Relationship Manager

3 weeks ago


GondrecourtleChâteau, Grand Est, United States Oxford Financial Group, Ltd. Full time
{"Job Title": "Relationship Manager", "Job Summary": "Oxford Financial Group, Ltd. is seeking a skilled Relationship Manager to provide exceptional client experiences to ultra-high-net-worth individuals and families. As a key member of our team, you will coordinate efforts between Managing Directors and service areas, review client reports, and assist in planning and implementation.

Responsibilities:

* Create an excellent client experience
* Operate within the team's client service strategy to ensure high-quality client service
* Respond professionally and provide timely resolution of client inquiries or concerns
* Troubleshoot client issues and direct efforts to conclusion
* Coordinate efforts between all areas throughout Oxford
* Attend prospect, client, or advisor meetings
* Prepare reports and analysis for clients
* Partner with technical teams on needed reports and analysis
* Create and update client financial statements
* Gather and share required data/information with Technical and operational teams
* Coordinate timely and efficient completion of reports and analysis

Requirements:

* College degree in a related field with five to seven years of relevant work experience, at least three years working with UHNW clients
* Professional designations of CFP, CPWA, or CPA preferred
* Previous experience creating and updating financial statements
* Computer proficiency in Microsoft Outlook, Word, and Excel
* Strong analytical skills; ability to interpret/analyze data and accurate attention to detail
* Industry expertise and high level of knowledge in personal financial planning concepts
* Ability to read and understand legal documents
* Professional demeanor with utmost respect for confidential matters
* Excellent written and verbal communication skills with strong interpersonal skills
* Ability to work independently and in a team environment
* Strong work ethic with a positive attitude
* Detail-oriented with excellent organizational skills
* Ability to multitask
* Ability to work in a fast-paced environment
* Self-starter and results-oriented

Working Conditions:

* Limited travel as business needs necessitate
* Long periods of sitting, utilizing a computer
* Working onsite five days
"}

  • Gondrecourt-le-Château, Grand Est, United States Associated Bank National Full time

    Job SummaryAssociated Bank National seeks a skilled Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesManage and develop a...


  • Gondrecourt-le-Château, Grand Est, United States Associated Bank National Full time

    Job Title: Relationship ManagerAt Associated Bank National, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.We invite you to view the opportunity below.Job Summary:Under limited supervision, manage and develop a portfolio of commercial/commercial real estate relationships...


  • Gondrecourt-le-Château, Grand Est, United States EPIP Full time

    About the RoleWe are seeking a highly skilled and motivated Relationship Manager to join our team at EPIP. As a key member of our Community Impact team, you will play a critical role in advancing our grantmaking efforts by stewarding relationships with and overseeing grantmaking to a wide range of nonprofit organizations within your portfolio.Key...


  • Gondrecourt-le-Château, Grand Est, United States Fiserv Full time

    About the RoleFiserv is seeking a skilled Client Relationship Manager to lead our business relationships with a portfolio of clients from a strategic and consultative perspective.Key Responsibilities:Serve as primary point of contact and information resource to clients, sales support, marketing, and management regarding ongoing operations, strategy &...


  • Gondrecourt-le-Château, Grand Est, United States U.S. Bancorp Full time

    At U.S. Bancorp, we are seeking a skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support. This will involve engaging with clients through various channels, including in-person, by...


  • Gondrecourt-le-Château, Grand Est, United States Bremer Corporate Office Full time

    Job Title: Relationship Manager Commercial BankingWe are seeking a skilled 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 service.Key...


  • Gondrecourt-le-Château, Grand Est, United States Associated Bank National Full time

    About the RoleAssociated Bank National is seeking a highly skilled Commercial Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for managing and developing a portfolio of commercial and commercial real estate relationships.Key ResponsibilitiesManage and develop a portfolio of commercial and...

  • Relationship Manager

    4 weeks ago


    Gondrecourt-le-Château, Grand Est, United States Bremer Corporate Office Full time

    Job SummaryBremer Corporate Office is seeking a skilled Relationship Manager - Commercial Banking to join our team. As a key member of our Commercial Banking department, you will be responsible for sourcing, acquiring, and developing new clients, as well as growing, expanding, and maintaining existing relationships.Key Responsibilities:Provide loans and...


  • Gondrecourt-le-Château, Grand Est, United States Associated Banc-Corp Full time

    Job SummaryAs a Commercial Banking Relationship Manager at Associated Bank, you will be responsible for managing and developing a portfolio of commercial real estate relationships to drive growth and retention. You will work closely with internal partners to facilitate the development of new business relationships and develop prospects through COIs and other...


  • Gondrecourt-le-Château, Grand Est, United States Saint Paul & Minnesota Foundation Full time

    Job Title: Managing Director, Client FoundationsJoin the Saint Paul & Minnesota Foundation team as a Managing Director, Client Foundations. In this role, you will serve as the chief relationship manager and provide oversight of F. R. Bigelow Foundation and Mardag Foundation, client foundations serviced by the Saint Paul & Minnesota Foundation.Key...


  • Gondrecourt-le-Château, Grand Est, United States Capital One Full time

    About the RoleWe are seeking a highly motivated and results-driven Relationship Manager, Business Cards & Payments to join our team at Capital One. As a key member of our sales team, you will be responsible for building and maintaining relationships with small and mid-sized business owners in the Minneapolis area.Key ResponsibilitiesIdentify and Pursue New...

  • Universal Banker

    3 weeks ago


    Gondrecourt-le-Château, Grand Est, United States Wings Financial Full time

    Job SummaryWe are seeking a highly skilled and motivated Universal Banker to join our team at Wings Financial. As a key member of our branch team, you will be responsible for building and maintaining strong relationships with our members, providing exceptional customer service, and promoting our financial products and services.Key ResponsibilitiesMember...


  • Gondrecourt-le-Château, Grand Est, United States Altius Search Group Full time

    {"title": "Account Executive - Equipment Finance", "description": "Job SummaryAltius Search Group is seeking an experienced Account Executive to join our team in the Equipment Finance industry. This role will involve working with clients and prospects to develop and maintain relationships, identify new business opportunities, and structure equipment...

  • Regional Manager

    1 week ago


    Gondrecourt-le-Château, Grand Est, United States Reliable Property Services, LLC Full time

    Job Title: Regional ManagerReliable Property Services, LLC is seeking a highly skilled Regional Manager to lead our market growth and service operations. As a key member of our leadership team, you will be responsible for driving profitable revenue growth, managing branch performance, and building strong relationships with key customers.Key...


  • Gondrecourt-le-Château, Grand Est, United States James River Grounds Management Full time

    Job SummaryThis is a leadership role that oversees the profitable growth, management, and performance of assigned business locations in the market. The Regional Manager provides strategic direction, builds business capabilities, and cultivates relationships with key customers in the market.Key ResponsibilitiesDevelop and execute a strategy that enhances the...

  • Property Manager

    6 days ago


    Gondrecourt-le-Château, Grand Est, United States CommonBond Full time

    Job Title: Property ManagerCommonBond Communities is seeking a highly motivated and experienced Property Manager to join our team at our Lexington Commons property in St. Paul, MN.Job Summary:The Property Manager is responsible for managing the daily operations of the site, ensuring a fiscally sound, well-maintained, and socially healthy apartment community....


  • Gondrecourt-le-Château, Grand Est, United States PRI Technology Full time

    Job Summary:The Director of Cyber Risk Management will lead the development and execution of PRI Technology's third-party cyber risk management program. This role ensures compliance with regulatory requirements, aligns with corporate cyber policies, and meets the organization's risk management standards.Key Responsibilities:Program Development and...

  • Account Manager

    4 weeks ago


    Gondrecourt-le-Château, Grand Est, United States VSP Vision Full time

    Job SummaryVSP Vision is seeking a highly skilled and results-driven Business Development Representative to join our team. As a key member of our sales team, you will be responsible for managing existing accounts and developing new prospects in a variety of industries.Key ResponsibilitiesManage a portfolio of existing accounts and develop new business...


  • Gondrecourt-le-Château, Grand Est, United States TÜV SÜD America Full time

    Job SummaryWe are seeking a highly motivated and experienced Sales Development Manager to join our team at TÜV SÜD America. As a key member of our sales team, you will be responsible for driving business growth and expanding our customer base in various industrial and consumer service areas.Key ResponsibilitiesBusiness Development: Collaborate with our...

  • Account Manager

    4 weeks ago


    Gondrecourt-le-Château, Grand Est, United States Bell International Laboratories Full time

    Job DescriptionJob Title: Account CoordinatorJob Summary:Bell International Laboratories is seeking a highly motivated and organized Account Coordinator to join our team. The successful candidate will be responsible for providing exceptional customer service, managing customer relationships, and driving sales order processes from start to finish.Key...