Top 51663 Client relationship manager Jobs

Para Planner, Client Relationship Manager
Karl & Associates Inc —Janesville, WI
- $50,000 - $79,680 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Sales Account Executive / Insurance Producer - Kingston, NY
ULSTER INSURANCE SERVICES INC —Kingston, NY
- $45,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Territory Sales Manager-Battery Monitoring Solutions
Parameter —Fort Collins, CO
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
Insurance Senior Client Service Representative - Property & Casualty
CMR Risk & Insurance Services, Inc. —San Diego, CA
- $71,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Sales Manager (B2B SaaS Sales)
LeadVenture —Lake Oswego, OR
- $75,000 - $155,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
6d
Insurance Account Manager - Commercial Lines
Nicholson & Associates Insurance LLC —Centralia, WA
- $48,000 - $68,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Para Planner, Client Relationship Manager
Karl & Associates Inc —Elkhorn, WI
- $50,000 - $79,680 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Account Manager- Commercial Insurance Lines
DBD Staffing —Altoona, PA
- $48,000 - $58,000 a year
- Full-time
- Background check
- Writing skills
- Basic math
- AD&D insurance
- Paid holidays
Quick Apply
1d
Business Development Manager (HVAC Industry) - St. Cloud Area
Kraft Mechanical —Saint Joseph, MN
- $55,000 - $95,000 a year
- Full-time
- Background check
- Sales
- Marketing
- Health insurance
- Dental insurance
Quick Apply
7d
Commercial Lines Insurance Client Manager II
TX IPS —Madison, MS
- $75,000 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
22h
Client Relationship Manager
The Pangburn Group —New Roads, LA
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Accounting
- Health savings account
- Health insurance
Quick Apply
2d
Outside Sales Executive – Construction Solutions (Hunter | Mid-Level) (Verified job)Outside Sales Ex
MicroCAD Training & Consulting —Watertown, MA
- Full-time
- Hybrid work
- Construction site
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Marketing Sales Representative
Denisco-Kindler Group —Morgantown, WV
- $25 - $30 an hour
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Trucking Account Manager
Oak Harbor Freight Lines —Mount Vernon, WA
- $82,000 - $95,000 a year
- Full-time
- Clean driving record
- Bachelor of Science
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Regional Sales Manager, Pittsburgh, Central PA, NY, WV
G. W. BECKER INC. —Hermitage, PA
- $1 an hour
- Full-time
- Mid-level
- Business development experience
- Organizational skills
7d
Business Development Specialist I
Interstate Batteries —Waipahu, HI
- $60,000 - $65,000 a year
- Weekends as needed
- Mid-level
- Microsoft Office
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Team-Based Financial Advisor - Holder & Albrecht Financial Group
Thrivent —Spokane, WA
- $60,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Key Account Manager
KINGFA SCIENCE & TECHNOLOGY INC. —Cupertino, CA
- From $150,000 a year
- Full-time
- Sales
- Engineering
- Research
- Health insurance
- Dental insurance
Quick Apply
Insurance Account Manager
Alliance Insurance Agency of Mankato —Mankato, MN
- From $48,000 a year
- Full-time
- Sales
- Customer service
- No experience needed
- Paid holidays
- Health insurance
Quick Apply
14d
Business Development Manager – Home Textiles
Brinware —Canoga Park, CA
- $75,266.19 - $90,643.15 a year
- Full-time
- 5 years
- Merchandising
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
18h

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Para Planner, Client Relationship Manager

Karl & Associates Inc
Janesville, WI

Quick Apply

Job Details

Full-time
$50,000 - $79,680 a year

Benefits

Health insurance
401(k) matching
Flexible schedule

Qualifications

Microsoft PowerPoint
Customer communication
Microsoft Outlook
Managing financial planning clients
Financial education

Full Job Description

Client Relationship Manager / Paraplanner

Join a Growing Financial Planning Practice Where You Can Make a Meaningful Impact

Are you a highly organized, proactive professional who thrives in a fast-paced environment and genuinely enjoys helping people? We are seeking an exceptional Client Relationship Manager / Paraplanner to become an integral part of our growing financial planning practice.

This is far more than an administrative position. You'll play a vital role in supporting clients, coordinating marketing initiatives, managing cases from start to finish, and helping deliver an outstanding client experience. If you're entrepreneurial, resourceful, detail-oriented, and enjoy wearing multiple hats, we'd love to meet you.

Responsibilities

Serve as a primary point of contact for clients, delivering exceptional service and communication.
Coordinate client appointments, follow-up, and ongoing case management.
Assist with financial planning, investment, insurance, and tax preparation workflows.
Organize educational seminars, client events, and marketing campaigns.
Coordinate advertising, direct mail, and client communications.
Prepare reports, presentations, and correspondence using Microsoft Office.
Maintain accurate client records while ensuring a high level of organization and confidentiality.
Support the advisor in delivering a first-class client experience.

Qualifications

Self-motivated with an entrepreneurial mindset.
Independent, assertive, and able to prioritize multiple projects.
Outstanding interpersonal and communication skills.
Highly organized with exceptional attention to detail.
Strong proficiency in Microsoft Outlook, Word, PowerPoint, Publisher, and other business software.
Previous experience in financial services, investments, tax preparation, insurance, or a related field is preferred but not required.
A positive attitude, professionalism, and a genuine desire to help clients achieve financial confidence.

What We Offer

Full-time position with a growing, client-focused financial planning practice.
Competitive compensation plus performance-based bonuses.
Opportunity to expand your knowledge of financial planning, investments, tax strategies, and insurance.
A collaborative, professional environment where your contributions make a real difference.
Long-term career growth for the right individual.

If you're looking for a career—not just a job—and want to become an essential member of a respected financial planning practice, we'd love to hear from you.

Job Type: Full-time

Pay: $50,000.00 - $79,680.00 per year

Benefits:

401(k) matching
Flexible schedule
Health insurance

Work Location: In person

Quick Apply

Refine Your Search

client relationship manager jobs

Para Planner, Client Relationship Manager

Sales Account Executive / Insurance Producer - Kingston, NY

Territory Sales Manager-Battery Monitoring Solutions

Insurance Senior Client Service Representative - Property & Casualty

Sales Manager (B2B SaaS Sales)

Insurance Account Manager - Commercial Lines

Para Planner, Client Relationship Manager

Account Manager- Commercial Insurance Lines

Business Development Manager (HVAC Industry) - St. Cloud Area

Commercial Lines Insurance Client Manager II

Client Relationship Manager

Outside Sales Executive – Construction Solutions (Hunter | Mid-Level) (Verified job)Outside Sales Ex

Marketing Sales Representative

Trucking Account Manager

Regional Sales Manager, Pittsburgh, Central PA, NY, WV

Business Development Specialist I

Team-Based Financial Advisor - Holder & Albrecht Financial Group

Key Account Manager

Insurance Account Manager

Business Development Manager – Home Textiles

I want to receive the latest job alert for client relationship manager

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