Senior Client Relationship Manager
7 days ago
The 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 clients provider of choice.
Key Responsibilities- Develops and maintains relationships with plan sponsors and human resources contacts of assigned clients to become their provider for information and resources.
- Acts as a liaison between Intermediary/Producer and the client to ensure provision of services by identifying and resolving areas of confusion and ensuring compliance with contractual requirements.
- Verifies accuracy and completeness of initial documents, agreements and materials and obtains necessary approvals. Verifies receipt of signed Service Agreement, ensures accurate fees structure and proper initiation of billing system.
- Communicates and coordinates activities to finalize the implementation of new client accounts; ensures seamless transition to Ascensus administrative services including, set up of client activity database reflecting agreed to deliverables.
- Client advocate - identifies areas of client sensitivity or unique requirements. Ensures Master Calendar and Plan Information Guide servicing entries reflect client requirements and expectations.
- Manages and monitors client accounts; ensures completion of all client service deliverables in a timely, accurate and consistent manner. Communicates any enhancements of internal systems and/or processes for Plan administration. Works with vendors to investigate and resolve transaction issues, takes required action and notifies client of resolution.
- Documents and updates all key client activity and associated deliverables in workflow management system.
- Monitors and manages billing process and receipt of payments. Ensures the accuracy of invoices and the proper crediting of payments. Investigates and resolves significant billing related issues.
- Periodically coordinates plan asset rebalance process with Accounting Services, initiates requisite transfers in keeping with contractual and service goals. Works with outside investment managers and/or insurance carrier contacts to monitor allocation changes and ensure proper reporting.
- Develops presentation materials and actively participates in annual plan review meetings.
- Organizes list of recommendations and enhancements, contributes to the development, updating and enhancement of materials associated with presentation, enrollment, new client communications and administration of new or changed plans.
- Provides client with relevant legislative and industry updates.
- Provides mentoring, counseling and coaching to new associates or Plan Administrators by explaining work, providing direction and/or technical guidance as needed or requested.
- 10+ years of retirement industry experience with 5-7 years direct experience in client relationship management or equivalent combination of education and experience.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Ability to write reports, business correspondence, and procedure manuals.
- Ability to effectively present information and respond to questions from all levels of management, clients, customers, and the public.
- Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
- Bachelor's degree in Business Administration from an accredited four-year college or university
- Industry licensing (series 6, series 63, etc.)
- Analytical
- Detail oriented
- Relationship building
- Written and verbal communication skills
- Team Player
- Adaptable
- Resilient
- Problem solver
- Critical thinking
- Influence
-
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
5 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 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 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...
-
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...
-
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...
-
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 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
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 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
2 weeks ago
Jacksonville, Florida, United States Florida Blue Full timePosition Overview:The Client Relationship Manager plays a pivotal role in overseeing and guiding the primary relationship with clients, which includes engaging with key stakeholders such as HR leaders, brokers, and executive partners, alongside internal teams to deliver comprehensive healthcare benefit solutions.Key Responsibilities:Client Management 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...
-
Jacksonville, Florida, United States Dun & Bradstreet Full timeAbout the RoleWe are seeking a highly skilled Business Development Representative to join our team at Dun & Bradstreet. As a key member of our sales team, you will be responsible for cultivating and nurturing relationships with clients across various industries.Key ResponsibilitiesCultivate and Nurture Relationships: Develop and maintain strong relationships...
-
Client Relationship Specialist
2 weeks ago
Jacksonville, Florida, United States iCapital Full timeClient Delivery Advocate Role at iCapitalKey ResponsibilitiesFinancial 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...
-
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
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...
-
Relationship Manager
5 days ago
Jacksonville, Florida, United States PNC Full timeAbout the RolePNC is seeking a skilled Relationship Manager to join our Healthcare Business Banking organization in Jacksonville, FL. As a key member of our team, you will be responsible for managing relationships with new and existing clients to grow sales, revenue, and market share.Key ResponsibilitiesAcquire and expand client relationships to generate...
-
Relationship Manager
3 hours ago
Jacksonville, Florida, United States PNC Financial Services Group Full timeAbout the RolePNC Financial Services Group is seeking a skilled Relationship Manager to join our Healthcare Business Banking organization in Jacksonville, FL.Key ResponsibilitiesDevelop and maintain strong relationships with new and existing clients to grow sales, revenue, and market share.Acquire and expand client relationships to generate revenue and...
-
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 Accounting
1 week ago
Jacksonville, Florida, United States Patrick & Raines CPAs Full timeSenior Client Accounting & Advisory Services Specialist at Patrick & Raines CPAsAre you dedicated to providing exceptional Client Accounting & Advisory Services (CAAS) to a diverse clientele? We have an excellent opportunity for a Senior Client Accounting & Advisory Services Specialist to enhance our dynamic team.Position OverviewWe are in search of a...