Talent.com

Client relationship manager Jobs in Pittsburgh, PA

Last updated: 2 days ago
Relationship Manager

Relationship Manager

Federated HermesPittsburgh, US
Bachelor degree or equivalent work related-experience required.Minimum three years of client service or relationship management experience in a financial service industry required.Familiarity with ...Show moreLast updated: 30+ days ago
Dealer Relationship Manager

Dealer Relationship Manager

NBT Bancorp Inc.Pennsylvania,Remote
$90,931.00–$121,370.00 yearly
Remote
Full-time
Will be located in the areas of : .Scranton - Wilkes-Barre, Allentown, Harrisburg, Reading, York, Lancaster.Develop new dealer relationships and maximize business from existing dealer relationships t...Show moreLast updated: 30+ days ago
  • Promoted
Client Relationship Executive - Pennsylvania - Higher Education, Local / Metropolitan Governments and State Government

Client Relationship Executive - Pennsylvania - Higher Education, Local / Metropolitan Governments and State Government

DeloittePittsburgh, PA
Client Relationship Executive - Pennsylvania - Higher Education, Local / Metropolitan Governments and State Government.Are you driven by a passion for spearheading industry-leading business developme...Show moreLast updated: 12 days ago
  • Promoted
RELATIONSHIP MANAGER

RELATIONSHIP MANAGER

M Financial GroupPittsburgh, PA, United States
$75,000.00–$90,000.00 yearly
Full-time
M Financial is partnering with Gateway Financial Group ( https : / / www.Looking to leverage your previous industry experience and accelerate your growth? Our customized approach to coaching and develo...Show moreLast updated: 2 days ago
  • Promoted
Commercial Lending Relationship Manager

Commercial Lending Relationship Manager

Farmers National Bank of CanfieldAspinwall, PA, United States
Full-time
ESSENTIAL DUTIES and RESPONSIBILITIES.Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling ...Show moreLast updated: 30+ days ago
Merrill Client Relationship Manager

Merrill Client Relationship Manager

Bank of AmericaPittsburgh
Full-time
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Offic...Show moreLast updated: 30+ days ago
  • Promoted
BUSINESS BANKING RELATIONSHIP MANAGER I

BUSINESS BANKING RELATIONSHIP MANAGER I

CitizensCoraopolis, PA, United States
Full-time
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen rela...Show moreLast updated: 4 days ago
Pharmacy Relationship Manager

Pharmacy Relationship Manager

America's Pharmacy Group, LLCMIDDLE CITY WEST, PA, US
$85,000.00–$100,000.00 yearly
Full-time
Quick Apply
Whether you are working in a Pharmacy, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity fo...Show moreLast updated: 30+ days ago
CRE Relationship Manager

CRE Relationship Manager

Northwest BankPittsburgh, PA, US
Full-time
The CRE Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs, whi...Show moreLast updated: 30+ days ago
Commercial Lending Relationship Manager

Commercial Lending Relationship Manager

Farmers National Banc Corp.Aspinwall, PA , USA
Full-time
ESSENTIAL DUTIES and RESPONSIBILITIES.Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling ...Show moreLast updated: 30+ days ago
RELATIONSHIP MANAGER - NuPoint Systems

RELATIONSHIP MANAGER - NuPoint Systems

csiPittsburgh, PA, US
Full-time
Ohio / Pennsylvania / West Virginia.This candidate must live in Ohio, Pennsylvania, or West Virginia.Relationship Managers maintain and expand relationships strategically with customers and serving as ...Show moreLast updated: 30+ days ago
Client Relationship Manager

Client Relationship Manager

StifelBethel Park, Pennsylvania, United States
Full-time
Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail them...Show moreLast updated: 30+ days ago
Community Relationship Manager

Community Relationship Manager

Oak Street HealthPittsburgh, Pennsylvania
Full-time
Community Relationship Managers (CRMs) are an integral part of our broader Outreach team, which is responsible for engaging adults on Medicare in the community to help drive new patient growth.Buil...Show moreLast updated: 30+ days ago
Broker Relationship Manager

Broker Relationship Manager

Risk Placement ServicesPittsburgh, Pennsylvania, US
Full-time
At Risk Placement Services, we're more than just a team – we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and eve...Show moreLast updated: 30+ days ago
Client Manager

Client Manager

5HV Three RiversPittsburgh, PA
Full-time
The Client Manager (CM) will support the Benefits Consultant (BC) as the day-to-day contact in providing strategic brokerage and consulting services to assigned health and welfare benefit plan (EB)...Show moreLast updated: 30+ days ago
Client Relationship Analyst

Client Relationship Analyst

Morgan StanleyUpper St. Clair, Pennsylvania, US
Full-time
Americas-United States of America-Pennsylvania-Upper St.Wealth ManagementEmployment Type : Full TimeJob Level : Non-Exempt. POSITION SUMMARYClient Relationship Analysts help shape the future of service ...Show moreLast updated: 30+ days ago
  • Promoted
Client Sales Manager

Client Sales Manager

SiemensPittsburgh, PA
Full-time
Client Sales Manager manages accounts within assigned territory and ensure client's satisfaction with SEI products and services. Development and execution of an annual vigorous Territory Plan.Manage...Show moreLast updated: 12 days ago
  • Promoted
Client Solutions Manager

Client Solutions Manager

Hybrid Global Logistics ServicesPittsburgh, PA
Full-time
Beemac Logistics is looking to build our Salesforce! We need dynamic, competitive, and entrepreneurial minded individuals who are motivated by unlimited earning potential.This is a unique inside sa...Show moreLast updated: 12 days ago
Veterinary Relationship Manager

Veterinary Relationship Manager

CovetrusPittsburgh, PA
$51,800.00–$96,200.00 yearly
Full-time
Veterinary Relationship Manager .Candidates must live within the assigned territory or close proximity of the geographic area of Pittsburgh, PA. Covetrus is a global animal-health technology and ser...Show moreLast updated: 30+ days ago
Relationship Manager

Relationship Manager

Federated HermesPittsburgh, US
30+ days ago
Job description

POSITION SPECIFICATIONS

  • Bachelor degree or equivalent work related-experience required.
  • Minimum three years of client service or relationship management experience in a financial service industry required.
  • Familiarity with online tools and shareholder recordkeeping / accounting systems required.
  • In-depth knowledge of mutual funds, operations and services preferred.
  • Prior project management as a project lead preferred.
  • Experience servicing or managing offshore clients preferred.
  • Fluency in Spanish or German preferred.

MAJOR DUTIES :

  • Develop positive and long-term relationships with intermediary and institutional clients invested in our globally registered products.
  • Profile clients and understand decision making process; identify needs / objectives to address common objections / delays.
  • Conduct meetings with key clients to develop and maintain relationships, understand their business models, goals, and objectives.
  • Solicit client feedback to ensure client satisfaction with products and services delivered. Identify trends impacting quality of service and opportunities for improvement; develop and implement plans for resolution.
  • Manage client onboarding including contract and application processes through initial system set up, training, and enlisting support of other Federated Hermes’ departments as needed.
  • Manage use of Federated Hermes’ resources (service, sales, legal and product development) as well as Federated Hermes’ vendors to mediate or support client or prospect initiatives, such as conversions or new business implementation.
  • Represent Federated Hermes’ interests in negotiating new contracts / agreements, while working to gain consensus with the client. Work to extend contractual relationships with current clients.
  • Secure, contribute or provide client information in response to compliance / risk management-initiated requests.
  • Participate in or suggest creative solutions to operational issues by recommending enhancements / improvements to existing policies and procedures within constraints of the prudent management of risk.
  • Establish and maintain strong working relationships with internal personnel across divisions to gain a global perspective on Federated Hermes’ and its partners’ / vendors’ capabilities to service clients.
  • Utilize Salesforce to track client information and activity. Make timely updates to Salesforce for client activities, issues, tasks, profiles, and contacts.
  • Work closely with Federated Hermes’ wholesalers, Global Account Managers, and exclusive third-party consultants to gain and share client insight and to foster a cohesive client support team.
  • Manage client onboarding including contract and application processes through initial system set up, training, and enlisting support of other Federated Hermes’ departments as needed.
  • Adhere to current policies, procedures, and quality standards.
  • HOURS / LOCATION :

  • 8 : 30 a.m. - 5 : 00 p.m. (Overtime as required)
  • Warrendale, PA 15086
  • Hybrid Location (office / remote)
  • EXPLANATORY COMMENTS :

  • Ability to analyze complex situations, reach sound conclusions / decisions and propose solutions.
  • Attention to detail.
  • Effective communication skills.
  • Written, verbal, and presentations skills.
  • Ability to influence others, be approachable, and accessible.
  • Ability to work as a member of a team.