778 Client Relationship Specialist Jobs in United States

Nac Voya Services Company
Work@Home, NH | Full Time
$45k-60k (estimate)
3 Months Ago
Bmo Harris Bank N.A.
Fox Point, WI | Full Time
$52k-68k (estimate)
1 Week Ago
Bmo Harris Bank N.A.
Orland Park, IL | Full Time
$54k-71k (estimate)
1 Week Ago
Bradley, Foster & Sargent, Inc.
Hartford, CT | Full Time
$92k-114k (estimate)
2 Weeks Ago
Singlesource Property Solutions
Canonsburg, PA | Full Time
$52k-67k (estimate)
2 Weeks Ago
James Moore & Co.
Tallahassee, FL | Full Time
$62k-80k (estimate)
2 Months Ago
Buckingham Wealth Partners
Portland, OR | Other
$61k-85k (estimate)
2 Months Ago
Private Label Staff
Mahwah, NJ | Full Time
$46k-58k (estimate)
2 Months Ago
The Charles Schwab Corporation
Carmel, CA | Full Time
$58k-71k (estimate)
3 Weeks Ago
The Charles Schwab Corporation
Boulder, CO | Full Time
$53k-68k (estimate)
3 Weeks Ago
The Charles Schwab Corporation
Campbell, CA | Full Time
$64k-83k (estimate)
3 Weeks Ago
The Charles Schwab Corporation
Winnetka, IL | Other
$52k-69k (estimate)
2 Months Ago
U.S. Bank National Association
Washington, MO | Full Time
$65k-80k (estimate)
Just Posted
300 Us Bank National Assoc
Los Angeles, CA | Full Time
$66k-85k (estimate)
1 Day Ago
Ameriprise Financial, Inc.
Jericho, NY | Full Time
1 Day Ago
Stonebridge Financial Partners
Grand Rapids, MI | Full Time
$75k-99k (estimate)
2 Days Ago
Usbank
Minneapolis, MN | Other
$52k-66k (estimate)
2 Days Ago
450 Icon Labs Uct
US, NY | Full Time
$102k-127k (estimate)
1 Week Ago
Kia Of Old Saybrook
Groton, CT | Full Time
$112k-144k (estimate)
1 Week Ago

Client Relationship Specialist

$45k-60k (estimate)
Full Time 3 Months Ago

Voya Financial, Inc. (NYSE: VOYA), is a leading health, wealth and investment company that provides products, solutions and technologies that help Americans become well planned, well invested and well protected. Serving the needs of 14.3 million individual, workplace and institutional clients, Voya has approximately 6,000 employees and had $707 billion in total assets under management and administration as of March 31, 2022. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is purpose-driven and is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as: one of the World’s Most Ethical Companies® by the Ethisphere Institute; a member of the Bloomberg Gender-Equality Index; and a “Best Place to Work for Disability Inclusion” on the Disability Equality Index. For more information, visit voya.com. Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on-site and others may be fully remote, depending on business needs. We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work® Institute as a Great Place to Work®, 2016-2020, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition. Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now Client Relationship Specialist Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home or allows work to be performed in any of our major office locations with a hybrid schedule. Profile Summary: With direct or general supervision maintains and enhances relationships with smaller and less complex existing clients. Profile Description: Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund performance Works closely with sales, recordkeeping, and operations staff Resolves problems and is assigned relatively smaller and less complex clients Has thorough understanding of assigned clients’ requirements Overall responsibility for client relationships Other duties as assigned Minimum Requirements: High school diploma or GED 1-3 years plan/client relationship experience Knowledge & Experience: Bachelor's degree preferred Strong communication skills Good working knowledge of the company's products and services Voya is committed to pay that’s fair and equitable, which means - comparable pay for comparable roles and responsibilities. Voya is required by Colorado [or New York City] law to include the salary range for this role when it can be performed by a Colorado [or New York City] resident. The below base salary range reflects the expected hiring range for this position in the location listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Primary Location: Colorado Base Salary Range: $40,270 to $50,335 Primary Location: NYC Base Salary Range: $48,320 to $60,405 #LI-IB1 #LI-Remote Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer Health, dental, vision and life insurance plans 401(k) Savings plan – with generous company matching contributions (up to 6%) Voya Retirement Plan – employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. Paid volunteer time — 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations We are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee’s request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities. Misuse of Voya's name in fraud schemes

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Nac Voya Services Company
Remote | Full Time
$111k-141k (estimate)
6 Days Ago
Nac Voya Services Company
Remote | Full Time
$99k-129k (estimate)
6 Days Ago
Nac Voya Services Company
Full Time
$64k-79k (estimate)
7 Days Ago

If you are interested in becoming a Client Relationship Specialist, 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 Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Relationship Specialist job description and responsibilities

They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.

03/22/2022: Melbourne, FL

Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.

03/28/2022: Springfield, OH

Ultimately, an outstanding Client Relationship Specialist will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.

02/14/2022: Bradenton, FL

Analyzing the Client's Situation.

03/16/2022: Tacoma, WA

Strong problem-solving skills to help clients overcome any obstacles and develop solutions that enhance the clients' efficiency and productivity.

03/25/2022: Cleveland, OH

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 Specialist jobs

To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.

04/04/2022: Boulder, CO

They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.

03/29/2022: Davenport, IA

Team building and collaboration abilities when working with other departments to develop strategies that benefit clients.

02/20/2022: Wichita, KS

Verbal and written communication skills to call, email and meet with clients.

03/20/2022: Saint Paul, MN

Negotiation skills when presenting clients with a contract and establishing terms.

04/17/2022: Akron, OH

Step 3: View the best colleges and universities for Client Relationship Specialist.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
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