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Client relationship manager Jobs in Cary, NC

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Client relationship manager • cary nc

Last updated: 1 day ago

Client Relationship Manager

AscensusRaleigh, NC
Full-time

Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication.Acts in a pro-active manner with assig...Show more

KIA Client Advisor

Hendrick Automotive GroupCary, NC, US
Full-time

Hendrick Kia of Cary Location: 90 MacKenan Drive, Cary, North Carolina 27511 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.Supervisory Resp...Show more

 • Promoted

Payroll Relationship Manager

HireLevelRaleigh, NC, United States
Full-time

HireLevel is hiring for a Payroll Relationship Manager to add to our Human Capital Management team.We process a high volume of payroll weekly for our clients while also offering a software that ass...Show more

Client Relationship Manager/Project Manager (Electrical Engineer)

Smith Seckman Reic IncRaleigh, NC , US
Full-time

A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges.To achieve client needs, SSR has multiple l...Show more

Client Growth Manager

Virtual Task BuddieRaleigh, NC, US
Full-time
Quick Apply

Client Growth Manager About the Role Task Buddie is seeking Client Growth Managers to join our growing sales team.In this role, you’ll focus on connecting with potential clients, presenting Task Bu...Show more

Client Development Manager

Resourcing EdgeRaleigh, NC, US
Full-time
Quick Apply

OneDigital | Resourcing Edge , a premiere HR/Talent services company, has partnered directly with a structural engineering services company ready to expand into the Raleigh, NC market.Confidential ...Show more

Regional Banking Relationship Manager III

HuntingtonRaleigh, NC, United States
Full-time

Regional Banking Relationship Manager III.The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepe...Show more

Business Banking Relationship Manager II

Atlantic Union BankRaleigh, NC, United States
Full-time

Business Banking Relationship Manager II.The Business Banking Relationship Manager II calls on businesses and business owners with revenue up to $5,000,000.This role is focused on new business deve...Show more

Client Experience Manager

Marpai Administrators LLCRaleigh, NC, US
Full-time

Marpai Administrators is a technology company transforming the Third-Party Administration sector serving employers with self-funded health plans.Marpai Administrators (“Marpai”) is an AI-powered na...Show more

Commercial Relationship Manager

United Community BankRaleigh, NC, United States
Full-time

Commercial Relationship Manager (CRM).United Community Bank is hiring a Commercial Relationship Manager (CRM).The CRM is a senior commercial banking and sales professional responsible for new busin...Show more

Client Growth Manager

GuidebookRaleigh, NC, US
Full-time

ABOUT GUIDEBOOK: Guidebook is a simple yet powerful event management software that lets you promote your event, manage registration and create an app in four easy steps with no technical skills req...Show more

Relationship Manager Health Care Business Banking - Virtual Client

PNCOne PNC Plaza
Full-time +1

TheBusiness Banking - Healthcare Virtual Relationship Manager is a regionally located, centrally focused sales position working within multiple markets.This individual utilizes strong virtual commu...Show more

Client Manager

GallagherMorrisville, North Carolina
Full-time

As the Client Manager you will ensure delivery of exceptional service to Gallagher’s clients by actively managing client accounts.You will work with our sales team to ensure client satisfaction.We ...Show more

Business Relationship Manager I - Officer

JPMorgan ChaseCary, NC, United States
Full-time

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.As a Business Relationship Manager I (...Show more

Client Success Manager

AbrigoRaleigh, NC, United States
Full-time

We provide technology that community financial institutions use to manage risk and drive growth.Our solutions automate key processes from anti-money laundering to fraud detection to CECL readiness ...Show more

Client Services Representative - (SAER)

InsideHigherEdRaleigh, North Carolina, United States
Full-time +2

SAER Client Services Representative needed to provide customer service to current clients, potential clients, and rDVMs, checking in clients, creating medical records, reviewing consent forms, and ...Show more

 • Promoted

Account & Relationship Manager

Wolters KluwerNC, Cary, USA
Full-time

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology.Our portfolio offers software tools coupled with content and s...Show more

Client Manager

Arthur J Gallagher & CoMorrisville, NC, United States
Full-time

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte...Show more

Business Relationship Manager I - Officer

ChaseCary, NC, United States
Full-time

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.As a Business Relationship Manager I (...Show more

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Client Relationship Manager

Client Relationship Manager

AscensusRaleigh, NC
29 days ago
Job type
  • Full-time
Job description

Essential Functions

.
  • Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
  • Acts in a pro-active manner with assigned clients and builds relationships to ensure retention
  • Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
  • May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
  • Performs under pressure with minimal direction
  • Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
  • Focuses on learning in everyday activities and events
  • Collaborates with and openly shares knowledge with colleagues
  • Regular, reliable, and punctual attendance

Management Responsibilities (None)

Required Education, Experience and Certificates, Licenses, Registrations

  • 5+ years of experience working in a related position in the retirement services sector
  • Strong MS Office skills to include Excel

Preferred (but not required) education or skills for this role are

  • Bachelor’s degree in a business related field or industry experience
  • DST experience

Competencies

  • Verbal and Written Communication Skills
  • Independent
  • Time Management
  • Diplomatic
  • Creative Problem Solver
  • Integrity
  • Analytical Thinker
  • Resourceful
  • Team Player
  • Sound Judgment
  • Results Driven
  • Exhibits Personal Credibility
  • Forward Thinking
  • Planning and Organizing
  • Project Management

Travel: Up to 10%

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.