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CLIENT RELATIONSHIP ASSOCIATE

Run routine reports and conduct preliminary analysis of data. Work with team members to learn about the clients business, how clients make a profit, the challenges they face, and how to build relationships with clients. Become fa...

CompanyManagement Science Associates
AddressRemote
CategoryRetail
Salary$50,000 - $55,000 a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Client Relationship Associate

Management Science Associates

Remote

$50,000 - $55,000 a year

Run routine reports and conduct preliminary analysis of data. Work with team members to learn about the clients business, how clients make a profit, the challenges they face, and how to build relationships with clients. Become fa...

3 weeks ago seen See more...

Home Builder Relationship Consultant (Outside Sales)

Phoenix Systems

Charleston, SC

Hunt and onboard new builder accounts. Set up new builder accounts and handoff to our builder development team for finalization. Maintain strong relationships with Home Builder partners, serving as the primary point of contact. Se...

3 weeks ago seen See more...

Client Relationship Specialist

Galloway Asset Management Llc

Mesa, AZ

$50,000 - $60,000 a year

Responds to service requests in timely and professional manner while achieving high levels of accuracy. Maintains consistent and positive client communication through proactive client meetings, service calls, as well as ongoing su...

3 weeks ago seen See more...

Client Relationship Specialist - Portland, OR

Charles Schwab

Portland, OR

$46,000 - $61,400 a year

1+ years of Client/Customer Service experience Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will suppor...

3 weeks ago seen See more...

Client Relationship Manager II

Bluecross Blueshield Of South Carolina

Columbia, SC

$77.2K - $97.7K a year

Serves as the internal day to day client account manager, working with Consultants, Client Advocates, NA Operations and Support, Reporting Medical Management, Product Development. etc. and Partner Plan Account Managers to meet cli...

3 weeks ago seen See more...

Client Relationship Specialist- Encino, CA

Charles Schwab

Encino, CA

$41,400 - $76,000 a year

Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or ho...

3 weeks ago seen See more...

Client Relationship Specialist - Denver, United States - Charles Schwab

Charles Schwab

United States

1+ years of Client/Customer Service experience . Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

3 weeks ago seen See more...

Client Relationship Manager

Aither Health

Buffalo, NY

Confidently present a partnership role in the implementation process right from the start of the onboarding process with clients, to show a dedication of interest and investment in learning, and contributing to help build a sense...

4 weeks ago seen See more...

Client Relationship Manager

The Sra Group

Agoura Hills, CA

$60,000 - $80,000 a year

Serve as a liaison between clients and internal departments to ensure seamless communication and collaboration. Address client inquiries promptly, providing assistance with document drop-offs, form submissions, and general informa...

4 weeks ago seen See more...

Client Relationship Representative (Universal Banker)

First Merchant's Bank

Reynoldsburg, OH

Provide excellent customer service by:. Responding to customer requests for banking transactions. Answering customer inquiries and problems with solutions that meet the customer's current needs. Continually building customer loyal...

4 weeks ago seen See more...

Client Relationship Representative - Travel

First Merchants Bank

Sterling Heights, MI

$35.5K - $44.9K a year

Provide excellent customer service by:. Responding to customer requests for banking transactions. Answering customer inquiries and problems with solutions that meet the customers current needs. Continually building customer loyal...

4 weeks ago seen See more...

Client Relationship Manager

Ernest Packaging Solutions

Houston, TX

$60,000 - $73,000 a year

Outside face to face sales. New business development, account management, client retention. Develop and maintain your book of business. develop, keep, and manage your own accounts. continue to make residual income from your accoun...

4 weeks ago seen See more...

Hiring ASAP - Client Relationship Manager for Financial Planning Firm

Peak Retirement Planners

Boulder, CO

Help manage front office operations in a small business environment. Service client needs as determined through client and/or Financial Advisor interaction. Assist Financial Advisor with client communications including phone calls...

4 weeks ago seen See more...

Client Relationship Manager - Medical Claim/Bill Review

Alaffia Health

Remote

$90,000 - $110,000 a year

Managing a portfolio of clients to achieve operation objectives, retain revenue, and identify upsell opportunities. Understand client scope of work and serve as the client advocate when working with internal teams to ensure that c...

4 weeks ago seen See more...

Client Relationship Manager (Wealth Management)

Old Port Advisors

Portland, ME

$53.8K - $68.2K a year

Effectively communicate with clients to address inquiries, gather necessary information, and ensure timely processing of account related requests. Perform high-priority administrative tasks, such as account opening, processing tra...

4 weeks ago seen See more...

Client Relationship Manager

Genesis Global Group

Connecticut, United States

$76.8K - $97.2K a year

Achieve a comprehensive understanding and familiarity with GD3s services. Contact inbound inquiries in a timely manner, collect information and qualify opportunities. Ability to recognize the needs of the customer and collaborate...

4 weeks ago seen See more...

Sr Associate, Client Relationship Manager

Otis

West Columbia, SC

$70.5K - $89.3K a year

Prospect, build, and maintain customer relationships, achieve or exceed sales objectives, and serve as technical sales consultant to customers in the assigned territory Responsible for improving customer satisfaction Retain and re...

a month ago seen See more...

Client Relationship Specialist

Mesirow Financial

Chicago, IL

Client onboarding, including preparation of new account paperwork and client information-gathering. Account maintenance, including any account registration and account profile changes. Assist with quarterly billing and performance...

a month ago seen See more...

Client Relationship Specialist - Reno, NV

Charles Schwab Inc.

Reno, NV

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will s...

a month ago seen See more...

Client Relationship Manager - Entry Level

Experiential Inc.

Orange, CA

Maintain customer satisfaction through developmental marketing strategies. Participate in classroom training sessions and product knowledge seminars. Educating consumers on new marketing services or promotions. Qualify buyers by u...

a month ago seen See more...

Area Manager-Client Relationship Optimization National Accounts- Mid Atlantic/ South Atlantic

Arthrex

Remote - Maryland, United States

Michigan (Detroit only). Ohio. Part of Pennsylvania. Part of Kentucky. West Virginia. DC. Maryland. Delaware. Virginia. North Carolina. South Carolina. Part of Georgia. The primary internal contact for select accounts. Maintains,...

a month ago seen See more...

Client Relationship Manager

Aptask

Phoenix, AZ

A minimum of 5 years client involvement with a proven record of interacting with clients in a positive, professional and tactful manner. Understand system interfaces, the import/export of claims, eligibility, providers, accumulato...

a month ago seen See more...

PWM Client Relationship Analyst

Morgan Stanley

Atlanta, GA

POSITION SUMMARYClient Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Relationship Analyst assists with the development and growth of bu...

a month ago seen See more...

Client Relationship Specialist - Seattle, WA

Charles Schwab

Seattle, WA

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will s...

a month ago seen See more...

Client Relationship Manager

Community Bank System, Inc.

Minnesota, United States

From $64,000 a year

Serve as the Relationship Manager for an assigned book of Clients. The book of Clients would primarily be focused on DC business, but may also include Clients that solicit other BPAS services. Work in tandem with Plan Consulting,...

a month ago seen See more...

Associate, Aladdin Wealth Tech Client Relationship Manager

Blackrock

New York, NY

$115,000 - $140,000 a year

Develop a strong working relationship with clients to support implementation and adoption of tools, including developing and delivering training and marketing materials for client use Develop strong relationships with all groups w...

a month ago seen See more...

Client Relationship Manager- Must be located on the East Coast

Flotech

Remote

$55,000 - $65,000 a year

Support your customers day-to-day needs Works closely with customer contacts, customers end user community, and FTG internal resources to fulfill Service Level Agreements (SLAs) Ultimately responsible for customer satisfaction,...

a month ago seen See more...

Global Shares - Client Relationship Manager - Vice President

Jpmorgan Chase & Co

Beach Haven, NJ

Develop and maintain strong relationships with multiple clients as assigned. Build depth in relationship by initiating contact and developing a relationship with senior stakeholders. Manage the post-sales relationship for strategi...

a month ago seen See more...

Private Client Relationship Manager

Epic Brokers

Jersey City, NJ

$80,000 - $120,000 a year

Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors...

a month ago seen See more...

Client Relationship Manager

Scantron

Dallas, TX

BUILDyour career with an establishedcompany that provides market leading services to help clients achieve their goals.. LIVEyour passion through a culture that actively supports community involvement and embraces a "whole per...

2 months ago seen See more...

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