Client Relationship Job Description
Client relationship
provides guidance to DS branches, IC offices and IR’s regarding operational policies, procedures and regulatory framework around CRM2 rules / regulations.
Client Relationship Duties & Responsibilities
To write an effective client relationship job description, begin by listing detailed duties, responsibilities and expectations. We have included client relationship job description templates that you can modify and use.
Sample responsibilities for this position include:
Conduct regular business review with client in accordance with GBT strategy and procedures
Build and maintain client relationships & greeting clients on behalf of Advisers, when necessary
Respond to clients needs and requests efficiently ensuring that you meet service standards
Leverage the relevant Advisers where possible by managing client enquires and problems on behalf of the advisers
Prepare all correspondence, letters, memos, file notes and reports on behalf of the Advisers
Manage the formatting and finalisation of financial documentation and Statements of Advice on behalf of the Advisers
Maintain the XPLAN database to achieve accurate reporting tools for management
Ensure effective diary management for relevant Adviser
Primary point of contact for assisting Regional Sales staff and Producers with group information
Provide updates and reports on performance following up with customers and business partners as needed
Client Relationship Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Relationship
List any licenses or certifications required by the position: ITIL, PHR, CPP, PMI, CEBS, SHPR, CPA, PMP, FIS, FPC
Education for Client Relationship
Typically a job would require a certain level of education.
Employers hiring for the client relationship job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Management, Business/Administration, Marketing, Finance, MBA, Economics, Communication, Human Resources
Skills for Client Relationship
Desired skills for client relationship include:
Retail product philosophy
Retail products and services
Procedures
Policy
Documentation and systems
Regulatory and supervisory requirements and corporate policies and procedures
Systems
Banking products
Policies/procedures and regulations
Canadian Commercial Banking marketplace
Desired experience for client relationship includes:
Initiate employer set up on EIS (Employer Information System) to generate ER number
Act as primary plan sponsor contact for all day-to-day plan administration issues and requests
Schedule and prepare materials for educational meetings and campaigns
Capability to balance a fast paced, high volume role with a high touch client experience
Effective and thoughtful communication with clients and team members
Ability to provide all clients with the “Ritz-Carlton” service experience
Client Relationship Examples
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Client Relationship Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of client relationship. 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 relationship
- Prospecting, managing and retaining key clients
- Understanding the client's investment goals and objectives and developing a diversified investment plan and strategy to meet goals
- Advising clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions
- Managing client service and administrative functions
- Typing of review reports, statement of advice reports and any other miscellaneous client letter
- Typing of review reports, statement of advice reports and any other miscellaneous client letters
- Qualify prospective clients via telephone, email and in person meetings
- Interacts with his/her contact points that might be both senior level procurement or finance directors, or their direct reports, travel managers or executive assistants
- Create strategies to align with GBT business strategy and meet P&L goals
- Assess risk and opportunity and develop strategies to defend or exploit potential impacts
Qualifications for client relationship
- Maintain tight communication with Service Assistant to ensure all service requests are addressed in a timely fashion
- Advanced analytical and problem solving skills the ability to understand and think analytically about complex business problems
- Advanced ability to work in a team environment, by soliciting input and feedback
- Must be able to help in the physical installation of equipment
- Leverage the Business Review as a consultative tool to demonstrate performance against plan
- Use value proposition to create interest for key contacts, open the door to new relationships within the organization and continually reposition value with ongoing contacts
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Client Relationship Job Description
Job Description Example
Our innovative and growing company is hiring for a client relationship. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client relationship
- Prepare budget for expected client expenditures, P&L analysis for all clients
- To support selected RSM’s on a daily basis, in all aspects of their role, thereby maximise their client facing time
- To develop and maintain excellent working relationships at all levels across your designated accounts
- To promote a culture of continuous improvement by hosting regular service reviews across your accounts and encouraging open and honest feedback
- You will be required to attend client and operational sites based across the UK and Ireland
- To ensure that CDIS are delivering an excellent service to our customers, you will be required to host service reviews and then pass feedback regularly to operational teams and managers across CDIS
- To understand client’s needs and ensure CDIS are positioned to identify and win any new business opportunities
- To ensure your clients are aware of CDIS’s capabilities and range of services
- To draft solution specifications and calculate and submit quotations for new business with the support of financial, pre-sales and operational teams
- To work with pre-sales teams and facilitate scoping and business analysis to ensure CDIS full understand any requirement and can draft the appropriate solution
Qualifications for client relationship
- Strong operational knowledge of investment products (mutual funds, variable annuities), risk products, and bank products
- Minimum of 3 years of client services administration in an insurance brokerage or financial services firm
- The capacity to establish or develop client relationships over time
- Ability to develop business relationships with C-level executives (CEOs, CFOs), Board of Directors and referral sources (attorneys, bankers)
- Bachelor’s degree, preferably in economics, finance, computer science, or a related field
- Project management experience that includes understanding timelines, discussing milestones and ETA`s, assigning tasks, and holding resources accountable while facilitating the overall completion of tasks
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Client Relationship Job Description
Job Description Example
Our growing company is looking to fill the role of client relationship. 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 relationship
- Presents qualified candidates to client including entering all pertinent details into tool
- Maintain relationships with existing consultants to gain awareness of client projects to maximize opportunities and ensures renewals and remarketing of talent
- 5 to 7 years of experience in recruiting, with a strong sales acumen, preferably in an IT consulting environment
- Good understanding of clients’ market sector & knowledge of competitors
- Ability to project professionalism and personality on the phone and face to face
- Must be able to communicate with impact and confidence and have ability to influence at all levels
- Ability to network within large client environment
- Resilient, tough minded with a flexible attitude
- Manage all post sales requirements for key clients
- New Business - Onboard post sales
Qualifications for client relationship
- 2-4 years' experience in sales, customer service
- High personal motivation, self-management, and detail-orientation
- 5-7 year proven track record in strategic selling to C level executives, strong Inter-personal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex sales engagements concurrently
- Degree in any relevant field
- Candidate must have an entrepreneurial approach that is imaginative, smart, Passionate, and approachable
- Strong network with business partner/distributor
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Client Relationship Job Description
Job Description Example
Our company is searching for experienced candidates for the position of client relationship. 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 relationship
- Identify and pursue new business opportunities with existing clients in conjunction with Product Specialist and/or Account Manager’s efforts
- Leverage SalesForce.com for orders, activity, and client documentation
- Provide weekly reporting to Account Managers, Product Specialists and Sales Managers
- Oversight of day to day processing (enrollments, contributions, distributions)
- Organisation and delivery of value-chain specific working groups to inform internal audience of client feedback, action points and incidents infrastructure and strategic plans
- Successfully and efficiently completing all initial client take-on activity
- Ensuring the fair treatment of customers takes place at all times
- Providing billing oversight
- Accurate and timely recording of client records within agreed service standards
- Ensuring that potential cross-selling opportunities are followed through by sharing with others as appropriate
Qualifications for client relationship
- Technology/Automotive experience preferred
- Call center success in senior/leadership position a plus
- Skilled at managing time/priorities based on company goals and objectives
- Knowledge of SEO, social media, website analytics
- Must be a great communicator to contribute to and ensure high integrity and a highly productivity culture
- Knowledgeable in Fixed Income (Corporate and/or Municipal) primary and secondary markets
5
Client Relationship Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of client relationship. 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 relationship
- Envisions and sells complex learning engagements, iterating with clients, executive education teammates and faculty, and employing a wide range of frameworks, tools and methodologies
- Engages appropriate account director and faculty team for each proposal
- Manages a sales budget and corporate relationship P&Ls, meets annual revenue and contribution margin targets
- Maintains pipeline information on leads, opportunities, proposals and contracted business through the CRM system
- Client customer satisfaction (NPS) scores of 9+ measured at transactional and relationship surveys
- Minimize project issues through effective risk management
- Demonstrate our core values through everyday actions (lead by example), “Every Experience Matters”
- Service related churn of 0%
- Demonstrate a clear contribution to our drive for a global standard processes
- Other project and delivery initiative as deemed necessary by senior executive management
Qualifications for client relationship
- Proven track record of multiple complex client migrations and renewals and on-going service delivery management
- Project and Program management experience on complex IT projects
- Expert knowledge of MS Office and MS Project
- Experienced and qualified in the application of Project Management methodologies preferably Prince2
- Knowledge of techniques for Programme management, preferably MSP
- External customer management experience, preferably on an international basis