[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-search-\u002Fde-us\u002Fjobs-by-expertise\u002Fclient-relationship-management?page=20":3,"seo-content-expertise-client-relationship-management-us":531,"expertise-filters-\u002Fde-us\u002Fjobs-by-expertise\u002Fclient-relationship-management?page=20":561,"featured-jobs-\u002Fde-us\u002Fjobs-by-expertise\u002Fclient-relationship-management?page=20":815},{"total":4,"jobs":5},922,[6,46,77,118,142,160,187,202,226,254,284,322,342,361,384,413,429,461,483,508],{"id":7,"slug":8,"title":9,"raw_title":10,"is_featured":11,"company":12,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":15,"processed_country_iso_code_gmaps":17,"processed_home_office":19,"processed_salary_min":20,"processed_salary_max":21,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":24,"processed_employment_types":26,"processed_it_skills":27,"processed_it_skills_labels":28,"processed_job_expertise_skills":29,"processed_job_expertise_skills_labels":32,"max_cpc":44,"actual_cpc":45},83995,"account-manager-employee-benefits-hub-international-mountain-states-limited","Account Manager - Employee Benefits",null,false,{"name":13,"slug":14,"logo_url":10},"Hub International Mountain States Limited","hub-international-mountain-states-limited",[16],"Gillette",[18],"US","hybrid",50000,70000,"USD","estimated",[25],"FULL_TIME","permanent",{},[],{"sales support":30,"record keeping":30,"employee benefits":31,"insurance marketing":30,"insurance compliance":30,"insurance policy review":31,"underwriting guidelines":30,"insurance account management":31,"client relationship management":31,"carrier relationship management":30,"insurance applications processing":31},3,4,[33,34,35,36,37,38,39,40,41,42,43],"Employee benefits","Insurance account management","Insurance policy review","Insurance applications processing","Insurance compliance","Underwriting guidelines","Insurance marketing","Client relationship management","Carrier relationship management","Sales support","Record keeping",1,1.5,{"id":47,"slug":48,"title":49,"raw_title":10,"is_featured":11,"company":50,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":53,"processed_country_iso_code_gmaps":55,"processed_home_office":56,"processed_salary_min":57,"processed_salary_max":58,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":59,"processed_employment_types":26,"processed_it_skills":60,"processed_it_skills_labels":62,"processed_job_expertise_skills":65,"processed_job_expertise_skills_labels":66,"max_cpc":44,"actual_cpc":45},85304,"financial-wellness-associate-keybank-national-association-20","Financial Wellness Associate",{"name":51,"slug":52,"logo_url":10},"KeyBank National Association","keybank-national-association",[54],"Poulsbo",[18],"onsite",40000,59000,[25],{"windows-based applications":61,"digital technology (mobile, apps, web-based browsing)":30},2,[63,64],"Windows-based applications","Digital technology (mobile, apps, web-based browsing)",{"sales":31,"networking":30,"prospecting":30,"cash handling":31,"market insight":30,"financial education":30,"referral generation":30,"client relationship management":31,"financial services transactions":31,"compliance and security procedures":30,"financial product knowledge (loans, credit cards, investments)":30},[67,68,69,40,70,71,72,73,74,75,76],"Cash handling","Financial services transactions","Sales","Financial product knowledge (loans, credit cards, investments)","Financial education","Compliance and security procedures","Referral generation","Prospecting","Networking","Market insight",{"id":78,"slug":79,"title":80,"raw_title":10,"is_featured":11,"company":81,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":82,"processed_country_iso_code_gmaps":84,"processed_home_office":56,"processed_salary_min":21,"processed_salary_max":85,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":86,"processed_employment_types":26,"processed_it_skills":87,"processed_it_skills_labels":88,"processed_job_expertise_skills":94,"processed_job_expertise_skills_labels":95,"max_cpc":44,"actual_cpc":45},83969,"employee-benefits-account-executive-hub-international-mountain-states-limited","Employee Benefits Account Executive",{"name":13,"slug":14,"logo_url":10},[83],"Casper",[18],100000,[25],{"microsoft word":30,"microsoft excel":30,"microsoft office":30,"microsoft outlook":30,"microsoft powerpoint":30},[89,90,91,92,93],"Microsoft Office","Microsoft Word","Microsoft Excel","Microsoft Outlook","Microsoft PowerPoint",{"compliance":31,"up-selling":30,"underwriting":30,"cross-selling":30,"data analytics":30,"contract review":31,"risk management":31,"hipaa compliance":30,"carrier marketing":31,"claims resolution":30,"employee benefits":31,"account management":31,"financial analysis":30,"project management":30,"insurance brokerage":31,"presentation skills":31,"insurance regulations":30,"benefit program design":31,"strategic account planning":31,"insurance coverage analysis":31,"negotiation of coverage terms":31,"client relationship management":31},[96,97,98,99,100,101,102,103,104,105,106,107,108,109,110,111,112,113,114,115,116,117],"Employee Benefits","Account Management","Client Relationship Management","Insurance Brokerage","Insurance Coverage Analysis","Risk Management","Claims Resolution","Compliance","Underwriting","Data Analytics","Benefit Program Design","Carrier Marketing","Negotiation of Coverage Terms","Strategic Account Planning","Cross-selling","Up-selling","Contract Review","Presentation Skills","HIPAA Compliance","Insurance Regulations","Financial Analysis","Project Management",{"id":119,"slug":120,"title":121,"raw_title":10,"is_featured":11,"company":122,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":125,"processed_country_iso_code_gmaps":127,"processed_home_office":56,"processed_salary_min":128,"processed_salary_max":129,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":130,"processed_employment_types":26,"processed_it_skills":131,"processed_it_skills_labels":132,"processed_job_expertise_skills":133,"processed_job_expertise_skills_labels":134,"max_cpc":44,"actual_cpc":45},97930,"bilingual-banking-associate-1828-west-tilghman-street-allentown-pa-full-time-td-bank-na","Bilingual Banking Associate - 1828 West Tilghman Street, Allentown, PA (Full Time)",{"name":123,"slug":124,"logo_url":10},"TD Bank, N.A.","td-bank-na",[126],"Allentown",[18],45760,57720,[25],{"microsoft office":30},[89],{"notary":61,"aml and kyc":30,"cash handling":30,"risk management":30,"referral and sales":30,"regulatory compliance":30,"banking products and services":30,"client relationship management":31,"account opening and maintenance":30},[135,98,136,137,138,139,101,140,141],"Banking Products and Services","Cash Handling","Account Opening and Maintenance","Referral and Sales","Regulatory Compliance","AML and KYC","Notary",{"id":143,"slug":144,"title":145,"raw_title":10,"is_featured":11,"company":146,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":147,"processed_country_iso_code_gmaps":149,"processed_home_office":56,"processed_salary_min":150,"processed_salary_max":151,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":152,"processed_employment_types":26,"processed_it_skills":153,"processed_it_skills_labels":154,"processed_job_expertise_skills":155,"processed_job_expertise_skills_labels":156,"max_cpc":44,"actual_cpc":45},98012,"relationship-banker-i-bridgewater-regional-40-hour-td-bank-na","Relationship Banker I - Bridgewater Regional (40 hour)",{"name":123,"slug":124,"logo_url":10},[148],"Bridgewater",[18],50440,67600,[25],{"microsoft office":61},[89],{"sales":30,"cash handling":61,"risk management":30,"mortgage lending":61,"regulatory compliance":30,"financial needs analysis":30,"banking products knowledge":30,"client relationship management":30},[157,69,98,158,101,139,136,159],"Banking Products Knowledge","Mortgage Lending","Financial Needs Analysis",{"id":161,"slug":162,"title":163,"raw_title":10,"is_featured":11,"company":164,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":167,"processed_country_iso_code_gmaps":169,"processed_home_office":56,"processed_salary_min":170,"processed_salary_max":171,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":172,"processed_employment_types":26,"processed_it_skills":173,"processed_it_skills_labels":174,"processed_job_expertise_skills":175,"processed_job_expertise_skills_labels":176,"max_cpc":44,"actual_cpc":45},87444,"workforce-absence-operations-manager-sedgwick-claims-management-services-inc-4","Workforce Absence Operations Manager",{"name":165,"slug":166,"logo_url":10},"Sedgwick Claims Management Services Inc.","sedgwick-claims-management-services-inc",[168],"Fallbrook",[18],85000,98000,[25],{"microsoft office":30},[89],{"audit":31,"hiring":31,"staffing":31,"training":31,"compliance":31,"quality review":31,"business planning":31,"claims management":31,"budget preparation":31,"performance management":31,"profit and loss management":31,"client relationship management":31},[177,178,179,103,180,181,182,183,184,98,185,186],"Claims Management","Budget Preparation","Profit and Loss Management","Audit","Quality Review","Business Planning","Staffing","Training","Performance Management","Hiring",{"id":188,"slug":189,"title":190,"raw_title":10,"is_featured":11,"company":191,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":192,"processed_country_iso_code_gmaps":194,"processed_home_office":56,"processed_salary_min":195,"processed_salary_max":196,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":197,"processed_employment_types":26,"processed_it_skills":198,"processed_it_skills_labels":199,"processed_job_expertise_skills":200,"processed_job_expertise_skills_labels":201,"max_cpc":44,"actual_cpc":45},97942,"relationship-banker-i-5025-pennell-road-aston-pa-full-time-td-bank-na","Relationship Banker I - 5025 Pennell Road, Aston, PA (Full Time)",{"name":123,"slug":124,"logo_url":10},[193],"Delaware County",[18],46800,60320,[25],{"microsoft office":61},[89],{"sales":30,"cash handling":61,"risk management":30,"mortgage lending":61,"regulatory compliance":30,"financial needs analysis":30,"banking products knowledge":30,"client relationship management":31},[157,69,158,136,139,98,159,101],{"id":203,"slug":204,"title":205,"raw_title":10,"is_featured":11,"company":206,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":209,"processed_country_iso_code_gmaps":211,"processed_home_office":19,"processed_salary_min":212,"processed_salary_max":85,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":213,"processed_employment_types":26,"processed_it_skills":214,"processed_it_skills_labels":215,"processed_job_expertise_skills":216,"processed_job_expertise_skills_labels":217,"max_cpc":44,"actual_cpc":45},84026,"account-manager-commercial-lines-healthcare-hub-international-new-england-llc","Account Manager - Commercial Lines Healthcare",{"name":207,"slug":208,"logo_url":10},"Hub International New England, LLC","hub-international-new-england-llc",[210],"Milford",[18],75000,[25],{"microsoft office":30},[89],{"data accuracy":30,"account management":31,"insurance licensing":31,"premium collections":30,"commercial insurance":31,"industry trends analysis":30,"new business development":31,"commercial lines coverages":31,"insurance markets knowledge":31,"client relationship management":31},[218,219,220,98,221,97,222,223,224,225],"Commercial Insurance","Commercial Lines Coverages","Insurance Markets Knowledge","New Business Development","Insurance Licensing","Data Accuracy","Premium Collections","Industry Trends Analysis",{"id":227,"slug":228,"title":229,"raw_title":10,"is_featured":11,"company":230,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":233,"processed_country_iso_code_gmaps":235,"processed_home_office":56,"processed_salary_min":236,"processed_salary_max":237,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":238,"processed_employment_types":26,"processed_it_skills":239,"processed_it_skills_labels":240,"processed_job_expertise_skills":245,"processed_job_expertise_skills_labels":246,"max_cpc":44,"actual_cpc":45},85712,"client-service-associate-ms-smith-barney-llc-39","Client Service Associate",{"name":231,"slug":232,"logo_url":10},"MS Smith Barney, LLC","ms-smith-barney-llc",[234],"La Porte",[18],55000,95000,[25],{"zoom":61,"esign":61,"msonline":61,"eauthorization":61,"microsoft word":30,"microsoft excel":30,"microsoft office":30,"microsoft outlook":30,"microsoft powerpoint":30},[89,90,91,92,93,241,242,243,244],"Zoom","MSOnline","eSign","eAuthorization",{"expense reporting":30,"marketing support":61,"calendar management":30,"travel arrangements":30,"account documentation":30,"regulatory compliance":61,"money movement transactions":30,"financial products knowledge":61,"client relationship management":30},[98,247,248,249,250,251,252,253,139],"Money Movement Transactions","Account Documentation","Calendar Management","Travel Arrangements","Expense Reporting","Marketing Support","Financial Products Knowledge",{"id":255,"slug":256,"title":257,"raw_title":10,"is_featured":11,"company":258,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":259,"processed_country_iso_code_gmaps":261,"processed_home_office":19,"processed_salary_min":262,"processed_salary_max":263,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":264,"processed_employment_types":26,"processed_it_skills":265,"processed_it_skills_labels":266,"processed_job_expertise_skills":268,"processed_job_expertise_skills_labels":269,"max_cpc":44,"actual_cpc":45},85176,"senior-relationship-manager-or-senior-banker-institutional-real-estate-keybank-national-association","Senior Relationship Manager OR Senior Banker - Institutional Real Estate",{"name":51,"slug":52,"logo_url":10},[260],"Cleveland",[18],116000,216000,[25],{"ai tools":30,"microsoft word":30,"microsoft excel":30,"microsoft powerpoint":30},[90,91,93,267],"AI tools",{"sales":31,"banking":31,"coaching":30,"mentoring":30,"prospecting":31,"credit analysis":31,"market research":30,"risk management":31,"financial modeling":31,"revenue generation":31,"syndicated finance":30,"portfolio management":31,"commercial real estate":31,"real estate underwriting":31,"debt and equity financing":31,"structured credit products":31,"client relationship management":31,"investment memorandum preparation":30},[270,271,272,273,274,275,276,69,98,277,278,279,101,280,281,282,283,74],"Commercial Real Estate","Banking","Real Estate Underwriting","Market Research","Credit Analysis","Financial Modeling","Investment Memorandum Preparation","Structured Credit Products","Syndicated Finance","Debt and Equity Financing","Portfolio Management","Revenue Generation","Mentoring","Coaching",{"id":285,"slug":286,"title":287,"raw_title":10,"is_featured":11,"company":288,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":291,"processed_country_iso_code_gmaps":293,"processed_home_office":19,"processed_salary_min":294,"processed_salary_max":295,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":296,"processed_employment_types":26,"processed_it_skills":297,"processed_it_skills_labels":298,"processed_job_expertise_skills":299,"processed_job_expertise_skills_labels":300,"max_cpc":44,"actual_cpc":45},88713,"trust-sales-advisor-umb-bank-na-2","Trust Sales Advisor",{"name":289,"slug":290,"logo_url":10},"UMB BANK NA","umb-bank-na",[292],"Fort Worth",[18],141354,207900,[25],{},[],{"sales":31,"brokerage":31,"insurance":31,"tax planning":31,"llc management":31,"estate planning":31,"private banking":31,"asset management":31,"banking products":31,"wealth management":31,"financial solutions":31,"retirement planning":31,"business development":31,"limited partnerships":31,"trust administration":31,"investment strategies":31,"alternative investments":31,"wealth strategy planning":31,"complex trust administration":31,"client relationship management":31,"high net worth client services":31,"center of influence development":31,"ultra high net worth client services":31},[301,302,303,304,305,306,69,307,98,308,309,310,311,312,313,314,315,316,317,318,319,320,321],"Wealth Management","Trust Administration","Estate Planning","Investment Strategies","Tax Planning","Business Development","Financial Solutions","High Net Worth Client Services","Ultra High Net Worth Client Services","Complex Trust Administration","Center of Influence Development","Wealth Strategy Planning","Asset Management","Banking Products","Insurance","Brokerage","Private Banking","Retirement Planning","LLC Management","Limited Partnerships","Alternative Investments",{"id":323,"slug":324,"title":325,"raw_title":10,"is_featured":11,"company":326,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":327,"processed_country_iso_code_gmaps":329,"processed_home_office":56,"processed_salary_min":330,"processed_salary_max":331,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":332,"processed_employment_types":26,"processed_it_skills":333,"processed_it_skills_labels":334,"processed_job_expertise_skills":335,"processed_job_expertise_skills_labels":336,"max_cpc":44,"actual_cpc":45},88666,"institutional-custody-client-service-administrator-umb-bank-na","Institutional Custody Client Service Administrator",{"name":289,"slug":290,"logo_url":10},[328],"Kansas City",[18],59085,86922,[25],{},[],{"issue tracking":30,"risk mitigation":61,"financial services":61,"administrative support":30,"client relationship management":30,"institutional custody services":30},[337,338,98,339,340,341],"Institutional Custody Services","Financial Services","Administrative Support","Risk Mitigation","Issue Tracking",{"id":343,"slug":344,"title":345,"raw_title":10,"is_featured":11,"company":346,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":347,"processed_country_iso_code_gmaps":349,"processed_home_office":56,"processed_salary_min":350,"processed_salary_max":351,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":352,"processed_employment_types":26,"processed_it_skills":354,"processed_it_skills_labels":355,"processed_job_expertise_skills":356,"processed_job_expertise_skills_labels":357,"max_cpc":44,"actual_cpc":45},98251,"associate-banker-ii-golden-crest-20-hour-td-bank-na","Associate Banker II - Golden Crest (20 hour)",{"name":123,"slug":124,"logo_url":10},[348],"Hamilton Township",[18],22,27.75,[353],"PART_TIME",{"microsoft office":30},[89],{"cash handling":30,"risk management":30,"account management":30,"referral management":30,"notary public license":61,"regulatory compliance":30,"banking products knowledge":30,"anti-money laundering (aml)":30,"client relationship management":30},[157,136,98,97,358,101,139,359,360],"Referral Management","Anti-Money Laundering (AML)","Notary Public License",{"id":362,"slug":363,"title":364,"raw_title":10,"is_featured":11,"company":365,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":368,"processed_country_iso_code_gmaps":370,"processed_home_office":56,"processed_salary_min":371,"processed_salary_max":57,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":372,"processed_employment_types":26,"processed_it_skills":373,"processed_it_skills_labels":374,"processed_job_expertise_skills":376,"processed_job_expertise_skills_labels":377,"max_cpc":44,"actual_cpc":45},83448,"teller-first-interstate-bancsystem-30","Teller",{"name":366,"slug":367,"logo_url":10},"First Interstate BancSystem","first-interstate-bancsystem",[369],"Osceola",[18],30000,[25],{"360view":61},[375],"360View",{"cash handling":30,"cross-selling":30,"reconciliation":30,"product knowledge":30,"banking operations":30,"referral generation":30,"security procedures":30,"teller transactions":31,"client relationship management":30},[136,378,98,110,379,380,381,382,383],"Teller Transactions","Referral Generation","Banking Operations","Security Procedures","Reconciliation","Product Knowledge",{"id":385,"slug":386,"title":387,"raw_title":10,"is_featured":11,"company":388,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":391,"processed_country_iso_code_gmaps":393,"processed_home_office":56,"processed_salary_min":394,"processed_salary_max":395,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":396,"processed_employment_types":26,"processed_it_skills":397,"processed_it_skills_labels":398,"processed_job_expertise_skills":401,"processed_job_expertise_skills_labels":402,"max_cpc":44,"actual_cpc":45},88495,"sr-counsel-liability-insurance-defense-travelers-indemnity-co","Sr. Counsel - Liability Insurance Defense",{"name":389,"slug":390,"logo_url":10},"Travelers Indemnity Co","travelers-indemnity-co",[392],"Atlanta",[18],132800,219100,[25],{"automation tools":61,"case management system":30},[399,400],"Case Management System","Automation Tools",{"depositions":31,"case analysis":31,"legal writing":31,"legal research":31,"trial advocacy":31,"pleadings drafting":31,"mentoring attorneys":31,"courtroom procedures":31,"training and seminars":30,"insurance defense litigation":31,"client relationship management":31},[403,404,405,406,407,98,408,409,410,411,412],"Insurance Defense Litigation","Trial Advocacy","Legal Research","Legal Writing","Case Analysis","Courtroom Procedures","Depositions","Pleadings Drafting","Mentoring Attorneys","Training and Seminars",{"id":414,"slug":415,"title":416,"raw_title":10,"is_featured":11,"company":417,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":418,"processed_country_iso_code_gmaps":420,"processed_home_office":56,"processed_salary_min":421,"processed_salary_max":422,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":423,"processed_employment_types":26,"processed_it_skills":424,"processed_it_skills_labels":425,"processed_job_expertise_skills":426,"processed_job_expertise_skills_labels":427,"max_cpc":44,"actual_cpc":45},88381,"workers-compensation-associate-senior-attorney-travelers-indemnity-co","Workers' Compensation Associate Senior Attorney",{"name":389,"slug":390,"logo_url":10},[419],"Glendale",[18],120400,198700,[25],{"automation tools":61,"case management system":30},[399,400],{"case analysis":31,"legal writing":31,"legal research":31,"trial advocacy":31,"special projects":30,"training and seminars":30,"insurance defense litigation":31,"client relationship management":31},[403,404,405,406,407,98,412,428],"Special Projects",{"id":430,"slug":431,"title":432,"raw_title":10,"is_featured":11,"company":433,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":436,"processed_country_iso_code_gmaps":438,"processed_home_office":439,"processed_salary_min":440,"processed_salary_max":441,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":442,"processed_employment_types":26,"processed_it_skills":443,"processed_it_skills_labels":444,"processed_job_expertise_skills":446,"processed_job_expertise_skills_labels":447,"max_cpc":44,"actual_cpc":45},88365,"retirement-planning-consultant-i-phoenix-or-flagstaff-az-transamerica","Retirement Planning Consultant I (Phoenix or Flagstaff, AZ)",{"name":434,"slug":435,"logo_url":10},"Transamerica","transamerica",[437],"Phoenix",[18],"remote",66000,80000,[25],{"ability to quickly learn new systems\u002Ftechnology":30},[445],"Ability to quickly learn new systems\u002Ftechnology",{"sales":31,"ira rollovers":31,"asset retention":31,"finra series 63":31,"group education":30,"webinar delivery":30,"financial advisory":31,"enrollment meetings":30,"finra series 6 or 7":31,"retirement planning":31,"workshop facilitation":30,"managed advice programs":30,"dol fiduciary advice rules":30,"client relationship management":31,"certified financial planner (cfp)":31,"retirement plans associate (rpa) or chartered retirement plan counselor (crpc)":31},[318,448,98,69,449,450,451,452,453,454,455,456,457,458,459,460],"Financial Advisory","Group Education","Workshop Facilitation","Webinar Delivery","Enrollment Meetings","Asset Retention","IRA Rollovers","DOL Fiduciary Advice Rules","Managed Advice Programs","FINRA Series 6 or 7","FINRA Series 63","Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC)","Certified Financial Planner (CFP)",{"id":462,"slug":463,"title":464,"raw_title":10,"is_featured":11,"company":465,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":468,"processed_country_iso_code_gmaps":470,"processed_home_office":56,"processed_salary_min":471,"processed_salary_max":472,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":473,"processed_employment_types":26,"processed_it_skills":474,"processed_it_skills_labels":475,"processed_job_expertise_skills":476,"processed_job_expertise_skills_labels":477,"max_cpc":44,"actual_cpc":45},88213,"client-outreach-retention-consultant-tiaa-5","Client Outreach Retention Consultant",{"name":466,"slug":467,"logo_url":10},"TIAA","tiaa",[469],"Charlotte",[18],71800,77000,[25],{},[],{"sales":30,"due diligence":30,"wealth management":30,"business development":30,"quantitative analysis":30,"retirement planning selling":30,"practice management strategy":30,"tiaa products\u002Fservices acumen":30,"client relationship management":30},[306,98,478,479,480,481,69,482,301],"Due Diligence","Practice Management Strategy","Quantitative Analysis","Retirement Planning Selling","TIAA Products\u002FServices Acumen",{"id":484,"slug":485,"title":486,"raw_title":10,"is_featured":11,"company":487,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":490,"processed_country_iso_code_gmaps":492,"processed_home_office":56,"processed_salary_min":493,"processed_salary_max":494,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":495,"processed_employment_types":26,"processed_it_skills":496,"processed_it_skills_labels":497,"processed_job_expertise_skills":498,"processed_job_expertise_skills_labels":499,"max_cpc":44,"actual_cpc":45},87872,"underwriting-manager-retail-middle-market-property-starr-specialty-lines-insurance-agency-llc-2","Underwriting Manager-Retail Middle Market Property",{"name":488,"slug":489,"logo_url":10},"Starr Specialty Lines Insurance Agency, LLC","starr-specialty-lines-insurance-agency-llc",[491],"New York",[18],225000,275000,[25],{},[],{"pricing":31,"risk selection":31,"team management":31,"coverage analysis":31,"portfolio strategy":31,"exposure management":31,"business development":31,"property underwriting":31,"broker relationship management":31,"client relationship management":31},[500,501,502,503,504,505,506,306,98,507],"Property Underwriting","Risk Selection","Pricing","Coverage Analysis","Exposure Management","Portfolio Strategy","Team Management","Broker Relationship Management",{"id":509,"slug":510,"title":511,"raw_title":10,"is_featured":11,"company":512,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":515,"processed_country_iso_code_gmaps":517,"processed_home_office":19,"processed_salary_min":518,"processed_salary_max":519,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":520,"processed_employment_types":26,"processed_it_skills":521,"processed_it_skills_labels":522,"processed_job_expertise_skills":524,"processed_job_expertise_skills_labels":525,"max_cpc":44,"actual_cpc":45},83942,"account-manager-personal-insurance-potential-for-hybrid-work-hub-international-mid-atlantic-inc","Account Manager, Personal Insurance - Potential for Hybrid Work",{"name":513,"slug":514,"logo_url":10},"Hub International Mid-Atlantic Inc.","hub-international-mid-atlantic-inc",[516],"Alexandria",[18],52000,66560,[25],{"agency management system":30},[523],"Agency Management System",{"policy analysis":30,"premium collection":61,"business development":30,"personal lines insurance":31,"insurance agency experience":30,"client relationship management":31,"property & casualty insurance license":31},[526,527,528,98,306,529,530],"Personal Lines Insurance","Insurance Agency Experience","Property & Casualty Insurance License","Policy Analysis","Premium Collection",{"image_path":532,"content_de":533,"content_en":546,"composite_key":559,"last_updated":560},"\u002Fimages\u002Fexpertise\u002Fclient-relationship-management.webp",{"tab1":534,"tab2":537,"tab3":540,"tab4":543},{"title":535,"content":536},"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":538,"content":539},"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":541,"content":542},"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":544,"content":545},"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":547,"tab2":550,"tab3":553,"tab4":556},{"title":548,"content":549},"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":551,"content":552},"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":554,"content":555},"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":557,"content":558},"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":562,"employment_type":634,"expertise_skills":644,"it_skills":720,"salary_currency":806,"processed_working_hours":811},[563,566,569,572,575,579,582,586,588,591,594,597,600,603,606,609,611,614,617,620,623,626,629,631],{"key":564,"label":338,"count":565},"financial services",422,{"key":567,"label":271,"count":568},"banking",374,{"key":570,"label":315,"count":571},"insurance",288,{"key":573,"label":177,"count":574},"claims management",23,{"key":576,"label":577,"count":578},"investment banking","Investment Banking",20,{"key":580,"label":313,"count":581},"asset management",11,{"key":583,"label":584,"count":585},"employee benefits brokerage","Employee Benefits Brokerage",8,{"key":587,"label":101,"count":585},"risk management",{"key":589,"label":590,"count":31},"financial markets infrastructure","Financial Markets Infrastructure",{"key":592,"label":593,"count":30},"reinsurance","Reinsurance",{"key":595,"label":596,"count":30},"claims administration","Claims Administration",{"key":598,"label":599,"count":61},"risk administration","Risk Administration",{"key":601,"label":602,"count":61},"risk","Risk",{"key":604,"label":605,"count":61},"data provider","Data Provider",{"key":607,"label":608,"count":61},"data","Data",{"key":610,"label":301,"count":61},"wealth management",{"key":612,"label":613,"count":44},"claims management services","Claims Management Services",{"key":615,"label":616,"count":44},"commercial","Commercial",{"key":618,"label":619,"count":44},"residential real estate finance","Residential Real Estate Finance",{"key":621,"label":622,"count":44},"commercial banking","Commercial Banking",{"key":624,"label":625,"count":44},"financial technology","Financial Technology",{"key":627,"label":628,"count":44},"saas for banking","Saas For Banking",{"key":630,"label":96,"count":44},"employee benefits",{"key":632,"label":633,"count":44},"property","Property",[635,638,641],{"key":26,"label":636,"count":637},"PERMANENT",916,{"key":639,"label":640,"count":61},"student","STUDENT",{"key":642,"label":643,"count":44},"temporary","TEMPORARY",[645,647,650,653,656,659,662,666,669,672,675,678,680,684,686,689,693,696,700,703,707,710,712,716],{"key":646,"label":98,"slug":646,"count":4},"client-relationship-management",{"key":648,"label":69,"slug":648,"count":649},"sales",425,{"key":651,"label":139,"slug":651,"count":652},"regulatory-compliance",317,{"key":654,"label":101,"slug":654,"count":655},"risk-management",284,{"key":657,"label":136,"slug":657,"count":658},"cash-handling",196,{"key":660,"label":157,"slug":660,"count":661},"banking-products-knowledge",170,{"key":663,"label":664,"slug":663,"count":665},"financial-planning","Financial Planning",131,{"key":667,"label":97,"slug":667,"count":668},"account-management",108,{"key":670,"label":301,"slug":670,"count":671},"wealth-management",89,{"key":673,"label":103,"slug":673,"count":674},"compliance",86,{"key":676,"label":280,"slug":676,"count":677},"portfolio-management",77,{"key":679,"label":116,"slug":679,"count":677},"financial-analysis",{"key":681,"label":682,"slug":681,"count":683},"cross-selling","Cross-Selling",76,{"key":685,"label":358,"slug":685,"count":683},"referral-management",{"key":687,"label":379,"slug":687,"count":688},"referral-generation",75,{"key":690,"label":691,"slug":690,"count":692},"negotiation","Negotiation",73,{"key":694,"label":159,"slug":694,"count":695},"financial-needs-analysis",72,{"key":697,"label":698,"slug":697,"count":699},"account-opening","Account Opening",67,{"key":701,"label":141,"slug":701,"count":702},"notary",60,{"key":704,"label":705,"slug":704,"count":706},"anti-money-laundering-aml","Anti-Money Laundering (Aml)",56,{"key":708,"label":177,"slug":708,"count":709},"claims-management",52,{"key":711,"label":74,"slug":711,"count":709},"prospecting",{"key":713,"label":714,"slug":713,"count":715},"account-maintenance","Account Maintenance",51,{"key":717,"label":718,"slug":717,"count":719},"investment-management","Investment Management",50,[721,725,729,733,737,741,745,749,753,757,760,763,767,769,773,776,780,783,786,790,793,796,800,803],{"key":722,"label":723,"slug":722,"count":724},"ms-office","MS Office",396,{"key":726,"label":727,"slug":726,"count":728},"ms-excel","MS Excel",194,{"key":730,"label":731,"slug":730,"count":732},"ms-word","MS Word",123,{"key":734,"label":735,"slug":734,"count":736},"ms-powerpoint","MS PowerPoint",107,{"key":738,"label":739,"slug":738,"count":740},"ms-outlook","MS Outlook",87,{"key":742,"label":743,"slug":742,"count":744},"microsoft-office-suite","Microsoft Office Suite",49,{"key":746,"label":747,"slug":746,"count":748},"crm-systems","Crm Systems",30,{"key":750,"label":751,"slug":750,"count":752},"digital-technology-mobile-apps-web-based-browsing","Digital Technology (Mobile, Apps, Web-Based Browsing)",27,{"key":754,"label":755,"slug":754,"count":756},"eauthorization","Eauthorization",25,{"key":758,"label":759,"slug":758,"count":756},"msonline","Msonline",{"key":761,"label":762,"slug":761,"count":756},"esign","Esign",{"key":764,"label":765,"slug":764,"count":766},"ms-windows","Ms Windows",24,{"key":768,"label":241,"slug":768,"count":350},"zoom",{"key":770,"label":771,"slug":770,"count":772},"digital-platforms","Digital Platforms",19,{"key":774,"label":399,"slug":774,"count":775},"case-management-system",17,{"key":777,"label":778,"slug":777,"count":779},"internet-applications","Internet Applications",16,{"key":781,"label":782,"slug":781,"count":779},"salesforce","Salesforce",{"key":784,"label":785,"slug":784,"count":779},"crm-software","Crm Software",{"key":787,"label":788,"slug":787,"count":789},"automated-agency-management-systems","Automated Agency Management Systems",15,{"key":791,"label":792,"slug":791,"count":789},"agency-management-systems","Agency Management Systems",{"key":794,"label":375,"slug":794,"count":795},"360view",14,{"key":797,"label":798,"slug":797,"count":799},"10-key","10-Key",13,{"key":801,"label":802,"slug":801,"count":799},"ai-tools","Ai Tools",{"key":804,"label":805,"slug":804,"count":799},"social-media-platforms","Social Media Platforms",[807,809],{"key":22,"label":22,"count":808},921,{"key":810,"label":810,"count":44},"CAD",[812,814],{"key":25,"label":25,"count":813},846,{"key":353,"label":353,"count":683},{"total":816,"jobs":817},0,[]]