Customer Relationship Officer Jobs
Customer Relationship Officer jobs are open across banking, insurance, fintech, and healthcare, covering specializations in account management, client retention, and onboarding, at every level from entry-level associate to senior officer and team lead. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 5,122+ Customer Relationship Officer jobs
Description
The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management team and Manulife John Hancock organization.
Position Responsibilities:
- Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the MJH team
- Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors
- Maintain plan retention and contribute to profitable growth
- Identify and position the best MJH tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
- Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
- Identify plans that are up for RFP, facing competitive threats, or have had issues in service quality and implement a retention strategy
- Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
- Solicit opportunities during interactions with advisors
- Set expectations for ongoing service and serve as a point of contact
- Conduct plan reviews and business planning meetings
- Identify and address advisor or sponsor concerns and take corrective actions
- Create, maintain, and implement a territory business plan that optimizes retention and revenue growth
- Help advisors grow their book of business
- Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals
How will you create impact?
This position works as a key member of a regional team to achieve retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The book of business is concentrated on clients between $15M and $50M in AUM (Corporate market, DC, DB, NQ). This role is "work from home" but covering Arizona, New Mexico, and S. California.
Required Qualifications:
- Three to five years of similar experience
- Life insurance and variable licenses as determined for territory
- Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus
- FINRA Series 6 and 63; or ability to obtain within 6 months of hire
- Passion for contributing to a team with a positive attitude
- Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention
- Superior business insight related to retirement plan products, the industry and the competitive landscape preferred
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
Referenced Salary Location
USA, Arizona - Full Time Remote
Working Arrangement
Remote
Base salary range is expected to be between
$122,325.00 USD - $212,030.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
Description
The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management team and Manulife John Hancock organization.
Position Responsibilities:
- Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the MJH team
- Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors
- Maintain plan retention and contribute to profitable growth
- Identify and position the best MJH tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
- Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
- Identify plans that are up for RFP, facing competitive threats, or have had issues in service quality and implement a retention strategy
- Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
- Solicit opportunities during interactions with advisors
- Set expectations for ongoing service and serve as a point of contact
- Conduct plan reviews and business planning meetings
- Identify and address advisor or sponsor concerns and take corrective actions
- Create, maintain, and implement a territory business plan that optimizes retention and revenue growth
- Help advisors grow their book of business
- Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals
How will you create impact?
This position works as a key member of a regional team to achieve retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The book of business is concentrated on clients between $15M and $50M in AUM (Corporate market, DC, DB, NQ). This role is "work from home" but covering Arizona, New Mexico, and S. California.
Required Qualifications:
- Three to five years of similar experience
- Life insurance and variable licenses as determined for territory
- Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus
- FINRA Series 6 and 63; or ability to obtain within 6 months of hire
- Passion for contributing to a team with a positive attitude
- Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention
- Superior business insight related to retirement plan products, the industry and the competitive landscape preferred
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
Referenced Salary Location
USA, Arizona - Full Time Remote
Working Arrangement
Remote
Base salary range is expected to be between
$122,325.00 USD - $212,030.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
Customer Relationship Officer Jobs by Experience Level
See All 5,122+ Customer Relationship Officer Jobs
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Find JobsCustomer Relationship Officer Job Market
Who's Hiring
- JPMorganChase563
- U.S. Bank394
- Bank of America282
- Regions Financial190
- Truist184
Top Industries Hiring
- Banking & Financial Services584
- Investment & Asset Management143
- Fintech123
- Consulting & Professional Services20
- Technology & Software10
What Employers Look For
The qualifications that appear most often in customer relationship officer jobs.
- 1-3 years of experience managing client accounts or customer portfolios
- Proficiency with CRM software such as Salesforce or HubSpot
- Strong written and verbal communication skills for client-facing work
- Bachelor's degree in business, finance, communications, or a related field
- Demonstrated ability to meet client retention or upsell targets
- Experience resolving escalated client issues and documenting outcomes
Tips for Your Customer Relationship Officer Job Search
Quantify your client retention results
Hiring managers for customer relationship officer roles want numbers, not narratives. Replace vague phrases like 'managed client accounts' with concrete outcomes such as renewal rates improved, churn reduced, or portfolio size grown over a specific period.
Tailor your resume to each industry
A customer relationship officer resume for a bank reads differently than one for a healthtech company. Swap in industry-specific language, name the CRM platforms common to that sector, and lead with achievements that mirror the client base the employer actually serves.
Apply early to roles that fit
Migrate Mate lists customer relationship officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings that name your CRM tools
Filter for openings that specify the CRM platform you know best. Hiring managers treat hands-on experience with Salesforce, HubSpot, or similar tools as a differentiator, and matching your skills to the posted stack speeds up screening decisions in your favor.
Prepare a client scenario for the interview
Most customer relationship officer interviews include a situational question about a difficult client. Walk in with a real example that shows how you identified the root issue, communicated a resolution, and kept the relationship intact, not just what the outcome was.
Negotiate using your book of business
If you're moving from one employer to another, your existing client relationships carry tangible value. When negotiating, reference the volume and type of accounts you've managed to anchor compensation to something concrete rather than industry averages.
Customer Relationship Officer Jobs: Frequently Asked Questions
Which companies are hiring the most customer relationship officers?
The companies hiring the most customer relationship officers right now include JPMorganChase, U.S. Bank, and Bank of America, with the largest share of openings in California, Florida, and New York, based on current listings on Migrate Mate as of November 2026. Demand is especially consistent in banking, insurance, and enterprise software sectors.
How many customer relationship officer jobs are remote?
About 42% of customer relationship officer openings are fully remote or hybrid as of November 2026, though the share varies by industry. Account management and client onboarding roles in SaaS and fintech tend to have the highest remote availability, while branch-based banking and in-person relationship roles remain largely on-site.
How do you become a customer relationship officer?
Most customer relationship officers start in a customer service, sales support, or account coordinator role to build client-facing experience. From there, employers look for demonstrated ability to manage accounts independently, familiarity with a CRM platform, and a history of meeting retention or satisfaction goals. A degree in business, finance, or communications strengthens your candidacy, though some employers prioritize client-facing experience over formal education.
Can you get a customer relationship officer job with little experience?
Yes, entry-level customer relationship officer roles exist, particularly in retail banking, insurance, and customer success teams at software companies. Employers hiring candidates with limited experience typically look for strong communication skills, comfort with CRM tools, and any client-facing background, even from service industry or internship settings. Highlighting specific client interactions and outcomes, however small in scale, matters more than years on the job.
What does the customer relationship officer interview process look like?
Most customer relationship officer interview processes include an initial phone or video screen with a recruiter, followed by a competency-based interview focused on client scenarios such as handling difficult accounts or preventing churn. A second round with a hiring manager or department lead often includes role-play exercises or case questions tied to the company's client base. Some employers add a final panel interview before extending an offer.
Where can I find and apply to customer relationship officer jobs?
You can find and apply to customer relationship officer jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and industry focus, then apply directly to each listing that fits.
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Find roles that match your experience and apply in just a few clicks.
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