Current jobs related to Client Relationship Manager - St George - Soltis Investment Advisors
-
Senior Client Relationship Manager
3 weeks ago
St Louis, Missouri, United States Growing Green Full timeAccount Manager Role at Growing GreenWe are seeking a skilled Account Manager to join our team at Growing Green. As an Account Manager, you will be responsible for managing and nurturing key client relationships, serving as their trusted advisor and problem solver.Key Responsibilities:Manage and nurture key client relationshipsServe as a trusted advisor and...
-
Senior Client Relationship Manager
3 weeks ago
St Louis, Missouri, United States Cigna Full timeJob SummaryThe Senior Client Relationship Manager is responsible for ensuring clients receive superior service and satisfaction. This role is a key member of the core client account team, responsible for overall satisfaction and retention of assigned book of business.Key ResponsibilitiesManages day-to-day client relationships through comprehensive knowledge...
-
Client Relationship Representative
4 weeks ago
St Paul, United States Thomson Reuters Full timeAs a Client Relationship Representative, you will be instrumental in managing and strategically renewing print contracts within your designated territory. Working collaboratively with your sales reps, you will aim to improve account retention, capita Client Relations, Relationship, Representative, Business Development, Relations, Product Development,...
-
Community Banking Relationship Manager
4 weeks ago
Saint George, Utah, United States BankTalent HQ Full timeTransform Your Career with Zions BankZions Bank is committed to being the premier employer of choice, recognized for its dedication to employee excellence and diversity. As a Community Banking Relationship Manager, you will be part of a growing high-performing team that prioritizes client satisfaction and career growth.Key Responsibilities:Generate new...
-
Relationship Manager Assistant
7 days ago
St. Charles, United States Entreprise anonyme Full timeMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...
-
Relationship Manager
4 weeks ago
St. Petersburg, FL, USA, United States Dynasty Financial Partners Full timeRelationship ManagerDynasty Financial Partners is seeking a highly skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our client firms, providing strategic guidance and support to help them drive growth and profitability.Key...
-
Market Relationship Manager
3 days ago
St. Louis, United States Fifth Third Bank Full timeMake banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: Responsible for profitable business development and monitor the quality of an existing portfolio of companies with annual gross sales of at least $10 Million within a specific...
-
Relationship Manager
2 weeks ago
st. louis, United States Infinite Computer Solutions Full timeJob Description:Job Title: Relationship ManagerDuration: Full-Time EmploymentLocation: St Louis, MOPrimary Skillsets:Oversee client relationships across assigned portfolio of accounts, ensuring excellence standards in post-sales through solution definition/delivery and ongoing support services.Develop and maintain account plan by leading a joint...
-
Relationship Manager
2 weeks ago
St Louis, United States Infinite Computer Solutions Full timeJob Description:Job Title: Relationship ManagerDuration: Full-Time EmploymentLocation: St Louis, MOPrimary Skillsets:Oversee client relationships across assigned portfolio of accounts, ensuring excellence standards in post-sales through solution definition/delivery and ongoing support services.Develop and maintain account plan by leading a joint...
-
Relationship Manager
2 weeks ago
st. louis, United States Infinite Computer Solutions Full timeJob Description:Job Title: Relationship ManagerDuration: Full-Time EmploymentLocation: St Louis, MOPrimary Skillsets:Oversee client relationships across assigned portfolio of accounts, ensuring excellence standards in post-sales through solution definition/delivery and ongoing support services.Develop and maintain account plan by leading a joint...
-
Client Manager
3 days ago
st. louis, United States Covenant Technology Partners Full timeCovenant Technology Partners is a United States-based Microsoft Partner, offering management and technology consulting as well as Managed Services. We specialize in assisting clients through the innovative application of Microsoft technologies. Our team members thrive in an energetic, collaborative, and entrepreneurial environment, engaging in challenging...
-
Client Manager
3 days ago
st. louis, United States Covenant Technology Partners Full timeCovenant Technology Partners is a United States-based Microsoft Partner, offering management and technology consulting as well as Managed Services. We specialize in assisting clients through the innovative application of Microsoft technologies. Our team members thrive in an energetic, collaborative, and entrepreneurial environment, engaging in challenging...
-
Client Manager
3 days ago
St Louis, United States Covenant Technology Partners Full timeCovenant Technology Partners is a United States-based Microsoft Partner, offering management and technology consulting as well as Managed Services. We specialize in assisting clients through the innovative application of Microsoft technologies. Our team members thrive in an energetic, collaborative, and entrepreneurial environment, engaging in challenging...
-
Commercial Banking Relationship Manager
3 weeks ago
St Louis, Missouri, United States Regions Bank Full timeWe are seeking a skilled Commercial Relationship Manager to join our team at Regions Bank. In this role, you will be responsible for delivering credit and a broad range of product/service client solutions within a dedicated geographic area, targeting general-industry clients with annual revenues between $1MM - $250MM.Key Responsibilities:Identify,...
-
Freight Relationship Manager
1 month ago
Port St Lucie, United States Circle Logistics, Inc Full timeJob Title: Freight Relationship ManagerCompany: Circle LogisticsLocation: Port St Lucie, FloridaAbout Circle Logistics: Circle Logistics is a leading third-party logistics (3PL) company, specializing in providing customized transportation solutions to a diverse range of industries. We pride ourselves on delivering exceptional customer service, leveraging our...
-
Freight Relationship Manager
1 month ago
Port St Lucie, United States Circle Logistics, Inc Full timeJob Title: Freight Relationship ManagerCompany: Circle LogisticsLocation: Port St Lucie, FloridaAbout Circle Logistics: Circle Logistics is a leading third-party logistics (3PL) company, specializing in providing customized transportation solutions to a diverse range of industries. We pride ourselves on delivering exceptional customer service, leveraging our...
-
Associate Relationship Manager
2 months ago
St. Louis, MO, USA, United States Fifth Third Bank, N.A. Full timeJob Title: Associate Relationship ManagerWe are seeking a highly skilled Associate Relationship Manager to join our team at Fifth Third Bank, National Association. As a key member of our commercial banking team, you will be responsible for partnering with Relationship Managers in sales and servicing, performing analytical tasks, and identifying and assisting...
-
Healthcare Relationship Manager
3 weeks ago
St. Louis, MO, USA, United States Fifth Third Full timeTransforming Banking for Healthcare OrganizationsFifth Third Bank is seeking a seasoned Healthcare Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with healthcare companies and institutions in the Kansas City area.Key Responsibilities:Identify and...
-
Associate Relationship Manager
4 weeks ago
St. Louis, MO, USA, United States Fifth Third Bank, N.A. Full timeJob Summary:The Associate Relationship Manager is a key member of our commercial banking team, responsible for building and maintaining strong relationships with clients. This role requires a strong understanding of financial and risk analysis, as well as basic sales and business development acumen. The ideal candidate will have a bachelor's degree in...
-
Client Success Manager
4 weeks ago
St. Petersburg, Florida, United States Dynasty Financial Partners, LLC Full timeJob Title: Client Success ManagerJoin Dynasty Financial Partners, LLC as a Client Success Manager and play a vital role in ensuring the success of our clients. As a key member of our Technology Network Services team, you will be responsible for delivering exceptional client experiences, driving project success, and fostering strong relationships with our...
Client Relationship Manager
2 months ago
As a highly ranked Retirement Plan Advisor and Top RIA firm, Soltis Investment Advisors is looking to hire a full-time, energetic and driven Client Relationship Manager. They will be joining our high-performing Customer Care team. This role offers a chance to advance your career in wealth management, and better your understanding of the financial industry. As a Client Relationship Manager, your problem-solving skills and attention to detail are essential in supporting the Customer Care team and assisting with new client onboarding. You will actively seek ways to enhance systems and streamline processes, promoting a culture of open communication and teamwork for the benefit of all stakeholders.
Job Responsibilities:
- Develop and maintain client relationships.
- Facilitate client onboarding.
- Handle investment subscription documentation.
- Provide various wealth management services.
- Utilize Office 365, DocuSign, and other industry software.
- Ensure high levels of client satisfaction.
Knowledge, Skills, Abilities
- Detail-oriented
- Professional conduct and demeanor
- Self-motivated
- Compliance-minded
- Strong problem-solving skills
- Excellent communication skills
- Ability to work effectively in a team environment
Qualifications:
Seeking a dedicated individual for a highly technical role that requires training, regardless of prior industry knowledge.1-2 years industry experience preferred but not required.
Benefits Offered:
- Health Insurance: Multiple health plan options, with significant employer premium coverage for health, dental, and vision insurance.
- Retirement Savings: Employer-matched retirement savings plan, fully vested, with covered administration and management fees.
- Paid Time Off: Includes paid vacation, personal leave, and floating holidays, with increased accrual rates based on years of service.
- Parental Leave: Paid maternity and paternity leave.
- Wellness and Additional Support: Wellness benefits, including health club membership reimbursement, and paid leave for bereavement, jury duty, and military service.
