Client Relationship Specialist

Job OverviewThe Branch Office Administrator (BOA) is a key member of our branch team, responsible for delivering exceptional client experiences and supporting the financial advisor in building strong relationships with clients. The BOA plays a critical role in identifying opportunities for growth, developing strategies to meet client needs, and driving...

H&R Block is seeking a highly skilled Client Service Specialist to join our team. In this critical role, you'll be responsible for providing exceptional service to our clients and ensuring their needs are met.Key Responsibilities:Answer phone calls and greet clients in a friendly and welcoming manner;Assess client needs and match them with the most suitable...

About the RoleThe Client Services Manager will provide exceptional customer service to clients, advisors, and corporate offices. Key responsibilities include:Scribing during client meetingsDirect contact with advisors and clientsSubmitting annuity applicationsCompleting and verifying client investment transactionsThe ideal candidate will possess strong...

About the RoleThis is an exciting opportunity to join our team as a Market Relationship Banker and take your career to the next level. As a key member of our Community Banking Center, you will play a vital role in developing and maintaining strong relationships with our clients, helping them achieve their financial goals.You will be responsible for...

About the RoleThis hybrid in-office and remote position offers the flexibility to work from home 1-2 days a week. As a Customer Service Representative, you will be responsible for generating top-notch client experiences that drive business growth.ResponsibilitiesDevelop and maintain strong customer relationshipsDeliver prompt, accurate, and friendly service...

Client Relationship Manager Job DescriptionAmeriprise Financial is seeking a highly skilled Client Relationship Manager to join their team. In this role, you will be responsible for managing client relationships, gathering and analyzing client data, preparing financial plans, and responding to ad hoc requests. You will work closely with experienced financial...

Job SummaryThe Financial Relationship Specialist will develop and cultivate long-term client relationships by providing insight, advice, and personalized financial solutions. The ideal candidate will have a minimum of one year relationship-based client consultation and/or consultative sales experience.Key Responsibilities:Develop and grow client and...

Job SummaryWe are seeking an experienced Customer Success Lead Manager to join our team. The ideal candidate will have a proven track record of delivering exceptional customer service and building strong relationships with clients.Estimated Salary: $80,000 - $105,000 per year.ResponsibilitiesThe Customer Success Lead Manager will be responsible for leading...

Premier Property Maintenance, Inc. is a dynamic company looking for a skilled Client Relationship Manager to join our team.Compensation and BenefitsThe position comes with a competitive salary plus commission, as well as a range of benefits including a retirement account, health insurance, a laptop, phone, and company vehicle for work use...

ResponsibilitiesThe successful candidate will manage an assigned group of accounts with relatively simple to moderately complex needs. Key responsibilities include:BUILDING AND SOLIDIFYING RELATIONSHIPS WITH EXISTING CLIENTS BY PROVIDING EXCEPTIONAL ONGOING CARESECURING EXISTING BUSINESS AND DRIVING THE SALE OF ADDITIONAL SERVICES AND LINES OF...

Job SummaryWe are seeking a detail-oriented and customer-focused Insurance Industry Relationship Manager to serve as the primary point of contact for our clients. This role is responsible for building and maintaining strong relationships with clients, providing exceptional service, and ensuring their insurance needs are met.

Sales Account Manager Job SummaryWe are seeking a highly motivated and results-driven Sales Account Manager to join our team at Ultimate Staffing. As a key member of our sales team, you will be responsible for building and maintaining strong client relationships, driving revenue growth, and retaining key accounts.About the RoleThe ideal candidate will have...

We are seeking a highly organized and detail-oriented Client Services Manager to join our team at Dahl Consulting.About the RoleThis is a permanent position that offers a competitive salary range ($52,000-80,000 depending on qualifications and experience) and opportunities for professional growth and development.The successful candidate will have excellent...

Job OverviewAs a vital part of our team at Travis Williams - State Farm Agent, the Account Associate plays a crucial role in driving business growth and delivering exceptional customer experiences. This position requires a proactive and sales-minded professional to foster meaningful client relationships and act as a liaison between customer needs and agency...

Job Description: As a Relationship Banking Specialist at Associated Banc-Corp, you will be responsible for servicing assigned trust department related accounts, including investment agency, various types of trusts, IRAs, and custodial accounts. You will work under limited supervision to retain, develop, and expand multi-level relationships with existing high...

Why Choose Edward Jones?At Edward Jones, we're committed to creating a workplace where everyone feels valued and respected. With a focus on partnership and collaboration, we strive to create a positive and supportive work environment that fosters growth and success.Our values include:People FirstIntegrityServiceExcellencePartnershipAs a Branch Office...

Dan Anderson - State Farm Agent is a growing agency that values growth and collaboration. As a key member of our team, you will have the opportunity to engage with clients across Minnesota, helping them discover their insurance needs. With a customer-centric approach, you will identify client needs and provide tailored solutions.About UsWe are a dynamic team...

About Our Company CultureWe're a Fortune 500 company that values diversity, equity, and inclusion. Our associates come from all walks of life, and we celebrate their unique perspectives and experiences. We believe in creating a workplace where everyone feels seen, heard, and respected.The Branch Office Administrator RoleThis is a full-time position that...

Job OverviewThe Client Services Manager will be responsible for providing exceptional service to clients, working closely with advisors and staff to ensure seamless communication and operational processing. The ideal candidate will possess strong organizational skills, attention to detail, and effective communication abilities.Key Responsibilities:Scribe...

Job OverviewWe are seeking a highly motivated and experienced Digital Billboard Sales Specialist to join our team at iDigital Outdoor. As a key member of our sales department, you will be responsible for managing client relationships, developing new business opportunities, and delivering exceptional customer service.This role is ideal for a results-driven...