Compensation
performance.
What you have
The expertise you bring:
1+ years of client-facing or customer service experience
The skills you bring:
Attention to Detail
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
communication
Ask thoughtful questions, confirm understanding, and adapt communication style to
ensure alignment
Building Collaborative Relationships
Build trust through professionalism, responsiveness, and reliability
Adaptability
Remain flexible and solution-oriented when navigating new or complex situations
Coachability
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 10 Client Relationship Manager Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find JobsClient Relationship Manager Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Client Relationship Manager Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
What North Carolina Employers Look For
The qualifications that appear most often in client relationship manager jobs across North Carolina.
- Bachelor's degree in business, finance, marketing, or a related field required
- Proven experience managing a portfolio of client accounts in a relationship role
- Strong knowledge of CRM platforms such as Salesforce or Microsoft Dynamics
- Excellent written and verbal communication skills for executive-level client engagement
- Ability to collaborate across internal teams including sales, operations, and product
- Experience developing account plans, retention strategies, and upsell opportunities
Client Relationship Manager Jobs in North Carolina: Frequently Asked Questions
How do you become a client relationship manager in North Carolina?
Most client relationship manager roles in North Carolina require a bachelor's degree in business, finance, marketing, or a related field, and the role carries no state-issued license. Employers in Charlotte's banking sector and the Research Triangle's technology and healthcare industries typically hire candidates with demonstrated account management or client-facing experience. Building proficiency in a major CRM platform and earning a relevant credential such as a Certified Customer Experience Professional designation can strengthen a North Carolina application considerably.
Which companies hire client relationship managers in North Carolina?
Employers hiring client relationship managers in North Carolina right now include PwC, UPS, and IQVIA, based on current listings on Migrate Mate as of August 2026. North Carolina's concentration of large financial institutions in Charlotte and life sciences and technology firms in the Research Triangle means demand is spread across multiple high-volume industries.
Which North Carolina cities have the most client relationship manager jobs?
Charlotte, Durham, and Cary account for the most client relationship manager openings in North Carolina. Charlotte leads because of its standing as one of the largest banking and financial services centers in the country, while Raleigh and Durham benefit from the dense cluster of technology companies, health systems, and research institutions anchored by Research Triangle Park.
Are there remote client relationship manager jobs in North Carolina?
Yes, and more than most fields. About 50% of client relationship manager openings tied to North Carolina are remote or hybrid as of August 2026, reflecting how much of the work centers on communication, account planning, and virtual meetings rather than on-site presence. The most fully remote positions tend to sit within technology and SaaS companies headquartered in or recruiting from the Research Triangle.
How can I get hired as a client relationship manager in North Carolina with little or no experience?
The most realistic entry path is moving from a customer service, inside sales, or account coordinator role into a junior relationship manager position. Large North Carolina financial institutions such as Bank of America and Truist run associate and rotational programs in Charlotte that are open to recent graduates, and technology employers in the Research Triangle frequently hire customer success associates as a stepping stone. Building experience with Salesforce and earning a customer experience credential helps candidates stand out without a long resume.
Where can I find and apply to client relationship manager jobs in North Carolina?
You can find and apply to client relationship manager jobs in North Carolina on Migrate Mate, which lists current openings from employers across the state. Find roles that fit your experience and location and apply directly to each one.
See All 10 Client Relationship Manager Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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