Current jobs related to Client Relationship Manager - Brookfield, Wisconsin - BetaNXT Inc

  • Relationship Manager

    1 month ago

    Brookfield, Wisconsin, United States Soteriare Full time

    About the RoleWe are seeking a skilled Relationship Manager to join our team at Soteriare. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying sales opportunities, and driving business growth.Key ResponsibilitiesFacilitate relationships with high-value clients to develop...

  • Relationship Manager

    4 weeks ago

    Brookfield, Wisconsin, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable and lucrative clients. As a key member of our team, you will inspire client dedication and engagement, developing long-term relationships that drive business growth.Key Responsibilities:Manage a book of business, identifying sales...

  • Senior Premier Relationship Manager

    1 month ago

    Brookfield, Wisconsin, United States Bank of Montreal Full time

    Job SummaryWe are seeking a skilled Senior Premier Relationship Manager to join our team at Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesProactively build and manage a portfolio of mass...

  • Senior Premier Relationship Manager

    1 month ago

    Brookfield, Wisconsin, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesProactively build and manage a portfolio of...

  • Senior Premier Relationship Manager

    2 weeks ago

    Brookfield, Wisconsin, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our premier clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesDevelop...

  • Senior Premier Relationship Manager

    2 weeks ago

    Brookfield, Wisconsin, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team. As a key member of our banking sales and service team, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesProactively build and manage a portfolio of mass...

  • Client Relationship Specialist

    2 weeks ago

    Brookfield, Wisconsin, United States First Business Bank Full time

    Role Overview:The Client Relationship Specialist is a key role at First Business Bank, responsible for providing exceptional client service and support for transaction processing, documentation, and booking functions. This role requires strong communication skills, attention to detail, and the ability to work effectively with clients, vendors, and internal...

  • Client Relationship Specialist

    6 days ago

    Brookfield, Wisconsin, United States First Business Bank Full time

    Role Overview:The Client Relationship Specialist is a key position at First Business Bank, responsible for providing exceptional support to clients and vendors in transaction processing, documentation, and booking functions. This role requires a high level of client focus, with a strong emphasis on delivering top-notch service.Key Responsibilities:Submit new...

  • Client Support Specialist

    6 days ago

    Brookfield, Wisconsin, United States TRC Global Mobility, Inc Full time

    Job DescriptionAt TRC Global Mobility, Inc, we are seeking a highly skilled Client Support Analyst to join our Client Services team. As a key partner, this role is responsible for supporting our Client Services team by ensuring client-related information is kept up to date and clearly documented, providing accurate and timely reporting, assisting with...

  • Wealth Management Professional

    2 weeks ago

    Brookfield, Wisconsin, United States Annex Wealth Management Full time

    About Annex Wealth ManagementAt Annex Wealth Management, we prioritize a positive culture and encourage outstanding teamwork. As a proud 6-Time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award, we strive to create a vibrant culture and engaged teams.Job SummaryWe are seeking a skilled Wealth Manager to join our team. As a Wealth Manager,...

  • Client Service Associate

    4 weeks ago

    Brookfield, Wisconsin, United States Stifel Financial Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting our Financial Advisors in delivering exceptional client experiences. This dynamic role involves a wide range of administrative tasks, from account opening and maintenance to providing top-notch customer service.Key ResponsibilitiesAssist Financial Advisors with client account opening...

  • Wealth Management Professional

    1 month ago

    Brookfield, Wisconsin, United States Annex Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Manager to join our team at Annex Wealth Management. As a Wealth Manager, you will be responsible for providing comprehensive wealth management services to our clients, including investment strategy, tax planning, and estate planning.Key ResponsibilitiesDevelop and implement customized...

  • Tax Manager or Senior Manager

    2 weeks ago

    Brookfield, Wisconsin, United States SVA Inc Full time

    Job Title: Tax Manager or Senior ManagerSVA Inc is seeking a highly skilled Tax Manager or Senior Manager to join our dynamic Tax team in Brookfield, WI. This is an exciting opportunity to refine your skills across various industries, find your passion, and grow your career in a collaborative and supportive environment.Key Responsibilities:Execute...

  • Restaurant Manager

    2 weeks ago

    Brookfield, Wisconsin, United States Superior Talent Source Full time

    Job OverviewAs a Restaurant Manager with Superior Talent Source, you will be responsible for overseeing the day-to-day operations of our fast-casual restaurant in Davenport, Iowa. Your primary focus will be on providing exceptional customer service and ensuring a positive dining experience for our guests.Key ResponsibilitiesCustomer Service:Ensure that all...

  • Senior Project Manager

    2 weeks ago

    Brookfield, Wisconsin, United States ISG Full time

    Project Manager - Creative ManagementISG is seeking a highly skilled Project Manager to lead our creative management team. As a key business unit contributor, you will work collaboratively with fellow employee owners to develop innovative solutions.This role offers numerous opportunities to learn, strengthen project management skills, lead project efforts,...

  • Senior Accounting Manager

    2 weeks ago

    Brookfield, Wisconsin, United States SVA Inc Full time

    Senior Manager of Accounting ServicesSVA Inc is seeking a highly skilled Senior Manager of Accounting Services to join our team in Brookfield, WI. As a key member of our Management Advisory Services / Tax team, you will have the opportunity to refine your skills across various industries, find your passion, and make a meaningful impact.Key...

  • Customer Service Representative

    7 days ago

    Brookfield, Wisconsin, United States Waukesha State Bank Company Full time

    At Waukesha State Bank Company, we're looking for a dedicated customer service representative to join our team in Waukesha, WI. As a key member of our Brookfield Office, you'll be responsible for delivering exceptional customer service while managing transactions with accuracy and professionalism.Key Responsibilities:Build strong relationships with customers...

  • Customer Service Representative

    6 days ago

    Brookfield, Wisconsin, United States Waukesha State Bank Company Full time

    About Waukesha State BankWe are a locally owned and independent community bank with 14 full-service offices throughout Waukesha County.Our commitment to serving the community with a personalized approach to banking and an emphasis on customer service has been a key factor in our success.We are seeking enthusiastic individuals who are passionate about...

  • Tax Manager

    2 weeks ago

    Brookfield, Wisconsin, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our dynamic team at Jobot. As a Tax Manager, you will be responsible for overseeing the preparation and filing of federal and state tax returns for high net worth individuals and real estate entities.Key ResponsibilitiesDevelop and implement effective tax strategies to optimize client tax...

  • Data Management Lead

    2 weeks ago

    Brookfield, Wisconsin, United States Willis Towers Watson Public Limited Company Full time

    As a key member of our team at Willis Towers Watson Public Limited Company, you will play a crucial role in shaping the benefits landscape for our clients. Your expertise in benefits strategy and operations will be instrumental in designing and managing group medical, dental, life, disability, and time off benefits for large, complex clients.Key...

Client Relationship Manager

2 months ago

Brookfield, Wisconsin, United States BetaNXT Inc Full time
Job Overview

Position Summary:

The Client Relationship Manager serves as the primary liaison between BetaNXT Inc and its clientele. This role is pivotal in managing client accounts, ensuring exceptional service delivery, and uncovering avenues for revenue enhancement, client retention, and upselling opportunities. The individual in this position will cultivate profound relationships with clients, gaining insights into their business operations, strategic objectives, organizational frameworks, and technological needs.

Key Responsibilities:

Understanding the Client:

  • Develop a comprehensive understanding of the client's strategic direction.
  • Familiarize oneself with the client's product offerings and third-party integrations, along with their overall business model.
  • Assess the client's vendor relationships.
  • Identify potential relationship-building opportunities with key stakeholders (e.g., CEO, CIO, SVP, EVP).
  • Participate in client conferences as necessary.

Relationship Management:

  • Ensure clarity in the engagement model between the client and BetaNXT.
  • Organize and lead executive meetings and quarterly business reviews.
  • Address escalation points from both the client and BetaNXT perspectives.
  • Oversee engagement dynamics, including team members, meeting frequency, and reporting.
  • Support daily client interactions and communications.

Internal Reporting and Communication:

  • Act as the voice of the customer within BetaNXT to enhance client satisfaction and success.
  • Provide strategic insights to influence the BetaNXT product roadmap.
  • Communicate the overall health of client relationships to internal stakeholders.
  • Deliver essential data to accurately reflect client relationship status.
  • Escalate any identified client concerns or risks to the appropriate BetaNXT leadership.
  • Document and share notes from client engagements, including action items and objectives.

Business Development:

  • Identify and pursue sales opportunities.
  • Engage clients regarding new BetaNXT offerings.
  • Explore new partnership opportunities with Motive.
  • Recognize upselling opportunities that align with the client's strategic needs.
  • Ensure clients effectively utilize BetaNXT solutions and recommend operational enhancements.

Qualifications:

  • Bachelor's degree in Business Administration or a related field is required.
  • A minimum of 5 years of experience in Account or Relationship Management, with a solid grasp of Customer Relationship Management (CRM) principles.
  • Exceptional communication and interpersonal skills, with a proven ability to foster and maintain relationships.
  • In-depth knowledge of the BetaNXT product suite.
  • Strong understanding of industry dynamics and client needs.
  • Excellent customer service and interpersonal skills.
  • Proficient in strategic planning and problem-solving.
  • Outstanding organizational skills and attention to detail.
  • Effective time management abilities with a track record of meeting deadlines.
  • Professional demeanor with a positive and proactive approach.
  • Ability to prioritize and delegate tasks as necessary.
  • Significant experience in achieving results in a fast-paced business environment.
  • Strong analytical and business acumen.

#LI-Remote