[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-search-\u002Fde-us\u002Fjobs-by-expertise\u002Fclient-relationship-management?page=18":3,"seo-content-expertise-client-relationship-management-us":519,"expertise-filters-\u002Fde-us\u002Fjobs-by-expertise\u002Fclient-relationship-management?page=18":549,"featured-jobs-\u002Fde-us\u002Fjobs-by-expertise\u002Fclient-relationship-management?page=18":809},{"total":4,"jobs":5},922,[6,50,80,110,132,163,189,214,243,267,301,323,342,365,383,397,415,437,456,495],{"id":7,"slug":8,"title":9,"raw_title":10,"is_featured":11,"company":12,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":16,"processed_country_iso_code_gmaps":18,"processed_home_office":20,"processed_salary_min":21,"processed_salary_max":22,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":25,"processed_employment_types":27,"processed_it_skills":28,"processed_it_skills_labels":29,"processed_job_expertise_skills":30,"processed_job_expertise_skills_labels":32,"max_cpc":48,"actual_cpc":49},99203,"senior-manager-private-equity-apex-fund-services-charlotte-llc","Senior Manager, Private Equity",null,false,{"name":13,"slug":14,"logo_url":15},"Apex Fund Services (Charlotte) LLC","apex-fund-services-charlotte-llc","https:\u002F\u002Fwww.apexgroup.com\u002Fmedia\u002Fl05krqrh\u002Fapex-logo.svg",[17],"New York",[19],"US","onsite",180000,195000,"USD","estimated",[26],"FULL_TIME","permanent",{},[],{"capital calls":31,"gaap compliance":31,"management fees":31,"team management":31,"partner allocations":31,"process improvement":31,"workload management":31,"investor distributions":31,"performance evaluation":31,"waterfall calculations":31,"financial statement review":31,"investment fund accounting":31,"client relationship management":31,"investment legal documents review":31,"private equity fund administration":31},4,[33,34,35,36,37,38,39,40,41,42,43,44,45,46,47],"Investment Fund Accounting","Private Equity Fund Administration","Financial Statement Review","GAAP Compliance","Capital Calls","Management Fees","Partner Allocations","Investor Distributions","Waterfall Calculations","Investment Legal Documents Review","Team Management","Workload Management","Performance Evaluation","Process Improvement","Client Relationship Management",1,1.5,{"id":51,"slug":52,"title":53,"raw_title":10,"is_featured":11,"company":54,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":57,"processed_country_iso_code_gmaps":59,"processed_home_office":20,"processed_salary_min":60,"processed_salary_max":61,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":62,"processed_employment_types":27,"processed_it_skills":63,"processed_it_skills_labels":65,"processed_job_expertise_skills":70,"processed_job_expertise_skills_labels":72,"max_cpc":48,"actual_cpc":49},93179,"client-specialist-employee-benefits-hub-international-midwest-limited-2","Client Specialist, Employee Benefits",{"name":55,"slug":56,"logo_url":10},"Hub International Midwest Limited","hub-international-midwest-limited",[58],"Cincinnati",[19],45000,60000,[26],{"microsoft word":31,"microsoft excel":31,"microsoft powerpoint":31,"internet-based applications":64},3,[66,67,68,69],"Microsoft Word","Microsoft Excel","Microsoft PowerPoint","Internet-based applications",{"data analysis":64,"sales support":64,"insurance knowledge":71,"presentation skills":64,"compliance knowledge":64,"project coordination":64,"employee benefits knowledge":64,"client relationship management":31},2,[47,73,74,75,76,77,78,79],"Employee Benefits Knowledge","Insurance Knowledge","Presentation Skills","Data Analysis","Compliance Knowledge","Sales Support","Project Coordination",{"id":81,"slug":82,"title":83,"raw_title":10,"is_featured":11,"company":84,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":87,"processed_country_iso_code_gmaps":88,"processed_home_office":89,"processed_salary_min":90,"processed_salary_max":90,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":91,"processed_employment_types":27,"processed_it_skills":92,"processed_it_skills_labels":93,"processed_job_expertise_skills":94,"processed_job_expertise_skills_labels":95,"max_cpc":48,"actual_cpc":49},95768,"investment-banking-managing-director-mufg-bank-ltd","Investment Banking Managing Director",{"name":85,"slug":86,"logo_url":10},"MUFG Bank, Ltd.","mufg-bank-ltd",[17],[19],"hybrid",275000,[26],{},[],{"negotiation":64,"due diligence":64,"sell-side m&a":31,"deal execution":31,"capital raising":31,"deal origination":31,"financial modeling":64,"industry expertise":31,"strategic advisory":31,"finra series 7 license":31,"finra series 24 license":31,"finra series 63 license":31,"finra series 79 license":31,"client relationship management":31,"mergers and acquisitions (m&a) advisory":31},[96,97,98,99,100,101,47,102,103,104,105,106,107,108,109],"Mergers and Acquisitions (M&A) Advisory","Sell-side M&A","Capital Raising","Strategic Advisory","Deal Origination","Deal Execution","Industry Expertise","Financial Modeling","Due Diligence","Negotiation","FINRA Series 7 License","FINRA Series 63 License","FINRA Series 79 License","FINRA Series 24 License",{"id":111,"slug":112,"title":113,"raw_title":10,"is_featured":11,"company":114,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":117,"processed_country_iso_code_gmaps":119,"processed_home_office":20,"processed_salary_min":120,"processed_salary_max":121,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":122,"processed_employment_types":27,"processed_it_skills":123,"processed_it_skills_labels":124,"processed_job_expertise_skills":126,"processed_job_expertise_skills_labels":127,"max_cpc":48,"actual_cpc":49},99634,"corporate-trust-associate-relationship-manager-i-umb-bank-na","Corporate Trust Associate Relationship Manager I",{"name":115,"slug":116,"logo_url":10},"UMB BANK NA","umb-bank-na",[118],"Phoenix",[19],51291,75460,[26],{"microsoft office":64},[125],"Microsoft Office",{"record keeping":64,"escrow services":71,"administrative support":64,"corporate trust services":64,"client relationship management":64},[128,47,129,130,131],"Corporate Trust Services","Administrative Support","Record Keeping","Escrow Services",{"id":133,"slug":134,"title":135,"raw_title":10,"is_featured":11,"company":136,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":139,"processed_country_iso_code_gmaps":141,"processed_home_office":20,"processed_salary_min":142,"processed_salary_max":143,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":144,"processed_employment_types":27,"processed_it_skills":145,"processed_it_skills_labels":146,"processed_job_expertise_skills":149,"processed_job_expertise_skills_labels":150,"max_cpc":48,"actual_cpc":49},93867,"market-consultant-bd-invesco-distributors-inc","Market Consultant BD",{"name":137,"slug":138,"logo_url":10},"Invesco Distributors Inc.","invesco-distributors-inc",[140],"Washington, D.C.",[19],65000,75000,[26],{"webex":71,"data-driven mentality":64},[147,148],"WebEx","Data-driven mentality",{"knowledge of etfs":31,"knowledge of smas":31,"manager selection":31,"investment expertise":31,"product presentations":31,"asset management sales":31,"portfolio construction":31,"territory sales planning":31,"knowledge of mutual funds":31,"client relationship management":31,"data-driven client segmentation":64,"understanding of capital markets":31},[151,152,153,154,155,156,157,158,159,160,161,162],"Asset management sales","Territory sales planning","Client relationship management","Product presentations","Portfolio construction","Manager selection","Investment expertise","Knowledge of mutual funds","Knowledge of ETFs","Knowledge of SMAs","Understanding of Capital Markets","Data-driven client segmentation",{"id":164,"slug":165,"title":166,"raw_title":10,"is_featured":11,"company":167,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":170,"processed_country_iso_code_gmaps":172,"processed_home_office":20,"processed_salary_min":143,"processed_salary_max":173,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":174,"processed_employment_types":27,"processed_it_skills":175,"processed_it_skills_labels":176,"processed_job_expertise_skills":179,"processed_job_expertise_skills_labels":180,"max_cpc":48,"actual_cpc":49},92030,"mfd-loan-analyst-columbia-bank","MFD Loan Analyst",{"name":168,"slug":169,"logo_url":10},"Columbia Bank","columbia-bank",[171],"Irvine",[19],90000,[26],{"microsoft word":64,"streets & maps":71,"microsoft excel":64,"microsoft outlook":64},[66,67,177,178],"Microsoft Outlook","Streets & Maps",{"loan servicing":64,"risk management":64,"loan underwriting":64,"real estate lending":31,"business development":64,"portfolio management":31,"regulatory compliance":64,"financial statement analysis":31,"client relationship management":31},[181,182,183,184,185,186,47,187,188],"Portfolio Management","Real Estate Lending","Financial Statement Analysis","Loan Underwriting","Loan Servicing","Regulatory Compliance","Business Development","Risk Management",{"id":190,"slug":191,"title":192,"raw_title":10,"is_featured":11,"company":193,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":196,"processed_country_iso_code_gmaps":198,"processed_home_office":20,"processed_salary_min":199,"processed_salary_max":200,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":201,"processed_employment_types":27,"processed_it_skills":202,"processed_it_skills_labels":203,"processed_job_expertise_skills":205,"processed_job_expertise_skills_labels":206,"max_cpc":48,"actual_cpc":49},95344,"gcm-client-administrator-ii-manufacturers-and-traders-trust-co","GCM Client Administrator II",{"name":194,"slug":195,"logo_url":10},"Manufacturers and Traders Trust Co","manufacturers-and-traders-trust-co",[197],"Buffalo",[19],47029,78354,[26],{"microsoft office":64,"software applications":64},[125,204],"Software Applications",{"risk management":64,"trade processing":64,"account management":31,"industry knowledge":64,"trust administration":31,"entity administration":31,"regulatory compliance":64,"cash disbursement processing":64,"client relationship management":31,"corporate policies and procedures":64},[207,208,47,209,210,211,188,186,212,213],"Trust Administration","Entity Administration","Cash Disbursement Processing","Trade Processing","Account Management","Industry Knowledge","Corporate Policies and Procedures",{"id":215,"slug":216,"title":217,"raw_title":10,"is_featured":11,"company":218,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":221,"processed_country_iso_code_gmaps":223,"processed_home_office":89,"processed_salary_min":224,"processed_salary_max":225,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":226,"processed_employment_types":27,"processed_it_skills":227,"processed_it_skills_labels":228,"processed_job_expertise_skills":231,"processed_job_expertise_skills_labels":232,"max_cpc":48,"actual_cpc":49},94623,"key-private-bank-family-wealth-senior-fiduciary-advisor-key-natl-trust-co-of-delaware","Key Private Bank Family Wealth Senior Fiduciary Advisor",{"name":219,"slug":220,"logo_url":10},"Key Natl Trust Co. Of Delaware","key-natl-trust-co-of-delaware",[222],"Wilmington",[19],116000,216000,[26],{"microsoft office":64,"wealth management platforms":64,"digital tools for client engagement":71},[125,229,230],"Wealth management platforms","Digital tools for client engagement",{"tax planning":31,"estate planning":31,"legal expertise":31,"private banking":64,"risk management":31,"wealth planning":31,"fiduciary advisory":31,"charitable planning":64,"investment advisory":64,"business development":64,"trust administration":31,"wealth transfer strategies":31,"retirement income strategies":64,"client relationship management":31},[233,207,234,235,236,188,237,238,239,240,241,242,47,187],"Fiduciary Advisory","Estate Planning","Tax Planning","Wealth Planning","Legal Expertise","Private Banking","Investment Advisory","Retirement Income Strategies","Charitable Planning","Wealth Transfer Strategies",{"id":244,"slug":245,"title":246,"raw_title":10,"is_featured":11,"company":247,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":250,"processed_country_iso_code_gmaps":252,"processed_home_office":20,"processed_salary_min":253,"processed_salary_max":60,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":254,"processed_employment_types":27,"processed_it_skills":255,"processed_it_skills_labels":256,"processed_job_expertise_skills":257,"processed_job_expertise_skills_labels":258,"max_cpc":48,"actual_cpc":49},90015,"retail-banking-specialist-fishback-financial-corporation-7","Retail Banking Specialist",{"name":248,"slug":249,"logo_url":10},"Fishback Financial Corporation","fishback-financial-corporation",[251],"Vermillion",[19],35000,[26],{},[],{"sales":71,"collection":71,"compliance":64,"cash handling":31,"retail banking":31,"account opening":64,"risk management":64,"product knowledge":64,"teller operations":31,"client relationship management":31},[259,47,260,261,262,188,263,264,265,266],"Retail Banking","Sales","Teller Operations","Cash Handling","Account Opening","Product Knowledge","Compliance","Collection",{"id":268,"slug":269,"title":270,"raw_title":10,"is_featured":11,"company":271,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":274,"processed_country_iso_code_gmaps":276,"processed_home_office":20,"processed_salary_min":277,"processed_salary_max":278,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":279,"processed_employment_types":27,"processed_it_skills":280,"processed_it_skills_labels":281,"processed_job_expertise_skills":285,"processed_job_expertise_skills_labels":286,"max_cpc":48,"actual_cpc":49},94613,"private-client-banker-lansingburgh-keybank-national-association","Private Client Banker - Lansingburgh",{"name":272,"slug":273,"logo_url":10},"KeyBank National Association","keybank-national-association",[275],"Troy",[19],52000,80000,[26],{"ms windows":64,"ms office (word, excel)":64,"digital technology (mobile, apps, web-based browsing)":64},[282,283,284],"MS Windows","MS Office (Word, Excel)","Digital technology (mobile, apps, web-based browsing)",{"sales":31,"market analysis":64,"business banking":64,"mortgage lending":64,"tax optimization":31,"branch operations":64,"financial advising":31,"financial planning":31,"insurance products":64,"investment products":64,"referral generation":31,"retirement planning":31,"investment strategies":31,"client relationship management":31,"compliance and risk management":64,"account opening (consumer and business)":64},[287,260,288,47,289,290,291,292,293,294,295,296,297,298,299,300],"Financial Advising","Referral Generation","Financial Planning","Investment Strategies","Retirement Planning","Tax Optimization","Market Analysis","Compliance and Risk Management","Business Banking","Mortgage Lending","Insurance Products","Investment Products","Account Opening (Consumer and Business)","Branch Operations",{"id":302,"slug":303,"title":304,"raw_title":10,"is_featured":11,"company":305,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":308,"processed_country_iso_code_gmaps":310,"processed_home_office":20,"processed_salary_min":60,"processed_salary_max":61,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":311,"processed_employment_types":27,"processed_it_skills":312,"processed_it_skills_labels":313,"processed_job_expertise_skills":315,"processed_job_expertise_skills_labels":316,"max_cpc":48,"actual_cpc":49},99847,"aab-relationship-banker-i-western-alliance-bank","AAB Relationship Banker I",{"name":306,"slug":307,"logo_url":10},"Western Alliance Bank","western-alliance-bank",[309],"Chandler",[19],[26],{"ms office":64},[314],"MS Office",{"sales":71,"account closing":71,"account opening":71,"banking operations":71,"deposit operations":71,"loan administration":71,"treasury management":71,"regulatory compliance":71,"commercial banking products":71,"client relationship management":64},[317,318,319,320,321,186,263,322,47,260],"Treasury Management","Banking Operations","Deposit Operations","Loan Administration","Commercial Banking Products","Account Closing",{"id":324,"slug":325,"title":326,"raw_title":10,"is_featured":11,"company":327,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":328,"processed_country_iso_code_gmaps":330,"processed_home_office":20,"processed_salary_min":277,"processed_salary_max":278,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":331,"processed_employment_types":27,"processed_it_skills":332,"processed_it_skills_labels":333,"processed_job_expertise_skills":334,"processed_job_expertise_skills_labels":335,"max_cpc":48,"actual_cpc":49},94429,"private-client-banker-keybank-national-association-30","Private Client Banker",{"name":272,"slug":273,"logo_url":10},[329],"Bethel Park",[19],[26],{"ms windows":71,"ms office (word, excel)":71,"digital technology (mobile, apps, web-based browsing)":71},[282,283,284],{"sales":31,"networking":31,"prospecting":31,"market analysis":64,"tax optimization":64,"financial advising":31,"referral generation":31,"retirement planning":64,"banking products knowledge":64,"financial needs assessment":31,"insurance products knowledge":64,"investment products knowledge":64,"client relationship management":31,"compliance and risk management":64},[287,260,336,337,288,338,47,339,340,341,294,293,291,292],"Prospecting","Networking","Financial Needs Assessment","Investment Products Knowledge","Insurance Products Knowledge","Banking Products Knowledge",{"id":343,"slug":344,"title":345,"raw_title":10,"is_featured":11,"company":346,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":349,"processed_country_iso_code_gmaps":351,"processed_home_office":20,"processed_salary_min":352,"processed_salary_max":353,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":354,"processed_employment_types":27,"processed_it_skills":355,"processed_it_skills_labels":356,"processed_job_expertise_skills":357,"processed_job_expertise_skills_labels":358,"max_cpc":48,"actual_cpc":49},98286,"associate-banker-ii-710-old-york-road-jenkintown-pa-full-time-td-bank-na","Associate Banker II - 710 Old York Road, Jenkintown, PA (Full Time)",{"name":347,"slug":348,"logo_url":10},"TD Bank, N.A.","td-bank-na",[350],"Jenkintown",[19],45760,57720,[26],{"microsoft office":64},[125],{"cash handling":64,"data integrity":64,"account opening":64,"risk management":64,"account maintenance":64,"referral management":64,"notary public license":71,"regulatory compliance":64,"banking products knowledge":64,"anti-money laundering (aml)":64,"client relationship management":64,"client identification verification":64},[341,262,47,263,359,360,188,186,361,362,363,364],"Account Maintenance","Referral Management","Anti-Money Laundering (AML)","Client Identification Verification","Data Integrity","Notary Public License",{"id":366,"slug":367,"title":368,"raw_title":10,"is_featured":11,"company":369,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":370,"processed_country_iso_code_gmaps":372,"processed_home_office":20,"processed_salary_min":373,"processed_salary_max":374,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":375,"processed_employment_types":27,"processed_it_skills":376,"processed_it_skills_labels":377,"processed_job_expertise_skills":378,"processed_job_expertise_skills_labels":379,"max_cpc":48,"actual_cpc":49},98303,"relationship-banker-ii-100-east-dekalb-pike-king-of-prussia-pa-full-time-td-bank-na","Relationship Banker II - 100 East Dekalb Pike, King of Prussia, PA (Full Time)",{"name":347,"slug":348,"logo_url":10},[371],"King of Prussia",[19],48360,63960,[26],{"microsoft office":64},[125],{"sales":31,"aml knowledge":64,"documentation":64,"risk management":64,"mortgage lending":64,"referral management":64,"regulatory compliance":64,"financial needs analysis":31,"banking products knowledge":31,"client relationship management":31},[341,380,296,186,188,260,47,360,381,382],"Financial Needs Analysis","Documentation","AML Knowledge",{"id":384,"slug":385,"title":386,"raw_title":10,"is_featured":11,"company":387,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":388,"processed_country_iso_code_gmaps":390,"processed_home_office":20,"processed_salary_min":352,"processed_salary_max":353,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":391,"processed_employment_types":27,"processed_it_skills":392,"processed_it_skills_labels":393,"processed_job_expertise_skills":394,"processed_job_expertise_skills_labels":395,"max_cpc":48,"actual_cpc":49},97962,"associate-banker-ii-bedford-ma-td-bank-na-2","Associate Banker II - Bedford, MA",{"name":347,"slug":348,"logo_url":10},[389],"Bedford",[19],[26],{"microsoft office":64},[125],{"sales":64,"aml knowledge":64,"cash handling":71,"data integrity":64,"account opening":64,"risk management":64,"customer service":31,"account maintenance":64,"referral management":64,"regulatory compliance":64,"banking products knowledge":64,"client relationship management":64,"client identification verification":64},[341,47,262,263,359,360,188,186,382,362,363,260,396],"Customer Service",{"id":398,"slug":399,"title":400,"raw_title":10,"is_featured":11,"company":401,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":402,"processed_country_iso_code_gmaps":404,"processed_home_office":20,"processed_salary_min":405,"processed_salary_max":406,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":407,"processed_employment_types":27,"processed_it_skills":409,"processed_it_skills_labels":410,"processed_job_expertise_skills":411,"processed_job_expertise_skills_labels":412,"max_cpc":48,"actual_cpc":49},98080,"associate-banker-i-30-sharon-amity-bilingual-preferred-td-bank-na","Associate Banker I (30) Sharon Amity - Bilingual Preferred",{"name":347,"slug":348,"logo_url":10},[403],"Charlotte",[19],27950,34775,[408],"PART_TIME",{"microsoft office":64},[125],{"aml knowledge":64,"cash handling":64,"sales referral":64,"risk management":64,"regulatory compliance":64,"financial transactions":64,"banking products knowledge":64,"client relationship management":64},[341,262,47,186,382,188,413,414],"Sales Referral","Financial Transactions",{"id":416,"slug":417,"title":418,"raw_title":10,"is_featured":11,"company":419,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":422,"processed_country_iso_code_gmaps":424,"processed_home_office":89,"processed_salary_min":425,"processed_salary_max":426,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":427,"processed_employment_types":27,"processed_it_skills":428,"processed_it_skills_labels":429,"processed_job_expertise_skills":432,"processed_job_expertise_skills_labels":433,"max_cpc":48,"actual_cpc":49},93155,"account-executive-personal-lines-hub-international-group-northeast-inc","Account Executive - Personal Lines",{"name":420,"slug":421,"logo_url":10},"Hub International Group Northeast Inc.","hub-international-group-northeast-inc",[423],"Berkeley Heights",[19],74298,85717,[26],{"epic":71,"microsoft office suite":64},[430,431],"Microsoft Office Suite","EPIC",{"account management":31,"business development":31,"insurance coverage review":31,"insurance product knowledge":31,"client relationship management":31,"property & casualty insurance license":31},[434,47,187,435,211,436],"Insurance Coverage Review","Insurance Product Knowledge","Property & Casualty Insurance License",{"id":438,"slug":439,"title":440,"raw_title":10,"is_featured":11,"company":441,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":442,"processed_country_iso_code_gmaps":444,"processed_home_office":20,"processed_salary_min":373,"processed_salary_max":374,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":445,"processed_employment_types":27,"processed_it_skills":446,"processed_it_skills_labels":447,"processed_job_expertise_skills":448,"processed_job_expertise_skills_labels":449,"max_cpc":48,"actual_cpc":49},98657,"relationship-banker-ii-40-pickens-td-bank-na","Relationship Banker II (40) Pickens",{"name":347,"slug":348,"logo_url":10},[443],"Pickens",[19],[26],{"microsoft office":64},[125],{"sales":31,"aml compliance":64,"risk management":64,"client retention":31,"mortgage lending":64,"client acquisition":31,"referral management":64,"consultative selling":31,"needs-based guidance":31,"regulatory compliance":64,"financial goal planning":31,"financial needs analysis":31,"banking products knowledge":31,"client relationship management":31},[341,380,47,260,296,186,188,450,360,451,452,453,454,455],"AML Compliance","Client Acquisition","Client Retention","Consultative Selling","Needs-Based Guidance","Financial Goal Planning",{"id":457,"slug":458,"title":459,"raw_title":10,"is_featured":11,"company":460,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":461,"processed_country_iso_code_gmaps":463,"processed_home_office":89,"processed_salary_min":464,"processed_salary_max":465,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":466,"processed_employment_types":27,"processed_it_skills":467,"processed_it_skills_labels":468,"processed_job_expertise_skills":478,"processed_job_expertise_skills_labels":479,"max_cpc":48,"actual_cpc":49},93228,"assistant-account-executive-hub-international-group-northeast-inc-3","Assistant Account Executive",{"name":420,"slug":421,"logo_url":10},[462],"Melville",[19],68577,76003,[26],{"word":71,"excel":71,"mywave":71,"outlook":71,"touchcare":71,"powerpoint":71,"benefitpoint":71,"hrconnections":71,"employee navigator":71},[469,470,471,472,473,474,475,476,477],"Excel","Word","Outlook","PowerPoint","BenefitPoint","HRConnections","MyWave","TouchCare","Employee Navigator",{"5500 filings":71,"open enrollment":71,"claims resolution":71,"client management":71,"policy management":71,"account maintenance":71,"marketing proposals":71,"annual notice packets":71,"administrative support":71,"eligibility management":71,"schedule a preparation":71,"client website creation":71,"presentation preparation":71,"benefit portals management":71,"employee benefits insurance":71,"benefit and census gathering":71,"client relationship management":71,"insurance carrier relationship management":71},[480,481,359,482,483,484,485,486,487,488,489,490,491,47,492,493,494,129],"Employee Benefits Insurance","Client Management","Claims Resolution","Policy Management","Eligibility Management","Schedule A Preparation","5500 Filings","Annual Notice Packets","Benefit and Census Gathering","Marketing Proposals","Presentation Preparation","Open Enrollment","Insurance Carrier Relationship Management","Benefit Portals Management","Client Website Creation",{"id":496,"slug":497,"title":498,"raw_title":10,"is_featured":11,"company":499,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":502,"processed_country_iso_code_gmaps":504,"processed_home_office":20,"processed_salary_min":253,"processed_salary_max":60,"processed_salary_currency":23,"processed_salary_source":24,"processed_working_hours":505,"processed_employment_types":27,"processed_it_skills":506,"processed_it_skills_labels":507,"processed_job_expertise_skills":511,"processed_job_expertise_skills_labels":512,"max_cpc":48,"actual_cpc":49},92647,"associate-community-banker-first-interstate-bancsystem-28","Associate Community Banker",{"name":500,"slug":501,"logo_url":10},"First Interstate BancSystem","first-interstate-bancsystem",[503],"Clarinda",[19],[26],{"10-key":64,"crm systems":71,"microsoft office":71,"digital platforms":71},[125,508,509,510],"10-key","CRM systems","Digital platforms",{"consumer lending":71,"teller operations":64,"referral generation":64,"regulatory compliance":71,"financial needs analysis":64,"banking products knowledge":64,"client relationship management":64},[513,514,153,515,516,517,518],"Banking products knowledge","Teller operations","Referral generation","Regulatory compliance","Consumer lending","Financial needs analysis",{"image_path":520,"content_de":521,"content_en":534,"composite_key":547,"last_updated":548},"\u002Fimages\u002Fexpertise\u002Fclient-relationship-management.webp",{"tab1":522,"tab2":525,"tab3":528,"tab4":531},{"title":523,"content":524},"Bedeutung & Relevanz","**Client Relationship Management** (CRM) spielt eine entscheidende Rolle für den Erfolg von Finanzdienstleistern in den [Vereinigten Staaten](\u002Fsearch). In einem wettbewerbsintensiven Markt wie den USA ist die Fähigkeit, langfristige Kundenbeziehungen aufzubauen und zu pflegen, von strategischer Bedeutung. CRM ermöglicht es Unternehmen, Kundenbedürfnisse besser zu verstehen, personalisierte Dienstleistungen anzubieten und die Kundenbindung zu stärken.\n\nDurch effektives [Client Relationship Management](\u002Fjobs-by-expertise\u002Fclient-relationship-management) können Finanzinstitute Cross-Selling-Möglichkeiten identifizieren, die Kundenlaufzeit verlängern und letztlich ihre Rentabilität steigern. In Branchen wie [Versicherungen](\u002Fjobs-by-industry\u002Finsurance) und [Finanzdienstleistungen](\u002Fjobs-by-industry\u002Ffinancial-services) ist CRM besonders wichtig, da Vertrauen und persönliche Betreuung entscheidende Erfolgsfaktoren sind.\n\nDie Integration von CRM-Systemen mit [Künstliche-Intelligenz-Tools](\u002Fjobs-by-skill\u002Fartificial-intelligence-tools) und [Generative AI](\u002Fjobs-by-skill\u002Fgenerative-ai) ermöglicht datengestützte Entscheidungen und proaktive Kundenbetreuung, was in den dynamischen US-Finanzmärkten einen Wettbewerbsvorteil darstellt.",{"title":526,"content":527},"Top-Branchen & Standorte","In den [Vereinigten Staaten](\u002Fsearch) ist die Nachfrage nach CRM-Experten in mehreren Schlüsselbranchen und -standorten besonders hoch. Zu den führenden Branchen gehören:\n\n- **[Versicherungen](\u002Fjobs-by-industry\u002Finsurance)** – wo Kundenbindung und Risikomanagement im Mittelpunkt stehen\n- **[Finanzdienstleistungen](\u002Fjobs-by-industry\u002Ffinancial-services)** – mit Fokus auf langfristige Kundenbeziehungen\n- **[Investment Management](\u002Fjobs-by-industry\u002Finvestment-management)** – wo Vermögensverwaltung und Kundenbetreuung Hand in Hand gehen\n- **[Asset Management](\u002Fjobs-by-industry\u002Fasset-management)** – mit Schwerpunkt auf institutionellen Kundenbeziehungen\n\nDie wichtigsten Standorte für CRM-Professionals in den USA sind:\n\n- **New York** – das Finanzzentrum der USA mit zahlreichen Finanzinstituten\n- **Newport Beach** – Heimat bedeutender Investmentfirmen\n- **Kansas City** – wachsender Finanzdienstleistungsstandort\n- **Centennial** – aufstrebender Hub für Finanztechnologie\n\nDiese Standorte bieten exzellente Karrieremöglichkeiten für CRM-Spezialisten in verschiedenen Finanzbereichen.",{"title":529,"content":530},"Gefragte Skills & Arbeitgeber","Führende Unternehmen in den [Vereinigten Staaten](\u002Fsearch) suchen CRM-Experten mit spezifischen Fähigkeiten und Kenntnissen. Zu den Top-Arbeitgebern gehören:\n\n- **Pacific Investment Mgt Co. LLC** – führend im [Portfolio Management](\u002Fjobs-by-expertise\u002Fportfolio-management)\n- **Allianz Insurance** – globaler Versicherungsriese mit starkem US-Präsenz\n- **CM003 American Century Services, LLC** – spezialisiert auf Investmentlösungen\n- **Apex Fund Services (Charlotte) LLC** – Experten für Fund Administration\n\nGefragte Expertise-Bereiche für CRM-Professionals:\n\n- **[Marktanalyse](\u002Fjobs-by-expertise\u002Fmarket-analysis)** und **[Risikobewertung](\u002Fjobs-by-expertise\u002Frisk-assessment)**\n- **[Finanzanalyse](\u002Fjobs-by-expertise\u002Ffinancial-analysis)** und **[Finanzmodellierung](\u002Fjobs-by-expertise\u002Ffinancial-modeling)**\n- **[Business Development](\u002Fjobs-by-expertise\u002Fbusiness-development)** und Cross-Selling\n- **[Broker Relationship Management](\u002Fjobs-by-expertise\u002Fbroker-relationship-management)**\n- **[Strategische Planung](\u002Fjobs-by-expertise\u002Fstrategic-planning)** und Vertragsverhandlung\n\nDiese Unternehmen erwarten umfassende Kenntnisse in [Finanzmärkten](\u002Fjobs-by-expertise\u002Ffinancial-markets) und ausgezeichnete Kommunikationsfähigkeiten.",{"title":532,"content":533},"Karriere & Entwicklung","Die Karrierewege im [Client Relationship Management](\u002Fjobs-by-expertise\u002Fclient-relationship-management) in den [Vereinigten Staaten](\u002Fsearch) sind vielfältig und bieten exzellente Entwicklungsmöglichkeiten. Typische Karrierepfade führen von Junior-Positionen zu Senior Relationship Manager, Teamleiter oder Director of Client Services.\n\n**Entwicklungsmöglichkeiten:**\n\n- Spezialisierung in [Portfolio Management](\u002Fjobs-by-expertise\u002Fportfolio-management) oder [Risikomanagement](\u002Fjobs-by-expertise\u002Frisk-management)\n- Vertiefung in [Finanzanalyse](\u002Fjobs-by-expertise\u002Ffinancial-analysis) und [Finanzmodellierung](\u002Fjobs-by-expertise\u002Ffinancial-modeling)\n- Aufstieg zu Führungspositionen im [Business Development](\u002Fjobs-by-expertise\u002Fbusiness-development)\n\n**Wichtige IT-Skills für CRM-Professionals:**\n\n- **[MS Excel](\u002Fjobs-by-skill\u002Fms-excel)** für Datenanalyse und Reporting\n- **[MS PowerPoint](\u002Fjobs-by-skill\u002Fms-powerpoint)** für Präsentationen\n- CRM-Systeme und **[Künstliche-Intelligenz-Tools](\u002Fjobs-by-skill\u002Fartificial-intelligence-tools)**\n- **[Generative AI](\u002Fjobs-by-skill\u002Fgenerative-ai)** für personalisierte Kundenkommunikation\n- **[Finanzmodellierung](\u002Fjobs-by-expertise\u002Ffinancial-modeling)** Tools\n\nWeiterbildungen in [Finanzzertifizierungen](\u002Fjobs-by-expertise\u002Ffinancial-certifications) wie CFA und regelmäßige Schulungen in neuen CRM-Technologien sind entscheidend für den beruflichen Erfolg in den dynamischen US-Finanzmärkten.",{"tab1":535,"tab2":538,"tab3":541,"tab4":544},{"title":536,"content":537},"Strategic Importance","Client Relationship Management (CRM) has become a cornerstone of success in the competitive financial landscape of the [United States](\u002Fsearch). In an era where customer retention and loyalty directly impact profitability, effective CRM strategies enable financial institutions to build lasting partnerships, enhance client satisfaction, and drive sustainable growth. Companies operating in key hubs like [New York](\u002Fjobs-in-new-york) and [Newport Beach](\u002Fjobs-in-newport-beach) leverage CRM to navigate complex regulatory environments and deliver personalized financial solutions. The integration of advanced technologies, including [Artificial Intelligence Tools](\u002Fjobs-by-skill\u002Fartificial-intelligence-tools), has transformed CRM from a transactional function into a strategic asset, allowing firms to anticipate client needs and optimize service delivery. In sectors such as [Asset Management](\u002Fjobs-by-industry\u002Fasset-management) and [Banking](\u002Fjobs-by-industry\u002Fbanking), robust CRM systems support cross-selling initiatives and foster trust, which is critical for managing high-value portfolios and securing long-term investments. As financial markets evolve, the ability to maintain strong client relationships through data-driven insights and proactive engagement remains a key differentiator for firms aiming to thrive in the [United States](\u002Fsearch).",{"title":539,"content":540},"Top Industries & Locations","Client Relationship Management is in high demand across several key industries and geographic regions in the [United States](\u002Fsearch). Top locations where CRM professionals are sought include [New York](\u002Fjobs-in-new-york), a global financial hub; [Newport Beach](\u002Fjobs-in-newport-beach), known for its concentration of investment firms; [Kansas City](\u002Fjobs-in-kansas-city), with its growing financial services sector; and [Centennial](\u002Fjobs-in-centennial), which hosts numerous insurance and asset management companies. These cities are hotspots for roles that require deep client engagement and relationship-building skills. Industries driving this demand include [Insurance](\u002Fjobs-by-industry\u002Finsurance), where CRM supports policy administration and client retention; [Financial Services](\u002Fjobs-by-industry\u002Ffinancial-services), focusing on personalized banking and investment advice; [Investment Management](\u002Fjobs-by-industry\u002Finvestment-management), crucial for portfolio client servicing; and [Asset Management Financial Services](\u002Fjobs-by-industry\u002Fasset-management-financial-services), which relies on CRM to manage investor relations and fund performance. Additionally, the [Banking And Asset Management](\u002Fjobs-by-industry\u002Fbanking-and-asset-management) sector integrates CRM to enhance cross-selling and regulatory compliance, making it a vital component in major [United States](\u002Fsearch) financial centers.",{"title":542,"content":543},"In-Demand Skills & Employers","Leading companies in the [United States](\u002Fsearch) prioritize Client Relationship Management by seeking professionals with a blend of technical and interpersonal expertise. Top employers like Pacific Investment Mgt Co. LLC, Allianz Insurance, CM003 American Century Services, LLC, and Apex Fund Services (Charlotte) LLC value CRM skills to maintain client loyalty and drive business development. These firms often require expertise in [Sales](\u002Fjobs-by-expertise\u002Fsales) and [Business Development](\u002Fjobs-by-expertise\u002Fbusiness-development) to identify growth opportunities, alongside [Financial Analysis](\u002Fjobs-by-expertise\u002Ffinancial-analysis) and [Market Analysis](\u002Fjobs-by-expertise\u002Fmarket-analysis) to tailor solutions to client needs. [Risk Assessment](\u002Fjobs-by-expertise\u002Frisk-assessment) is critical for managing client portfolios in volatile markets, while [Portfolio Management](\u002Fjobs-by-expertise\u002Fportfolio-management) ensures alignment with investment goals. Expertise in [Broker Relationship Management](\u002Fjobs-by-expertise\u002Fbroker-relationship-management) and [Strategic Planning](\u002Fjobs-by-expertise\u002Fstrategic-planning) helps navigate complex financial ecosystems, and knowledge of [Insurance Policy Administration](\u002Fjobs-by-expertise\u002Finsurance-policy-administration) supports clients in the insurance sector. Additionally, skills in [Contract Negotiation](\u002Fjobs-by-expertise\u002Fcontract-negotiation) and [Reinsurance Placement](\u002Fjobs-by-expertise\u002Freinsurance-placement) are highly valued, enabling firms to secure favorable terms and strengthen client partnerships across the [United States](\u002Fsearch).",{"title":545,"content":546},"Career & Development","Building a career in Client Relationship Management in the [United States](\u002Fsearch) involves a combination of education, practical experience, and continuous skill development. Entry-level roles often start in client support or sales, progressing to senior positions such as Relationship Manager or Director of Client Services, with opportunities in top firms like those in [New York](\u002Fjobs-in-new-york) and [Kansas City](\u002Fjobs-in-kansas-city). To excel, professionals should develop core expertise in [Financial Analysis](\u002Fjobs-by-expertise\u002Ffinancial-analysis), [Market Trends Analysis](\u002Fjobs-by-expertise\u002Fmarket-trends-analysis), and [Portfolio Management](\u002Fjobs-by-expertise\u002Fportfolio-management), which are essential for understanding client needs in dynamic financial environments. IT skills are equally important; proficiency in [CRM Systems](\u002Fjobs-by-skill\u002Fcrm-systems) and the [MS Office Suite](\u002Fjobs-by-skill\u002Fms-office-suite) (including [MS Excel](\u002Fjobs-by-skill\u002Fms-excel) for data analysis and [MS PowerPoint](\u002Fjobs-by-skill\u002Fms-powerpoint) for presentations) enhances efficiency. Knowledge of [Artificial Intelligence Tools](\u002Fjobs-by-skill\u002Fartificial-intelligence-tools) can automate client interactions and provide insights, while [Financial Modeling](\u002Fjobs-by-skill\u002Ffinancial-modeling) skills support strategic advice. Pursuing certifications like CFA or CIMA can bolster credibility, and gaining experience in [Cross-Selling](\u002Fjobs-by-expertise\u002Fcross-selling) and [Client Operations](\u002Fjobs-by-expertise\u002Fclient-operations) through roles in [Asset Management](\u002Fjobs-by-industry\u002Fasset-management) or [Banking](\u002Fjobs-by-industry\u002Fbanking) provides a solid foundation for advancement in the [United States](\u002Fsearch) job market.","expertise:client-relationship-management:us","2026-08-17T09:08:30.384269+02:00",{"industry":550,"employment_type":629,"expertise_skills":639,"it_skills":713,"salary_currency":800,"processed_working_hours":805},[551,555,559,563,567,571,575,579,581,584,587,590,593,596,599,602,605,608,611,614,617,620,623,626],{"key":552,"label":553,"count":554},"financial services","Financial Services",422,{"key":556,"label":557,"count":558},"banking","Banking",374,{"key":560,"label":561,"count":562},"insurance","Insurance",288,{"key":564,"label":565,"count":566},"claims management","Claims Management",23,{"key":568,"label":569,"count":570},"investment banking","Investment Banking",20,{"key":572,"label":573,"count":574},"asset management","Asset Management",11,{"key":576,"label":577,"count":578},"employee benefits brokerage","Employee Benefits Brokerage",8,{"key":580,"label":188,"count":578},"risk management",{"key":582,"label":583,"count":31},"financial markets infrastructure","Financial Markets Infrastructure",{"key":585,"label":586,"count":64},"reinsurance","Reinsurance",{"key":588,"label":589,"count":64},"claims administration","Claims Administration",{"key":591,"label":592,"count":71},"risk administration","Risk Administration",{"key":594,"label":595,"count":71},"risk","Risk",{"key":597,"label":598,"count":71},"data provider","Data Provider",{"key":600,"label":601,"count":71},"data","Data",{"key":603,"label":604,"count":71},"wealth management","Wealth Management",{"key":606,"label":607,"count":48},"claims management services","Claims Management Services",{"key":609,"label":610,"count":48},"commercial","Commercial",{"key":612,"label":613,"count":48},"residential real estate finance","Residential Real Estate Finance",{"key":615,"label":616,"count":48},"commercial banking","Commercial Banking",{"key":618,"label":619,"count":48},"financial technology","Financial Technology",{"key":621,"label":622,"count":48},"saas for banking","Saas For Banking",{"key":624,"label":625,"count":48},"employee benefits","Employee Benefits",{"key":627,"label":628,"count":48},"property","Property",[630,633,636],{"key":27,"label":631,"count":632},"PERMANENT",916,{"key":634,"label":635,"count":71},"student","STUDENT",{"key":637,"label":638,"count":48},"temporary","TEMPORARY",[640,642,645,648,651,654,657,660,663,666,669,672,675,679,681,684,687,690,693,697,701,704,706,709],{"key":641,"label":47,"slug":641,"count":4},"client-relationship-management",{"key":643,"label":260,"slug":643,"count":644},"sales",425,{"key":646,"label":186,"slug":646,"count":647},"regulatory-compliance",317,{"key":649,"label":188,"slug":649,"count":650},"risk-management",284,{"key":652,"label":262,"slug":652,"count":653},"cash-handling",196,{"key":655,"label":341,"slug":655,"count":656},"banking-products-knowledge",170,{"key":658,"label":289,"slug":658,"count":659},"financial-planning",131,{"key":661,"label":211,"slug":661,"count":662},"account-management",108,{"key":664,"label":604,"slug":664,"count":665},"wealth-management",89,{"key":667,"label":265,"slug":667,"count":668},"compliance",86,{"key":670,"label":181,"slug":670,"count":671},"portfolio-management",77,{"key":673,"label":674,"slug":673,"count":671},"financial-analysis","Financial Analysis",{"key":676,"label":677,"slug":676,"count":678},"cross-selling","Cross-Selling",76,{"key":680,"label":360,"slug":680,"count":678},"referral-management",{"key":682,"label":288,"slug":682,"count":683},"referral-generation",75,{"key":685,"label":105,"slug":685,"count":686},"negotiation",73,{"key":688,"label":380,"slug":688,"count":689},"financial-needs-analysis",72,{"key":691,"label":263,"slug":691,"count":692},"account-opening",67,{"key":694,"label":695,"slug":694,"count":696},"notary","Notary",60,{"key":698,"label":699,"slug":698,"count":700},"anti-money-laundering-aml","Anti-Money Laundering (Aml)",56,{"key":702,"label":565,"slug":702,"count":703},"claims-management",52,{"key":705,"label":336,"slug":705,"count":703},"prospecting",{"key":707,"label":359,"slug":707,"count":708},"account-maintenance",51,{"key":710,"label":711,"slug":710,"count":712},"investment-management","Investment Management",50,[714,717,721,725,729,733,736,740,744,748,751,754,758,762,766,770,774,777,780,784,787,791,794,797],{"key":715,"label":314,"slug":715,"count":716},"ms-office",396,{"key":718,"label":719,"slug":718,"count":720},"ms-excel","MS Excel",194,{"key":722,"label":723,"slug":722,"count":724},"ms-word","MS Word",123,{"key":726,"label":727,"slug":726,"count":728},"ms-powerpoint","MS PowerPoint",107,{"key":730,"label":731,"slug":730,"count":732},"ms-outlook","MS Outlook",87,{"key":734,"label":430,"slug":734,"count":735},"microsoft-office-suite",49,{"key":737,"label":738,"slug":737,"count":739},"crm-systems","Crm Systems",30,{"key":741,"label":742,"slug":741,"count":743},"digital-technology-mobile-apps-web-based-browsing","Digital Technology (Mobile, Apps, Web-Based Browsing)",27,{"key":745,"label":746,"slug":745,"count":747},"eauthorization","Eauthorization",25,{"key":749,"label":750,"slug":749,"count":747},"msonline","Msonline",{"key":752,"label":753,"slug":752,"count":747},"esign","Esign",{"key":755,"label":756,"slug":755,"count":757},"ms-windows","Ms Windows",24,{"key":759,"label":760,"slug":759,"count":761},"zoom","Zoom",22,{"key":763,"label":764,"slug":763,"count":765},"digital-platforms","Digital Platforms",19,{"key":767,"label":768,"slug":767,"count":769},"case-management-system","Case Management System",17,{"key":771,"label":772,"slug":771,"count":773},"internet-applications","Internet Applications",16,{"key":775,"label":776,"slug":775,"count":773},"salesforce","Salesforce",{"key":778,"label":779,"slug":778,"count":773},"crm-software","Crm Software",{"key":781,"label":782,"slug":781,"count":783},"automated-agency-management-systems","Automated Agency Management Systems",15,{"key":785,"label":786,"slug":785,"count":783},"agency-management-systems","Agency Management Systems",{"key":788,"label":789,"slug":788,"count":790},"360view","360View",14,{"key":508,"label":792,"slug":508,"count":793},"10-Key",13,{"key":795,"label":796,"slug":795,"count":793},"ai-tools","Ai Tools",{"key":798,"label":799,"slug":798,"count":793},"social-media-platforms","Social Media Platforms",[801,803],{"key":23,"label":23,"count":802},921,{"key":804,"label":804,"count":48},"CAD",[806,808],{"key":26,"label":26,"count":807},846,{"key":408,"label":408,"count":678},{"total":810,"jobs":811},0,[]]