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Client Management Associate Jobs

Director - Client Management
By American Express At District of Columbia, United States
Cultivate a culture of learning, strong challenger sales and consultative relationship management.
Lead a team of 5 senior client managers, supporting approximately 500+ Merchant accounts with more than $5.2B in charge volume.
Strong demonstration of Challenger skills and ability to work with C level executives to grow revenues.
Excellent oral, written communication and presentation skills. Ability to communicate frequently, candidly and clearly. Ability to listen and adapt/pivot approach.
Knowledge of the Merchant / acquiring business and/or the U.S. payments industry are strongly preferred.
Comprehensive medical, dental, vision, life insurance, and disability benefits
Integrated Risk Management Client Support Specialist, Sr. Associate
By State Street At Quincy, MA, United States
Strong working knowledge of MS Office applications including mastery of intermediate Excel functions (e.g. VLOOKUP and pivot tables)
Excellent verbal and written communication skills
Strong technical, analytical and organizational skills and attention to detail
Excellent problem solving, research, and follow-up skills
Experience with database technologies or Archer IRM platforms is a plus
Support includes tasks for user access (non-SailPoint), record updates, reassignment requests, data feed monitoring and workflow troubleshooting
Morgan Stanley Family Office - Client Management Associate
By Morgan Stanley At New York, NY, United States
Educate Advisors and clients about the MSFO offering, in partnership with management.
Strong organizational and process management skills
Keep track of open client requests and report progress to management.
Create client presentations, marketing, and educational materials.
2-4 years of experience: Financial services and/or consulting background is a plus
Strong PowerPoint skills, with the ability to thoughtfully craft client-facing presentations
Sr. Specialist, Client Management
By McKesson At Columbus, OH, United States
5-7 years of distribution or program management experience (client-facing) preferably in Third-Party Logistics, Drug Distribution, PBM, or finance
Must have experience with contract management, administration, and pricing negotiations
4-year degree in business or related field or equivalent experience
Must have experience providing exceptional customer service to large complex customers with ability to build and maintain solid customer relationships
Experience working in a highly regulated environment
Must have strong communication skills with ability to organize thoughts and structure responses relative to your audience
Foreign Exchange Client Management - Associate
By JPMorgan Chase & Co. At New York, NY, United States
Relationship management skills - both internal and external
Ensuring consistent, highest quality of service standards for each relationship, driving the development of appropriate metrics and management reporting
Effective pipeline management and coordination of sales efforts across regions
Knowledge of FX markets, trading and trade lifecycle with strong operational experience
Morgan Securities Services FX Client Management Team
Manage top tier custody FX client relationships with client contacts at all seniority levels
Client Management - Regional Lead
By StoneX Group Inc. At New York, NY, United States
Previous client management experience is mandatory
Excellent planning, organisational and time management skills.
Work with the Global Head of Client Services to build a proactive client management set up .
More than 8 years’ experience in Financ e
Market knowledge about payment system an advantage
Excellent written and verbal communication skills.
Client Relationship Management - Analyst/Associate
By Brookfield Asset Management At New York, NY, United States
In conjunction with Communications and Project Management Teams, help coordinate road shows, conferences, and investor meetings
2-5 years of relevant working experience in the financial services industry; property, infrastructure, private equity or alternative asset funds knowledge
Strong investment and financial analytical capabilities and investment reporting experience
Client Relationship Management Analyst / Associate
Post graduate studies in finance such as CFA, MBA, or CA/CPA a plus
Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience of Salesforce a plus
Associate Managing Consultant, Program Management, Advisors Client Services
By Mastercard At Purchase, NY, United States
Support strategically significant organizational initiatives, including cross-selling of key Mastercard products, capabilities and solutions to deepen relationships
Negotiate, execute and manage the customer contract agreement process, ensuring global linkage of resources and information sharing
Ability to manage and grow internal and external cross functional relationships and partnerships with executives at all levels
Sound business judgment with established strategic and conceptual thinking and planning skills
Develop detailed business cases, including financial analysis/modeling, in support of merchant initiatives
Bachelor’s degree required; MBA preferred
Director - Client Management
By American Express At Los Angeles, CA, United States
Cultivate a culture of learning, strong challenger coaching skills, and consultative relationship management.
Innovative leader who has strong change management skills with a growth mindset
Knowledge and/or experience in working with fast growing technology companies is preferred.
Director - Client Management - Virtual
Lead a team of 5 senior client managers and help them manage, deepen and improve relationships with 400+ respected brands.
Model key sales behaviors/ skills and balance deal and skill coaching
Client Management Coordinator Jobs
By McCullough Law - Utah At Provo, UT, United States
Client management experience building relationships and providing consistent, elevated service preferred
Work directly with attorneys and the client relations management team to ensure best recommendations are made and fulfilled
3+ years of professional experience in finance, healthcare, legal, or business required
Ability to manage work with outstanding organization and time-management
Exceptional verbal, written, and interpersonal skills
Critical thinking and problem-solving skills
Client Management Assistant Jobs
By McCullough Law - Utah At Provo, UT, United States
Provides administrative support to Client Management Coordinators
2 years of professional legal, finance, healthcare, or business experience required
Ability to manage and execute work with outstanding organization and time-management
Critical thinking and problem-solving skills
Benefits include health, dental, vision, and life insurance, 401(k) matching, and gym membership reimbursement
Assists with building client relationships by ensuring client records are timely and accurately maintained
Sr. Director, Client Management
By Teladoc Health At United States
10+ years successful project management experience, preferably in a healthcare environment.
Develop and execute strategic plan, responsible for retention and revenue management
Coordinates with sales to develop successful client hand off/management activities
Provide internal management information to assist in the updating of monthly forecasts and billing
Use Salesforce database to log activities and sales opportunity management, and manage Client Management team to do so as well
10+ years successful account management of large employees, preferably in a healthcare environment.
Asset Management - Client Account Manager - Associate
By JPMorgan Chase Bank, N.A. At , New York, Ny $85,500 - $115,000 a year
Previous experience at an asset management firm; background in client service and/or institutional client base preferred
Required qualifications, capabilities, and skills
Strong organizational and problem-solving skills; ability to multi-task and to manage complex assignments
Manage the service relationship for assigned group of clients, aligned with the Client Advisor & Client Investment Specialist
Act as the central point of contact for clients for non-investment related activity and proactively manage and develop relationships with clients
Excellent written and verbal communication skills
Asset Management Public-Chicago-Associate-Client Services - Operations
By Goldman Sachs At , Chicago, Il
Strong organizational, leadership, interpersonal and time management skills
Partner with Management and other Service Representative’s to build long term successful & scalable service models.
Cultivate a service environment targeted towards enhancing the client experience.
Highly self-motivated with strong communication and teamwork skills, and the ability to work well in a fast-paced environment
Expert PC skills including MS Word, MS Excel, MS Access and MS Power Point
Preferred 3+ years of relevant client service experience in a financial services industry environment.
Director, Client Advice & Management
By Initiative At New York, NY, United States
Ability to drive projects from conception to completion; project management experience
Day to day driver and quality manager of the Client Advice and Management team
Develop your client advice team through performance management and giving consistent feedback
Manages all communications in a timely manner, with no request going unnoticed.
7+ years’ experience in Marketing, Advertising or Media
4+ years’ experience in leading, managing and developing a staff 
Client Management Associate Jobs
By Teladoc Health At , , Il $65,000 - $72,000 a year
3+ years of experience working in a customer-facing role at a digital health, healthcare, wellness, benefits, or SaaS company.
Strong problem-solving skills, keen attention to detail, and manage multiple client issues to resolution.
Strong interpersonal, relationship-building and listening skills, with a natural, effective consultative style.
Experience working with vendor partners on data and file sharing a plus.
Support a portfolio of Teladoc Health clients, which may include enterprise employers, health plans and providers.
Lead team projects to develop processes, new tools, and intellectual capital that will better support team efforts.
Client Associate Jobs
By Paramount At Atlanta, GA, United States
• Offer administrative and office management support to the team
• Cash management & RMDs
• Prepare client correspondence, obtain necessary management approvals, and transmit
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
• Strong client facing, interpersonal, organizational, and client service skills
Client Associate Jobs
By Brown Brothers Harriman At Chicago, IL, United States
Wealth Management/Private Banking experience preferred
Demonstrates efficient time management skills
Support the relationship management team in efforts to grow the business through client prospecting via associated research.
Create an office culture of accountability with respect to quality and timeliness by actively participating in performance management process.
The Client Associate also works with the office manager and relationship teams to minimize risk and exposure to the firm.
Manage self to develop both professionally and personally by utilizing the internal resources at BBH.
Client Management Specialist Jobs
By Momentous Financial Partners At United States
Relationships matter, people come first.
Relentless pursuit of personal growth.
Open, honest, and productive communication.
We do the right thing even when no one is looking.
We work as a true team and strive to be a positive influence.
We act like owners because we own it.
Client Associate Jobs
By Wells Fargo At Daytona Beach, FL, United States
Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
Brokerage or Financial Services industry experience
Experience interacting directly with customers
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Facilitate Financial Advisor and client requests for account related information and/or quotes

Are you looking for an exciting opportunity to join a fast-growing company and help manage our clients? We are looking for a Client Management Associate to join our team and provide exceptional customer service to our clients. You will be responsible for managing client relationships, responding to inquiries, and ensuring customer satisfaction. If you have excellent communication and organizational skills, we want to hear from you!

Overview:

A Client Management Associate is responsible for providing customer service and support to clients, managing client relationships, and helping to ensure client satisfaction. They are also responsible for developing and maintaining relationships with clients, providing advice and guidance on products and services, and helping to resolve any customer issues or complaints.

How To Become an Client Management Associate:

To become a Client Management Associate, you will need to have a degree in business, finance, or a related field. You should also have experience in customer service, sales, or marketing. Additionally, you should have strong communication and interpersonal skills, as well as the ability to think strategically and analytically.

Client Management Associate Skills:

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to think strategically and analytically
• Knowledge of customer service principles and practices
• Knowledge of sales and marketing principles and practices
• Ability to build and maintain relationships with clients
• Ability to provide advice and guidance on products and services
• Ability to resolve customer issues and complaints
• Knowledge of customer relationship management (CRM) systems

What is Client Management Associate Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of sales and marketing principles and practices
• Knowledge of customer relationship management (CRM) systems
• Knowledge of customer data analysis and reporting
• Knowledge of customer segmentation and targeting
• Knowledge of customer loyalty programs
• Knowledge of customer experience management

What is Client Management Associate Responsibilities?

• Develop and maintain relationships with clients
• Provide advice and guidance on products and services
• Resolve customer issues and complaints
• Analyze customer data and generate reports
• Identify customer segments and target them with appropriate offers
• Develop and implement customer loyalty programs
• Monitor customer experience and provide feedback
• Manage customer accounts and ensure customer satisfaction

What is Client Management Associate Experience?

• Previous experience in customer service, sales, or marketing
• Experience in customer relationship management (CRM) systems
• Experience in customer data analysis and reporting
• Experience in customer segmentation and targeting
• Experience in customer loyalty programs
• Experience in customer experience management

What is Client Management Associate Qualifications?

• Bachelor’s degree in business, finance, or a related field
• Knowledge of customer service principles and practices
• Knowledge of sales and marketing principles and practices
• Knowledge of customer relationship management (CRM) systems
• Knowledge of customer data analysis and reporting
• Knowledge of customer segmentation and targeting
• Knowledge of customer loyalty programs
• Knowledge of customer experience management

Client Management Associate Education:

• Bachelor’s degree in business, finance, or a related field
• Professional certifications in customer service, sales, or marketing
• Professional certifications in customer relationship management (CRM) systems
• Professional certifications in customer data analysis and reporting
• Professional certifications in customer segmentation and targeting
• Professional certifications in customer loyalty programs
• Professional certifications in customer experience management

Tools to Help Client Management Associate Work Better:

• Customer Relationship Management (CRM) systems
• Customer Data Analysis and Reporting tools
• Customer Segmentation and Targeting tools
• Customer Loyalty Program tools
• Customer Experience Management tools
• Project Management tools
• Collaboration tools

Good Tips to Help Client Management Associate Do More Effectively:

• Develop a strong understanding of customer needs and preferences.
• Establish and maintain relationships with clients.
• Utilize customer data to identify trends and opportunities.
• Develop and implement customer loyalty programs.
• Monitor customer experience and provide feedback.
• Utilize project management tools to stay organized and on track.
• Utilize collaboration tools to stay connected with clients.

Common Client Management Associate Interview Questions:

• What experience do you have in customer service, sales, or marketing?
• How familiar are you with customer relationship management (CRM) systems?
• What experience do you have in customer data analysis and reporting?
• How do you identify customer segments and target them with appropriate offers?
• What experience do you have in developing and implementing customer loyalty programs?
• How do you monitor customer experience and provide feedback?
• What project management tools do you use to stay organized and on track?