Client Relations Manager Job Description

Client Relations Manager Job Description

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Client relations manager provides counseling to Management, Operations, and Sales partners on underwriting policies and procedures, agency and investor guidelines, risk assessment, and loan quality.

Client Relations Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Coordination of staff rosters and the daily plan / task scheduler
Management of performance of staff
Delivering all agreed services on time, in full
Dealing with internal clients and external stakeholders
Reviewing and investigating issues affecting the operation and manage any impacts
Identification and reporting of key issues
Managing the operational workforce with respect to shifts / rosters, leave planning and cross training
Managing the forecasting of workload and reporting of business performance against objectives
Ensure all scheduled services are delivered to agreed Quality Standards and within agreed SLAs
Actively participating in Service Sales Centre & Operations (SSC&O) and team projects and help implement and drive change management activities for the operation

Client Relations Manager Qualifications

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

Licensing or Certifications for Client Relations Manager

List any licenses or certifications required by the position: PMP, LEAN, PMI, CSC, IFIC

Education for Client Relations Manager

Typically a job would require a certain level of education.

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

Skills for Client Relations Manager

Desired skills for client relations manager include:

Compliance
FHA and FNMA policies and guidelines
Investor products
Mortgage loan processing
Underwriting guidelines
Various fraud tools
Enterprise
Applicable products
FIS products and related services
Business area

Desired experience for client relations manager includes:

Significant experience team management experience in an administration or operational role (essential)
HSC or equivalent (essential)
Experience in an administration or operational role within Financial Services (desirable)
Experience in a client facing role, preferably with cash handling/branch management experience (desirable)
Tertiary qualifications, preferably with a degree in Finance or Business (desirable)
Knowledge of specialist financial services products (desirable)

Client Relations Manager Examples

1

Client Relations Manager Job Description

Job Description Example
Our growing company is hiring for a client relations manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client relations manager
  • Directs and manages the daily operations of business units in support of the program
  • Directs and controls the activities of a broad functional area through several department managers within the program
  • Develops budget estimates and manages program/contract to meet revenue and cost projections
  • Determines resource allocation levels to meet program/contract commitments
  • Develops/implements process and service improvements as needed
  • Lead on the strategic growth and development of catalog clients, through leveraging our in house services, including marketing, advertising, retail sales, compilations, publishing administration
  • Manage the on-boarding of new Sub-advised and Institutional accounts
  • Manages personnel who assist in the management of the client relationship
  • Develops and maintains a sales process for contacting customers to achieve monthly sales objectives by proactively and reactively placing calls and sending e-mails to current customers for retention and sales purposes
  • Participates in organizational activities to meet or exceed company objectives by applying knowledge from background area of expertise to special projects that will help drive profitability and growth
Qualifications for client relations manager
  • Experience in utilizing technical tools & new technologies
  • Must have experience using online tools & interfaces
  • Must have strong client focus skills
  • Work with mindset of being the voice of the customer
  • Strong knowledge & interest in the global expansion of Digital content media
  • Understanding of Digital business, including electronic download, Cable/PPV
2

Client Relations Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of client relations manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client relations manager
  • Partnering with the senior team lead to establish shift scheduling and work allocations
  • Report creation for management
  • Drive recruitment process and training & development
  • Supporting, enabling and mentoring subordinate leaders in preparation for advancement
  • Employee discipline and conflict management
  • Performance review and guidance
  • Expanding knowledge-base to learn more about the entire processes at mid-levels and self-preparation to move to the next level
  • Recommend changes to existing methods and systems to increase the accuracy, efficiency and responsiveness of the customer service team as a whole
  • Educate internal teams products and services in order to improve support and customer satisfaction
  • Educate team on sharing best practices
Qualifications for client relations manager
  • Must be flexible & have a positive attitude in a fast-changing environment, striving to have positive influence internally & externally
  • Must maintain organized, current & accurate records & files
  • Must have heavy analytical skills working with data, trends & systems development
  • Ability to think outside the box when streamlining & establishing processes & guidelines & working with internal systems being developed for the Digital business
  • Strong project management skills, from planning, organizing, problem-solving & communicating across key project stakeholders to meet project objectives in a fast paced environment
  • Must be tactful with personnel at all levels of WB & clients
3

Client Relations Manager Job Description

Job Description Example
Our innovative and growing company is looking for a client relations manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client relations manager
  • Responsible for tracking and coordinating the resolution of client concerns raised during installation, operation, maintenance or product application or compatibility matters
  • Develop relationships with influential industry analysts including those at Gartner, IDC, Forrester and smaller boutique firms
  • Effectively partner across Global Marketing and Global Communications including employee, corporate and PR teams to develop and deliver integrated communications programs
  • Develops client-specific agenda and objectives
  • Serve as clients’ primary point of contact and internal liaison for the organization’s services
  • Coordinate clients’ needs, monitor trends, and manage clients’ expectations
  • Visit external customers frequently in order to have a full understanding of their needs and expectations and provide solutions
  • Deliver product presentations to customers
  • Review market analyses to determine customer needs, develop pricing, and determine discount rates where applicable
  • Discover and evaluate ideas and suggestions for new products
Qualifications for client relations manager
  • Strong skills in managing & coaching staff
  • Continuous Process Improvement skills are a strong plus
  • Ability to multi-task & manage parallel time-sensitive projects, leveraging strong time management skills to meet assigned & unexpected deadlines
  • Strong systems skills, including SAP, Business Objects & a great understanding of data flow from one system to another
  • Understanding of the internet & usage
  • Strong communication skills with team members & upper management
4

Client Relations Manager Job Description

Job Description Example
Our company is hiring for a client relations manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client relations manager
  • Gather and summarize historical product information in meaningful detail relating to projected and actual sales, dollars and production units
  • Provide training on products internally
  • Prepare training materials and presentations for sales representatives
  • Assist in the development of short- and long-range planning to market the product through all stages of the product’s life cycle
  • Develop and maintain product literature, website
  • Support tradeshow and advertising objectives
  • Support selling situations by serving as the technical resource for customers and sales group
  • Develops and maintain a sales process for contacting customers to achieve monthly sales objectives by proactively and reactively placing calls and sending e-mails to current customers for retention and sales purposes
  • Act as an interface between the customer and internal teams throughout issue resolution
  • Identify and react to sales opportunities by developing an understanding of customer business needs and challenges
Qualifications for client relations manager
  • Strong skills in managing data across different spreadsheets, leveraging macros & database tables
  • Ability to facilitate meetings with meeting agendas & recaps
  • Detail orientation & patience with manual data entry & manipulation efforts is a must
  • Strong understanding of data management & analysis
  • Proven ability to manage & balance client & vendor relationships
  • A general interest & knowledge of entertainment media, specifically in Digital Operations area
5

Client Relations Manager Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client relations manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client relations manager
  • Attend and facilitate Joint Operating Committee/Delegated Oversight meetings with clients
  • Interact with and educate MARCH internal departments regarding client and regulatory required changes in service levels, reporting requirements, benefits, network requirements
  • The successful candidate will have a deep understanding of clients and prospective clients and their needs
  • Manages relationships with MBS clients, including dealing with their agents, representatives and investors on a variety of matters, attendance at closing, service quality questions and other matters in connection with client service with a view to maintaining existing business
  • Respond to client inquiries and questions on various contractual, legislative, administrative and policy issues, either by phone or in writing, including researching issues, analyzing client needs and/or consulting with internal corporate staff (eg
  • Reports (verbally or in writing) information on client accounts to senior management, specifically regarding potential new and lost business client contact activity
  • Maintain necessary standards of knowledge and expertise in applicable areas of securitization and mortgage backed securities area internal policies and procedures
  • Conducts daily review and follow-up with borrowers and vendors regarding outstanding items
  • Must be willing to travel to the EMEA Headquarters in Henley on Thames for internal meetings, training and occasional Board meetings as required
  • Prepare recaps that detail and summarize sponsorship execution, including photograph and data compiling and analyzation
Qualifications for client relations manager
  • PMP or PMP certification in progress
  • Must have at least five years’ health care Industry experience working as a project manager or an account/client manager
  • Assists in the development, refinement, validation or ensures completion of all projects
  • Contributes to and executes the EMEA Influencer marketing plan, in alignment with region’s business plan, under the guidance of the Marketing Director EMEA
  • Work with Corporate AR, PR and Social Media to develop an ‘in-region’ public relations, analyst relations and social media plan to support awareness and demand generation objectives
  • Ability to generate content internally and be ‘hands-on’ rather than simply leveraging agencies as a default position

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