Remote Customer Relationship Officer Jobs
Remote customer relationship officer jobs are open across the U.S. at remote-first firms and distributed teams in sectors like financial services, software, and insurance. Employers hiring remotely right now include Huntington Bank, Fidelity Investments, and City National Bank. Find a role that fits below and apply directly.
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Showing 5 of 304+ Remote 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.)
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Find JobsRemote Customer Relationship Officer Job Market
Who's Hiring
- Huntington Bank96
- Fidelity Investments23
- City National Bank14
- Summit Ag11
- MM Coaching Limited11M
Top Industries Hiring
- Banking & Financial Services
- Technology & Software
- Consulting & Professional Services
- Insurance
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote 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 Remote Customer Relationship Officer Job Search
Apply early to remote roles that fit
Migrate Mate lists remote customer relationship officer openings from across the U.S. in one place. Search roles by function and apply directly to the ones that match your background before competition builds.
Show async client communication skills upfront
Remote employers want proof you can maintain client relationships without in-person contact. Include writing samples, email templates you have used with clients, or outcomes from video-based account management in your application materials.
Highlight CRM platform proficiency specifically
Remote customer relationship officer roles depend on CRM tools like Salesforce, HubSpot, or Zoho to manage every client touchpoint. Name the platforms you have used and describe how you used them to track relationships, flag renewals, or document client history.
Prepare for video-based panel interviews
Distributed teams almost always interview remotely across multiple rounds. Practice delivering clear, structured answers over video and confirm your audio, lighting, and background read as professional before any screening call.
Remote Customer Relationship Officer Jobs: Frequently Asked Questions
How do I get a remote customer relationship officer job?
Remote customer relationship officer roles go to candidates who can demonstrate strong written communication, self-direction, and comfort managing client relationships without face-to-face contact. Remote-first firms and distributed teams screen heavily for async communication skills, CRM proficiency, and the ability to build rapport digitally. Certifications in customer success platforms, a portfolio of client retention results, and experience with video-based client meetings all sharpen your edge.
Which companies hire remote customer relationship officers?
Remote customer relationship officer roles are posted by Huntington Bank, Fidelity Investments, and City National Bank and others right now, based on current remote listings on Migrate Mate as of November 2026. Remote-first firms, distributed financial services companies, and SaaS businesses are among the most active employers of this role fully remotely.
Can you get a remote customer relationship officer job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to manage client relationships independently from day one. Remote-first startups and smaller distributed teams are more open to candidates new to the title. Showing proficiency with CRM tools, demonstrating clear written communication, and completing a customer success or relationship management certification can open the door when direct experience is thin.
Do you need a degree for remote customer relationship officer jobs?
Not always. Remote employers in this role weigh demonstrated client management skills, CRM platform experience, and measurable results like client retention or satisfaction scores more heavily than a specific credential. A degree in business, communications, or a related field can help at larger firms, but many remote-first companies prioritize proven relationship-building ability over formal education.
Which industries hire the most remote customer relationship officers?
Remote customer relationship officer roles concentrate in Banking & Financial Services, Technology & Software, and Consulting & Professional Services, based on current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed teams to serve geographically spread client bases, making remote customer relationship officers a natural operational fit.
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