Client Relationship Manager jobs in Pennsylvania

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CONTROLLER/CLIENT RELATIONSHIP MANAGER

Bachelor's degree in Accounting and a minimum of 10+ years of relevant experience in a Controller role (preferably working with small businesses). Understanding of Generally Accepted Accounting Principles (GAAP), accrual basis acc...

CompanyYourcfo
AddressPittsburgh, PA
CategoryAccounting/Finance
Salary$92.2K - $117K a year
Job typeFull-time
Date Posted 2 months ago See detail

Controller/Client Relationship Manager

Yourcfo

Pittsburgh, PA

$92.2K - $117K a year

Bachelor's degree in Accounting and a minimum of 10+ years of relevant experience in a Controller role (preferably working with small businesses). Understanding of Generally Accepted Accounting Principles (GAAP), accrual basis acc...

Client Relationship Manager

Christo It Services

Harleysville, PA

$55,000 - $65,000 a year

Managing client expectations. Oversee and act as the primary point of contact for all client account management items. Work with the Owner, Service Manager, and Operations Manager to ensure clients receive appropriate level of ser...

Business Banking Relationship Manager/Senior Relationship Manager – Blue Bell, PA

Bank Of America

Tiona, PA

Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens, and maintains profitable cli...

Relationship Manager, Wealth Advisory

Glenmede Trust Co

Philadelphia, PA

$107K - $135K a year

Bachelors degree required. 7+ years of experience in financial services, preferably in a fiduciary environment or in a wealth management, law or accounting firm. Advanced degree such as MBA or JD preferred. Professional designati...

SBA Lending Relationship Manager

Wsfs Financial

Hershey, PA

Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis. Call on and develop a referral network with commercial real estate brokers, busin...

Senior Philanthropic Relationship Manager

Career Blazers Nonprofit Search

Malvern, PA

$90,000 - $100,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Vision insurance. 6 years. Monday to Friday. Performance bonus. Do you have experience with Salesforce? Do you have a successful completion of Chartered A...

Client Relationship Specialist - Lancaster, PA

Charles Schwab

Lancaster, PA

$41,400 - $73,700 a year

1+ years of Client/Customer Service experience Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will suppor...

Client Relationship Leader

Jm Search & Company

Sylvania, PA

$123K - $156K a year

Proactively engage in networking activities, including industry events, conferences, and professional associations, to build and expand contacts within the Private Equity sector and related industries. Actively seek opportunities...

Area Bank Relationship Manager

Paychex

Allentown, PA

$90,000 - $115,000 a year

Executes a structured prospecting plan to target the largest opportunity Banks within a defined regional territory. Drives sales execution of the company's existing Banking partnerships within a defined territory to increase chann...