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Client relationship manager skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Giuliana Andreopoulos,

Jerri Lynn Kyle

Client relationship manager example skills

Below we've compiled a list of the most critical client relationship manager skills. We ranked the top skills for client relationship managers based on the percentage of resumes they appeared on. For example, 12.8% of client relationship manager resumes contained customer service as a skill. Continue reading to find out what skills a client relationship manager needs to be successful in the workplace.

15 client relationship manager skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how client relationship managers use customer service:

Establish and maintain strong relationships with existing and potential clients through sound customer service, timely communication and relationship management skills.
Analyzed company-specific customer service performance metrics, presented findings, and made recommendations for improvement to senior executives and line managers.

2. Client Service

Here's how client relationship managers use client service:

Provided top-level client service and solution recommendations to increase client satisfaction and portfolio growth.
Conducted client service reviews with plan sponsor contacts to monitor participant satisfaction levels.

3. Client Satisfaction

Here's how client relationship managers use client satisfaction:

Project managed data conversions, new program implementations, custom financial reports, and other customized project requests exceeding client satisfaction.
Managed daily activities to ensure delivery of optimal service, client satisfaction, retention, and profitability.

4. Client Facing

Here's how client relationship managers use client facing:

Drafted client facing product documentation and employee training materials.
Developed client facing quarterly deliverables for the Relationship Management Organization.

5. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how client relationship managers use product knowledge:

Demonstrated insurance experience and specific product knowledge.
Used research, product knowledge, and other resources to serve as a source for new ideas and solutions for customers.

6. Service Delivery

Service delivery means, having any contact with the public administration during which customers including citizens, residents, or firms, require or give data, handle their problems and perform their duties.

Here's how client relationship managers use service delivery:

Communicated areas of opportunity needed to enhance and improve branch and centralized operations, and service delivery to customers.
Key responsibility included project implementation, ongoing service delivery, and client relationship satisfaction & retention.

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7. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how client relationship managers use account management:

Cultivated lasting business relationships with customers through consultative sales tactics and effective account management practices.
Hold concurrent responsibilities for staff management and development as well as overall client account management.

8. Portfolio

Here's how client relationship managers use portfolio:

Monitored performance of high profile portfolio accounts and prepared status reports for prospective clients for generating new business for existing portfolios.
Conduct interviews with clients to gather information regarding needs, risk tolerance and preferences to formulate personalized investment portfolio strategy.

9. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how client relationship managers use customer relationships:

Build successful collaborative customer relationships that lead to optimizing AgileTrac benefits.
Create and improve customer relationships by establishing great long lasting relationships.

10. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how client relationship managers use financial services:

Participate in DALBAR-sponsored quarterly Operations Board meetings for discussions of current issues, struggles, and achievements of financial services companies.
Maintained full responsibility for developing, maintaining, and growing a base of affluent clients for elite banking and financial services.

11. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how client relationship managers use wealth management:

Delivered customized wealth management solutions to high-net-worth investors.
Partnered with branch managers, business banking, investment and Wealth Management to create and capitalize on sales opportunities.

12. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how client relationship managers use business development:

Introduced and implemented innovative sales training program geared towards productivity, accountability, business development, and pipeline management.
Collaborated with business development, IT and operations management to identify and deliver strategies for various customer segments.

13. Securities

Here's how client relationship managers use securities:

Directed complete life-cycle implementations for non-US financial institutions trading US and non US securities via web-based and proprietary trading platforms.
Prepared and delivered effective PowerPoint presentations at securities industry seminars and clients meetings.

14. PowerPoint

Here's how client relationship managers use powerpoint:

Developed proposals and PowerPoint presentations, presented to influencers and decision makers.
Well-rounded skills with business and productivity software tools, such as word processing, spreadsheet, powerpoint, and Salesforce.com.

15. Project Management

Here's how client relationship managers use project management:

Served as an Ambassador to Vanguard University with responsibilities encompassing project management, best practice assessments and leadership training.
Project Management: Implemented structured client contact strategy through local market development and strategic targeted mailings.

5 Client Relationship Manager resume examples

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What skills help Client Relationship Managers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on client relationship manager resumes?

Giuliana Andreopoulos

Professor of Economics, William Paterson University

I do not think that the pandemic has been and will be able to reverse the importance of certain skills on students` resumes. There is no doubt in my mind that communication, team working, problem solving, leadership, still come at the top of the list for business students. However, the pandemic has added new skills: ability to work remotely, manage crisis, and deal with data. We hope that Business Colleges and Schools will take into consideration these new developments when they plan new courses, programs, or certificates.

What client relationship manager skills would you recommend for someone trying to advance their career?

Jerri Lynn Kyle

Senior Instructor, Internship Coordinator, Missouri State University

Whatever your career goals are, stay informed! Keep up to date with what's going on in the world, and what's happening in your field. A lot can happen in 24 hours, so imagine what happens in a year. Just because a student takes a year off, doesn't mean learning has to stop. I recommend volunteering or interning to gain experience in your field and stay up to date on trends. It's important to remember that a gap year refers to a gap in time, not a gap in learning or productivity. Continue to live for your purpose!

What technical skills for a client relationship manager stand out to employers?

Todd Lee Goen

Instructor & Internship Director, Christopher Newport University

Technical skills are often industry and/or position specific. Applicants should highlight any technical skills related to the position advertisement and those that add value to the position/organization. Most importantly, requirements for technical skills change with time and technological advances. This means employers value workers capable of adapting to change and continually improving and acquiring new technical skills. Thus, it's usually more important to demonstrate you are capable of learning and developing technical skills than it is to have a specific skill set upon hire (although this is not true for some positions/industries).
That said, technical skills related to online presentations, virtual meetings, virtual networking, remote working and the like are hot commodities right now. While most organizations were in the process of adopting many of these technologies and ways of doing business pre-pandemic, the pandemic accelerated the process. Organizations are making it work, but they often don't know best practices or the most efficient means of working in the largely virtual, pandemic environment. Post-pandemic, many of the remote/virtual changes the pandemic brought will stay in some form. Technical skills that support this type of workplace will make applicants stand out to many employers because they need/want to do virtual/remote business better.

What soft skills should all client relationship managers possess?

Eric Bostwick Ph.D.

Professor of Accounting, The University of West Florida

Similar to the answer above, oral and written communication skills have been important for a number of years, but in our current environment, these skills have become much more important. Our ability to pick up on the context surrounding email messages is reduced since we have fewer in-person interactions, and even our virtual meetings eliminate much of the body language that we use--both consciously and unconsciously--to interpret what other people mean by what they say. Thus, candidates will stand out when they can clearly articulate their thoughts in both written form, via email or chat, and in oral form, via the ubiquitous "Brady Bunch" layout on their coworkers' computer screens.

Do you want to know more?

List of client relationship manager skills to add to your resume

The most important skills for a client relationship manager resume and required skills for a client relationship manager to have include:

Customer Service
Client Service
Client Satisfaction
Client Facing
Product Knowledge
Service Delivery
Account Management
Portfolio
Customer Relationships
Financial Services
Wealth Management
Business Development
Securities
PowerPoint
Project Management
Excellent Interpersonal

Problem Resolution
Cross-Selling
Litigation
Customer Satisfaction
HR
Annuities
Mutual Funds
Client Accounts
Linkedin
Client Relationship Management
Client Expectations
Client Retention
Plan Design
Facebook
Estate Planning
Exceptional Client

Business Relationships
Plan Sponsors
Client Issues
Client Inquiries
QA
Revenue Growth
Business Reviews
Process Improvement
SLA
Customer Support
Commercial Banking
ROI
Contract Renewals
Financial Institutions
RFP
Develop Strong Relationships

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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