Client Relationship Coordinator
2 weeks ago
Short Description:
Please see the complete description.
Complete Description:
Compass Solutions is seeking two Client Relationship Coordinators with 1-3 years of relevant experience.
This role entails a full-time commitment with a hybrid work schedule.
The initial interview will be conducted virtually, followed by an in-person meeting for selected candidates.
According to the hiring manager, the desired skill sets focus on supporting senior relationship managers. Administrative support and client engagement are key aspects of this role.
We welcome diverse backgrounds and experiences, although we seek candidates with a strong alignment to relationship management.
Position Purpose:
This position is responsible for assisting Relationship Managers in fostering and maintaining robust business relationships with assigned municipalities and members.
The role includes managing current and prospective business development, overseeing pension plan contracts, ensuring client satisfaction, and resolving disputes effectively.
Description of Duties:
Assists in maintaining accurate client documentation, files, and records in compliance with established standards.
Acts as a primary contact for municipalities and members, addressing inquiries and resolving issues promptly and professionally.
Collaborates with senior management and professional staff to ensure municipalities and members receive outstanding service and support.
Works closely with various departments to prepare operational and activity reports, which may involve gathering statistical data.
Assists in generating regular and ad-hoc reports for municipalities, members, and internal stakeholders, providing insights and recommendations based on data analysis.
Maintains knowledge of relevant plan documents associated with defined benefit and cash balance plans, along with a working understanding of specific adoption agreements.
Understands the legal and functional distinctions among IRS-qualified retirement plans applicable to local governments, including employer fiduciary obligations and plan administration responsibilities.
Ensures adherence to regulatory requirements and internal policies related to pension administration. Assists in conducting risk assessments and compliance reviews.Collaborates with the team to implement risk mitigation strategies and control measures.
Participates in training sessions to enhance knowledge of pension administration services.
Assists in onboarding new team members and contributes to the development of training materials.
Engages in special projects as assigned by senior management.
Represents the organization in meetings and performs various administrative functions as needed.
Decision Making Responsibilities:
This position is expected to operate with a high degree of independence, with general supervision and review focused on results.
Assignments are provided by:
senior management and other professional staff as appropriate. Work is reviewed prior to assignment and upon completion, with discussions on significant issues as required.
Long-term projects are assigned with clear goals and expected outcomes, allowing the incumbent to determine the best course of action.
Consultation with management is expected when situations have broad implications or are of a sensitive nature.
Essential Functions:
Communicates effectively, both orally and in writing
Interprets applicable policies and procedures
Organizes, prioritizes, and monitors work assignments
Develops and finalizes correspondence, presentations, contracts, and reports
Establishes and maintains effective working relationships
Understands pension administration concepts and practices
Applies legislative and policy requirements
Diagnoses and troubleshoots problems
Utilizes personal computer and standard office equipment
Logs and tracks correspondence and client communication
-
Client Relationship Executive
2 weeks ago
Harrisburg, Pennsylvania, United States SMG Inc Full timePosition OverviewSMG Inc. is a prominent player in the telecommunications sector, recognized for our partnerships with leading industry figures. As a Client Relationship Executive, you will leverage your sales acumen to assist our clients in achieving their organizational objectives through innovative product offerings. We seek a Client Relationship...
-
Client Relationship Manager
2 weeks ago
Harrisburg, Pennsylvania, United States Acosta Sales & Marketing Full timeOverviewThe Client Relationship Manager is accountable for overseeing the business operations of assigned principals within specific customer accounts. The primary focus is to enhance sales and expand market presence for the brands represented, while ensuring profitability for both our manufacturers and Acosta Sales & Marketing.Key ResponsibilitiesImplement...
-
Client Relationship Manager
1 week ago
Harrisburg, Pennsylvania, United States Red Bull Full timePosition OverviewThe Sales Account Executive (SAE) is tasked with executing outside sales strategies for product offerings while managing a designated portfolio of accounts. The key objective is to enhance product sales and optimize the placement of product displays across various retail formats. Effective upselling of inventory, securing cooler space, and...
-
Relationship Manager
3 days ago
Harrisburg, Pennsylvania, United States Commonwealth of Pennsylvania Full timeAbout the RoleThe Commonwealth of Pennsylvania is seeking a skilled Relationship Manager to join our team. As a key member of our Client Relations department, you will be responsible for building and maintaining strong relationships with our members, providing exceptional client services, and advocating on their behalf.Key ResponsibilitiesPartner with...
-
Client Relations Specialist
2 weeks ago
Harrisburg, Pennsylvania, United States ATC Full timePosition Overview:The Client Relations Specialist will play a crucial role in supporting our senior relationship managers by performing essential client support and administrative functions. We value diverse backgrounds and experiences, and we are particularly interested in candidates who can bring a fresh perspective to relationship management.Key...
-
National Coordinator
1 month ago
Harrisburg, Pennsylvania, United States Ritter Insurance Marketing Full timeThe position is responsible for developing and maintaining carrier relationships, coordinating sales meetings, and providing superior service to local field managers, National Sales staff, and agents as needed.Attend weekly, bi-weekly, monthly, and/or quarterly calls with carriers.Act as backup within National Sales team for sales leads, calls, and...
-
National Coordinator
2 months ago
Harrisburg, Pennsylvania, United States Ritter Insurance Marketing Full timeThe position is responsible for developing and maintaining carrier relationships, coordinating sales meetings, and providing superior service to local field managers, National Sales staff, and agents as needed.The role acts as a primary contact and source of support for Local Field Managers and Agent Sales Advisors in their respective regions.Attend weekly,...
-
Enterprise Sales and Relationship Manager
3 days ago
Harrisburg, Pennsylvania, United States Chemtek Full timeJob SummaryWe are seeking a highly motivated and experienced Enterprise Sales and Relationship Manager to join our Sales Team at Chemtek. As a key member of our team, you will be responsible for growing and managing our Enterprise level Account Base through sales, technical support, and education.Key ResponsibilitiesLead Engagement and Outreach: Respond...
-
Client Relations Specialist
7 days ago
Harrisburg, Pennsylvania, United States Premier Rental Purchase Full timeBenefits:Incentives based on performanceFlexible scheduling optionsOpportunities for professional advancementOverview:Interact with clients, coworkers, and management on a regular basis. There may be occasional interactions with external partners. Effective communication with supervisors, peers, and team members is essential. Responsibilities are carried out...
-
Client Support Specialist
7 days ago
Harrisburg, Pennsylvania, United States Premier Rental Purchase Full timeBenefits:Performance-based incentivesFlexible working hoursOpportunities for career advancementOverview:Interact with clients, coworkers, and management consistently. Occasionally, collaboration with external partners may be necessary. Effective communication with supervisors, peers, and team members is essential. Duties are performed both on-site and in...
-
Commercial Lending Relationship Manager
1 day ago
Harrisburg, Pennsylvania, United States F&M Trust Full timeAbout the RoleF&M Trust is seeking a highly skilled Commercial Lending Relationship Manager to join our team in the greater Capital Harrisburg, PA Market. This individual will be responsible for managing and expanding the business loan portfolio and deposit relationships for small businesses within the footprint.Key ResponsibilitiesDevelop and maintain...
-
Client Care Coordinator
5 days ago
Harrisburg, Pennsylvania, United States Ponessa Behavioral Health Full timeJob Summary:We are seeking a skilled Behavioral Health Support Specialist to join our team at Ponessa Behavioral Health. As a Behavioral Health Support Specialist, you will work directly with clients to implement interventions defined in the treatment plan while transferring skills to caregivers. You will also collect and analyze data to ensure successful...
-
Customer Relationship Specialist
2 weeks ago
Harrisburg, Pennsylvania, United States Peoples National Bank Full timePosition OverviewAre you seeking a full-time role that emphasizes a healthy work/life balance, opportunities for professional advancement, and a chance to contribute to your local community while collaborating in a supportive team atmosphere?Peoples National Bank presents various positions for compassionate, customer-oriented individuals dedicated to...
-
Customer Relationship Specialist
7 days ago
Harrisburg, Pennsylvania, United States Peoples National Bank Full timeJob OverviewAre you seeking a full-time position that promotes a healthy work/life balance, opportunities for professional advancement, and a chance to contribute to your local community while working in a collaborative environment?Peoples National Bank provides a variety of roles for dedicated individuals focused on exceptional customer service.This...
-
Account Relationship Manager
2 weeks ago
Harrisburg, Pennsylvania, United States Medline Industries - Transportation & Operations Full timePosition OverviewThe Account Relationship Manager serves as the primary point of contact, overseeing the connections with designated National and Regional accounts. Collaborating closely with the Corporate Account Team, this role is pivotal in fostering and sustaining productive long-term partnerships while driving revenue growth within the assigned...
-
Client Relations Specialist
2 weeks ago
Harrisburg, Pennsylvania, United States Capital BlueCross Full timePosition Overview: The compensation for this role is determined by various factors including the candidate's qualifications, relevant experience, and expected contributions to fulfill the business requirements, alongside internal pay equity and market-driven rates. The displayed salary range has not been adjusted for geographical location and is based on...
-
Client Relations Specialist
7 days ago
Harrisburg, Pennsylvania, United States Premier Rental Purchase Full timeBenefits:Performance-based incentivesFlexible scheduling optionsOpportunities for professional advancementOverview:Interact with clients, team members, and management on a regular basis. Occasional collaboration with external partners may be necessary. Effective communication with supervisors, colleagues, and team members is essential. Responsibilities are...
-
Account Relationship Manager
2 weeks ago
Harrisburg, Pennsylvania, United States Medline Industries - Transportation & Operations Full timeJob OverviewAct as the primary liaison and oversee the relationship management for designated National and Regional accounts. Collaborate with the Corporate Account Team to foster and sustain effective long-term partnerships while driving revenue growth within the assigned accounts.Key Responsibilities1. Sustain current business and advance mutual strategic...
-
Lead Mobile Sales Coordinator
2 weeks ago
Harrisburg, Pennsylvania, United States MarketSource Full timeMobile Sales CoordinatorMarketSource Inc., a subsidiary of Allegis Group, specializes in crafting and implementing cutting-edge managed sales strategies for enterprise clients. We leverage our unique expertise to deliver brand-focused managed sales initiatives across various sectors, including Automotive, Information Technology, Telecommunications, and...
-
Customer Relationship Specialist
2 weeks ago
Harrisburg, Pennsylvania, United States Peoples National Bank Full timePosition OverviewAre you seeking a full-time role that provides a balance between work and personal life, opportunities for professional advancement, and a chance to contribute to your local community while working in a collaborative environment?Peoples National Bank presents various career paths for dedicated individuals focused on exceptional customer...