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Client relationship manager Jobs in Newark, NJ

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Client relationship manager • newark nj

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Client Relationship Manager

StifelNew York, NY, US
Full-time

Under 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 ... Show more

Client Relationship Manager

TechTammina LLCJersey City, NJ, United States
Full-time +1

Position to fill: Client Relationship Manager.Location: Jersey City, NJ, USA.Salary range: US$100k-130k base + Commission.Our client is currently seeking an experienced, action oriented high energy... Show more

Private Client Relationship Manager

EPIC BrokersJersey City, NJ, United States
$85,000.00 yearly
Full-time

Private Client Relationship Manager.There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.Fueled and driven by capabl... Show more

Client Relationship & Marketing Operations Manager

World Insurance Associates, LLC.Bayonne, NJ, US
Full-time
Quick Apply

Position Objective This role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative suppor... Show more

Client Success Relationship Manager, Director

SS&C TechnologiesNew York, NY, US
$140,000.00 yearly
Full-time

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia... Show more

Senior Associate, Client Relationship Manager

Lido Advisors, LLCNew York, NY, United States
Full-time

Senior Associate, Client Relationship Manager.Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Senior Associate, Client Relationship Manager, to make an imm... Show more

Client Relationship Manager

CSCNew York, NY, United States
Full-time

The Strategic Account Manager (SAM) is responsible for protecting and growing CSC's existing revenue base through proactive client engagement, risk identification, and strategic collaboration with ... Show more

Client Relationship Manager

Stifel FinancialNew York, NY, United States
$71,300.00 yearly
Full-time

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... Show more

AVP/Client Relationship Manager

Kearny BankRutherford, NJ, United States
$70,000.00 yearly
Full-time

The Client Relationship Manager will provide day-to-day leadership for an assigned branch and team, while ensuring operational excellence, exceptional client experience, and the expansion and reten... Show more

Client Relationship Manager - Millburn, NJ

Charles Schwab Inc.Millburn, NJ, United States
Full-time

At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth... Show more

Client Relationship Manager 2026

IbisworldNew York, NY, United States
$90.00 hourly
Full-time

Client Relationship Manager/h2pSince 1971, IBISWorld has provided market-leading industry intelligence to professionals across finance, consulting, banking, government and corporate strategy.With o... Show more

Client Success Relationship Manager, Director

SS&C Technologies HoldingsNew York, NY, United States
Full-time

Client Success Relationship Manager, Director.SS&C Advent's Customer Success Relationship Managers serve as trusted advisors to our loyal customers, helping them to achieve success with their solut... Show more

Client Relationship Manager

Telepathy, Inc.New York, NY, United States
$120,000.00 yearly
Full-time

Client Relationship Manager (CRM).As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you will deliver high-quality client service across the full client ... Show more

Client Relationship Manager, Advisor Channel

EthicNew York, NY, United States
$110,000.00 yearly
Full-time

Client Relationship Manager, Advisor Channel.New York, NY (Hybrid: 3-4 days/week in office).Industry Focus: Wealth Management | RIA | Fintech.We're looking for a Senior Associate/Lead to join our l... Show more

Client Relationship & Marketing Operations Manager

World InsuranceBayonne, NJ, United States
Full-time

Client Relationship & Account Management.Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork.Respond to client inquiries and coordinate issue resolut... Show more

CLIENT RELATIONSHIP MANAGER, NY

Back Bay Staffing GroupNew York, NY, United States
Full-time

Company Development is rapidly growing and profitable financial software and services firm whose customers include the world's top investment management, banking and insurance firms.The Relationshi... Show more

Client Relationship Manager - Consumer Goods

CognizantNew York, NY, United States
$165,000.00 yearly
Full-time

Client Relationship Managers are key contributors to the commercial side of Cognizant IT and Consulting Business.CRM will serve as the primary point of contact for assigned clients.They support and... Show more

Client Relationship Partner

EuclidNew York, NY, United States
Full-time

Account Manager/Client Partner.As an Account Manager/Client Partner specializing in existing accounts within the Banking and Financial sectors, you will play a pivotal role in managing and expandin... Show more

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Client Relationship Manager

Client Relationship Manager

StifelNew York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Under 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.


What You'll Bring

  • 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.


Education & Experience

  • Minimum Required: High School Diploma or Equivalent required.
  • Minimum Required: 10 years of financial services experience.


Licenses & Credentials

  • Minimum Required: FINRA Series 7 & 63.
  • FINRA Series 65 (66) may be required depending on the business coverage.


Systems & Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.


About Stifel

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.