18,550 Client Relationship Positions jobs in the United States
Client Relationship Management
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Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business. YOU MUST BE FLUENT IN ENGLISH AND PORTUGUESE FOR THIS ROLE.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client's investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Leverage your interpersonal skills to contribute to a growing business
- Act as key relationship manager for ultra-high net worth clients
- Work closely with Private Wealth Advisors andteammates to service our clients
- Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
- Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
- Identify opportunities for wealth advisory services for clients
- Understand client suitability and risk tolerance
- Help to identify and prevent fraudulent activitiesby leveraging your deep understanding of our clients and their behaviors
- Work with our middle and back office colleagues to ensure an exceptional client experience
- Execute, process and reconcile trading and other investment related transactions
- Lead or participate in divisional efforts to improve efficiencies within PWM business
- Participate in local training and recruiting
- Serve as a coach/mentor for less tenured teammates
WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.
SKILLS & EXPERIENCE WE'RE LOOKING FOR
- Bachelor's Degree Required
- 2-4 years of preferred experience inclient serviceand/or the financial industry
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in client service
- Self-motivated and able to work in an autonomous, yet collaborative environment
- Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
- Commitment to excellence and a high level of integrity
- Interest in Financial Services Industry
- SIE, Series 7 and 63 required (must be obtained within three months of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
#J-18808-LjbffrManager, Client Relationship Management
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EOE Statement As an Equal Opportunity / Affirmative Action Employer, It is the Healthcare Association of New York State ("HANYS")'s policy to not discriminate against any employee or applicant for employment because of their race, color, religion, sex, or national origin or because they are an individual with a disability or disabled veteran, Armed Forces service medal veteran, recently separated veteran, or active duty wartime or campaign badge veteran, hereinafter referred collectively as "protected veterans," or any other characteristics protected under applicable law. It is also HANYS' policy to take affirmative action to employ and to advance in employment, all persons regardless of their status as individuals with disabilities or protected veterans, and to base all employment decisions only on valid jobrequirements. This policy shall apply to all employment actions, including but not limited to recruitment,hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay, or other forms ofcompensation and selection for training, including apprenticeship, at all levels of employment. Position Manager, Client Relationship Management Division TruePlan Benefit and Retirement Advisors Description The Healthcare Association of New York State (HANYS) is seeking a Manager, Client Relationship Management within its subsidiary company, TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the Sr. Director, Retirement Plan Services, this position will be responsible for managing all aspects of the client relationship.While the incumbent will be expected to travel throughout Western NY and to our office in Rensselaer, NY on a regular basis, a remote working environment would be considered within New York State. The salary for this position is between $96,800 and $100,000 annually in addition to an annual incentive of up to 10% based on certain performance metrics. Payrate offered will be based on the successful candidate's relevant experience, knowledge, skills, and abilities and in consideration of internal equity.Key responsibilities include but are not limited to: Maintain a strong and trusting relationship with clients to ensure a superior customer service is provided. Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings and plan design. Manages request for proposal (RFP) and request for information (RFI) processes for existing clients. Coordinates all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients. In coordination with clients, develops annual communication and education plans to achieve overall retirement plan goals of participation and retirement readiness. Ensure clients have necessary, efficient and effective administrative procedures. Updates clients about legal and regulatory changes relating to retirement programs and coordinates all activity related to incorporating these changes into the client's program. Directly and/or in partnership with TruePlan consultants, work directly with client's attorney and our legal resources to gather necessary information to fully understand and communicate the client's compliance requirements. Educates senior management on plan design, operation, and overall plan effectiveness in meeting organizational goals. Prepares and conducts formal periodic plan review meetings with appropriate committee or other personnel as determined by the client to ensure appropriate compliance, oversight and governance requirements are met. Resolves administrative problems arising between and among participants and/or vendors. Assist in individual employee enrollment activity, when necessary. Assists in sales presentations with sales & marketing team, as necessary. Attends various outside training activities to assure knowledge of the retirement plan industry trends and regulatory changes are current. Reviews and is familiar with the firm's compliance manuals and complies with all required procedures. Maintains licenses in a current and proper status through continuing education training courses, seminars, and conferences, as scheduled, to meet FINRA, SEC, and NYS Insurance Department requirements. Engages clients in discussions on their business needs and related activity in order to determine if other TruePlan products and services may be appropriate and then make proper referrals to TruePlan sales staff.Qualifications: Associate's degree plus three to five years of related experience required (bachelor's degree preferred). Seven years of related product or client experience may substitute for education requirement. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted. New York State Life, Accident and Health license and FINRA 6, 63 & 65 required or obtained within a reasonable amount of time (6 months) post hire. Must have the ability and confidence to present, work, and build relationships with senior level staff and be able to provide consultative value to clients from a global and strategic perspective. Must have working knowledge of and remain current in regulations governing various types of retirement plans, including, but not limited to, 403(b), 401(k), and non-qualified plans. Must be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint). Must be a self-starter who is motivated, enthusiastic, and has exceptional human relations and long-term relationship building skills. Must possess excellent communication skills and be comfortable presenting to Boards of Directors and C-suite individuals. Must possess excellent attention to detail, project management and organizational skills. Must be able to prioritize duties and act independently. Travel within assigned territory to meet clients, typically several times per month. Position RequirementsAbout the Organization HANYS is the only statewide hospital and continuing care association in New York. We are located near Albany and represent 500 not-for-profit and public hospitals, nursing homes, and other healthcare organizations. Our members are not only the largest providers of inpatient and outpatient care, and essential providers of primary care, they are among the largest employers in many communities.We harness the power of a unified statewide membership and collaborate with regional, state, and national associations. HANYS advocates before Congress, the Governor's office, the State Legislature, and state and federal agencies. We also provide education, data analytics, quality improvement initiatives, and operational assistance to help our members navigate the complexities of healthcare reform, and achieve the 'Triple Aim' of better care, better health, and lower costs. This position is currently accepting applications.
CLIENT RELATIONSHIP MANAGER
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CLIENT RELATIONSHIP MANAGER NEEDED IN TAVARES, FL - This is a direct hire opportunity! Full-time position: Monday - Friday 8 a.m. - 5 p.m. Payrate/ Salary: $45,000/ K JOB SUMMARY: The Client Relationship Manager is responsible for a wide variety of d Manager, Client, Salesforce, Client Service, Management, Staffing, Operation, Excel
Client Relationship Manager
Posted today
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Job Description
Client Relationship Manager Business Unit United Wholesale Mortgage Location US-MI-Pontiac At United Wholesale Mortgage, success has no limit - especially among our Account Executives. This hardworking team is one of the biggest forces behind our bus Relationship Manager, Client Relations, Relationship, Manager, Account Executive, Mortgage, Business Services
Client Relationship Manager
Posted today
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This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Job Functions, Essential Duties and Responsibilities- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
- Consistently demonstrate a superior level of proactive client focus and team work.
- Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
- Develop strong working relationships with daily client contacts.
- Provide ownership for the resolution of issues escalated by clients and financial professionals.
- Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
- Review existing book of business to identify plan retention and create strategy for non-elite advisors.
- Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
- Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
- Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
- Lead and/or participate in projects that create additional value for existing relationships.
- Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
- Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
- Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
Supervision
- N/A
- Bachelor's degree in business or related fields, or equivalent work experience
- Minimum of 7 years' experience in retirement services industry or related field is preferred
- Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
- Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
- Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
- Excellent analytical and problem solving skills
- Ability to work with a high level of independence
- Must be detail oriented and be able to produce high quality work within tight time constraints
- Ability to make sound business judgments while effectively balancing client needs and organizational considerations
- Excellent written and oral communication skills, including group presentation experience.
- Proficiency with Microsoft Office products including Excel, Word and PowerPoint
- Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
- Demonstrated project management skills
- Ability to travel as required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Client Relationship Manager
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Together we fight for everyones opportunity for a better financial future.
We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage Apply Now
Get to Know the Opportunity:
The Client Relationship Manager is accountable for proactive customer management, education, development, profitable growth and retention of assigned Regional Tier 2 and Tier 3 business.
The Contributions Youll Make:
- High impact leader who understands the culture and goals of clients and makes suggestions to enhance their benefit offering in alignment with HR team.
- Strong market focus with face to face interactions with clients and brokers beyond standard annual meetings driving relationships in a proactive manner
- Manages high profile client and broker relationships with professional presence and awareness
- Responsible for leading client and partner meetings and creating consultative content for the audience in a strategic and clear manner
- Collaborates and drives renewal conversations both internally and externally
- Effectively delegates action items and expectations with team members to utilize service model capabilities
- Through proactive interactions with clients; evaluates and executes on opportunities in block of business to increase participation, and add lines of coverage and identifies areas of opportunity for client education, and creates a robust plan to deliver training
- Collaboration with sales team through partnered strategies
- Crafting and delivering marketing and enrollment strategies to clients based on client interactions and knowledge of Voyas capabilities that align with appropriate solutions, challenging current communication practices with clients
- Develops and executes comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, segment requirements, Voyas value proposition and individual customers needs
- Connects actively and consistently in person with brokers and market partners to gain market knowledge and learn current trends to implement into business strategies as well as communicate information with team members.
- Utilizes and seeks market trend information, competitor data, understands technology partners and platforms, and the needs of the client to produce creative and effective content to share with the clients and brokers enhancing the Voya story
Minimum Knowledge & Experience:
- 4 year college degree or equivalency strongly preferred
- 5 or more years employee benefits /insurance industry experience preferred
- Required insurance licensing
- Strong consultative skills; able to think broadly when problem solving and making decisions
- Segment/specialty knowledge preferred
- Superior relationship building/management, interpersonal and partnership skills; able to influence a range of constituents
- Presale expertise that can assist in the influence and sale of Voyas value proposition
- Demonstrated success in critical thinking; able to analyze data and make effective recommendations
- Excellent communication, presentation, negotiation, persuasion, and conflict management skills
- Ability to anticipate needs of clients and educate
- Robust strategic re-enrollment expertise
- Strong organizational, planning, time management and delegation skills
- Strong leadership skills. Ability and desire to coach and mentor others
- Full understanding of underwriting and risk concepts
- Full understanding of, and ability to correlate between the entire Voya product portfolio to educate, and on a consultative basis cross sell products/services to brokers/clients
- Strong business and financial acumen
- Strong computer skills
- Ability to travel as needed
#LI-NV1
Compensation Pay Disclosure:
Voya is committed to pay thats fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidates geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$84,930 - $41,560 USDBe Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. Thats why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
- Health, dental, vision and life insurance plans
- 401(k) Savings plan with generous company matching contributions (up to 6%)
- Voya Retirement Plan employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to 5,250/year
- Paid time off including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time 40 hours per calendar year
Learn more about Voya benefits (download PDF)
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
- Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Learn more aboutCritical Skills
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes
#J-18808-LjbffrClient Relationship Manager
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1 day ago Be among the first 25 applicants
Employment Enterprises, Inc. is working with a client-first investment firm based in Northern Virginia. We are searching for a Client Relationship Manager to execute a range of client requests while maintaining proactive account administration. You will enhance workflow coordination with the broader client-facing team related to clients investments, estate planning, and account administration. This position is onsite in Norfolk, Virginia and pays $115,000-$30,000 per year plus bonus potential.
Client Relationship Manager Responsibilities:
- Responsible for all aspects of administration and client service for high net worth families and family offices.
- Effective communication with both internal and external contacts including prospects and clients.
- Understanding of trusts, foundations and LLC structures.
- Organize and manage meetings from start to finish.
- Establish effective working relationships with colleagues and external contacts.
- Account maintenance (opening new accounts, managing transactions, address changes, etc.).
- Understand basic fiduciary issues relevant to client relationships.
- Proactive resolution of client inquiries direct client contact.
- Handling/supervision of cash processing for assigned accounts.
- Collaborate with outside advisors concerning clients personal, trust and other entities tax information.
- Prepare letters and other client communications.
- Complete customized analyses and spreadsheets for specific projects.
- Process customized client reporting.
- Strong understanding of competitor and industry products and services.
- Successfully cultivate strong relationships with functional groups across the firm.
Client Relationship Manager Qualifications:- Bachelors degree and minimum of eight (8) years of relevant work experience
- Experience with Trusts and Fiduciary accounts
- Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
- Strong management skills and leadership experience
- Desire to learn and the ability to learn quickly
- Detail oriented
- Superior client service skills
- Illustrates tact, discretion, and good judgment in handling sensitive and confidential information
- Strong decision making and problem solving skills
- Strives for innovation and process improvement
- Strong communication skills
- Ability to multi-task and adapt to changing priorities to meet client demands
- Self-motivated with strong work ethic
- Ability to work in the Norfolk office
What we offer:- Medical, dental, and vision insurance
- Wellness program participation incentive
- Financial wellness program
- Gym membership discounts
- Fitness event fee reimbursement
- Corporate gym membership discounts
- Colleague Assistance Program
- Telemedicine Program (for those enrolled in Medical)
- Adoption Benefits
- Daycare late pick-up fee reimbursement
- Basic Life & Accidental Death & Dismemberment Insurance
- Voluntary Life & Accidental Death & Dismemberment Insurance
- Short Term Disability
- Paid parental leave
- Group Long Term Disability
- Pet Insurance
- 401(k) (50% employer match up to IRS limit, 4 year vesting)
Our Equal Employment Opportunity Policy: Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law.
Employment Enterprises, Inc is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109. You can reach our recruiters about this job and more at or email .
- Medical, dental, and vision insurance
- Bachelors degree and minimum of eight (8) years of relevant work experience
- Seniority level Mid-Senior level
- Employment type Contract
- Job function Sales and Business Development
- Industries Staffing and Recruiting
Referrals increase your chances of interviewing at Employment Enterprises, Inc. by 2x
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About the latest Client relationship positions Jobs in United States !
Client Relationship Manager
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At United Wholesale Mortgage, success has no limit especially among our Account Executives. This hardworking team is one of the biggest forces behind our business's achievements, working diligently to create long-term relationships with broker partners, to help grow their businesses and sell the value of UWM. Our AEs take vast industry knowledge and unparalleled client service to another level and you can be part of it all.
If you're ready to bring your "A" game, we'll cover the training, tools and resources you need to get started. All new AEs get 500 hours of training each year, plus their own portfolio of brokers, and highly competitive products and services. Then you're off building relationships with your brokers, coaching them, and most importantly, helping them succeed. Because when they succeed, you do, too.
What You Will Be Doing- Building and maintaining long-term relationships with broker accounts in all 50 states
- Training and educating brokers on UWMs Easiest Application System Ever (EASE), programs, products, guidelines and processes
- Acting as your clients go-to resource for guidance and solutions
- Delivering up-to-the-minute information about the latest products, resources and industry updates
- Championing your brokers and striving to make every loan a success story
- Monitoring the performance of accounts in your pipeline
- Building and managing a strong pipeline of loans to meet and exceed sales goals
Required:
- High school diploma or equivalent
- Minimum one year of experience in mortgage sales as loan officer, mortgage banker or wholesale account executive
- OR minimum one year of relationship based sales experience
- Understanding the difference between retail and wholesale lending
- Proven success in building business relationships
- Confident communication skills and professionalism over the phone and face to face
- Proficiency with technology including Microsoft Office, CRM's and the ability to multi-task
- Ability to take feedback and be coached up with the desire to get better every day
- Hard workers who take accountability for their actions
- Self-motivated with a strong work ethic and a positive attitude
Preferred:
- Knowledge of the mortgage industry with previous experience working for a retail or wholesale mortgage lender
- Inside sales and / or phone sales experience
- A passion for the mortgage industry
- Previous in a business to business sales model
- A desire for a six figure income and motivated to work in a competitive sales environment
Note: This is an inside account executive position based in Pontiac, Michigan. Candidates must reside or be able to relocate to the metro Detroit area. We are not currently seeking outside account executives. Our account executive's work a 10:00am to 7:00pm schedule with a one-hour lunch.
The Place & The PerksReady to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It's all happening on UWM's campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.
It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.
From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you'll be welcomed here. Accepted here. And empowered to Be You Here.
More reasons you'll love working here include:
- Paid Time Off (PTO) after just 30 days
- Additional parental and maternity leave benefits after 12 months
- Adoption reimbursement program
- Paid volunteer hours
- Paid training and career development
- Medical, dental, vision and life insurance
- 401k with employer match
- Mortgage discount and area business discounts
- Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
- Wellness area, including an in-house primary-care physicians office, full-time massage therapist and hair salon
- Gourmet cafeteria featuring homemade breakfast and lunch
- Convenience store featuring healthy grab-and-go snacks
- In-house Starbucks and Dunkin
- Indoor/outdoor caf with Wi-Fi
All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting "Apply for this job online" you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.
Client Relationship Manager
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Client Relationship Managers are key contributors to the commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact for assigned clients. They support and report into the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience by conducting client meetings. A CRM's shared measures are margin, revenue, client satisfaction, and employee retention. In this role, you will:
- Build trusted relationships with client stakeholders
- Understand the client, issues, and priorities
- Work with clients to define their problems and co-create solutions
- Drive RFPs/proactive bids with regards to renewals, extensions, and expansion
- Track insurance industry trends relevant to client business and bring forth proactive ideas and solutions
- Serve as the day-to-day point of contact for the clients
- Responsible for backlog growth including renewals and extensions of current engagements
- Lead the onsite project teams and ensure they understand the client environment
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3-4 days a week at client sites in Johnston, RI and Boston, MA or at a Cognizant office. Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
What you need to have to be considered:
- 15+ years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within BFSI vertical.
- Experience managing Client P&L of $15+ million dollars including reporting and metric assessment for the account.
- Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite.
- Ability to interface at all levels of an organization.
- Excellent oral and written communication skills and executive presentation and persuasion skills are required.
- Bachelor's degree or equivalent experience.
These will help you stand out:
- MS or MBA degree
- Experience within Insurance experience is a plus.
- Proven track record to contribute to new business development efforts and to lead and handle multiple tasks in a dynamic environment.
- Must be detail oriented and able to manage and maintain all facets of complex assignments.
- Demonstrable problem-solving abilities with the skills to identify strategic solutions to business problems that have enterprise-wide implications.
- Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences.
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
Salary and Other Compensation:
Applications will be accepted until July 3rd, 2025. The annual salary for this position is between $150,000-175,000 depending on the experience and other qualifications of the successful candidate. This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
- Medical/Dental/Vision/Life Insurance
- Paid holidays plus Paid Time Off
- 401(k) plan and contributions
- Long-term/Short-term Disability
- Paid Parental Leave
- Employee Stock Purchase Plan
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Client Relationship Manager
Posted today
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Job Description
Our Story:
At Forward Health Group, we unleash the potential of data to improve health care outcomes. We help clients pinpoint opportunities to increase revenue, improve quality, and drive efficiency. Join our team to transform health care, creating a person-focused and economically sustainable health care system. At Forward Health Group, we believe that diverse voices and perspectives drive innovation and achievement. We are a small, but mighty team of collaborative champions of change! We understand the value of family, fun, and working hard. To prove that, we offer Flexible PTO, Hybrid work options, Flexible scheduling, and TRUST that you will get the work done in best interest of achieving overall goals. To be successful here, you have to be willing to roll up your sleeves and be apart of the team. We look forward to meeting you!
Summary:
The Client Relationship Manager is a part time role that plays an essential role in developing and delivering FHGs channel strategy. You serve as the key liaison between FHG and its channel partners.
The Client Relationship Manager establishes and enhances close working relationships throughout the channel, as well as across all functional areas of FHG. You works closely with FHGs Client Services team to ensure that we are meeting the needs of FHGs channel partners and the hospitals, health systems, and physician groups that participate in a channel program. You have experience and will be able to advance relationships with key components/ departments within health care systems including network development/managed care contracting, financial, operations and IT leaders .
This client-facing position is responsible for resource coordination to ensure client satisfaction throughout the implementation process. You are also responsible for developing strong client relationships that identify opportunities to grow revenue. By understanding the clients business objectives, growth strategies, and challenges, you position FHG as a long-term value-generating partner.
What You'll Do:
- Establishes productive, professional relationships with key personnel in assigned channels.
- Coordinates the involvement of FHG personnel, including Analytics, Client Acquisition, Client Services, Clinical Content, Data Engineering, Finance, IT, and R&D, to meet channel partner performance objectives.
- Maintains clear and consistent communications across all functional areas of FHG to assure strong understanding of channel partners expectations and FHG ability to meet or exceed given expectations.
- Develops and drives a sustainable channel partner information flow (i.e. in-person or web-based meetings, email, Basecamp post) for all assigned partners.
- Plan, communicate and oversee assigned channel projects.
- Proactively assesses, clarifies and validates channel partner needs on an ongoing basis.
- Drive adoption of FHG programs.
- Actively identifies new or expanded revenue opportunities.
- Contributes to key FHG financial targets through successful execution of all assigned opportunities.
- (Co)-develop case studies and best practice profiles of FHG channel partners for internal and external education.
- Actively contribute to the overall positive culture of the company.
- Maintain a deep understanding of FHGs solutions, including the ability to demo the platforms to clients and prospects.
- Oversee the timely installation and ongoing maintenance of products.
- Identify and manage all operational timelines/deadlines for FHG clients.
- Create robust ongoing client processes and documentation for installations, including JIRA issues logs, JIRA project plans, all client communications (e.g., Release Notes).
- Create and oversee client-specific KPIs and operational metrics to ensure the quality of deliverables meets or exceeds client expectations.
- Document key metrics related to engagement, retention, growth, platform utilization, outcomes achieved, and more in the FHG Portal.
- Participate in FHG business and technology strategic planning.
- Serve as the voice of the customer in developing FHG solutions and programs to address client needs, particularly in driving the evolution and configuration of platforms.
- Other duties as assigned.
The Know How's:
- Bachelors Degree in Business Administration or related field required, Masters preferred.
- 5-10 years of experience in a health care delivery environment with knowledge clinical workflows in both hospital and ambulatory environments.
- Demonstrated experience with relationship development in operational areas like Operations, Finance, Revenue Cycle, Provider Contracting, Network Management, IT, and Care Management.
- Demonstrated knowledge of health plan/payer operations and workflows gained from work experience in or with health plans/payers including large or small commercial, Medicare and/or Medicaid plans, health care related government agencies (CMS, state-level DHS, etc.), or health IT vendors preferred.
- Knowledge or experience in payer workflows, claims, network management, reimbursement models, contracting, billing and coding requirements, plan design, etc.
- Project and program management skills to organize and direct a project or portfolio of projects to completion.
- Passion for providing excellent customer service and inspiring others to do the same.
- Ability to gain trust and loyalty of the channel and develop strategic relationships with channel stakeholders.
- Excellent people skills, including a strong team orientation.
- Ability to motivate and influence others to perform their jobs effectively.
- Strong active listening skills with the ability to interpret, convey, and translate the comments and questions of others.
- Excellent verbal and written communication, presentation and negotiation skills.
- Ability to work independently and prioritize work to meet client needs.
- Ability to identify, manage, and escalate (as appropriate) issues proactively.
- Valid drivers license and reliable transportation.
- Ability and willingness to travel +/- 20%.
Forward Health Group is an Equal Opportunity Employer.
Forward Health Group does not sponsor applicants for employment visas.
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