A company is looking for a Client Relationship Manager-TEM to manage client relationships and enhance profitability.Key ResponsibilitiesManage all aspects of Tax Exempt / 401k sponsored plans for 3-6 clientsServe as the primary customer contact and resolve service and communication issuesParticipate in relationship management with plan sponsors, financial advisors, and consultantsRequired QualificationsBachelor's degree in Business Administration or equivalent3+ years of experience in the financial services industryCustomer service experiencePrior experience with Omni 7.
4, Task Manager, Request Management, and Salesforce preferred
Client Relationship Manager
A company is looking for a Client Relationship Manager-TEM to manage client relationships and enhance profitability. Task Manager, Request Management, and Salesforce preferred. ...
Client Relationship Manager
The Client Relationship Manager will provide excellent client service, ensuring client expectations are met and exceeded through regular meetings and discussions covering service levels and portfolio performance. Creating and maintaining a high level of client satisfaction as measured by both intern...
Client Relationship Manager - Denver, CO
Client Relationship Manager - Denver, CO / Scottsdale and/or Phoenix, Arizona. Partners with Implementation Team to set appropriate expectations with clients and brokers about standard contract provisions and potential exceptions. Sets appropriate expectations with clients and brokers about standard...
Client Relationship Manager I-Building Commissioning
The Client Relationship Manager I holds responsibility for the overall relationship with identified clients and successful delivery of client's projects. Looking for a Client Relationship Manager I-Building Commissioning. Serves as the principal level relationship and trusted advisor with clients fo...
Client Relationship Manager
Be the primary contact with our existing clients and build long-term relationships. Creates and builds long-term relationships to improve member retention, growth and recurring revenue through conversions, upselling and relationships Member Experience. Utilize available tools and reports, such as cl...
Client Relationship Manager I-Building Commissioning
The Client Relationship Manager I holds responsibility for the overall relationship with identified clients and successful delivery of client’s projects. Looking for a Client Relationship Manager I-Building Commissioning. Serves as the principal level relationship and trusted advisor with clients fo...
Relationship Manager - RPS Client Service
As the lead interface between plan sponsor and Schwab, the Relationship Manager will be accountable for client satisfaction, delivering value to clients by broadening Schwab's relationships with plan sponsors and plan participants. Relationship Manager - RPS Client Service. Driven by our purpose to ...
Client Relationship Manager
As a Client Relationship Manager, you will work with our network of caring professionals to deliver one-on-one care that enhances the quality of life for our clients while delivering on our promise to Elevate the Human Spirit. Job Summary: The Client Relationship Manager (“CRM”) i...
Manager, Clinic Operations
GSPP seeks a Clinic Operations Manager to support our student training clinics. Manage storage and access for all physical materials in the clinic, including furniture, in collaboration with clinic personnel and the Building and Operations Manager. Develop business operations continuity plans for cl...
Commercial Account Executive - West
Account Executive - Colorado or Utah. The Commercial Account Executive is responsible for the sale of the company's products and services, specifically OneStream, in a specified region or major geographical area and provides ongoing support to the product distribution channel. Cultivate new Commerci...