353 Client Relationships jobs in New York

• Client Engagement: Serve as the primary contact for clients, overseeing the implementation and ongoing management of the health plan solutions.
• Strategic Support: Lead strategic initiatives for the client's account, identifying cost-saving solutions, and managing renewals and program updates.
• Collaboration: Work collaboratively with brokers, vendors, and internal departments (such as claims, eligibility, and provider relations) to ensure seamless client service.
• Process Improvement: Develop and maintain efficient processes for documentation, including Administrative Service Agreements (ASAs), Business Associate Agreements (BAAs), and Summary Plan Descriptions (SPDs).
• Data Management: Ensure accuracy in all account-related documentation, utilizing CRM systems to maintain client records and monitor service activities.
• Project Oversight: Manage the transition from implementation to ongoing account management, ensuring all client requirements are met and supported throughout the lifecycle.
• Reporting and Analysis: Provide clients with analytics and reports on plan performance, assisting them in making informed business decisions.
• Issue Resolution: Lead efforts to quickly address client inquiries and concerns, collaborating with cross-functional teams to maintain a high level of client satisfaction.

• Education: Bachelor's degree preferred; relevant experience may be considered instead of a degree.
• Experience: Minimum of 3 years in account management or client service, ideally within a self-funded health plan environment.
• Skills:

• Strong communication skills, capable of clearly conveying information to diverse audiences.
• Excellent organizational and problem-solving skills, with a proven ability to manage multiple projects.
• Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint, as well as CRM systems.
• Ability to maintain confidentiality and handle sensitive information professionally.

• Other Requirements:

• Ability to travel as needed.
• Willingness to work outside standard hours as necessary to meet client needs.

• Education: Bachelor's degree preferred; relevant experience may be considered instead of a degree.
• Experience: Minimum of 3 years in account management or client service, ideally within a self-funded health plan environment.
• Skills:

• Strong communication skills, capable of clearly conveying information to diverse audiences.
• Excellent organizational and problem-solving skills, with a proven ability to manage multiple projects.
• Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint, as well as CRM systems.
• Ability to maintain confidentiality and handle sensitive information professionally.

• Other Requirements:

• Ability to travel as needed.
• Willingness to work outside standard hours as necessary to meet client needs.

• Work is primarily hybrid.

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:

• Manage the delivery of contracted services to clients in alignment with SLAs and KPIs.
• Maintain control over project timelines, risks, scope, and budget.
• Ensure operational teams and partners fully understand client expectations.
• Provide day-to-day client support and guidance.
• Build and maintain strong relationships with assigned clients.
• Promote Broadridge capabilities and identify sales opportunities for account managers.
• Support contract extensions or additional business opportunities within existing accounts.
• Implement consistent processes for tracking service metrics and reporting.
• Solve straightforward problems using standard procedures and technical expertise.
• Provide informal guidance to new team members as needed.
• Apply knowledge of Broadridge systems, clients, and industry best practices to daily work.

• Bachelor's degree required.
• Minimum of 3 years of experience as a Relationship Manager or in a related client-facing role.
• Strong understanding of service delivery, client management, and performance metrics.
• Ability to analyze problems, evaluate solutions, and communicate findings effectively.
• Excellent interpersonal and communication skills.
• Experience managing client expectations and working cross-functionally with internal teams.
• Ability to work independently while receiving moderate guidance.

Mutual of America Financial GroupJob Title:Client Relationship Manager 3Location: New York, NY (hybrid) Who We Are:At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.Role Summary:The Client Relationship Manager 3 will focus on managing the ongoing client relationships within our Philadelphia office, supporting and processing their requests. You'll be responsible for retaining clients and providing excellent service. The Client Relationship Manager 3 will report into the Director, Sr. CRM.Responsibilities:Under the guidance of a Sr. CRM or CRM, maintain relationships with group retirement plan clients and key personnel for plans generally with under $1 million in assets and unaudited. *Plan sizes may vary depending on regional office plan count, demographics, and your overall degree of experienceManage the day-to-day operations and servicing of group retirement plan clientsOn an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasksFacilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner on behalf of licensed CRMs.Coordinate the request of any plan amendmentsSupport client payroll remittance processCoordinate plan support services (audit support, 5500's, compliance testing) with home office to ensure services are delivered timely and accuratelyWork closely within the regional team to coordinate appropriate delivery of MOA servicesSalesforce upkeep (input client contact data, update plan information, manage client tasks, etc.).Fulfill, as needed, the requests of other Client Relationship Managers in the office including Senior Client Relationship Managers in support of tasks that may need to be completed due to urgency/learning opportunitiesRequired Qualifications:Excellent business writing, presentation, and phone skillsAbility to handle pressure, prioritize, and multitask during a business dayCommunication skills and comfortability speaking with payroll managers, human resource directors and potentially c suite executivesPreferred Qualifications:Bachelor's degreePrior work experience in group retirement plan industryBasic knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and understanding of retirement plan rules & regulations.Prior client relationship management experienceWhat we offer you:Competitive base salaryAnnual BonusComprehensive Benefits Package (medical, dental, and vision) that starts day one of employment401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp)Parental Leave: 8 weeks fully paidPaid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $0,000 - 70,000Visit for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamericaMutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.