10,324 Client Relationship jobs in the United States

• Client Relationship Consultant Requirements

• 1 or more years of Client Relationship Consultant experience or similar experience required
• NMLS registration or ability to obtain required
• A passion for providing superior client service
• Ability to analyze client needs and make appropriate recommendations based on financial data
• Effective communication and advisory ability

• Our Process

• Complete a simple application and answer a few questions
• Take a quick assessment that gives us a little more insight on your work style
• Have a phone interview with the manager or recruiter
• Have an on-site interview with the manager and another key member or two of the team
• Get an offer if it’s the right fit for you and Banner
• Start working after a background check and kick-off an amazing career

• Compensation & Benefits

• Targeted starting hourly range (based on experience): $9.56 - 27.39/hr
• Incentive potential
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Tuition reimbursement
• Get more information at: Employee Benefits | Banner Bank

Access your account from anywhere, at any time with our new mobile app. LEARN MORE Idea Financial has loaned small businesses nearly $1 billion and it’s all done through our sales team. These sales all come with commissions for our sales team and we have paid millions of dollars in commission to our team. Simply by meeting your attainable goals, you can expect to earn 6 figures. You’ll also have prime health insurance, matching 401k, and a fun and challenging work environment. If you show you are enterprising and creative, you can grow within the organization and earn a lot more money. And while you’re earning good money, you’ll be learning about how small businesses operate. Do you aspire to have your own business one day? There’s no better way to educate yourself than to talk to those people that have taken that risk and reaped the rewards. Come work for the engine of the American economy. Come work at Idea Financial. Idea Financial is hiring a Client Relationship Advisor to join our Direct Sales team. This role will report to our Senior Sales Managers, and you’ll be responsible for building & maintaining a portfolio of clients where you will offer premium financial solutions for their business. This role offers an exceptional opportunity to drive organizational growth while building a rewarding career in financial services. Responsibilities: Effectively represent the company through efficient phone calls, emails or in person meetings to introduce the company’s lending solutions. Work with internal stakeholders to complete loan applications. Identify and quantify potential clients, assessing their business needs, financial situation, and creditworthiness. Communicate clearly with clients, lenders and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit. Reach out to clients and gather necessary documents to complete loan applications. Educate clients about the company’s lending solutions, including the terms, rates, and repayment options available. Strategize and consult with clients to ensure best in class service level standards. Utilize Salesforce to track the status of your activity and loan pipeline. Continuously identify new opportunities for business growth and expansion. The ideal candidate profile: Experience in sales or account management, preferably in the financial industry is preferred but not required. Goal orientated, a team player who thrives in a collaborative, fast paced work environment. A customer-focused mindset, with a passion for delivering excellent service and support to clients. Strong organizational and time management skills. Strong analytical and problem-solving skills to understand a client’s financial needs and develop customized lending solutions. Proficient in Salesforce/CRM. Knowledge of finance, accounting and lending principles preferred but not required. We are looking for honest, self-motivated, competitive, hard-working, high energy, productive, fun-loving, team players. We are happy to teach you the business if you possess these skills. We can teach the specifics of business. We cannot teach work ethic. What we offer: Uncapped commissions and unlimited earning potential. A new beautiful open concept office space located in the heart of Miami – Waterford Business District. Clear and concise goals and objectives. Highly visible revenue generating role where you will know what your impact and contribution is to the success of the Organization. Unlimited growth potential. A collaborative, supportive, fast paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done. A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed. Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy. Pay: $30,000.00 + Commissions Job Type: Full-time Schedule: Monday to Friday Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law. #J-18808-Ljbffr

• Support the Client-facing team in performing administrative tasks.
• Creates correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors; performs filing, editing, copying, or collating as needed.
• Keeps records in relation to the disbursement process.
• Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation.
• Assists the Client-facing team with analysis and internal reports to support day-to-day activities; manages internal audit data collection, including financial, DOL, and Operational Controls Audits.
• Manages administrative responsibilities, including invoice preparation and approval, payable handling, filings, and applications.
• Performs other related duties as assigned.

• Highly developed sense of professionalism, maturity and integrity.
• Experience working in a collaborative team environment.
• Ability to successfully communicate and execute with all levels of the organization in a heavily matrixed environment.
• Ability to work in a fast-paced environment managing multiple projects and incoming requests.
• Strong decision-making and organizational skills, with the ability to optimize the use of all available resources and deliver on multiple priorities.
• Strong organizational skills with an attention to detail.
• Strong time management skills, capable of prioritizing workload effectively to meet deadlines.
• Excellent verbal and written communication skills.
• Proficiency in MS Office tools and applications.

• Experience in an administrative role in communications, marketing, or client management.
• Experience working in a healthcare environment or third-party administrator.
• Knowledge of Taft Hartley organizations.
• Experience working in Client Services, Client Management, or Customer Service.

• Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.
• May be required to work remotely.

Build and maintain long-term relationships with clients and key personnel Manage the day-to-day operations and servicing of group retirement plan clients On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of Relationship Manager, Client Relations, Relationship, Manager, Account Specialist, Client, Business Services

Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.As part of the Client Experience (CX) Team, your role as a Client Relationship Manager is to build, maintain, and strengthen relationships with clients, ensuring their satisfaction and foster long-term success and retention. Working with Client Services Partners, in the Manufacturing & Distribution industry, you will act as a primary point of contact to understand client needs, and work to resolve issues, all while identifying ways to add value to the client. What it Means to Work for EisnerAmper:You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industryYou will have the flexibility to manage your days in support of our commitment to work/life balanceYou will join a culture that has received multiple top "Places to Work" awardsWe believe that great work is accomplished when cultures, ideas and experiences come together to create new solutionsWe understand that embracing our differences is what unites us as a team and strengthens our foundationShowing up authentically is how we, both as professionals and a Firm, find inspiration to do our best workWhat Work You Will be Responsible For: Building and Maintaining Relationships: Cultivate strong relationships with clients, acting as a trusted advisor and ensuring client satisfaction.Understanding Client Needs: Actively listen to clients to understand their business objectives, challenges, and goals, and then tailor our approach to meet those specific needs.Providing Support and Solutions: Proactively handle client inquiries, address concerns and seek solutions in a timely fashion. Support our client satisfaction strategy through client interviews and follow through. Ensures accountability and responsiveness to client needs.Communication and Collaboration: Maintain clear and consistent communication with clients, collaborating with internal teams (e.g. Service Partners, Marketing, Growth, Industry Leaders) to deliver exceptional service.Identifying Opportunities: Identify potential cross-sell opportunities, contributing to revenue growth.Monitoring and Reporting: Monitor client performance, analyze data, and prepare reports to track progress and identify areas for improvement. Guide firm leadership on the efficacy and impact of client development strategies.Developing Strategies: Develop and implement strategies to enhance client satisfaction, retention, and long-term partnerships.Staying Updated: Stay informed about Manufacturing and Distribution industry trends, new services and best practices, ensuring your approach to relationship development remains effective and relevant.Basic Qualifications: Bachelor's degree in Communications, Marketing, Business Administration, or a related field.Minimum of 7 years of experience in a client development, business development or client experience role, preferably within a professional services or B2B environment.Preferred/Desired Qualifications:Communication and Interpersonal Skills: Must excel in communication, interpersonal skills, influencing, and customer service. Outstanding communicator, both written and verbal, skilled at distilling and articulating complex ideas to varied audiences. Especially comfortable with clients and executive teams.Client Feedback Expertise: Knowledgeable in various client feedback strategies to enable service improvements and relationship growth.Teamwork & Relationship Building: Demonstrates exceptional teamwork and ensures effective collaboration. Expert in forging and nurturing long-standing, trust-based relationships with clients and team members.Problem-Solving: Creative problem solver and critical thinker, adept at identifying and resolving complex issues on behalf of our clients and their teams.Independence & Collaboration: Works effectively across diverse teams to define and meet client development goals. Balances autonomous work with cooperative efforts.Technical Proficiency: Skilled in Microsoft Office suite and CRM software, with an eagerness to master new technologies and platforms relevant to client experience, including AI tools, HubSpot, CRM, and Experience Management software.Demonstrated industry knowledge of accounting and advisory firms, with additional experience managing client relationships in the Manufacturing & Distribution industry. An understanding of the industries pain points is highly desired to more effectively communicate and understand client concerns.EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.About our Marketing Team:The EisnerAmper Marketing Team "connects the dots" between the firm's people, services, and clients. It's by building awareness of our 40+ go-to-market groups, while acting as tenacious advocates for the brand, that we can link clients and staff from across the globe with the right solutions EisnerAmper has for their businesses.Based on senior management's deep-rooted, long-held understanding and belief in marketing, our department's culture may not be what you'd expect from an accounting firm. By serving as important and valued collaborators, not just overhead, we are integral parts of the team and respected leaders. We're a team of doers-seeing our ideas through with relentless execution. By moving fast and changing direction when we need to, EisnerAmper marketers turn disruption into a competitive advantage.A truly close-knit team of self-starters, EisnerAmper marketers make a lasting impact on the service lines, industry niches, and geographic locations they serve and support, through many of the functions and initiatives modern-day marketers employ. We leverage digital marketing, events, partnership programs, social media, advertising, CRM, and traditional relationship-building to crush our goals. So, whether we're testing a new idea or reimagining an existing strategy, we're not afraid to try new things, see what works, and look for growth.About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email: Location:Iselin

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description **Job Description** We are currently seeking a **Client Relationship Representative** to join our expanding team in Grand Rapids. This role focuses on building and maintaining strong relationships with our clients, ensuring their needs are understood and met, while supporting the growth of our business through excellent service and communication. **Responsibilities** Serve as the main point of contact for assigned clients, building trust and rapport. Understand client goals and ensure the delivery of services aligns with expectations. Manage client accounts, updates, and communications efficiently and professionally. Collaborate with internal teams to resolve issues, track client feedback, and implement improvements. Monitor client satisfaction and proactively identify opportunities for increased engagement. Provide reports and insights on client activity, metrics, and service outcomes. Qualifications **Qualifications** Bachelor's degree in Business, Communications, or related field preferred. 1+ years of experience in client services, account management, or a similar role. Excellent communication and interpersonal skills. Strong problem-solving abilities and attention to detail. Ability to multitask and manage time effectively in a fast-paced environment. Proficiency in Microsoft Office Suite and general business tools. Additional Information **Benefits** Competitive annual salary Career growth and advancement opportunities Comprehensive training and onboarding program Paid time off and holidays Health, dental, and vision insurance Supportive and team-oriented work environment Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Management and Manufacturing Industries Public Relations and Communications Services Referrals increase your chances of interviewing at Signal Tru Brand by 2x Sign in to set job alerts for “Client Representative” roles. Gameday Customer Service Representative (part-time, seasonal) Customer Service Representative - State Farm Agent Team Member New Orleans, LA $25,000.00-$1,000.00 2 years ago New Orleans, LA 55,000.00- 62,000.00 4 days ago Customer Service Representative - State Farm Agent Team Member Customer Service Representative - State Farm Agent Team Member Customer Service Representative - State Farm Agent Team Member Customer Service Representative - State Farm Agent Team Member Customer Success Manager (New Orleans, USA) Business Development Rep - Arkansas / Louisiana Part-Time Customer Service Representative - Elmwood Part-Time Customer Service Representative - Elmwood We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr