Services Relationship Manager Job Description
Services relationship manager
provides input to the procedures for the Merchant Acquiring Asset Inventory Management System for new devices.
Services Relationship Manager Duties & Responsibilities
To write an effective services relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included services relationship manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure that the client is fully referencable for all products, services, and achieve client retention
Cooperate with Product Managers Operations, Client Services and Technology to ensure consistency with relationship management strategy and to optimize product and service delivery to the client
Onsite Strategic Account Reviews with clients managed
Pursue prospective master custody new business from high net worth individuals, family offices, and registered investment advisors
Conduct presentations of FTCI’s master custody capabilities to prospective clients
Manage contact with referral source relationships and prospective clients to promote FTCI’s master custody capabilities
Support the execution of a sales strategy for the FTCI master custody business
Maintain and review his/her new business pipeline
Participate in annual conferences to promote the FTCI master custody business
Coordinate completion of custody business Requests for Proposals (RFPs)
Services Relationship Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Services Relationship Manager
List any licenses or certifications required by the position: CEBS, PMP, ITIL, CPSM, CPM, BNP, CPP, SPHR, PRINCE2, BRMP
Education for Services Relationship Manager
Typically a job would require a certain level of education.
Employers hiring for the services 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, Accounting, Management, Education, Finance, Marketing, Business/Administration, Financial Services, Associates, Supervision
Skills for Services Relationship Manager
Desired skills for services relationship manager include:
Merchant Acquiring industry and procedures
Bankcard sales
Specifically in relationship management
Country strategic and operational plans
Programming languages
System architecture
Bankcard industry and procedures
Consulting principles
Merchant Acquiring
Platforms
Desired experience for services relationship manager includes:
Strong interpersonal skills and sales/relationship management experience
Possess a keen desire to sell, with a drive to develop a portfolio and strong customer focus
Aware of market regulation, its implications and impact on the client and the bank
A strong mentor for team/franchise colleages
Sales and Relationship, Network or Vendor management in a major institution, with a demonstrable track record in a client facing position and/or experience in the target industry segment
Meet or exceed shadow portfolio goals
Services Relationship Manager Examples
1
Services Relationship Manager Job Description
Job Description Example
Our growing company is looking for a services relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for services relationship manager
- Coordinate relationship reviews within the department targeting opportunities for cross-selling
- Participate in the partnership with the Marketing department to develop and implement effective marketing campaigns for the FTCI master custody business
- Responsible for the management of some lower tier Solutions clients
- Manages daily transactions, strategic business priorities and drives revenue growth within their portfolio of Senior Markets clients
- Clearly conveys the Value Proposition of Senior Markets during client interactions by developing targeted sales calling programs, defined agendas and pre call strategy development, focusing on the Challenger Sales model in all client discussions
- Develops portfolio and individual client growth plans and reviews with Regional Leader/Director
- Tracking all new business from submission to policy issue, post issue requirements
- Developing business opportunities with existing and prospective clients within the assigned target segment through diligent account planning and needs analyses
- Leading the sales process from start to finish for prospective clients, from opportunity/lead generation, to pitching products and solutions, proposal (RFP) completion, deal pricing and legal contract negotiations, through to deal closure
- Being the ongoing principal point of contact to clients for sales/new products, commercial and contractual issues
Qualifications for services relationship manager
- Excellent communication and presentation skills – able to deliver messages clearly and succinctly and tailor approach depending on target audience (internal and external stakeholders)
- Frequent local travel to customer locations
- May be required to travel to and from FTI locations
- Related Industry qualification is preferred
- 3-5 years experience in the Mutual Fund Industry
- Strong service background with professional and effective customer-facing skills and experience
2
Services Relationship Manager Job Description
Job Description Example
Our company is growing rapidly and is looking for a services relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for services relationship manager
- Acting as the KYC owner for the assigned client portfolio , including onboarding clients and their products, in accordance with all AML/KYC policies and procedures
- Working collaboratively with areas such as client service, product, operations, technology, risk, credit, legal, and marketing to deliver the optimal client experience
- Keeping abreast of changes in the market and participating in industry forums and conferences to ensure market visibility for the J.P.Morgan franchise, and actively networking and leveraging information gathered, such as ACSA and FSC
- Leading regular trading services updates for FX and Securities Lending to existing clients and looking at opportunities to add value and optimise the overall services
- At least seven years of relevant sales or relationship management experience in financial services
- A proven track record of revenue generation from new and existing customers within the financial services industry
- Broad knowledge of financial markets, products and services
- Previous experience with sales and marketing of complex solutions
- A demonstrated ability to mobilise and lead diverse teams (internal and external) towards a common goal
- Work with Engineering and Product Marketing to define strategy to engage and drive usage of the Office and Skype free services, and ultimately upsell to paid products
Qualifications for services relationship manager
- 5 - 7 years experience in the Mutual Fund Industry required
- A banking background is advantageous
- Must have sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, ) or Sales Experience within the Dealer Captive Market again focusing on the commercial market
- Must have prior financial analysis experience with in depth knowledge of dealer financial statements
- Identifies and openly shares cross-selling opportunities with partners
- Commercial Credit Training desirable
3
Services Relationship Manager Job Description
Job Description Example
Our company is growing rapidly and is hiring for a services 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 services relationship manager
- Create plan for dynamic in-product messaging, starting with experiments and scaling over multiple in-product surfaces to reach users directly
- Develop communication plans for new value prop and feature launches to engage existing customers
- Live and breathe the customer experience, gaining a deep understanding of each service offering to know what is important for customers to do in the product, how they perform key tasks, where there are challenges for customers, and how to best direct customers to resources to answer their questions
- Partner closely with Engineering, influencing their roadmap and executing on top priority projects that impact customer experience
- Create multi-channel, behavior-based campaigns to drive customers to take the next best action to increase their usage, leveraging the team’s marketing platform for executing campaigns
- Build campaigns, A/B tests, and read results in marketing automation tool interface developed for campaign managers
- Partner with the Analytics Team to help define success metrics, defining deeper analyses, campaign impact reporting, customer behavior modeling and experimentation planning
- Partner closely with other lifecycle managers to ensure a consistent customer experience throughout each customer’s lifecycle
- Set success criteria, measure impact, and evolve the strategy in order to impact customer usage, retention, and satisfaction
- Associates that demonstrate the ability to deliver world class customer service and execute on the strategic goals of our organization will be given opportunities to advance into greater roles of responsibility
Qualifications for services relationship manager
- Minimum 3 years Sales Experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, ) or sales experience within the Dealer Captive Market again focusing on the commercial market
- 8+ years of combined experience in career advising and recruiting/business development/sales
- Higher education experience strongly preferred and/or experience working with student populations
- Experience recruiting for public health and/or healthcare organizations strongly preferred
- Demonstrated success in building relationships with hiring managers and recruiters
- A minimum of 10 years fiduciary experience, including extensive client interaction, in an international environment
4
Services Relationship Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of services 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 services relationship manager
- Sales goals commensurate with level and experience of the officer, may provide assistance on large accounts until such time as they are assigned their own accounts
- Independently manages a mid-sized existing client portfolio of existing revenue and new business targets
- Work with other areas of the bank to deepen JPMC penetration with client
- Responsible for developing and retaining client portfolios
- Prepares and provides correspondence and reports
- Directs the management of all account relationships within an assigned portfolio, through both written and verbal communication channels Negotiates contracts needed to meet retention and consulting goals
- Professionally and swiftly manage issues that arise during the newly boarded account lifecycle to surpass client expectations and ensure value from the purchase of the Chase Merchant Services product and service and realized and delivered
- Ensure brand expectations formed at the point of sale are in alignment with business processes and merchant experiences
- Maintain detailed understanding of merchant industry and processing trends in order to quickly and efficiently provide the most appropriate service
- Understand, Quantify and communicate the premium value Chase Merchant Services is able to deliver to our merchants
Qualifications for services relationship manager
- In depth knowledge of trust law and legal/regulatory requirements affecting international fiduciary locations
- The ability to evaluate and propose effective structuring solutions
- The ability to assess Fiduciary risk to make appropriate business decisions
- Proven trust administration experience
- Experience with cross-border tax and planning issues
- Knowledge of investment and credit products and services
5
Services Relationship Manager Job Description
Job Description Example
Our company is hiring for a services relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for services relationship manager
- Serves as primary point of contact for internal and external clients and various departments/divisions to resolve implementation and service issues, comply with customer requests, and respond to client inquiries
- Manage end-to-end new client implementation process, including new merchant application boarding and quality control, terminal file builds, equipment orders, welcome/activation calls
- Participates in business reviews to learn about clients' strategic direction, gain a good understanding of the products and/or services FIS is offering
- Continuously fosters an open dialogue with other Shared Services leaders
- Ensures the team contributes significant accomplishments that enable clients to be successful on their key priorities
- Establish and ensure effective operating rhythm to manage ongoing improvement work through project teams
- Grasps complex issues, anticipates both the short and long term implications of potential alternatives and come to sound, logical recommendations
- Expectations to grow portfolio's profitably through effective account management and implementation of sophisticated
- Understand the profile, preferences, and history (travel, lifestyle and card) of each Member in your portfolio
- Leverage a variety of internal resources to gain deeper understanding of your Members and develop opportunities to deliver outstanding, proactive service
Qualifications for services relationship manager
- A deep understanding of executive products/services
- A proven ability to use effective consultative skills
- Strong interpersonal skills and the ability to deliver highly personalized service to a small group of executives
- A proven track record in relationship management and customer satisfaction
- A clear understanding of risk management
- Outstanding written, verbal and interpersonal communication