Client relationship manager jobs | Find A Finance Job

Full time

Exness South East Asia

Your role at Exness: A member of the specialized client-facing department focussed on delivering exceptional customer service to high value client segments, ensuring they receive prompt, efficient and effective support, as well as retention of high value clients through a value-driven relationship-based approach. As a key front-line function within the company's growth strategy, Client Relationship Manager supports mass-retail customers by achieving desired outcomes by providing support and guidance on the client user journey. You will: Qualify and onboard existing clients to the premier / high value program. Establish, develop and maintain business relationships with current and prospective customers to generate new business for Company’ products/services. Educate clients on Company’ platforms and websites, proactively offering new tools and features to clients. Participate in related industry & partners events and this will take in the form of expos,...

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Full time

Client Relationship Manager (Hybrid)

Broadridge NY, USA

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is seeking a Client Relationship Manager to oversee the delivery of contracted services to our clients, ensuring service level agreements (SLAs) and key performance indicators (KPIs) are consistently met or exceeded. This role is responsible for maintaining strong client relationships, promoting our capabilities, and identifying opportunities for business growth. The ideal candidate will bring strong project management, communication, and analytical skills to deliver exceptional service and support. We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work from home. Responsibilities:...

Full time

Client Relationship Manager - CIS (Uzbek, Kazakh & Russian)

Exness South East Asia

Your role at Exness: A member of the specialized client-facing department focussed on delivering exceptional customer service to high value client segments, ensuring they receive prompt, efficient and effective support, as well as retention of high value clients through a value-driven relationship-based approach. As a key front-line function within the company's growth strategy, Client Relationship Manager supports mass-retail customers by achieving desired outcomes by providing support and guidance on the client user journey. You will: Client Relationship Management Act as the dedicated relationship manager for a number of key clients portfolio assigned, delivering the personalized account servicing to foster trust and long-term relationships. Communicate with clients via inbound chats, calls, outbound calls, callback requests, and face-to-face interactions, ensuring the highest standards of communication are consistently met. Proactively address client needs,...

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Full time

Client Relationship Manager (Hybrid)

Broadridge El Dorado Hills, CA, USA

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the El Dorado Hills, CA location. We are looking for someone to serve as the primary client liaison for high complexity clients. You will solicit senior management input from the client on new business directives within their firm and the associated product requirements. You'll monitor the efficiency of systems, policies and procedures and makes appropriate recommendations to ensure daily operations are efficient. This role is paramount to setting and controlling the customer experience. We encourage our Client Relationship Managers to "own" their accounts to provide premier service to our clients. Are you a self-starter, looking be a part of a creative and dynamic team...

Full time

Institutional Financing Client Relationship Manager

Coinbase <div class="content-intro"><p>Ready to be pushed beyond what you think you’re capable of?</p> <p>At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we bui

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our work culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no...

Full time

Senior Relationship Manager (Client Partner)

fiserv Bourke St, Melbourne VIC, Australia

Calling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Senior Relationship Manager (Client Partner) What does a Successful Client Partner do at Fiserv? As a Client Partner at Fiserv, you will serve as the primary contact for financial institutions within your geographical portfolio. You use your expertise to offer industry best practices and strategic insights to our enterprise clients, enhancing their overall relationship with us. The ideal candidate must be eager to manage an existing...

Full time

Senior Analyst

London Stock Exchange Group 20 Upper McKinley Hl, Taguig, Metro Manila, Philippines

The Equities Operations Senior Analyst in Manilla is responsible for staying on top of all LSEG developments and their impact on the Equities Operations processes, developing system improvements and driving through change. They will work in partnership with colleagues in London and Colombo. They will be responsible for acting as a Client Relationship Manager for a dedicated asset class alongside the primary market teams. They will provide SME knowledge and support on applications, regulatory changes, processes with internal and external bodies. They are encouraged to be authorities in all Admission’s processes and will assist junior members as necessary. They will also undertake Admission’s processing i.e., input, checking and fee generation for all applications. Collaborating closely with external customers to address any queries daily. Role summary: The team is responsible for leading, amongst others, the admission process of securities to trading on all LSE plc...

Full time

Sales Support Executive

Swissquote 1196 Gland, Switzerland

Actively support the Private/VIP Desk in the onboarding of new clients, ensuring a seamless and compliant account opening process. Engage in initial outreach to qualified prospects and ensure continuous follow-up in close coordination with Relationship Managers/ Activators, with the objective of converting leads into clients. Contribute to client acquisition efforts by preparing client proposals, pitch materials, and financial documentation in alignment with the bank’s offering and regulatory framework. Assist in identifying business development opportunities through client profiling, market intelligence, and internal data analysis. Monitor client pipelines and support Relationship Managers in maintaining momentum across all stages of the sales cycle. Maintain high responsiveness to client and prospect inquiries, ensuring excellent service quality and alignment with commercial objectives. Receive and execute client orders over the phone, ensuring proper validation, accuracy,...

Full time

New Business Sales Manager – Buy Side, Parameta Solutions

TP ICAP IL, USA

The TP ICAP Group is a world leading provider of market infrastructure. Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions. Through our people and technology, we connect clients to superior liquidity and data solutions. The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world’s leading provider of OTC data, and an award winning all-to-all trading platform. Founded in London in 1866, the Group operates from more than 60 offices in 27 countries. We are 5,200 people strong. We work as one to achieve our vision of being the world’s most trusted, innovative, liquidity and data solutions specialist. About Parameta Solutions Parameta Solutions is the Data & Analytics...

Full time

New Logo Sales Development Representative

TP ICAP Manila, Metro Manila, Philippines

Group Overview The TP ICAP Group is a world leading provider of market infrastructure. Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions. Through our people and technology, we connect clients to superior liquidity and data solutions. The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world’s leading provider of OTC data, and an award winning all-to-all trading platform. Founded in London in 1866, the Group operates from more than 60 offices in 27 countries. We are 5,200 people strong. We work as one to achieve our vision of being the world’s most trusted, innovative, liquidity and data solutions specialist. About Parameta Solutions Parameta Solutions is the Data &...

Full time

Legal & Compliance - Marketing & Distribution Compliance, VP

Blackstone NJ, USA

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com . Follow @blackstone on LinkedIn , X , and Instagram . The employee will be a member of the compliance team focusing on regulatory compliance issues with respect to marketing and other investor/third-party materials and communications, as well as working with others on Blackstone’s global Legal and Compliance...

Full time

Relationship Manager

fiserv Omaha, NE, USA

Calling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Relationship Manager What does a successful Relationship Manager do? As a Relationship Manager at Fiserv, you will be the cornerstone of our business relationship with a portfolio of Account Processing clients, primarily within the Credit sector. You will lead these relationships from a strategic and consultative perspective, enhancing customer loyalty and increasing revenues. You will ensure our clients’ needs are met by leveraging Fiserv solutions...

Principal Partner Global Account Manager, GSI's

Cloudflare Hybrid

About Us At Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare all have web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks. Cloudflare was named to Entrepreneur Magazine’s Top Company Cultures list and ranked among the World’s Most Innovative Companies by Fast Company. We realize people do not fit into neat boxes. We are looking for curious and empathetic individuals who are committed to developing themselves and learning new...

Enterprise Account Manager

Adyen New York, NY, USA

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. Why you should join the Adyen Account Management team At Adyen, the Account Management team is critical to the growth and success of our business, as well as expanding the Adyen brand across the globe. Being part of our Account Management team, you’ll manage relationships with innovative international merchants, covering multiple...

Enterprise Account Manager, Digital

Adyen San Francisco, CA, USA

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. Why you should join the Adyen Account Management team At Adyen, the Account Management team is critical to the growth and success of our business, as well as expanding the Adyen brand across the globe. Being part of our Account Management team, you’ll manage relationships with innovative international merchants, covering multiple...

Senior Enterprise Account Manager

Adyen New York, NY, USA

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. Why you should join the Adyen Account Management team At Adyen, the Account Management team is critical to the growth and success of our business, as well as expanding the Adyen brand across the globe. Being part of our Account Management team, you’ll manage relationships with innovative international merchants, covering multiple...

Senior Enterprise Account Manager

Adyen San Francisco, CA, USA

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. Why you should join the Adyen Account Management team At Adyen, the Account Management team is critical to the growth and success of our business, as well as expanding the Adyen brand across the globe. Being part of our Account Management team, you’ll manage relationships with innovative international merchants, covering multiple...

Full time

Senior Sales Specialist - Credit Solutions Sales Team

S&P Global PECK SLIP, NY, USA

About the Role: Grade Level (for internal use): 12 About the Role: Risk & Valuation Services (RVS) Revenue Team – Americas Senior Sales Specialist The Team: This is an exciting opportunity to join the Risk & Valuation Services (RVS) Revenue organization, a focused and dynamic team with the opportunity to build on the last few years of significant growth and product development within the Business, and take those growth opportunities to market. What’s in it for you: This is a critical role in the RVS Revenue organization. As a Senior Sales Specialists you will manage a small team demonstrating the growth potential of the RVS suite with dedicated sales focus. You will be an ambassador for RVS within S&P Global in the region, and externally in the market. Representing the voice of the customer you will have input into product and commercial strategy and as such will have senior leadership exposure in strategy and planning sessions. As the RVS...

Full time

Product Manager, Fundamentals & Estimates

S&P Global Hyderabad, Telangana

About the Role: Grade Level (for internal use): 10 The Role: Product Manager, Fundamentals & Estimates The Team: You’ll become a part of the Fundamentals & Estimates Product Management Team within the Market Intelligence Data & Research organization, responsible for the delivery of new products, product enhancements and the go-to-market strategy for Fundamentals and Estimates on the S&P Capital IQ Pro and S&P Capital IQ platforms. The team works in close collaboration with internal divisions and teams — Technology, Content, Sales, Marketing, Account Management and Client Services — as well as with our clients to create and deliver the roadmap for Fundamentals & Estimates. The Impact: As a Product Manager, you will partner with other Product Owners/Managers to define and refine the product requirements and collaborate with stakeholders from other departments to drive initiatives forward. You will work closely with your Engineering...

Full time

Compliance Assurance Analyst

IG Group Kraków, Poland

Job Title Compliance Assurance Analyst Job Description So, who are we? Hello, we're IG Group. We are a publicly-traded FTSE250 FinTech company who run mobile, web and desktop platforms that help our clients trade stocks & shares, leveraged products, Futures & Options and Crypto. We are ambitious. Over 340,000 people already use our platforms. We're global with offices in 18 countries and products in 16 regions. We're hungry to move faster, ship better product for our customers and grow our user base. We believe in high autonomy, and we want people who are looking to do things differently in order to create better experiences for our customers. We work in cross-functional teams and are laser focused on increasing the number of active clients we serve to drive sustainable growth. Compliance Assurance Analyst We are looking for Compliance Assurance Analyst to join our Global Compliance Assurance Team. Reporting to the Compliance Assurance Manager, you will...

Full time

Sales Specialist - Analytics

London Stock Exchange Group Akasaka Biz Tower, 5-chōme-3 Akasaka, Minato City, Tokyo 107-0052, Japan

Our global teams took on the challenge to make a difference in the way the global financial markets operate. Would you seek the same challenge? At LSEG, we help our customers achieve success by providing access to an open platform that uncovers opportunity and catalyzes change. We are looking for a driven and resilient salesperson with expertise in/or working with clients within the Funds Management & Asset Management space. This is an exciting new role, where you will be responsible for driving new sales across Japan by selling our Funds Data & Multi-Asset Analytics solutions, to both existing and new clients. Based in Tokyo , as part of the Japan Analytics Sales team, you will be responsible for pro-actively prospecting, qualifying and closing new sales opportunities. Our analytics solutions are underpinned by accurate data, comprehensive asset class coverage, sophisticated market-leading models and world-class global expertise. Spanning across various...

Part time

Content Intern

London Stock Exchange Group Av. Alberto de Faria Cardoso - Jardim Odete, São Paulo - SP, 05363-170, Brazil

Job Description (Job advert content) This role provides support to the OTC Contributor Relationship Manager, some of his/her responsibilities are: Performing quality checks on contributed and automated data Updating third party content Ensuring new data complies with global standards Designing Pages within Eikon for contributors Contacting contributors to maintain their prices By the time the candidate finishes the internship he/she will have been able to see the global process of on-boarding data on our platform, engaged with top clients, observed the key content needs of our client base and worked closely with internal teams such as Content Operationss and Sales and Account Management. LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of...

Full time

Account Manager Czech and/or Slovak

London Stock Exchange Group POL-Gdynia-3T Office Park, Tower C

The LSEG Customer Connect (LCC) team is rapidly growing its footprint in Gdynia with a new Sales and Account Management Hub tailor-made to maintain deep customer relationships to drive account revenue retention and growth. We are looking for a new Account Manager to join our team with multifaceted strengths to handle a defined book of business of clients in EMEA – spanning across various customer segments. Key Accountabilities strategically develop client relationships for a portfolio of 200+ customers retain clients and grow revenue across your book of business keep a strong rolling sales pipeline, look for up-and cross-sell opportunities at all times govern effective collaboration with internal stakeholders and business support functions like Customer Success Managers, Proposition Sales Specialists, as well as many others to reach sales goals and improve customer experience quality connect client use cases to our solution offering and be your clients go-to...

Full time

Senior Manager, Digital Customer Success, Americas

London Stock Exchange Group Lagunilla, Heredia, Costa Rica

We are seeking a Senior Manager, Digital Customer Success to lead and develop teams of Customer Success Managers (CSMs) within their designated region. This leader will lead all aspects of the performance and development of CSM teams within their region, ensuring they deliver outstanding client experiences and drive growth through technology-enhanced strategies. You will work closely across the Sales and Account Management organization to execute on regional initiatives within global strategies and objectives. Key Responsibilities: 1. Leadership & Team Management: Team Leadership: Lead and mentor a team of Customer Success Frontline Leaders within our Digital CSM Hubs. Cultivate a high-performance culture focused on customer success, DEI, and continuous improvement. Manager Development: Guide and support the Customer Success Leaders, setting clear performance objectives and providing regular feedback and coaching. Conduct regular performance evaluations and...

1314 client relationship manager jobs found