Client Relationship Manager
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Relationship Manager managing client relationships in financial services for The Hilb Group. Requires strong communication skills and financial services expertise with a bachelor’s degree.
Responsibilities:
- Contributing to various team meetings
- Participating in day-to-day communication with clients proactively
- Assisting clients with questions and issue resolution
- Managing review meetings directly or in coordination with Retirement Advisors
- Preparing client meeting and other presentation materials in collaboration with the retirement client service team and with Retirement Advisors
- Conducting employee education workshops and enrollment meetings
- Coordinating with other departments to ensure deadlines are met
- Maintaining client support technology systems including databases, client relationship management systems, and investment analytics application
- Assisting in the completion of additional reports and presentations as necessary
- Helping the team in streamlining services and implementing new applications, software, and products
- Contributing to a positive workplace environment
- Ensuring the highest level of customer service and satisfaction
Requirements:
- Bachelor’s degree
- FINRA Series 65 license (or obtaining within the established timeframe)
- 5+ years of relevant financial services industry experience
- Experience in the retirement industry, as well investment knowledge
- Excellent communication skills, both oral and written
- Detail orientated and superior organizational skills
- Deadline driven
- Ability to work independently, as well as be a team player demonstrating collaboration
- Tech-savvy with excellent command of all Microsoft programs (Office, Word, and Excel)
- Fluency in Spanish is preferred, but not required.
Benefits:
- Company Paid Life Insurance
- Long-Term and Short-Term Disability
- Medical, Dental, Vision and FSA/HSA plans
- 401(k) with company match
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO
- An awesome team of professionals!
Similar Jobs
Partner Manager, Strategic Alliances
Strategic Partner Manager at CreatorIQ responsible for activating and scaling technology and agency partners. Drive revenue through collaboration and enablement programs in the influencer marketing space.
Inventor Relations Manager
Inventor Relations Manager for Exploding Kittens connecting with external game designers to source innovative concepts. Lead the development and evaluation of new game ideas and processes.
Channel Sales Manager – Partnerships & Alliances
Channel Sales Manager architecting Tive's indirect revenue engine through partnerships. Recruiting and managing referral and strategic co-sell alliances for real-time visibility solutions.
Manager, Digital Commerce Enablement – Partnerships
Manager responsible for driving execution and support for digital commerce initiatives at PartsBase Inc. Collaborating with Sales and Product teams to enhance platform adoption and effectiveness.
Director, Digital Commerce Enablement – Partnerships
Director of Digital Commerce Enablement & Partnerships responsible for accelerating adoption and partner success at PartsBase Inc. Work in a fully remote environment with a global team.
Patient Account Representative
Processing patient accounts, handling insurance payments, resolving denied claims, and analyzing credit balances. Responsible for various functional areas of patient account management.
Content & Partnerships Manager
Content & Partnerships Manager leading creator and brand partnerships for a global creator business platform. Work remotely to expand partnerships and drive revenue opportunities.
Account Manager
Account Manager managing client accounts at StockTwits, a leading social finance platform. Driving campaign execution and renewals across a defined portfolio of clients.
Sales Manager – Brand Partnerships
Sales Manager leading and developing Brand Partners for a B2B networking platform. Coaching sales reps and driving performance in a scaling sales team environment.
Territory Manager, Beef
Territory Manager driving business growth and ensuring customer success within the Fitzroy region at Halter. You'll execute sales strategies and build strong relationships in the beef industry.
Senior Relationship Manager – North America Sales
Senior Relationship Manager for IonQ's single photon systems, focusing on revenue growth in North America. Driving sales through inbound leads and strategic relationships with institutional clients.
Account Manager
Account Manager responsible for managing mid-market and enterprise accounts in SaaS. Building relationships and developing solutions for customer success and business growth.
Account Manager
Account Manager responsible for strategic relationships and driving revenue growth for a legal tech firm. Focusing on client success and maximizing automation within their operations.
Director, Account Manager
Director and Account Manager for the Department of Treasury and IRS at GDIT. Leading the execution of IT programs and strengthening stakeholder relationships.
Strategic Account Manager – LATAM Based
Strategic Account Manager at Arionkoder, managing accounts and driving growth for AI consulting firm. Building relationships and leveraging insights to enhance client outcomes in LATAM.
Territory Manager – Pipe & Fittings
Territory Manager driving sales within the Southern FL market for Westlake Pipe & Fittings. Focus on increasing revenue and building client relationships in the plumbing and municipal sectors.
Director of Strategic Partnerships
Director of Strategic Partnerships focusing on enterprise growth strategy at Rula. Driving sales and shaping market positioning with healthcare organizations.
Sales Territory Manager
Sales Territory Manager in medical technology company Enovis, managing strategic accounts and commercial strategies in the Netherlands. Focusing on orthopedic solutions and decision-makers.
Senior Account Manager
Snr Account Manager at Brandtech+, innovating brand strategies using AI technology for diverse clients globally. Leading projects and ensuring optimal client experiences in a remote setting.
Business Development, Partnerships
Build partnerships and integration programs for Resend's email platform. Source and close deals while collaborating with a small remote team.