Current jobs related to Client Relationship Manager - Avondale Estates - MAI Wealth Management, Inc.
-
Relationship Banker
2 weeks ago
Avondale, Arizona, United States Bank of America Full timeAbout the RoleWe are seeking a skilled and motivated Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage clients in the...
-
Relationship Banker
2 weeks ago
Avondale, Arizona, United States Bank of America Full timeJob Summary:We are seeking a skilled and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key Responsibilities:Engage clients in...
-
Palos Verdes Estates, United States Charles Schwab Full timePosition Type: RegularYour opportunity Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role...
-
Insurance Sales Broker Manager
1 month 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...
-
Retail Banking Relationship Manager
1 week ago
Hoffman Estates, Illinois, United States Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and motivated Retail Banking Relationship Manager to join our team at the Bank of Montreal. As a key member of our branch team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesCustomer Service: Provide personalized service...
-
Relationship Banker
2 weeks ago
Avondale, Arizona, United States Bank of America Full timeJob SummaryAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and providing tailored solutions to meet their objectives.Key...
-
Territory Sales Representative
2 weeks ago
Avondale Estates, Georgia, United States gpac Full timeAbout the RoleThe Territory Sales Representative will play a crucial role in acquiring municipal and government contracts, promoting a range of specialized equipment designed for street and sewer maintenance.Key ResponsibilitiesDevelop and Maintain Relationships: Build and maintain relationships with municipal and government clients to promote and sell...
-
Civil Engineer
4 days ago
Avondale Estates, Georgia, United States gpac Full timeJob Title: Civil EngineerWe are seeking a highly skilled Civil Engineer to join our team at GPAC, a leading engineering and land planning firm. As a Civil Engineer, you will play a key role in providing engineering design and leadership for land development projects.Key Responsibilities:Prepare site civil development plans, including site and paving plans,...
-
Territory Sales Representative
3 days ago
Avondale Estates, Georgia, United States gpac Full time{"Job Title": "Territory Sales Representative", "Job Summary": "We are seeking a dynamic sales professional to join our team as a Territory Sales Representative. In this role, you will play a crucial part in acquiring municipal and government contracts, promoting a range of specialized equipment designed for street and sewer maintenance.Key...
-
Client Service Representative
3 weeks ago
Avondale, Arizona, United States Desert Ark Investments LLC Full timePosition OverviewDesert Ark Investments LLC is seeking a dedicated Client Service Representative to enhance our customer interactions. Our establishment operates a blend of general practice and urgent care services, focusing on delivering exceptional client experiences.The ideal candidate will be proactive, enthusiastic, and deeply committed to fostering the...
-
Client Service Representative
3 weeks ago
Avondale, Arizona, United States Desert Ark Investments LLC Full timeJob OverviewDesert Ark Investments LLC is seeking a dedicated Client Service Representative to enhance our client interactions and ensure a positive experience for both pets and their owners. We pride ourselves on providing a blend of general practice and urgent care services, and we are looking for an individual who is enthusiastic about fostering the...
-
SAP Client Partner
2 months ago
Hoffman Estates, United States Vistex Full timeVistex Client Partner(Remote)will manage and develop new and existing clients and work towards strengthening our relationships and increasing Vistex footprint. This person will also resolve clients' issues and communicate information accurately to the teams, engage with clients, position and aggressively pursue Vistex services and will be assigned to...
-
SAP Client Partner
6 days ago
Hoffman Estates, United States Vistex Full timeVistex Client Partner (Remote)will manage and develop new and existing clients and work towards strengthening our relationships and increasing Vistex footprint. This person will also resolve clients' issues and communicate information accurately to the teams, engage with clients, position and aggressively pursue Vistex services and will be assigned to...
-
SAP Client Partner
4 weeks ago
Hoffman Estates, United States Vistex Full timeVistex Client Partner (Remote)will manage and develop new and existing clients and work towards strengthening our relationships and increasing Vistex footprint. This person will also resolve clients' issues and communicate information accurately to the teams, engage with clients, position and aggressively pursue Vistex services and will be assigned to...
-
Client Services Representative
3 weeks ago
Avondale, Arizona, United States Desert Ark Veterinary Care Full timeAbout UsDesert Ark Veterinary Care is a newly established facility that combines general practice with urgent care services. We are dedicated to providing exceptional client experiences and are looking for a dynamic individual to join our team.Position OverviewWe are seeking a motivated and enthusiastic Client Services Representative who thrives in a...
-
Client Service Representative
3 weeks ago
Avondale, Arizona, United States Desert Ark Veterinary Care Full timeAt Desert Ark Veterinary Care, we pride ourselves on providing exceptional service in a hybrid model of general practice and urgent care. We are seeking a dedicated individual who is enthusiastic about enhancing the client experience and fostering the human-animal bond.About Us:Desert Ark Veterinary Care is committed to creating a positive work environment...
-
Client Service Representative
3 weeks ago
Avondale, Arizona, United States Desert Ark Investments LLC Full timeJob OverviewDesert Ark Investments LLC is seeking a dedicated Client Service Representative to enhance our customer engagement and support efforts. We pride ourselves on delivering exceptional service in a dynamic environment that combines general practice with urgent care services.About Us: At Desert Ark, we are committed to fostering a positive atmosphere...
-
Client Service Representative
3 weeks ago
Avondale, Arizona, United States Desert Ark Veterinary Care Full timeAt Desert Ark Veterinary Care, we pride ourselves on delivering exceptional service in a unique blend of general practice and urgent care. We are seeking a dedicated and enthusiastic individual to join our team as a Client Service Representative. Our ideal candidate is proactive, driven, and genuinely passionate about enhancing the client experience.About...
-
Registered Nurse RN Lead Preceptor Home Care
3 weeks ago
Avondale, United States HealthEcareers - Client Full timePrimary City/State:Avondale, ArizonaDepartment Name: Home Care Team-WestWork Shift: DayJob Category:Nursing$10k Sign - on Bonus, plus relocation package available!The future is full of possibilities. At Banner Health, we’re excited about what the future holds for health care. That’s why we’re changing the industry to make the experience the best it can...
-
Registered Nurse RN Home Health
3 weeks ago
Avondale, United States HealthEcareers - Client Full timePrimary City/State:Avondale, ArizonaDepartment Name: Home Care Team-WestWork Shift: DayJob Category:Nursing$10k Sign - on Bonus, plus relocation package available!The future is full of possibilities. At Banner Health, we’re excited about what the future holds for health care. That’s why we’re changing the industry to make the experience the best it can...
Client Relationship Manager
5 months 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
