Service Relationship Manager Jobs
Service Relationship Manager jobs are open across banking, insurance, healthcare, and enterprise technology, from associate to senior and director level, with specializations in account management, client retention, and B2B portfolio oversight. See the openings below and apply to the ones that match your experience.
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About this role:
Wells Fargo is seeking a Business Relationship Support Specialist in Global Payments & Liquidity Dedicated Service Team. Covers jobs providing high level of general support to relationship managers on customer business customers and partners (relationship managers, sales, marketing, operations) within the business customer portfolios. Acts as the customers' main point of contact for operational and product questions. Duties may include proactively handling client account and/or product issues, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries. Helps with customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.
In this role, you will:
- Provide support for a portfolio of complex customers
- Work with business client managers to maintain a portfolio of accounts
- Oversee overall customer experience
- Handle complex customer issues and assist in decisions with business client managers
- Help with customer associated risk management
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Share knowledge and best practices across GTM teams (Ex; Subject Matter Expert for products)
- Interact with internal customers
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- Handle complex customer issues which include escalation and resolution
- Lead team and serve as a subject matter expert for the department
- Collaborate and consult with peers, colleagues, and managers to resolve medium to complex issues
- Work on special projects as serving as a Subject Matter Expert
Required Qualifications:
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Treasury Management Dedicated Client Services Experience
- 2+ years’ experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
- Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
- Ability to act as an extension of management supporting the broader team, leading escalations and managing partner relationships
- Advanced knowledge and ability to support high profile, complex clients within the Commercial banking or Corporate Investment Banking client base
- Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
Job Expectations:
- The hours for this position may vary between 7 AM and 6 PM Local Standard Time.
- This position offers a hybrid work schedule.
- Ability to travel 10%
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $72,000.00 - $109,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
15 Nov 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
About this role:
Wells Fargo is seeking a Business Relationship Support Specialist in Global Payments & Liquidity Dedicated Service Team. Covers jobs providing high level of general support to relationship managers on customer business customers and partners (relationship managers, sales, marketing, operations) within the business customer portfolios. Acts as the customers' main point of contact for operational and product questions. Duties may include proactively handling client account and/or product issues, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries. Helps with customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.
In this role, you will:
- Provide support for a portfolio of complex customers
- Work with business client managers to maintain a portfolio of accounts
- Oversee overall customer experience
- Handle complex customer issues and assist in decisions with business client managers
- Help with customer associated risk management
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Share knowledge and best practices across GTM teams (Ex; Subject Matter Expert for products)
- Interact with internal customers
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- Handle complex customer issues which include escalation and resolution
- Lead team and serve as a subject matter expert for the department
- Collaborate and consult with peers, colleagues, and managers to resolve medium to complex issues
- Work on special projects as serving as a Subject Matter Expert
Required Qualifications:
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Treasury Management Dedicated Client Services Experience
- 2+ years’ experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
- Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
- Ability to act as an extension of management supporting the broader team, leading escalations and managing partner relationships
- Advanced knowledge and ability to support high profile, complex clients within the Commercial banking or Corporate Investment Banking client base
- Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
Job Expectations:
- The hours for this position may vary between 7 AM and 6 PM Local Standard Time.
- This position offers a hybrid work schedule.
- Ability to travel 10%
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $72,000.00 - $109,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
15 Nov 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
Service Relationship Manager Jobs by Experience Level
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Who's Hiring
What Employers Look For
The qualifications that appear most often in service relationship manager jobs.
- Three or more years of experience in account management, client success, or relationship management
- Proficiency with CRM software such as Salesforce or similar platforms
- Demonstrated ability to manage and retain a portfolio of business or client accounts
- Strong written and verbal communication skills for executive-level client interactions
- Bachelor's degree in business, communications, finance, or a related field
- Experience with contract renewals, upselling, or cross-selling within existing accounts
Tips for Your Service Relationship Manager Job Search
Quantify retention outcomes on your resume
Hiring managers for service relationship manager roles want to see measurable results. Replace vague descriptions like 'managed client relationships' with concrete outcomes, such as renewal rates improved, churn reduced, or portfolio value grown over a defined period.
Tailor your resume to each sector
A service relationship manager resume that works for a bank won't land the same way at a SaaS company. Adjust your language to match the industry, using terms like 'book of business' in financial services and 'customer success' or 'ARR' in tech.
Apply early to roles that fit
Migrate Mate lists service relationship manager 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 specific tools
Openings that list CRM platforms or ticketing systems by name signal the team is experienced and the role is well-defined. Prioritize those listings and call out your hands-on experience with matching tools explicitly in your application.
Prepare a client scenario for every interview
Most service relationship manager interviews include a behavioral question about a difficult client or escalation. Prepare two or three specific stories covering how you identified the issue, what you did, and what the outcome was for the relationship.
Negotiate scope before accepting any offer
Before signing, clarify how many accounts you'll own, what internal support you'll have, and how performance is measured. Service relationship manager roles vary widely in portfolio size and structure, and those details affect your workload and your ability to hit targets.
Service Relationship Manager Jobs: Frequently Asked Questions
Which companies are hiring the most service relationship managers?
OceanFirst Bank, Kestra Financial, and PNC Financial Services are hiring the most service relationship managers right now, with openings concentrated in Arizona, New York, and Ohio, based on current listings on Migrate Mate as of November 2026. Industries with the highest demand include financial services, enterprise software, and healthcare.
How many service relationship manager jobs are remote?
About 50% of service relationship manager openings are fully remote or hybrid as of November 2026, reflecting broad employer flexibility in this role. Sub-areas like customer success management and digital account management tend to have the highest share of remote-eligible postings, while field-based or high-touch enterprise roles are more likely to require in-person presence.
How do you become a service relationship manager?
Start by building experience in a client-facing role, such as customer support, inside sales, or account coordination. From there, move into account management or customer success, where you can demonstrate portfolio ownership and retention outcomes. Building familiarity with CRM platforms and developing strong executive communication skills accelerates the path to a full service relationship manager title.
Can you get hired as a service relationship manager with little experience?
Yes, some employers hire candidates with one to two years of relevant experience into associate or junior service relationship manager roles. The strongest entry-level applicants demonstrate client communication skills, comfort with CRM tools, and a clear understanding of how relationship management drives business outcomes. Highlighting any experience handling escalations or managing accounts, even informally, makes a material difference.
What does the service relationship manager interview process look like?
Most service relationship manager interview processes include an initial screening call, a competency-based interview focused on client scenarios and conflict resolution, and a final round with a hiring manager or senior stakeholder. Some employers add a case study or presentation where you walk through how you would manage a specific account situation. References from previous clients or managers are commonly requested at the offer stage.
Where can I find and apply to service relationship manager jobs?
You can find and apply to service relationship manager jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your industry background and experience level, then apply directly to each listing that fits. The openings are updated regularly, so checking back frequently gives you access to roles as soon as they're posted.
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