Current jobs related to Client Relationship Manager - Mechanicsburg, Pennsylvania - Valenz


  • Mechanicsburg, Pennsylvania, United States LeTort Trust Full time

    Job Title:Office Administrator Client ConciergeAbout Us:LeTort Trust is a Private Trust Company providing comprehensive retirement plan design and management for closely held businesses and multi-generation family wealth planning.We offer coordinated estate planning, financial, and fiduciary services, integrating a family office model with personalized...

  • Relationship Banker

    2 weeks ago


    Mechanicsburg, Pennsylvania, United States First National Bank of Pennsylvania Full time

    Primary Office Location: Our retail banking team is seeking a skilled Relationship Banker to join our team in Mechanicsburg, Pennsylvania. Key Responsibilities:Primary Responsibilities:Promote the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate...


  • Mechanicsburg, Pennsylvania, United States LeTort Trust Full time

    About LeTort TrustLeTort Trust is a Private Trust Company providing comprehensive retirement plan design and management services for closely held businesses and multi-generation family wealth planning.Job DescriptionWe are seeking a highly motivated and detail-oriented Office Administrator/Client Concierge to join our team in Mechanicsburg, PA. As a Private...


  • Mechanicsburg, Pennsylvania, United States LeTort Trust Full time

    Job Title: Office Administrator Client ConciergeLocation: Mechanicsburg, PAAbout Us:LeTort Trust is a Private Trust Company providing comprehensive retirement plan design and management for closely held businesses and multi-generation family wealth planning. Our objective is to provide coordinated estate planning, financial, and fiduciary services,...

  • Tax Manager

    2 weeks ago


    Mechanicsburg, Pennsylvania, United States Trout CPA Full time

    Job OverviewTrout CPA is a leading accounting and consulting firm dedicated to delivering exceptional service to our clients. We are seeking an experienced Tax Manager to join our dynamic team.The ideal candidate will have a strong background in tax compliance and planning, as well as experience in managing client relationships and leading a team. They will...

  • Tax Manager

    1 month ago


    Mechanicsburg, Pennsylvania, United States Trout CPA Full time

    Job OverviewTrout CPA is a leading accounting and consulting firm dedicated to delivering exceptional service to our clients. With a diverse portfolio of clients, we pride ourselves on our integrity, professionalism, and commitment to fostering a collaborative and supportive work environment.We are seeking an experienced and motivated Tax Manager to join our...


  • Mechanicsburg, Pennsylvania, United States Alera Group Full time

    Job Title: Director of Risk ManagementAlera Group is a leading provider of risk management services, and we are seeking a highly skilled Director of Risk Management to join our team.Job Summary:The Director of Risk Management will be responsible for providing risk management direction and oversight on client accounts, maintaining relationships with clients,...


  • Mechanicsburg, Pennsylvania, United States Alera Group Full time

    Job Title: Director of Risk ManagementAlera Group is a leading broker of US business, passionate about our clients' success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. We offer national resources combined with local service through our network of offices nationwide.The Director of Risk Management will...


  • Mechanicsburg, Pennsylvania, United States Alera Group, Inc. Full time

    Job Title: Director of Risk ManagementAlera Group, Inc. is seeking a highly skilled and experienced Director of Risk Management to join our team. As a key member of our organization, you will be responsible for providing risk management direction and oversight on client accounts, maintaining relationships with clients, and building relationships with...


  • Mechanicsburg, Pennsylvania, United States Whitman, Requardt & Associates, LLP Full time

    Job OverviewWe are seeking a highly skilled Senior Construction Manager to support our Eastern Pennsylvania Region.The ideal candidate will possess a strong background in construction management, excellent communication skills, and the ability to establish and maintain relationships with clients.Key ResponsibilitiesManage construction projects in...


  • Mechanicsburg, Pennsylvania, United States Trout CPA Full time

    Job OverviewTrout CPA is seeking a seasoned Controller to lead our Client Accounting Services department. As a key member of our team, you will be responsible for managing accounting staff, developing budgets and forecasts, and providing strategic direction to clients.Main responsibilities include:Preparing complex financial reports and KPIsEstablishing and...


  • Mechanicsburg, Pennsylvania, United States RS Mowery Full time

    Job OverviewAs a key member of our team at RS Mowery, the Senior Preconstruction Manager will play a vital role in cultivating new client relationships and maintaining existing ones.The ideal candidate will have a strong background in design and construction management, with a proven track record of successfully managing multiple direct reports and...


  • Mechanicsburg, Pennsylvania, United States Whitman Requardt and Associates Full time

    Job Title: Senior Construction ManagerWe are seeking a highly skilled Senior Construction Manager to support our Eastern Pennsylvania Region. The ideal candidate will possess a strong background in construction management, excellent communication skills, and the ability to establish and maintain relationships with clients.Key Responsibilities:10+ years of...


  • Mechanicsburg, Pennsylvania, United States Simon Lever Full time

    Job OpportunityAt Simon Lever, we are seeking a highly skilled Tax Manager with a focus on the Construction industry to join our team.Key ResponsibilitiesClient Relationships: Develop and maintain strong relationships with clients to understand their business goals and objectives.Tax Expertise: Provide tax expertise to clients in the Construction industry,...


  • Mechanicsburg, Pennsylvania, United States EK Recruiting LLC Full time

    Lead Project Manager OpportunityOur esteemed engineering client, a 50-year-old industry leader, seeks a seasoned Lead Project Manager to join their Mechanicsburg, PA office. This is a unique opportunity to leverage your expertise and lead a team of professionals in delivering high-profile projects across the globe.Key Responsibilities:Collaborate with...


  • Mechanicsburg, Pennsylvania, United States CDR Maguire Inc. Full time

    About CDR MaguireCDR Maguire is a leading engineering consulting firm that delivers innovative solutions for complex infrastructure projects. With a rich history dating back to 1938, the company has grown to become a trusted partner for clients across the nation.Job SummaryWe are seeking a highly experienced Senior Roadway Project Manager to join our...

  • Accounting Manager

    2 weeks ago


    Mechanicsburg, Pennsylvania, United States Spartan Placements LLC Full time

    We are a dynamic team of professionals dedicated to serving small businesses and their owners. We are seeking a highly skilled Accounting Manager or Senior Accountant to join our team in our Mechanicsburg, Harrisburg, and Myerstown locations.Our ideal candidate is a CPA or EA with experience in fully integrated software and paperless processes. Key...

  • Tax Manager

    4 weeks ago


    Mechanicsburg, Pennsylvania, United States Simon Lever Full time

    Unlock Your Potential as a Tax Manager at Simon LeverAre you a seasoned tax professional looking for a new challenge? Do you have a passion for providing exceptional client service and leading high-performing teams? If so, we invite you to explore our Tax Manager opportunity at Simon Lever.About the RoleAs a Tax Manager at Simon Lever, you will be a trusted...


  • Mechanicsburg, Pennsylvania, United States Farinelli Construction, Inc. Full time

    Job DescriptionFarinelli Construction Inc. is seeking an experienced Project Manager/Designer to lead our custom home building team. The ideal candidate will have at least 5 years of home building experience and possess strong organizational, technical building, and people skills.Key Qualifications:Minimum of 5 years of experience in homebuilding.Strong...


  • Mechanicsburg, Pennsylvania, United States CDR Companies Full time

    Job OverviewCDR Maguire is seeking a highly experienced Senior Roadway/Highway Project Manager to join our Transportation Engineering Division in Mechanicsburg, PA. As a key member of our team, you will be responsible for leading and managing roadway design and analysis projects, as well as providing technical guidance and mentorship to junior staff.Key...

Client Relationship Manager

2 months ago


Mechanicsburg, Pennsylvania, United States Valenz Full time
About the Role

We are seeking a highly skilled Client Relationship Manager to join our team at Valenz. As a key member of our close-knit team, you will play a crucial role in supporting new groups as they implement our KISx Card program into their benefits offerings.

Key Responsibilities
  • Foster Strong Relationships: Build and maintain strong customer relationships through proactive day-to-day engagement, ensuring client success and satisfaction.
  • Maximize Program Utilization: Collaborate with internal teams to develop and execute strategies that boost program utilization and expand the reach of the KISx Card.
  • Deliver Exceptional Service: Manage service delivery expectations with customers, clients, and other key partners, ensuring seamless integration and ongoing support.
  • Lead Cross-Functional Initiatives: Partner with internal teams and customers to develop a comprehensive marketing and engagement strategy, driving client program utilization and growth.
  • Manage Reporting and Analysis: Analyze employee engagement data to identify trends and opportunities for improvement, delivering regular reports to client groups and managing contractual reporting requirements.
Requirements
  • 3+ Years of Experience: In client relationship management and/or HR experience, with a proven track record of building strong relationships and driving client success.
  • Strong Communication Skills: Excellent communication and interpersonal skills, with the ability to analyze data and identify trends.
  • Collaboration and Teamwork: Ability to work collaboratively with internal and external stakeholders, including brokers, captives, and HR Managers.
  • Strategic Thinking: Strong organizational and multitasking abilities, with the ability to develop and execute strategic plans to drive client satisfaction.
What We Offer
  • Competitive Compensation: Generously subsidized company-sponsored Medical, Dental, and Vision insurance, 401K with company match, and flexible working environment.
  • Opportunities for Growth: Limitless growth opportunities as we grow together, with a commitment to delivering on our promise to engage early and often for smarter, better, faster healthcare.
  • Supportive Culture: A supportive culture that celebrates, supports, and thrives on inclusion, with a commitment to equal employment opportunity for all associates.