Client Relationship Executive Jobs

You have customer service experience within the financial services sector. You are familiar with wealth management concepts, business processes, and regulations.

You can learn more about our compensation and benefits

You have a bachelor’s degree.

You appreciate the sense of accomplishment achieved when you solve a problem using your good judgment.

You have a bachelor's degree.

You appreciate the sense of accomplishment achieved when you solve a problem using your good judgment.

"I can succeed as a Client Relationship Specialist at Capital Group."

"I am the person Capital Group is looking for."

Advanced interpersonal, time management, and organizational skills.

"Remote first" culture — work anywhere in the US as long as you have a reliable internet connection and transportation.

Medical, dental, and vision benefits for employees and dependents after 30 days

Direct Sales in B2B environment either in-person or virtual.

Ability to solve problems and find creative solutions to challenges.

Confidence to overcome objections and directly ask for business.

Experience in account/territory management in a life science or specialized field with demonstrated success in meeting established targets.

Heavy focus on complex corporate account management and increasing share of wallet.

Submit on-time forecasts and other ad-hoc reports and maintain accurate SalesForce.com data for accounts, contacts and opportunity pipeline management.

Bachelor’s degree from 4-year college or university, or technical/managerial experience at an equivalent level.

Commitment to training and providing you with the skills you need for success

Develop business understanding to ensure knowledge of product, customer, competitors.

Strong team, and individual management skills

Supporting other departments within Marken – Customer Relationship Management/Transport/Operations and Sales.

Associate degree level in Logistics, Supply chain, International Commerce, Business, or Finance

A minimum of 3-7 years of experience in a clinical trials supplies, supply chain, logistics freight forwarding, Cold Chain and/or Pharma.

To advise customers on daily basis of any services related issues (Customs detentions, eta flights/trucks).

Analysis of repetitive operational problems and development of possible service solutions.

Strong professional services sales management knowledge and experience

Playing a leadership role in pursuits, proposals, and overall account management

10-15 years' experience as account relationship and/or business development manager

Bachelor's and/or Master's degree in business, marketing, and/or sports management

Delivering differentiated client experiences and overall client impact

Track record of delivering high impact solutions and experiences

EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS

Proactively participate in firm initiatives directed by local management

Strong computer skills and knowledge of Microsoft Office products

Industry experience is a plus

Exceptional writing, interpersonal and client service skills

Detail orientated with superior organizational skills and ability to prioritize tasks

Minimum of 2 years of experience in retirement plan account management, with a focus on 401k plans

Manage a portfolio of 401k retirement plan clients, including plan sponsors and participants

Bachelor's degree in business, finance, or a related field

Strong communication and interpersonal skills

Relevant industry certifications such as ASPPA, QKA, or QPA are preferred

Serve as the primary point of contact for clients and build strong relationships to ensure long-term retention

Sales management and business development skills

Required Qualifications, Capabilities And Skills

Preferred Qualifications, Capabilities And Skills

Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies

Seven plus years direct lending or credit support related experience, with a focus on business relationships

Knowledge of the local market

Headquarters are in San Diego; Open to fully remote anywhere within the US

● Manage and direct all aspects of the account and employee lifecycle, including onboarding and offboarding.

● Has impeccable communication skills and effectively relays complex concepts in a clear and concise manner.

● Deliver customized white-glove service to ensure satisfaction of all clients and other stakeholders.

● Foster strong, consultative partnerships and serve as a trusted advisor to clients.

● Navigate service or employment-related issues and drive successful, client-centric resolutions.

Manage client relationship software and online documentation management software.

Manage client communication strategy through electronic, written, and phone.

Proactively manage multiple advisors’ calendars and schedule client meetings.

Assist with file maintenance and compliance recordkeeping including tracking licensing requirements.

Experience working in the financial industry.

Excellent communication and people skills.

(education, experience, certifications, licenses and skills required)

BA/BS degree with at least 5-7 years’ experience in institutional relationship management within investment management or a related field.

Previous client service management responsibilities preferred.

(List in order of importance; include any supervisory or management responsibilities)

Performs other duties as assigned by the Head of Business Development or senior management.

Serves as an internal champion for the firm’s client service platform and manages the improvement process over time.

Sales management and business development skills

Required Qualifications, Capabilities And Skills

Preferred Qualifications, Capabilities And Skills

Find ways to drive efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies

Seven plus years direct lending or credit support related experience, with a focus on business relationships

Knowledge of the local market

Hands-on Microsoft Office suite and customer relationship management (CRM) system experience; background ensuring CRM usage is organized and dynamic

Generous benefits: medical (with company-paid premiums for employees & dependents), dental, vision, 401(k), PTO

Proven networking skills and interest in further developing sales expertise

Strong interpersonal skills with a passion for developing organic, genuine personal relationships with clients

Organized and results-oriented with capacity to manage multiple clients and projects concurrently

Excellent oral and written communication skills; capacity to give client presentations

Work alongside Wealth Manager with the transition and conversion from prospect to client

Act as liaison between client and Wealth Manager and/or internal and external support teams

Manage day-to-day ongoing client needs

2+ years financial service experience

A desire to help clients and give them a memorable client experience

Treat every client touchpoint as an opportunity to exceed expectations

Visit and provide continuous support to clients in order to satisfy their daily transactional requirements, enquiries, and documentation needs.

Adhere to process KPI’s and, ORM, BCP & Internal Audit requirements

Assist in the preparation of timely and accurate statements and reports to meet the unit’s requirements, policies, and standards

Bachelor’s degree in Finance or related discipline.

2 – 4 years of experience in banking or a similar area

Knowledge of the banking sector, and FAB’s products and business strategies

Complete regular operational tasks (e.g. promotions management, incentive reporting, etc.) to ensure the overall channel is operating smoothly

Partnering with Finance, create and deliver regular reporting to partner stakeholders that provides clarity on partnership performance

Research, validate, launch, and manage new partnerships that generate qualified referral leads for the Restaurant Solutions team.

6+ years of experience managing channel partnerships that delivered high-impact results for organizations

Excellent presentation skills: you can speak about Clover/BentoBox convincingly with people from different backgrounds and technical skill levels

Knowledge of the restaurant and/or payments industry preferred

Organized with strong time management skills; able to track and effectively manage multiple client accounts concurrently while balancing associated needs simultaneously.

Location – Los Angeles, CA area (Remote) ( Client Success Manager / Key Account Manager )

Experience managing accounts in the Digital Engineering/Digital Transformation space for a $1+ Mn annual portfolio with a Global IT/Digital Services/Consulting firm.

Experience building successful and strong relationships with business stakeholders, Executives, and Senior Leaders.

Ensure constant awareness of the client’s current and target state vision, objectives, and changing needs.

Become a trusted advisor and conduit for collecting customer insight and providing associated input to delivery teams.

Organized with strong time management skills; able to track and effectively manage multiple client accounts concurrently while balancing associated needs simultaneously.

Experience managing accounts in the Digital Engineering/Digital Transformation space for a $1+ Mn annual portfolio with a Global IT/Digital Services/Consulting firm.

Experience building successful and strong relationships with business stakeholders, Executives, and Senior Leaders.

Ensure constant awareness of the client’s current and target state vision, objectives, and changing needs.

Become a trusted advisor and conduit for collecting customer insight and providing associated input to delivery teams.

Provide regular weekly account progress and status snapshot updates to VRIZE Sr. Leadership and Executive Teams.