Client Relationship Manager
3 days ago
We are seeking a highly skilled and motivated Client Relationship Manager to join our team at First Tech Federal Credit Union. In this role, you will work closely with one of our top-performing financial advisors, managing and nurturing existing client relationships while ensuring exceptional client service. This opportunity provides comprehensive financial planning, investment advice, and portfolio management to clients, with a primary focus on assisting the senior advisor in managing high-net-worth and ultra-high-net-worth clients.
Key Responsibilities:- Client Relationship Management:
- Assist the senior advisor in managing all client relationships by providing consistent communication and exceptional service.
- Develop deep relationships with clients to understand their financial goals and needs.
- Financial Planning & Advice:
- Conduct financial planning reviews and update financial plans as needed.
- Partner with Senior Advisor on client investment strategy.
- Provide investment advice and recommendations based on clients' risk tolerance and objectives.
- Operational Support:
- Collaborate with the assistant to ensure smooth operations and client satisfaction.
- Handle administrative tasks related to client accounts, including paperwork, scheduling, and other follow-up.
- Minimum 3 years' client-facing experience in the investment or wealth management field, including experience in a consultative service role.
- Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion.
- Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work.
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Client Relationship Manager
6 days ago
Bellevue, Washington, United States Alden Capital Management LLC Full timeAlden Capital Management is seeking a Client Relationship Manager to join our top-producing, independent wealth management firm. This role is ideal for an organized, detail-oriented professional who enjoys client interaction, event planning, and marketing. As a Client Relationship Manager, you will enhance client relationships, manage administrative...
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Client Relationship Manager
3 weeks ago
Bellevue, Washington, United States Alden Capital Management LLC Full timeAlden Capital Management is seeking a Client Relationship Manager to join our top-producing, independent wealth management firm. This role is ideal for an organized, detail-oriented professional who enjoys client interaction, event planning, and marketing. As a Client Relationship Manager, you will enhance client relationships, manage administrative...
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Client Relationship Manager
22 hours ago
Bellevue, Washington, United States CV Resources Full timeTemporary Client Relationship Manager – Medical Concierge Location: Downtown Bellevue Pay: Starting at $35 an hour Job Type: Temporary (3+ Month Assignment) Industry: Healthcare / Medical Concierge CV Resources is hiring a Client Relationship Manager for a medical concierge service. This temporary role is ideal for individuals with customer service and...
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Client Relationship Manager
24 hours ago
Bellevue, Washington, United States CV Resources Full timeTemporary Client Relationship Manager – Medical ConciergeLocation: Downtown BellevuePay: Starting at $35 an hourJob Type: Temporary (3+ Month Assignment)Industry: Healthcare / Medical ConciergeCV Resources is hiring a Client Relationship Manager for a medical concierge service. This temporary role is ideal for individuals with customer service and patient...
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Client Relationship Manager
4 days ago
Bellevue, Washington, United States Gallagher Benefit Services Full timeUnlock Endless Possibilities at Gallagher Benefit ServicesGallagher Benefit Services is a dynamic company where you can shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. We believe that every candidate brings something...
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Client Relationship Manager
22 hours ago
Bellevue, Washington, United States CV Resources Full timeTemporary Client Relationship Manager - Medical ConciergeLocation: Downtown BellevuePay: Starting at $35 an hourJob Type: Temporary (3+ Month Assignment)Industry: Healthcare / Medical ConciergeCV Resources is hiring a Client Relationship Manager for a medical concierge service. This temporary role is ideal for individuals with customer service and patient...
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Client Relationship Manager
14 hours ago
Bellevue, Washington, United States NetApp Full timeAbout NetAppWe enable customers to turn challenges into business opportunity by leveraging our expertise in cloud data services and storage solutions.Our approach focuses on understanding the unique needs of each customer, combining fresh thinking with proven strategies to deliver tailored solutions.As an Enterprise Client Executive at NetApp, you will play...
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Client Relationship Executive
5 days ago
Bellevue, Washington, United States GLY Construction Full timeAbout the CompanyAt GLY Construction, we're committed to delivering exceptional results and building strong relationships with our clients. We're seeking a talented Client Relationship Executive to join our team and help drive business growth through strategic client relationship management.Job SummaryThe Client Relationship Executive will be responsible for...
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Client Relationship Specialist
5 days ago
Bellevue, Washington, United States Gallagher Benefit Service Full timeRisk Management ExpertiseGallagher Benefit Services is a leading provider of innovative solutions for workplace benefits. As a member of our team, you will have the opportunity to leverage your risk management expertise to drive business growth and success.We believe that every individual brings unique perspectives and skills to the table. If you're...
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Client Relationship Specialist
6 days ago
Bellevue, Washington, United States Coldstream Capital Management Full timeColdstream Capital Management is committed to providing our clients with exceptional service and expertise in wealth management. As a Client Service Associate, you will play a critical role in delivering this experience and helping us grow our business.Key ResponsibilitiesSupporting the Centralized Client Service team in responding to client inquiries and...
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Client Relationship Specialist
2 weeks ago
Bellevue, Washington, United States Charles Schwab Full time**Your opportunity** _At Schwab,_ _youre_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together._ ? As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm...
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Relationship Manager
1 day ago
Bellevue, Washington, United States Premier Financial Bancorp, Inc. Full timeThe Relationship Manager is responsible for creating, developing, and managing banking relationships. The incumbent in this position will provide intermediate level advice and education to customers on opportunities to utilize the Bank's deposit and loan products and services to enhance their financial operations.ResponsibilitiesThrough an organized and...
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Relationship Development Manager
6 days ago
Bellevue, Washington, United States PNC Full timeJob OverviewWe are seeking a highly skilled and experienced professional to join our team as a Relationship Manager III. In this role, you will be responsible for setting relationship strategies and directing relationship management activities with new and/or existing clients in a book of business. You will create and drive strategy to acquire and/or expand...
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Client Relationship Manager
6 days ago
Bellevue, Washington, United States Xenon Arc Full timeCareer OpportunitiesXenon Arc offers career opportunities for those passionate about delivering exceptional customer experiences. Our teams work together to drive business results and create long-term value for our clients and customers.Job SummaryThis role involves working with customers, resolving issues, and providing excellent customer service throughout...
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Client Manager
4 weeks ago
Bellevue, Washington, United States Gallagher Benefit Services Full timeIntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...
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Relationship Manager III
6 days ago
Bellevue, Washington, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
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Client Relationship Director
2 days ago
Bellevue, Washington, United States Lenovo Full timeAbout This Role:We are looking for a highly skilled sales professional to join our team as a Sr. Client Manager. In this role, you will be responsible for driving growth in our Large Enterprise Accounts by implementing account strategies that leverage our entire Solutions and Services portfolio.Your Key Responsibilities:Understand clients' needs and...
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Senior Client Relationship Manager
7 hours ago
Bellevue, Washington, United States ZS Associates Full timeAbout ZS AssociatesZS Associates is a dynamic and innovative company that's committed to helping our clients achieve their goals. Our team of experts provides cutting-edge consulting services to help businesses navigate complex challenges and stay ahead of the competition.
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Client Services Manager
14 hours ago
Bellevue, Washington, United States All Ways Caring HomeCare Full timeJob OverviewThe Customer Service Manager (CSM) plays a crucial role in providing individualized care to clients in the comfort of their own homes. This position involves overseeing quality care and overall client satisfaction, supervising caregivers, managing employee scheduling, and maintaining strong relationships with referral partners, payor sources, and...
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Client Solutions Manager
1 day ago
Bellevue, Washington, United States Aerotek Full timeKey ResponsibilitiesProspecting and Lead Generation: Identify and pursue new business opportunities through research, outreach, and engagement with potential clients.Meeting and Presentation Skills: Prepare and deliver compelling presentations to decision-makers, showcasing Actalent's expertise and value proposition.Closing Deals: Negotiate agreements and...