Client Relationship Management Job Description

Client Relationship Management Job Description

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Client relationship management provides and efficient, professional service to meet all client needs and to promote the Willis Towers Watson brand.

Client Relationship Management Duties & Responsibilities

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

Sample responsibilities for this position include:

Work with senior Client Relationship Managers to provide a superior level of service across all aspects of the client experience, including portfolio reviews, management of client inquiries, ad hoc issue resolution, coordination of liquidity needs, negotiation of customized and standardized report delivery, and management of client meetings
Provide a superior level of service across all aspects of the client experience, including portfolio reviews, client inquiries, ad hoc issue resolution, coordination of liquidity needs, negotiation of customized and standardized report delivery, and management of client meetings
Analyzing client metrics to identify opportunities to improve the overall service from both a GS and client perspective
Communicating key client requirements/service levels internally and helping Operations to manage client expectations if required
Co-ordinate client satisfaction surveys (“voice of the client”)
Prepare and provide key stake-holders (FTB) with formal updates twice per year following client reviews for their assigned client base
Client escalated issues and action items arising from broker reviews are logged and tracked in DES performing root-cause analysis and utilizing this information to increase STP and the overall client experience
Provide support in preparing for client meetings, including pitches, portfolio reviews and due diligence meetings
Manage the upkeep of opportunities, at risk business and sales activities in Spectra (our CRM Tool) in coordination with the Primary Account Manager and the Client Business COO team
Acting as an escalation point and liaising across the division to coordinate resolution of client queries

Client Relationship Management Qualifications

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

Licensing or Certifications for Client Relationship Management

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

Education for Client Relationship Management

Typically a job would require a certain level of education.

Employers hiring for the client relationship management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Education, Business, Finance, MBA, Accounting, Computer Science, Marketing, Management, Economics, Information Technology

Skills for Client Relationship Management

Desired skills for client relationship management include:

Client
Insurance market and industry sector proposition
Account development and appropriate tools to achieve this aim
Finance
Healthcare and pharmacy services industry
Industry trends and their potential impact on SS&C
Management
P&C insurance markets in order to deal effectively with client and Willis Towers Watson needs
Business and leads alignment and development of document management processes and capabilities with business needs
Insurance markets globally in order to deal effectively with client and Willis needs

Desired experience for client relationship management includes:

When required, negotiate directly with external intermediaries non commercial terms of Legal Agreements (platform agreements, distribution agreements etc)
Support JPMAME governance obligation as per regulation
Contribute to drafting and sign-offs of UCITs and non-UCITs documents where applicable
Be the link between Sales and some control teams such as Legal, Compliance or Central AML
Ensure the team procedures are up-to date at any time
Ensure affiliate agreements in relation to Funds Distribution are in good order and stored adequately

Client Relationship Management Examples

1

Client Relationship Management Job Description

Job Description Example
Our growing company is looking to fill the role of client relationship management. 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 relationship management
  • Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures and terminations
  • Resolution of escalated client service queries and issues, ensure in-time, appropriate error/incident escalation and resolution
  • Identify opportunities for client service improvement and coordinate with all areas impacted to effect the change
  • Providing process exceptions and authority on the management company’s behalf
  • Partnership with JPMAM Vendor Management, attendance at monthly service review meetings
  • Representation of Client Service TPA within AM forums
  • Participating in client meetings and events
  • Assisting with prospecting and business expansion via cold calling and arranging and attending introductory calls and meetings and arranging seminars and conferences
  • Specific responsibility for NSW based organisations
  • Help coordinate life-cycle events of separate accounts, including implementation of new business, account restructures and terminations
Qualifications for client relationship management
  • FINRA Series 7, 66 (or equivalent 63 & 65) or passage within 120 days of starting role
  • Industry certifications such as CFP, ChFC, CLU, are highly desired
  • Responsibility for the articulation of JPMAM’s strategic aims to grow our market share with the UK’s leading N&Ns
  • Responsible for managing JPMAM’s Head Office and Fund panel relationships with the leading N&Ns
  • Maximize sales opportunity by nurturing relationships with the key N&Ns, ensuring JPM Funds are on fund Panel buy lists
  • Negotiate strategic marketing partnerships demonstrating clear business case and tracking mechanisms for ROI
2

Client Relationship Management Job Description

Job Description Example
Our growing company is hiring for a client relationship management. 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 management
  • Client Relationships - Coaches team members on building client relationships at multiple levels of the organization
  • Integrate effective change management and training techniques to ensure effective User Group adoption
  • Manage dedicated team of three to five dedicated junior Product Management resources
  • Actively participate in the Senior Management Teams of which they are a member
  • Management and development of team of 4 Oversight consultants with varying levels of experience
  • Team Management - Manages a team of Relationship Managers to provide stellar service to their assigned base of clients in line with established policies, practices and procedures
  • Talent Management - Recruits and selects new talent
  • Financial Management - Works with team and Sales to identify opportunities to generate revenue
  • Understand business strategy and ensure it is relayed back TPA
  • FAQ maintenance and development for Investor and Intermediaries
Qualifications for client relationship management
  • Adhere to the internal operating model for the monitoring of JPMAM Funds paneled with N&Ns
  • Co-ordinate with the Channel Heads of N&Ns Field Sales and Marketing to ensure seamless implementation of Head office Strategy with field execution across key strategic partnerships
  • Aim to maximize internal resource capability by establishing relationships with key internal partners including Product Strategy, Market Insights, Product Development, the Investment Desks and the Institutional Business
  • Ability to play both advisory and sales role with some experience of managing centralized investment funds paneling processes preferable
  • Good technical investment knowledge, (CFA qualification preferable but not a prerequisite.)
  • Must possess a strategic mindset
3

Client Relationship Management Job Description

Job Description Example
Our growing company is looking to fill the role of client relationship management. 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 relationship management
  • Working with the CGM Client Relationship Vice President, key CGM businesses, Credit, Legal and Compliance
  • Co-ordinating the resolution of issues or queries affecting client prioritisation & all aspects of account opening
  • Attend, analyse and distribute both internal and external broker vote information
  • Analyse relationships with key clients (resource provision vs
  • Ensure databases are maintained and up to date
  • To deal with CSAs in their entirety
  • Lead Vendor and Custodian Service Review meetings ensuring the best outcomes for the company and our clients
  • Establish customer relationships, know the customers to build trust and confidence, and deliver customer-focused solutions
  • To be proactively involved in developing, maintaining and improving professional customer relationships for a small number of strategically important customers / defined customer base, with regular face to face contact at a high level
  • Lead the CRM Desktop Steering Committee that is responsible developing/delivering capabilities roadmap and program goals
Qualifications for client relationship management
  • FINRA Series 7, 66 (or equivalent 63 & 65) or passage within 120 days of starting role State and Non-Resident Life, Health license or passage of exam within 120 days of starting role
  • Experience in or in-depth knowledge of financial services is strongly preferred, especially a deep understanding of cards and payments with focus on marketing
  • A proven track record of planning, managing and closing complex and competitive sales efforts
  • 1st or 2nd year Analyst
  • Data and analytical skills – run metrics on success of group
  • Minimum 3 years of experience in banking industry
4

Client Relationship Management Job Description

Job Description Example
Our company is looking to fill the role of client relationship management. 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 management
  • Conduct seminars, presentations and training for clients while facilitating visits from investment professionals and senior management
  • Effectively collaborate with CB Technology to build a comprehensive and authoritative BI platform with best-in-class analytics capabilities
  • Organize and facilitate standing User Group(s) – banker internal partner - to gather functional requirements and ongoing development feedback
  • Recommend functional prioritization to Steering Committee and Exec Sponsorship based on User Group feedback and analysis of resource/technology constraints
  • Attract and retain the best diverse talent in the competitive market
  • Be a visible leader
  • Have basic contractual compliance mandatory training, T&S claims, annual leave, leading by example and ensuring that compliance is rolled out throughout the year
  • Performing contact & organization research and update to CRM
  • Performing executive and board members research
  • Supporting business leaders’ CRM queries through centralized mailbox or one-on-one communications
Qualifications for client relationship management
  • Maintaining and supporting the group with their primary activities
  • Have a good understanding of all processes, applications and techniques within the department and continuously seek out areas for process improvement
  • Strong critical, strategic thinking with the ability to multitask and work independently while displaying a positive attitude
  • Excellent communication skills, with ability to clearly display and explain numerical information to support a culture of data driven decision making
  • Proactive, with ability to obtain necessary information and influence others, at all levels of the organization
  • Flexible and adaptable to changing situations
5

Client Relationship Management Job Description

Job Description Example
Our innovative and growing company is hiring for a client relationship management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client relationship management
  • Day-to-day client leader overseeing entertainment and lifestyle partnerships and programs for client
  • Monitors and manages 340B Analysts workflow to ensure client relationships and deliverables are being maintained satisfactorily
  • Coaches and mentors team members through on-boarding, open communication, training and development opportunities and performance management processes
  • Ensures team is appropriately staffed and necessary resources are available to accommodate future growth and client requirements in an efficient and cost effective manner
  • Maintains and continually builds knowledge of the healthcare and pharmacy services industry, and uses that knowledge to identify ways and make recommendations to improve the 340b program
  • Supporting reporting/dashboard needs of business leaders for efficient use of CRM system
  • Maintaining and updating activity tracker for contacts using various sources
  • Managing ad-hoc requests to support various marketing groups
  • Maintaining and updating process documents
  • Delivering services in line with process requirements and ensuring service level agreements are met
Qualifications for client relationship management
  • Be responsible for supporting all of the group’s stakeholders – including the firm’s Hedge fund client base, internal FO businesses - EFG inc. prime, Equity / Debt trading, legal & compliance , counterparties, Agents / Vendors and Operational Partners
  • Strong collaboration and relationship management skills, with ability to build trust and relationships
  • Attention to details, and the ability to understand multifaceted needs and objectives
  • Previous support experience in Finance for a business unit
  • Business Degree or a Bachelor Degree
  • CFA or FRM designation an asset

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