Relationship Manager

5 days ago

Irving, United States Halcyon Wealth Advisors, LLC Full time

About Us: At Halcyon Wealth Advisors, we specialize in providing comprehensive financial planning and investment management services to our clients. We are dedicated to delivering personalized solutions that help individuals and organizations achieve their financial goals with confidence and clarity.


Job Description: We are seeking a skilled and driven Relationship Manager to join our team. This pivotal role involves overseeing and coordinating all aspects of retirement plans on a daily basis. The Relationship Manager will play a crucial part in ensuring client satisfaction and expanding our relationships with plan sponsors and participants, thereby enhancing the value Halcyon provides to its clients.


Responsibilities:

  • Manage the ongoing service schedule for multiple retirement plans.
  • Conduct regular meetings with small business owners discussing their retirement plan.
  • Prepare, coordinate, and facilitate employee education presentations.
  • Serve as the primary point of contact for clients, ensuring exceptional service delivery and addressing inquiries and concerns promptly.
  • Build strong relationships with retirement plan participants, understanding their needs and providing tailored solutions.


Requirements:

  • Confident presentation skills.
  • Excellent communication skills, both verbal and written, with the ability to articulate concepts clearly.
  • Ability to prioritize and manage multiple tasks while maintaining a high level of accuracy and attention to detail.
  • Ability to work both independently and as a member of a team.


Benefits:

  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package including dental, vision, life, and retirement plan contributions.
  • Opportunities for professional development and advancement within the firm.


How to Apply: If you are a motivated professional with a passion for client service, we encourage you to submit your resume.


Halcyon Wealth Advisors is an equal opportunity employer committed to diversity and inclusion in the workplace. We welcome and encourage applications from qualified individuals of all backgrounds.

  • Relationship Manager

    1 month ago

    Irving, United States Halcyon Wealth Advisors, LLC Full time

    About Us: At Halcyon Wealth Advisors, we specialize in providing comprehensive financial planning and investment management services to our clients. We are dedicated to delivering personalized solutions that help individuals and organizations achieve their financial goals with confidence and clarity.Job Description: We are seeking a skilled and driven...

  • Senior Relationship Manager

    2 weeks ago

    Irving, Texas, United States Nasdaq Full time

    About the RoleNasdaq is seeking a highly skilled and experienced Senior Relationship Manager to join our Listings and Relationship Management team. As a key member of our team, you will be responsible for building and maintaining effective long-term relationships with senior-level decision makers and influencers at our customer accounts.Key...

  • Client Relationship Manager

    4 weeks ago

    Irving, Texas, United States EmployerDirect Healthcare Full time

    About Employer Direct HealthcareEmployer Direct Healthcare (EDH) is dedicated to revolutionizing access to exceptional medical care during critical moments. As the foremost provider of surgical benefits for self-insured organizations, we facilitate guided access to high-quality, cost-effective healthcare solutions for employers, their employees, and their...

  • Software Client Relationship Manager

    2 days ago

    Irving, United States TEKVANA INC. Full time

    Software Client Relationship Manager Client Relationship Assistant Manager ( Client Accounts Manager)Need to have Results-driven Software Client Relationship Manager with 6+ years of experience in building and maintaining strong client relationships, driving client success, and managing technical project implementations. Adept at identifying client needs,...

  • Senior Relationship Manager

    2 weeks ago

    Irving, Texas, United States Nasdaq Full time

    About the RoleNasdaq is seeking a seasoned professional to join our Listings and Relationship Management team as a Sr. Managing Director on the West Region RM Team. This is an exceptional opportunity to build and maintain long-term relationships with senior-level decision makers and influencers at publicly traded companies.Key ResponsibilitiesDevelop and...

  • Lead Client Relationship Manager

    4 weeks ago

    Irving, Texas, United States Giltner Logistics Full time

    Job Position:Lead Client Relationship Manager Employment Type: Full-time Benefits include medical, dental, vision, paid time off, and a 401K Business: Logistics and Freight Services Lead Client Relationship Manager Job Description As a Lead Client Relationship Manager, you will be essential in fostering and enhancing strong client partnerships by managing...

  • Software Client Relationship Manager

    21 hours ago

    Irving, Texas, United States TEKVANA INC. Full time

    Job Title: Software Client Relationship ManagerAbout the Role:We are seeking a results-driven Software Client Relationship Manager to join our team at TEKVANA INC. This is a key position that requires a strong understanding of client needs and the ability to drive client success.Key Responsibilities:Build and maintain strong client relationshipsDrive client...

  • Small Business Relationship Manager

    5 days ago

    Irving, Texas, United States Comerica Incorporated Full time

    {"Job Title": "Small Business Banker", "Job Description": "Job SummaryWe are seeking a highly motivated and experienced Small Business Banker to join our team at Comerica Incorporated. As a Small Business Banker, you will be responsible for driving net customer growth through the attraction, expansion, and retention of small business relationships.Key...

  • Business Relationship Support Senior Manager

    2 days ago

    Irving, Texas, United States Wells Fargo Full time

    About this Role:Wells Fargo is seeking a seasoned professional to join our Market Coverage Relationship Support and Services team as a Business Relationship Support Senior Manager in Commercial Banking. As a key member of our team, you will be responsible for managing the relationship support function for a large regional banking office or multiple offices,...

  • Relationship Banker

    1 week ago

    Irving, Texas, United States BankTalent HQ Full time

    {"title": "Branch Relationship Banker", "description": "At BankTalent HQ, we're committed to delivering exceptional customer service and building strong relationships with our clients. As a Branch Relationship Banker, you'll play a key role in providing top-notch banking services to our customers at our North Irving banking center in Irving, TX.**Key...

  • Client Relationship Manager

    4 weeks ago

    Irving, Texas, United States Take Command Full time

    About Take CommandTake Command is an innovative start-up dedicated to transforming the healthcare landscape, beginning with health insurance. We assist employers in reimbursing employees for individual insurance plans rather than offering traditional group plans.Our approach empowers employees to become informed healthcare consumers, potentially...

  • Client Relationship Manager

    4 weeks ago

    Irving, Texas, United States Gartner Full time

    About the Position:The Client Success team embodies a Client for Life Philosophy, ensuring that every Gartner client derives value that significantly surpasses their investment. Team members strive to comprehend and highlight the client's business objectives, dissect challenges, and pinpoint the most effective strategies to assist the client in making...

  • Client Relationship Manager

    4 weeks ago

    Irving, Texas, United States Gartner Full time

    About the Position:The Client Success team adheres to a Client for Life Philosophy, ensuring that every Gartner client derives value that significantly surpasses their investment. Team members strive to comprehend and highlight the client's business objectives, dissect challenges, and pinpoint the most effective strategies to assist the client in making...

  • Sales Relationship Coordinator

    4 weeks ago

    Irving, Texas, United States Wellfit Technologies Inc. Full time

    Job OverviewWellfit Technologies Inc. is at the forefront of the dental industry's financial technology solutions, enhancing interactions among patients, providers, employers, and payors. Our mission is to eliminate financial obstacles to ensure access to essential treatment and care.Role SummaryAs a Client Sales Consultant at Wellfit, you will be...

  • Branch Relationship Banker

    6 days ago

    Irving, Texas, United States BankTalent HQ Full time

    Job Title: Branch Relationship BankerAt BankTalent HQ, we're committed to creating a diverse and inclusive team that delivers exceptional service to our clients. We're seeking a highly skilled Branch Relationship Banker to join our team at our North Irving banking center in Irving, TX.Key Responsibilities:Provide top-notch customer service to new and...

  • Client Relationship Specialist

    4 weeks ago

    Irving, Texas, United States Epsilon Full time

    Job OverviewThe Client Account Coordinator plays a crucial role in fostering and maintaining strong relationships with clients, ensuring their strategic objectives are met through effective communication and collaboration.Key Responsibilities:Develop a comprehensive understanding of the client's business landscape, including their strategic goals and...

  • Branch Relationship Banker

    1 week ago

    Irving, Texas, United States BankTalent HQ Full time

    Job Title: Branch Relationship BankerAt BankTalent HQ, we're committed to delivering exceptional customer experiences and fostering a culture of inclusivity and diversity. We're seeking a highly skilled Branch Relationship Banker to join our team at our North Irving banking center in Irving, TX.Key Responsibilities:Provide top-notch customer service to...

  • Branch Relationship Banker

    1 week ago

    Irving, Texas, United States BankTalent HQ Full time

    Job Title: Branch Relationship BankerAt BankTalent HQ, we're committed to delivering exceptional customer experiences and fostering a culture of inclusivity and diversity. We're seeking a highly skilled Branch Relationship Banker to join our team at our North Irving banking center in Irving, TX.Key Responsibilities:Provide top-notch customer service to...

  • Branch Relationship Banker

    3 days ago

    Irving, Texas, United States BankTalent HQ Full time

    Job Title: Branch Relationship BankerAt BankTalent HQ, we're committed to creating a diverse and inclusive team that delivers exceptional service to our clients. We're seeking a highly skilled Branch Relationship Banker to join our team at our North Irving banking center in Irving, TX.Key Responsibilities:Provide top-notch customer service to new and...

  • Branch Relationship Banker

    2 weeks ago

    Irving, Texas, United States BankTalent HQ Full time

    Job Title: Branch Relationship BankerAt BankTalent HQ, we're committed to delivering exceptional customer experiences and fostering a culture of inclusivity and diversity. We're seeking a highly skilled Branch Relationship Banker to join our team at our North Irving banking center in Irving, TX.Key Responsibilities:Provide top-notch customer service to new...