Client Relationship Manager
2 weeks ago
GENERAL JOB DESCRIPTION
The Client Relationship Manager (CRM) is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors. The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention, and relationship expansion.
MAJOR DUTIES AND RESPONSIBILITIES
- Form, maintain and strengthen relationships with key clients.
- Develop and manage business plans that identify key clients and list action steps to strengthen those relationships.
- Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio. Manage negotiations for existing clients.
- Participate in the sales process for new 401(k) business. Identifies business opportunities for both organic growth and across the company. Work within the organization to develop, position, and implement these solutions.
- Consult with clients on investment issues including performance, diversification, style and suitability.
- Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health.
EXPERIENCE/CREDENTIALS
- Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
- Bachelor’s degree preferred or equivalent work experience.
- Preferred: client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends
COMPETENCIES
- Thrives in a team-based environment.
- Ability to work in a dynamic and fast-paced environment.
- Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices.
- Demonstrate knowledge of defined contribution financial products and services
- Ability to travel frequently (25 – 40%)
- Preferred: consultative and negotiation skills, demonstrate strong verbal and written communications skills
FEATURED BENEFITS:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
-
Client Relationship Manager
6 days ago
Avondale Estates, United States MAI Wealth Management, Inc. Full timeJob DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Client Relationship Manager (CRM) is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors. The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention, and relationship expansion....
-
Client Relationship Manager
1 month ago
Avondale, United States Ernest Full timeErnest is currently in search of a Client Relationship Manager (outside B2B sales) for our division located in Avondale, AZ. This is a full-time position that offers a competitive base salary, commissions, bonuses, along with a wonderful company culture.For over 75 years, Ernest has been committed to the success of our extended family, our customers, our...
-
Sr. Account Manager
2 weeks ago
Avondale Estates, United States ELGi North America Full timeJob Description Job Description About Us Established in 1960, ELGi is a global compressed air solutions provider with over two million customers across 100 countries. With over 400 products and accessories, ELGi aims to provide the lowest ownership cost experience supported by responsive service. Our brand goal of being "Always Better" for our customers,...
-
Insurance Sales Broker Manager
3 days ago
Avondale Estates, United States FrankCrum Full timeJob DescriptionJob DescriptionFrankCrum is a Top Workplace!FrankCrum, voted by its employees as a Top Workplace in Tampa Bay for more than 10 years in a row, is a Professional Employer Organization (PEO) based in Clearwater, Florida. FrankCrum employs approximately 500 people who serve over 4,000 businesses by offering a full range of HR services, including...
-
Sr. Account Manager
1 month ago
Avondale Estates, United States ELGi North America Full timeJob DescriptionJob DescriptionAbout UsEstablished in 1960, ELGi is a global compressed air solutions provider with over two million customers across 100 countries. With over 400 products and accessories, ELGi aims to provide the lowest ownership cost experience supported by responsive service. Our brand goal of being "Always Better" for our customers,...
-
Digital Customer Relationship Manager
2 weeks ago
Avondale, United States Dansko Full timeSummary:Responsible for email and Customer Relationship Management to drive consumer retention and conversion initiatives to support our e-commerce business and brand growth. The CRM Manager develops strategic and tactical plans across multiple channels and site experiences that drive sustained and profitable business growth. This person will partner with...
-
Digital Customer Relationship Manager
1 month ago
Avondale, United States Dansko Full timeSummary:Responsible for email and Customer Relationship Management to drive consumer retention and conversion initiatives to support our e-commerce business and brand growth. The CRM Manager develops strategic and tactical plans across multiple channels and site experiences that drive sustained and profitable business growth. This person will partner with...
-
Digital Customer Relationship Manager
2 months ago
Avondale, United States Dansko Full timeSummary:Responsible for email and Customer Relationship Management to drive consumer retention and conversion initiatives to support our e-commerce business and brand growth. The CRM Manager develops strategic and tactical plans across multiple channels and site experiences that drive sustained and profitable business growth. This person will partner with...
-
Director of Client Relations
4 weeks ago
Avondale, United States Ernest Packaging Solutions Full timeFor over 77 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest is...
-
Accounting Advisory
1 month ago
Avondale Estates, United States Solomon Page Full timeOur client, a boutique Accounting Advisory firm, is interested in hiring Accounting and Finance Professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability...
-
Avondale Estates, United States Chatman & Associates Inc Full timeJob DescriptionJob DescriptionWhen opportunity knocks, dont be afraid to answer!Chatman and Associates, Inc. who have been established and in business for over 15 years, is looking to add a Full-time Georgia P&C Licensed Customer Service Representative to our growing team. This is an exciting opportunity for anyone wanting to advance their insurance career....
-
Associate Account Manager
3 weeks ago
Avondale, United States BrightView Holdings, Inc. Full timeThe Associate Account Manager (AAM) serves as the primary contact for BrightView clients. They build and sustain long-term relationships, focusing on both client retention and ancillary sales. The Associate Account Manager works with clients within t Account Manager, Associate, Manager, Production Manager, Leadership, Accounting, Account
-
Associate Account Manager
1 month ago
Avondale, United States BrightView Landscapes Full time**Description** At BrightView, the best teams are created and maintained here. If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest. Were looking for anAssociate Account Manager.Can you picture yourself here? **Heres what youd do**: The Associate Account Manager (AAM) serves...
-
Bail Bond Agent
2 weeks ago
Avondale Estates, United States 24 Fast Bail Bonds Full timePurpose: Increase overall revenue by exhibiting a positive and energetic attitude to sell our service to customers while guiding them through the bond process to facilitate the release of their loved ones from local detention facilities.We are looking for professional individuals to work full time at a busy bail bond office. No prior experience is necessary...
-
Associate Account Manager
4 weeks ago
Avondale, United States brightview.com Full timeAt BrightView, the best teams are created and maintained here. If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest. Were looking for an Associate Account Manager. Can you picture yourself here? Heres what youd do: The Associate Account Manager (AAM) serves as the primary...
-
Account Manager
3 days ago
Avondale, United States AZ PRO SIGNS, INC. Full timeJob DescriptionJob DescriptionAZPRO // Account ManagerAre you tired of being stuck in a job where you are treated like a number and not a valued member of the team? At AZPRO our mission is to build a kick-ass company with great people and outstanding results, allowing us to provide personal and financial freedom for all our team members so we can live our...
-
Yard Spotter|Careers in gear
1 month ago
Avondale Estates, Georgia, United States FirstFleet Full timeDriver's Tucker, GA - YARD SPOTTERFirstFleet Tucker, GA has a Yard Spotter Position Avail. 20 + year customer, JOB SECURITY PAY$ OT over 40 hoursWednesday Saturday 6pm 6amJOBLocal Operation - Home DailySchedule: Evening dispatchAutomatic Day CabsWhy FirstFleet?Family Owned & Operated since 1986100% Dedicated FleetsCommitment to SAFETY - All late model...
-
Bilingual Branch Manager
2 weeks ago
Avondale, United States Midway Staffing, Inc. Full time**$1000 Sign On Bonus!** **Weekly Pay + Monthly Bonus Incentives** **Salary: $80,000** **1**st** Shift Monday - Friday** **Location: Avondale, AZ** The Branch Manager is responsible for the day-to-day operations of the Midway Staffing Branch. This role will build and subsequently oversee the Talent Acquisition team’s performance within the respective...
-
Bilingual Branch Manager
1 week ago
Avondale, United States Midway Staffing Full timeMidway Staffing is looking for our next Branch Manager! The right candidate must have a "go-getter" attitude, a strong desire to succeed, and an understanding of the staffing industry. The Branch Manager is responsible for the day-to-day operations of the Midway Staffing Branch. This role will build and subsequently oversee the Talent Acquisition team’s...
-
Bilingual Branch Manager
1 week ago
Avondale, United States Midway Staffing Full time*$1000 Sign On Bonus!* Weekly Pay + Monthly Bonus Incentives Salary: $80,000 1st Shift Monday - Friday Location: Avondale, AZ Midway Staffing is looking for our next Branch Manager! The right candidate must have a "go-getter" attitude, a strong desire to succeed, and an understanding of the staffing industry. The Branch Manager is responsible for the...