Client Relationship Specialist
2 weeks ago
Key Responsibilities
- Financial Reporting and Data Management: Utilize advanced tools to analyze and report on portfolio performance.
- Account Reconciliation: Perform thorough reconciliations, investigate discrepancies, and implement corrections.
- Investment Analysis: Review and interpret private equity and hedge fund statements.
- Data Consolidation: Aggregate information from various sources and custodians for comprehensive reporting.
- Client Support: Foster strong relationships with clients, assisting with account setup, training, and ongoing support.
- Software Maintenance: Oversee system configurations and software updates to ensure optimal performance.
- Project Management: Collaborate with team members to prioritize and execute projects effectively.
- Operational Excellence: Develop and implement policies and procedures to enhance operational efficiency.
Qualifications
- Bachelor's degree in finance, computer science, statistics, mathematics, or a related discipline.
- Exceptional interpersonal and customer service skills.
- Ability to proactively identify and address client and organizational needs.
- Strong organizational skills with a self-driven approach to meeting deadlines.
- Meticulous attention to detail and commitment to accuracy.
- Proficient in technology, with a solid understanding of software tools and applications.
- Advanced skills in MS Excel and PowerPoint, with foundational knowledge of database concepts.
- Understanding of investment principles, performance reporting, and portfolio management.
- Analytical thinker with strong problem-solving capabilities.
- Able to work collaboratively as well as independently.
Compensation and Benefits
The salary range for this position is between $55,000 and $60,000. iCapital provides a competitive compensation package that includes salary, equity options, and an annual performance bonus. Comprehensive benefits are offered, including retirement plans, healthcare, dental and vision coverage, mental health services, parental leave, and unlimited paid time off.
Employees are expected to work in the office four days a week, with the option for remote work flexibility. Specific roles may have designated in-office requirements.
-
Client Relationship Specialist
2 weeks ago
Jacksonville, Florida, United States Halff Full timeJoin Halff as a Client Relationship Specialist. Position Overview: Client Relationship Specialists (CRS) are pivotal in fostering growth and expansion at Halff. The CRS's proficiency in recognizing new business avenues, nurturing client partnerships, and driving revenue is essential for achieving our strategic objectives. Key Responsibilities: Identify and...
-
Client Relationship Specialist
1 week ago
Jacksonville, Florida, United States iCapital Full timeClient Delivery Advocate at iCapital NetworkKey ResponsibilitiesFinancial Reporting and Data Management: Utilize tools for financial reporting and data aggregation.Performance Analysis: Evaluate portfolio performance metrics.Account Reconciliation: Conduct thorough account reconciliations, investigate discrepancies, and implement corrections.Statement...
-
Client Relationship Specialist
2 weeks ago
Jacksonville, Florida, United States Wellington Hawkins - State Farm Agent Full timeExplore the Role of an Agent Team Member at Wellington Hawkins - State FarmPosition Overview: Wellington Hawkins, a State Farm Insurance Agent, is seeking a motivated individual to enhance their team. This role focuses on developing and maintaining customer relationships within the community, promoting a range of insurance products such as auto, home, and...
-
Client Relationship Manager
2 weeks ago
Jacksonville, Florida, United States Consolidated Electrical Distributors Full timePosition Overview:Job Title: Client Relationship ManagerDepartment: Jacksonville - Greentech RenewablesLocation: FL-JacksonvilleRole Summary:We are seeking a dedicated Client Relationship Manager to oversee a portfolio of clients, ensuring their satisfaction and providing essential sales assistance. The ideal candidate will possess a strong customer focus,...
-
Client Relationship Manager
2 weeks ago
Jacksonville, Florida, United States Brooksource Full timeAbout Brooksource:Since its inception, Brooksource has dedicated itself to fostering organic growth, prioritizing internal promotions, and maintaining a culture that emphasizes development opportunities. What started as a modest two-person operation has swiftly evolved into a prominent entity in the Staffing and Recruiting sector, recognized for its...
-
Senior Client Relationship Manager
7 days ago
Jacksonville, Florida, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Client Relationship Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer...
-
Senior Client Relationship Manager
4 days ago
Jacksonville, Florida, United States PNC Full timeJob DescriptionJob Summary:PNC is seeking a highly skilled and experienced Senior Client Relationship Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key...
-
Client Relationship Manager
2 weeks ago
Jacksonville, Florida, United States Parvez Sahotra - State Farm Agent Full timePosition OverviewAn insurance professional is sought to enhance customer interactions and foster relationships within the community. As a member of the Parvez Sahotra - State Farm Agent team, you will focus on promoting a range of insurance products, including auto, home, and life insurance.Key ResponsibilitiesDevelop and maintain customer relationships,...
-
Client Relationship Manager
2 weeks ago
Jacksonville, Florida, United States Parvez Sahotra - State Farm Agent Full timePosition OverviewWe are looking for a dynamic and career-driven professional to take on the role of Account Manager at Parvez Sahotra - State Farm Agent. In this position, you will cultivate and enhance customer relationships within the community while promoting a range of State Farm products, including auto, home, and life insurance.Key...
-
Client Relationship Executive
1 week ago
Jacksonville, Florida, United States Kim Lego - State Farm Agent Full timeJoin Our Team at Kim Lego - State Farm AgentAre you enthusiastic about cultivating your own career? If so, we invite you to explore the opportunity with Kim Lego - State Farm Agent. As part of our agency, you will gain insights into what it takes to thrive as a State Farm Agent. Your responsibilities will include fostering connections with clients in the...
-
Senior Client Relationship Manager
7 days ago
Jacksonville, Florida, United States Ascensus Full timeJob SummaryThe Senior Client Relationship Manager at Ascensus is responsible for managing multiple large and complex accounts, some of which span across multiple business lines. This role partners with sales teams to develop strategies for new business opportunities and actively participates in all stages of the finalist process to position Ascensus as the...
-
Travel Nurse RN
4 days ago
Jacksonville, Florida, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - Labor and Delivery SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN - Labor and Delivery Specialist to join their team. As a Labor and Delivery Travel Nurse, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Job Summary:Provide direct patient care to labor and...
-
Client Relations Specialist
1 week ago
Jacksonville, Florida, United States Tiffany & Co. Full timePosition Overview:As a Client Relations Specialist, you will play a pivotal role in delivering the exceptional Tiffany Experience to our esteemed clientele. Your commitment to excellence in service will be recognized and rewarded as part of our organization.Key Responsibilities:- Provide outstanding service to each client, ensuring their needs are met with...
-
Client Relationship Manager I
2 months ago
Jacksonville, Florida, United States FIS Global Full timePosition Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0%Job DescriptionAs the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our...
-
Client Relationship Manager
1 week ago
Jacksonville, Florida, United States Parvez Sahotra - State Farm Agent Full timePosition OverviewAn Insurance Agent representing a reputable agency is looking for a proactive and career-driven individual to enhance their team. As a member of this agency, you will cultivate and strengthen customer connections within the community to advocate for various insurance products, including automobile, homeowner, and life coverage.Key...
-
Client Relationship Manager
7 days ago
Jacksonville, Florida, United States PAYSAFE Full timeAbout Paysafe: Paysafe is a leading payments platform with a strong track record of serving businesses and consumers in the global entertainment sectors. Its core purpose is to enable businesses and consumers to connect and transact seamlessly through industry-leading capabilities in payment processing, digital wallet, and online cash solutions. With a long...
-
Client Engagement Specialist
2 weeks ago
Jacksonville, Florida, United States PharmaCentra, LLC Full timeJob OverviewClient Engagement SpecialistAre you passionate about establishing connections and meeting objectives in a vibrant, fast-paced setting? At PharmaCentra, we recognize the distinct challenges of managing a career alongside other responsibilities. We are seeking a driven and target-focused individual to take on the role of a fully remote, full-time...
-
Client Account Specialist
2 weeks ago
Jacksonville, Florida, United States NILO CONSULTING INC Full timePosition OverviewBecome a Key Player as a Client Account SpecialistIf you are passionate about building connections and are eager to take on a role that involves overseeing client accounts while assisting them in discovering optimal solutions, this position is tailored for you.Key Responsibilities:Oversee and enhance client accounts to achieve sales...
-
Client Onboarding Specialist
7 days ago
Jacksonville, Florida, United States Baggett Law Full timeAbout Baggett LawBaggett Law is a rapidly growing law practice seeking a full-time Legal Intake Specialist to support our team. As a key member of our staff, you will play a vital role in ensuring the smooth onboarding of new clients and the efficient management of our case files.ResponsibilitiesConduct thorough client consultations to determine the best fit...
-
Sr Retirement Client Relationship Manager
2 months ago
Jacksonville, Florida, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...