Client Relations Job Description

Client Relations Job Description

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Client relations provides advice on our software solutions and ensure the quality and utilization of FIS trading products satisfy client needs.

Client Relations Duties & Responsibilities

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

Sample responsibilities for this position include:

Learns and maintains an understanding of WK CS financial services solutions, customers, and the industry as a whole by participating in formal/informal training sessions and self-directed learning
Provides support for customer questions or concerns by responding to customer issues and inquiries (e.g., billing, technical, renewal and retention of existing subscriptions and services) in a professional manner
Provide support for customer questions or concerns by responding to customer issues and inquiries (e.g., billing, technical, renewal and retention of existing subscriptions and services) in a professional manner
Work collaboratively with members of Client Services and Client Relations to ensure collaboration and communication to anticipate and support client needs
Work with cross-functional groups, including, but not limited to, marketing, finance, event operations, legal, product teams, data teams, , to initiate and execute projects within the constraints of tight, and often fluid, time deadlines
Serve as a local extension of the global Client Relations management team to help triage operational issues, client inquiries or any other such matters that can benefit from “on the ground” attention and problem-solving
Assist in obtaining appropriate marketing materials
Coordinate existing product enhancements
Provide fund/qualification information
Provide guidance on standard service and reports that are available for new clients

Client Relations Qualifications

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

Licensing or Certifications for Client Relations

List any licenses or certifications required by the position: PMP, CFA, LEAN, SHRM, ASE, PMI, SCP, CP, SPHR, PHR

Education for Client Relations

Typically a job would require a certain level of education.

Employers hiring for the client relations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Finance, Marketing, Management, Economics, Associates, Computer Science, Healthcare, Accounting

Skills for Client Relations

Desired skills for client relations include:

Applicable products
Services
FIS products and related services
FIS systems the industries in which FIS competes for business
FIS products and Services
Company policies and procedures
Services and company policies and procedures
FIS products/services general banking operations and procedures
Compliance
FHA and FNMA policies and guidelines

Desired experience for client relations includes:

Maintain excellent business knowledge on customer needs, internal policies & procedures, systems capabilities and constraints
A minimum of 5 years of experience in a communications or marketing role is required
Creative and naturally curious
As the CR Coordinator you will be key from the initial stages of discussions regarding CR activity, you will be responsible to brief the relevant parties, coordinating any logistics
You will be a natural leader at coordinating and managing logistic support to a very dynamic team and a people person with high energy and a drive to succeed
You will have a proven record of events’ management support

Client Relations Examples

1

Client Relations Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client relations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client relations
  • Participate in new product launches
  • Review, track and maintain documents related to the work and processes of the New York-based Client Relations teams
  • Perform other duties independently as needed, including receptionist duties, faxing, copying, mailing and ordering supplies
  • Under general direction of management, assist with coordination of department offsite meetings, special events
  • Proactive approach to identifying and following up on leads
  • Ability to be an independent and resourceful team player, used to sharing information with colleagues
  • Manage OnTour’s emerging artist programs by coordinating selection process with greater team
  • FRONT END SALE
  • BACK END SALE
  • SALES OPERATIONS TEAM MANAGER
Qualifications for client relations
  • Must be detail-oriented, methodical, efficient and able to multi-task with solid organizational and time-management skills
  • You will take a collaborative approach to team work and have a flexible working style
  • You will have a genuine interest in developing your interpersonal and communication skills to be put in practice with existing and potential customers when needed
  • A thorough understanding of the luxury consumer
  • You will be a creative thinker who works on initiative
  • Strong working knowledge of Microsoft Office applications including Excel, Word, PowerPoint, Access, Adobe and Outlook
2

Client Relations Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client relations. 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 client relations
  • AUTOMOTIVE EXPERT
  • Visit clients on a regular basis and build strategic relationships at all levels of the organization
  • Build and maintain professional working relationship to provide support for global distribution channels located in the Americas region
  • Make recommendations and implement workflow efficiencies
  • Monitor, gather, analyze and report data and make recommendations on improving and maintaining client relationships quality
  • Responsible for retaining and growing employer-sponsored (client) accounts, primarily overseeing their Back-Up Care, College Coach, and/or Special Need Programs
  • Facilitate and manage the retention and development of (client) accounts
  • Renew and negotiate client contracts to optimize company’s financial growth
  • Provide timely and thorough responses to client inquiries and requests on a day-to-day basis
  • Analyze program utilization data of client programs, effectively communicate utilization trends to clients, and continuously provide strategic direction to clients to meet their organizational objectives
Qualifications for client relations
  • Handle conference registrations
  • Produce the weekly report regular analysis/reports upon request
  • Support the conference team at events
  • Handle customer enquiries (e-mail and phone) for events
  • Partner interdepartmentally
  • Most importantly, impeccable interpersonal skills, and a good sense of humor
3

Client Relations Job Description

Job Description Example
Our growing company is looking to fill the role of client relations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relations
  • Strategically grow and expand business with existing clients
  • Maintenance of systems including CMS, CSS to ensure publisher requirements are recorded and actioned accurately
  • To be responsible for your own Health and Safety and be aware of factors affecting your colleagues in order to maintain a safe environment
  • May be required to accompany Account Managers to publisher meetings
  • Any other duties as required in line by managers from time to time, and commensurate with role and responsibilities
  • Manage client relationships within top cable, satellite and telco distributors in the US and Canada
  • Establish work priorities, plan projects, and ensure timelines are met individually other associates
  • Implements customer performance scorecards for GHSC-PSM’s clients, measuring order lead time and responsiveness
  • Openly share information and experiences to aid in the success of others
  • Provide and/or prepare input to meaningful and constructive performance reviews
Qualifications for client relations
  • None, other than the ability to perform the job duties above and fulfill travel requirements below
  • Administer post-sale report production on automated platforms, create presentation materials manually for non-standard requests
  • Bachelors Degree preferably in Life Sciences, Business, IT or a minimum of 5 years of pharmaceutical industry experience with a minimum of 3 – 5 years of project management experience
  • Or possibly CRF Health experience for a minimum of five years
  • Has a sense of urgency and seeks to resolve matters swiftly wihtout comprising quality
  • Ability to motivate and influence others towards common goals and productivity
4

Client Relations Job Description

Job Description Example
Our growing company is looking to fill the role of client relations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relations
  • Ensure optimum development of strategic employer-sponsored contracts
  • Proactively and responsively develop strong partnerships with employer sponsors to maximize client retention and loyalty and to ensure compelling client testimonials and endorsements
  • Renew and negotiate client contracts to optimize company’s financial return and contract terms
  • Support operations in the development of new or changes in programs for clients, including budget development, developing presentations, contract negotiations, and general support
  • Answer all calls and e-mails that come into the Pronto Service Line with efficiency and memorable service
  • The Pronto Pro owns the ticket for completion within 30 minutes from when the call or e-mail was received
  • The Pronto Relationship Pro initiates the Pronto Ticket and closes the Pronto Ticket to ensure service excellence
  • Personal Shopping Affiliate Program (PSA)
  • Ensure all invoices for PSA stylists are submitted to Finance and payments processed
  • Assist PS with new enrolments, contracts and deadlines
Qualifications for client relations
  • Bachelor's in Business or other related discipline or equivalent work experience
  • BS/BA degree in Business Administration preferred or related work experience
  • Must be able to travel to domestic and international locations
  • Knowledge of events, and conferences and/or sponsorship sales is a plus
  • Minimal travel is required for training, client visits, (<25%)
  • Must have a Bachelor’s Degree or equivalent education and experience
5

Client Relations Job Description

Job Description Example
Our growing company is looking for a client relations. 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 client relations
  • Be the internal point of contact for all PSA enquiries
  • Personal Shopping invoices
  • Support PS Managers with any vendor payments and invoices, and ensure new vendors, contracts and payments are processed and completed
  • Liase with PS Team Administrator to ensure that invoices are budgeted monthly and organized
  • For an assigned portion of the Statement of Work (SOW), performs professional management consultancy for clients engaged in large integration initiatives, such as systems conversion or product launches
  • Engages in an assigned portion of SOW and manages assigned tasks for the implementation and integration
  • Establishes and maintains a strong partnership with the client and may include senior management
  • Create a Client audit matrix that identifies timeframes, response timeframes, and communicate with the audit team
  • Provide monthly status report to manager and SVP of department on items handled, this will include open items completed items
  • Assist with seasonal deadlines and ensure timely delivery of new title information and materials for sales presentations
Qualifications for client relations
  • Ability to effectively prioritize and multi-task in high volume workload situations while meeting deadline
  • Need to be able to be able to manage multiple computer systems
  • Need excellent people / communication skills – will be interacting by phone, e-mail and sometimes in person
  • Need to be able to manage multiple projects and priorities
  • Professionalism is important
  • Ability to interact with clients and colleagues professionally and promptly

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