19 results for Client Manager Jobs in Rehoboth, MA, US

About FBinsure, A Division of Patriot Growth Insurance Services: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is ...

Are you looking for an opportunity to be part of ahigh growth software business within the private equity and venture capital industry?Are you passionate about building long-term, trusted relationships with clients? Do you naturally take ownership of the customer journey and find satisfaction in hel...

Engage with affluent clients to onboard and grow their financial assets, providing personalized strategies and exceptional client experiences. Collaborate with Wealth Advisors, track activities in Salesforce, and focus on client satisfaction and retention.

The Private Client Relationship Manager (PCRM) will onboard new affluent clients, grow deposits and investments through financial planning, deepen client relationships with proactive engagements, and provide high-touch client experiences. The role includes collaborating with Wealth Advisors and util...

The Private Client Relationship Manager (PCRM) is responsible for acquiring and onboarding new affluent clients, growing deposits and investments, retaining client relationships through proactive engagements, and providing high-touch client experiences. The role involves collaborating with Wealth Ad...

Engage with affluent and high-net-worth clients to acquire and onboard new clients, grow net deposits and investments through financial planning conversations, deepen client relationships, provide exceptional client experiences, and collaborate with Wealth Advisors and Certified Financial Planners. ...

Acquire and onboard new affluent and high-net-worth clients, grow net deposits and investments, deepen client relationships through proactive engagements, provide exceptional client experiences, and leverage Salesforce CRM to track activity.

Join our Stevie Award Winning Team at HUB International!When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth manag...

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovat...