Executive Client Manager

3 months ago

Nashville, United States Advocate Capital, Inc. Full time

Executive Client Manager

Excellent earning potential in a profitable, growing company

About Us


Founded in 1999, we are a team of businesspeople who are passionate about helping plaintiffs’ attorneys get even better results for their clients, mainly through our Case Expense Funding product. As 7th Amendment Advocates, we are always looking for ways to encourage, educate and support our law firm clients as they pursue justice on their clients’ behalf. The company subscribes to a policy of equal opportunity.


Our Mission


To help an ever-increasing number of plaintiff lawyers get even better results for their clients


The starting salary for this position is $65,000 to $75,000 depending upon experience


We offer an excellent benefits package including health, dental, and vision insurance coverage through Blue Cross Blue Shield of Tennessee. Employee and Company share the cost. Two times your annual salary life insurance (company paid); Short-Term and Long- Term Disability insurance (company paid); Flexible Spending Account for Unreimbursed Medical Expenses and Dependent Care Expenses, 401(k) with company match (max 4%) beginning on day one; 20 Paid Time Off (PTO) days pro-rated in the first year.


Among the many ways Advocate Capital rewards its employees, we offer:


Annual cash bonus - Participation in the Pinnacle Financial Partners, Inc. (parent company) Cash Incentive Plan. With respect to the Annual Cash Bonus, this award is subject to the terms and conditions of the Pinnacle Incentive Plan.

Restricted Share Award - Potential future equity compensation in the Pinnacle Financial Partners, Inc. 2018 Omnibus Equity Incentive Plan. Grant date will be set as of the date of Board approval.


To apply, please send your resume to:


ecm-applicants@AdvocateCapital.com.


Job Summary


The Executive Client Manager facilitates and manages relationships for Advocate Capital’s assigned clients. The Executive Client Manager I (ECM) will cultivate positive relationships and serve as an ally and liaison between clients, the credit committee, and the accounting department, providing creative solutions when necessary to strengthen relationships and secure business. The ECM will also make sure certain clients have the tools and information they need to ensure maximum utilization of the product while also ensuring those clients are adhering to the terms of the credit facility. We are actively recruiting to fill this role.


Job Responsibilities


· Serve as a trusted first point of contact, advocate, and problem solver for clients – this role is “the face of Advocate Capital” and a resource for all questions.

· Using creative initiative, strong listening skills, and a friendly, patient approach, develop and maintain positive, productive, friendly, and committed relationships with existing clients and the clients’ designee.

· Reach out via phone, email, mail (birthday cards, anniversary cards, etc.), and social media according to the assigned contact schedule, utilizing judgment to contact in addition to the schedule.

· Leverage established, positive relationships with clients to obtain referrals for new business.

· Maximize utilization of ACI products and services by consulting with the Guarantors, assessing their specific financial & personal goals and objectives, and identifying a specific plan through the ACI relationship.

· On a consistent & routine basis (daily via daily summary and then a more detailed view weekly), review account utilization (account balances, funding, and payment history) to assess utilization and identify any specific needs or threats to be addressed (such as accounts nearing maximum utilization or accounts underutilizing the program). Follow up accordingly, communicating any specific outliers, needs, or threats to the CEO.

· On an annual basis, coordinate the collection of renewal review information including any credit committee questions for the portfolio of accounts while managing a positive productive relationship with the clients throughout this process. Help clients over specific hurdles when necessary, communicating special needs to the credit department.

· Coordinate the collection of Quality Assurance Review information, according to a pre-defined procedure and specific timeline, ensuring the needs of the QAA team and the credit team are met. Assist clients with gathering and providing the information in the most efficient way possible

· Serve as an ambassador for Advocate Capital, attending tradeshows, state bar conventions, and other client-related / marketing events.

· Provide training as needed for assigned customer accounts and assist the sales team with educating prospect/new customer accounts.

· Lead a selection of ‘as needed’ special projects as assigned by our CEO


Job Qualifications


· Bachelor’s degree in Business Administration, or a related field, or equivalent experience.

· 5 – 6 years of proven experience managing critical relationships within the financial or legal industry.

· Paralegal Certification (can be obtained through your employment)

· Physical requirements –occasional driving to client locations Desired Candidate Competencies

· Financial acumen

· Communication and Client Service Skills

· Detail Orientation

· Critical Thinking and Analytical Skills

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