Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Client Relationship Manager
Client Relationship Manager
Stifel FinancialPittsburgh
Why StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their
Client Relationship Manager
ErnestSacramentoClient Relationship ManagerSacramento, California, United StatesFor over 80 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging indu
Client Relationship Manager Mid - Market
Voya FinancialBaton RougeMid-Market CRM RoleThe Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that the delivery of our service strategy exceeds and/or meets our clients' expectations.
Automotive Sales & Leasing Consultant (Client Relationship Manager)
Yoder Family of CompaniesGreeleyMake a Difference Every Day — Build Relationships, Not Just Sales. Looking for a career where you can turn your people skills and positive attitude into lasting success?At Weld County Garage (part of
VP- Client Relationship Manager Commercial Franchise Practice
Mercer FranceNew YorkVP- Client Relationship Manager Commercial Franchise PracticeJoin a high-growth team at Marsh where innovation, relationship-building, and strategic thinking come together to shape the future of risk
Client Relationship Consultant 4
U.S. BankLexingtonJob TitleClient Relationship ConsultantJob DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and v
Client Insurance Sales & Relationship Specialist
Unlock Potential 360JarbidgeUnlock Potential 360 is looking for motivated individuals in Jarbidge, United States, to reach out to clients seeking information about insurance coverage. The role demands strong communication skills
Cosmetics Sales Leader & Client-Relationship Champion
Bloomingdale'sFraminghamBloomingdale's in Framingham, MA, seeks a Business Sales Manager to lead a dynamic team committed to delivering an exceptional customer experience. You will play a pivotal role in inspiring your team
JPMorgan Private Client Relationship Manager, Vice President - Los Angeles, CA
JPMorgan ChaseLos AngelesRelationship ManagerAre you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain
Advisory Director Client Relationship Executive Cyber & Risk
Grant Thornton LLPSan FranciscoJob DescriptionGrant Thornton is seeking an Advisory Director Client Relationship Executive Cyber & Risk to join the team. Approved office locations can be found below.Grant Thornton is seeking an Adv
Relationship Management Sales Associate - Institutional Client Group
U.S. BankChicagoAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee
Advisory Director Client Relationship Executive Cyber & Risk
Grant Thornton LLPSan DiegoAdvisory Director Client Relationship Executive Cyber & RiskGrant Thornton is seeking an Advisory Director Client Relationship Executive Cyber & Risk to join the team. Approved office locations can be
Client Relationship Consultant 2 (Banker) Vandemark, OH Office
U.S. BancorpSidneyJob TitleClient Relationship ConsultantJob DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and v
Luxury Jewelry Sales Manager: Lead Client Relationships
Saks Fifth AvenueBoca RatonSaks Fifth Avenue in Boca Raton is looking for a Jewelry Sales Manager responsible for driving sales through exceptional client relationships and teamwork. You will lead a team of Style Advisors, ensu
Advisory Director Client Relationship Executive - AI, Data & Tech
Grant Thornton LLPSaint LouisJob DescriptionGrant Thornton is seeking an Advisory Director Client Relationship Executive AI, Data & Tech to join the team. Approved office locations can be found below.Job Description:Grant Thornto
Part-Time Sales Account Manager: Client Relationships
RiVi Consulting GroupGreen BayRiVi Consulting Group in Green Bay, Wisconsin is hiring a part-time Sales Account Manager to enhance client relations and ensure customer satisfaction. The role emphasizes urgent responses and effecti
Relationship Manager
Texas First BankTomballLaunch Your Career with Texas First!Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Texas First is a team of dedicated professionals who be
Client Relationship Consultant 1-4 (Banker) - Columbus, OH Branches
U.S. BancorpColumbusClient Relationship ConsultantAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities
Relationship Manager
Farm Credit CanadaWestlock
Closing Date (MM/DD/YYYY): 07/12/2026 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable
Senior Relationship Manager
National BankMontrealA career as a senior relationship manager in the Fund Services team at National Bank Trust means acting as a strategic client partner for investment fund managers. In this role, as the senior member o
Client Relationship Consultant 2 (Banker) - Founders King Soopers - Castle Rock, CO
U.S. BancorpCastle RockClient Relationship ConsultantAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities
Branch Relationship Manager
Telhio Credit UnionColumbusBranch Relationship ManagerFormed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southw
SVP, Relationship Manager
Enterprise Bank and TrustCerritosEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to
Client Relationship Consultant 3 (Banker) - 23rd and Santa Monica - Santa Monica, CA
U.S. BankSanta MonicaJob TitleClient Relationship ConsultantJob DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and v
Commercial Banking Relationship Manager
Commerce BankWest ChesterCommerce Banking Relationship ManagerBuilding a career at Commerce is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and maki
Client Relationship Manager
- Pittsburgh, Pennsylvania, United States
- Pittsburgh, Pennsylvania, United States
Über
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be DoingUnder general supervision, the client relationship manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel.
What We're Looking For- Develop in-depth knowledge of client portfolios; regularly engage with clients.
- Conduct quarterly/annual client performance reviews in conjunction with the investment representative.
- Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors.
- Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships.
- Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment.
- Partner with the relationship manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities.
- Other such duties may be necessary to maximize client relationships.
- Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction.
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Understanding new information's implications for current and future problem-solving and decision-making.
- Managing one's own time and priorities to ensure the meeting of deadlines.
- The ability to communicate information and ideas in spoken or written form so that others will understand.
- Minimum required: high school diploma or equivalent required.
- Minimum required: 10 years of financial services experience.
- Minimum required: FINRA Series 7 & 63.
- FINRA Series 65 (66) may be required depending on the business coverage.
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Sprachkenntnisse
- English
Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.