101 Client Relationship Manager Jobs in Atlanta, GA
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MAI Wealth Management is Hiring a Remote Client Relationship Manager
GENERAL JOB DESCRIPTION
The Client Relationship Manager (CRM) is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors. The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention, and relationship expansion. This position is in Cleveland, OH.
MAJOR DUTIES AND RESPONSIBILITIES
- Form, maintain and strengthen relationships with key clients.
- Develop and manage business plans that identify key clients and list action steps to strengthen those relationships.
- Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio. Manage negotiations for existing clients.
- Participate in the sales process for new 401(k) business. Identifies business opportunities for both organic growth and across the company. Work within the organization to develop, position, and implement these solutions.
- Consult with clients on investment issues including performance, diversification, style and suitability
- Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health.
EXPERIENCE/CREDENTIALS
- Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
- Bachelor’s degree preferred or equivalent work experience.
- Preferred: client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends
COMPETENCIES
- Thrives in a team-based environment.
- Ability to work in a dynamic and fast-paced environment.
- Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices.
- Demonstrate knowledge of defined contribution financial products and services
- Ability to travel frequently (25 – 40%)
- Preferred: consultative and negotiation skills, demonstrate strong verbal and written communications skills
FEATURED BENEFITS:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
Job Summary
Full Time
$80k-107k (estimate)
02/26/2024
04/25/2024
The job skills required for Client Relationship Manager include Products and Services, Client Relationship, Financial Services Industry, Written Communication, Sales Process, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relationship Manager positions, which can be used as a reference in future career path planning. As a Client Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Manager. You can explore the career advancement for a Client Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Relationship Manager job description and responsibilities
While account executives focus on the goals of their employer throughout their communications with clients, the targets of client relationship managers are more closely aligned to those of the client.
03/15/2022: Troy, NY
Client relationship managers are responsible for building and maintaining good relationships with clients by listening to complaints or concerns and resolving them.
03/04/2022: Santa Cruz, CA
Build positive and productive relationships with clients for business growth.
01/20/2022: Concord, NH
Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.
03/25/2022: New Orleans, LA
To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
04/07/2022: Stockton, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Relationship Manager jobs
Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.
02/28/2022: Topeka, KS
Some may travel to conferences and conventions to mingle with current clients and recruit prospective customers.
03/28/2022: Detroit, MI
Learning the needs of clients and developing plans to meet them.
04/08/2022: Bridgeport, CT
Have a genuine care for the success of the business.
02/25/2022: Utica, NY
Managers must understand the different reasons for the types of relationships, and provide the customer with what they are looking for.
03/21/2022: Springfield, MO
Step 3: View the best colleges and universities for Client Relationship Manager.
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