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Client Relationship Management Executive Jobs in Florida

Wealth Management Client Service Executive
By Deutsche Bank At Jacksonville, FL, United States
Prior experience in Wealth Management
Assist Product Teams (e.g., Discretionary Portfolio Management – (DPM)) in managing and servicing their client’s transaction and account opening needs
Demonstrate knowledge and understanding of the Private Bank product offerings (e.g., DPM, Custody, Trust etc.)
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Director Relationship Management Jobs
By Regal Securities, Inc. At Orlando, FL, United States
Must have highly developed organizational, planning and management skills.
Lead and coach a team of Relationship Managers (RMs)
Manage FA needs regarding service, trading, problem resolution and processing issues
Proficient knowledgeable in Compliance, New Accounts and Trading
Knowledgeable of laws and regulations as they apply to broker dealers and registered investment advisors
Proficient computer skills to include the Microsoft Office Suite

Are you looking for an exciting opportunity to join a fast-growing company and help build strong client relationships? We are looking for a Client Relationship Management Executive to join our team and help us deliver exceptional customer service and build lasting relationships with our clients. If you have excellent communication and interpersonal skills, a passion for customer service, and the drive to succeed, we want to hear from you!

Overview Client Relationship Management Executive is responsible for managing relationships with clients and ensuring that their needs are met. They are responsible for providing customer service, resolving customer complaints, and providing support to clients. They must be able to build relationships with clients and maintain those relationships over time. Detailed Job Description Client Relationship Management Executive is responsible for managing relationships with clients and ensuring that their needs are met. They must be able to build relationships with clients and maintain those relationships over time. They must be able to identify customer needs and provide solutions to meet those needs. They must be able to communicate effectively with clients and provide excellent customer service. They must be able to handle customer complaints and resolve them in a timely manner. They must be able to provide support to clients and ensure that their needs are met. Job Skills Required
• Excellent customer service skills
• Excellent communication skills
• Ability to build relationships with clients
• Ability to identify customer needs and provide solutions
• Ability to handle customer complaints and resolve them in a timely manner
• Ability to provide support to clients
• Knowledge of customer relationship management software
Job Qualifications
• Bachelor’s degree in business, marketing, or related field
• Previous experience in customer service or customer relationship management
• Knowledge of customer relationship management software
• Ability to work independently and as part of a team
Job Knowledge
• Knowledge of customer relationship management software
• Knowledge of customer service principles and practices
• Knowledge of customer service best practices
• Knowledge of customer relationship management strategies
Job Experience
• Previous experience in customer service or customer relationship management
• Experience in customer relationship management software
• Experience in customer service best practices
Job Responsibilities
• Manage relationships with clients and ensure that their needs are met
• Build relationships with clients and maintain those relationships over time
• Identify customer needs and provide solutions to meet those needs
• Communicate effectively with clients and provide excellent customer service
• Handle customer complaints and resolve them in a timely manner
• Provide support to clients and ensure that their needs are met
• Utilize customer relationship management software to track customer interactions and data