Account Manager / Relationship Manager Job Description

Account Manager / Relationship Manager Job Description

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Account manager / relationship manager provides recommendations to meet client needs for administration educating clients on Fidelity’s plan administration procedures, products and services.

Account Manager / Relationship Manager Duties & Responsibilities

To write an effective account manager / relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included account manager / relationship manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Be knowledgeable about our products & services, their application within the dealership environment, and their representation within all key reporting
Work with existing specified agents to produce sales from our products
Drive new business growth within the assigned region by leveraging consultative credibility at each dealership & recommending products that guarantee return on investment
Respond in a profession and timely manner to all e-mail and phone correspondence
Inventory Management – out of stocks, lost sales, LTO’s dead and new products management, daily reviews of on hand versus on order
Be the point of contact for the end-to-end service routines and operations process / fulfillment management for high value National Client Group (NCG), Corporate, Non-Bank Financial Institution (NBFI), Insurance & Government clients, having clear Client First focus and continuous improvement mindset to support business strategies
Take ownership of the problem management process ensuring quick cause and effect analysis, effective resolution and communication to appropriate management and team members to mitigate client, operational and fraud risk
Anticipate and proactively identifies process improvements, innovation opportunities and best practices
Follow established Coaching Routines and related activity to drive high performance and enhance client experience
Monitor and manage loss ratios

Account Manager / Relationship Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Account Manager / Relationship Manager

List any licenses or certifications required by the position: PMI

Education for Account Manager / Relationship Manager

Typically a job would require a certain level of education.

Employers hiring for the account manager / relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Marketing, Education, Sciences, Technology, Business/Administration, Finance, Economics, Management, Financial Services

Skills for Account Manager / Relationship Manager

Desired skills for account manager / relationship manager include:

Capital markets with the ability to communicate market insights to clients
Client investment objectives and client marketplace
First Data product offerings
Fiserv product offerings
Fixed income and asset allocation portfolios to institutional clients
Microsoft Office computer applications
Regional clients and their respective local market needs for the role of the Account Manager/ Relationship Manager
Represent equity
Various company policies and procedures
Organization products and operations

Desired experience for account manager / relationship manager includes:

Strong knowledge of the CPA clearing rules and AntiMoney Laundering requirements
Responsible for ensuring client records, activities, opportunities, at risk business are kept up to date on the internal CRM system
Client relationship management and business development role for German institutional prospective and existing clients (incl
Liability driven investment (LDI) and liability hedging essential
All major asset classes including fixed income, equities, property, hedge funds, private equity and other alternatives
Client relationship management and business development role for German and Austrian insurance prospects and existing insurance clients (incl

Account Manager / Relationship Manager Examples

1

Account Manager / Relationship Manager Job Description

Job Description Example
Our company is hiring for an account manager / relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account manager / relationship manager
  • Provide strategic project guidance and technical subject matter expertise driving the execution of key Operations initiatives and activities
  • Partner and actively interact with Client Account Support leadership team members and Operations leadership as a productive and collaborative member of the Operations team
  • Drive efforts to effectively source and gain feedback on our service levels
  • Support, mentor, and educate team with knowledge required to orchestrate successful handoffs throughout and upon the completion of account opening and relationship managing
  • Determine the service plan which will drive the greatest value and greatest likelihood of renewal for each member organization
  • Leads the development, implementation and execution of multiple project plans
  • This positon sits in the Pleasanton, CA location
  • Overall account setup for new customers
  • Run and maintain all requested reporting requirements for the customer and National Account Manager
  • Collections, resolving discrepancies, and monitor credit terms
Qualifications for account manager / relationship manager
  • Demonstrated ability to effectively deal with Senior officers of Companies in a manner that is professional and with a high degree of customer service
  • Current Account Documentation
  • Previous experience in a customer servicing role dealing with Business clients would be an asset
  • Builds diverse talent
  • Handle a diverse high performing team and the relevant challenges
  • Coaches on how to effectively manage a pipeline, plan and manage time, build relationships and influence client decisions to deliver results
2

Account Manager / Relationship Manager Job Description

Job Description Example
Our innovative and growing company is hiring for an account manager / relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account manager / relationship manager
  • Proactively engage with customers to identify risks and growth opportunities
  • Continuously deliver feedback to leadership teams and participate in process improvements and optimization of existing procedures
  • Overseeing the everyday operations and functions of MyPedia Implementation, Customer Support, Test Execution
  • Ensure quality processes are in place for all divisions specific to their project requirements
  • Understanding the training requirements of customers to finalize the design of the program, schedule, billing milestones and managing the programs end to end
  • Enabling the sales team with proposals and presenting the solutions at school with demos and sample deliverables to finalize the deals
  • Meeting the monthly, quarterly and annual revenue targets
  • Collaborate with Product, Sales, Finance, Efficacy functions to be able to create superior learner outcomes
  • Develop change management strategies, conduct stakeholder analysis, impact assessments and devise appropriate plans
  • Prepare and Conduct wide variety of workshop on Pedagogy
Qualifications for account manager / relationship manager
  • Ensures premium value is delivered that aligns with clients goals and delivers a positive customer experience and achieves customer advocacy
  • Fully engaging in the Performance Management and Development Planning Process with a clear focus on employee engagement
  • Demonstrates ability to operate in a fast-paced evolving, environment to influence, collaborate and coordinate with multiple stakeholders globally, regionally and/or locally
  • Fosters relationships with global, regional and /or local counterparts and collaborates with support to drive profitable growth, overcome obstacles and support business objectives
  • Is effective and persuasive, has a high level of executive presence and builds a strong followership
  • Depth and breadth of understanding of IT systems and IT industry players
3

Account Manager / Relationship Manager Job Description

Job Description Example
Our innovative and growing company is looking for an account manager / relationship manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account manager / relationship manager
  • Significantly expand current relationships across all levels
  • Providing high levels of consistent support to both Key Account Clients and Key Account Managers
  • Support across all team functions including production of legal Corporate Agreements, Risk Underwriting, Membership, Claims and Bill Payment
  • Attending and prepping for benefit fairs
  • Attending and prepping for client meetings
  • Completion of all customer queries with speed and efficiency
  • Development and maintenance of excellent relationships with Account Managers, Intermediaries, Clients and End Customers
  • Production of Management Information for client visits
  • Support with query resolution and investigation where required
  • Track the on – boarding process, proactively identify any issues and work with key stakeholders in the various teams to meet/exceed the customer’s expectations
Qualifications for account manager / relationship manager
  • In-depth understanding of large scale relationship management with multinational businesses
  • Exposure to self-management, team working and time management in a complex matrix environment
  • Be Innovative with the ability to spot, develop and implement business opportunities
  • Be professional in attitude, conduct and appearance
  • Undergraduate degree or equivalent preferred, but not required, with sales/business acumen generally attained through 3+ years similar work experience
  • Understand buying decisions, buying processes and cash flow dynamics of small to medium accounts
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Account Manager / Relationship Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of account manager / relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account manager / relationship manager
  • Drive revenue by prospecting and building pipeline while building strong personal relationships with potential and existing Public Sector clients
  • Close business consistently at or above quota level
  • Work to develop and circulate the set of best practices that will be the foundation of this pivotal, growing team
  • Listen to the needs of the market and share with our product and marketing teams
  • Develops, directs, implements & maintains a business plan to achieve sales & growth goals for targeted firms including having a multifaceted understanding of key contacts, how they market themselves, market segments they target, how they operate to establish relationships &/or value proposition
  • Assist Business Development Manager and Project Manager in driving overall business and product deal support
  • Participating in the business development of the territory
  • Partner with Service and other functional in the resolving customer issues
  • Prospecting, sales calls, and sales visits
  • Entering and maintaining all relevant data in the CRM
Qualifications for account manager / relationship manager
  • Analyze complex situations, anticipate potential problems and future trends
  • Clearly define problems
  • Understanding of the IT industry, particularly in the Relationship/Commercial environment
  • Computer literacy in MS Office suite, with SAP being an added advantage
  • Work with client directors on new and cross sell opportunities to designated clients and development clients and coordinate the claims process
  • Communicate both internally and externally significant claim trends, initiatives, organisation and structural changes and industry, regulatory and legal developments
5

Account Manager / Relationship Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of account manager / relationship manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for account manager / relationship manager
  • Constant coordination with Product Development, Assessment Delivery and Technology teams for updating the program material and share customer feedback on content for continuous improvement
  • Pre-sales academic support to Sales team members as and when required
  • Ensure compliance with systems/practices in place
  • Ensure proper documentation and periodic reporting – School Visit Report, Observation Checklist, SFDC update and Dashboards for review
  • Responsible for delivering the Revenue targets for MyPedia through Renewal & Upsale
  • To meet collection targets for all previous renewals
  • Core travelling profile(travelling to the assigned schools and corporate office)
  • Management of Key Accounts
  • The SRM is the single-most important touchpoint between GED Testing Service® and each of the states in their portfolio
  • Develop, execute and evaluate annual state plan with defined goals and target stakeholders with strategies and tactics
Qualifications for account manager / relationship manager
  • Assist in the development and execution of claims education and information events tailored to brokers and customers and internal business partners
  • Maintain Salesforce for accounts within designated portfolio
  • Manage designated projects
  • Knowledge of Private Banking processes complex account openings
  • Western U.S. A
  • Acquire new accounts through business development activities

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