Client Relationship Manager Job Description

Job summary 1

The Client Relationship Manager is a key contributor to the commercial side of the Company. They support the Client Partner and act as business owners for assigned accounts, managing the day-to-day activities and P&L of these accounts. They proactively identify new and expansion opportunities on accounts and plan for and close the extension of existing agreements. The Client Relationship Manager works with delivery teams to maximize backlog, optimize the resource mix, and navigate scope changes to ensure client expectations are met. They work towards establishing a positive client experience through delivery excellence. This role is a high visibility and challenging opportunity and requires a high amount of commitment, business acumen, leadership qualities, and a motivated attitude to perform well.

Duties & Responsibilities 1

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Requirements & Skills 1

Job summary 2

The Client Relationship Manager (CRM) is directly responsible for helping bswift meet and exceed client expectations by supporting consumers with our best-in-class HR software and services. The Client Relationship Manager (CRM) will manage the strategic relationships for direct, large-market clients.

Duties & Responsibilities 2

Requirements & Skills 2

Job summary 3

This Client Relationship Manager position will act as a liaison between the Sales Consultant, Broker, Client, Implementation, and account management teams. The Client Relationship Manager will partner with the Account Management team, the employer HR team, and Broker/Consultants to ensure the successful implementation of the case-specific initiatives as well as the development and maintenance of the overall broker and account relationships.

Duties & Responsibilities 3

Requirements & Skills 3

Job summary 4

As a Client Relationship Manager (CRM), you serve as the primary point of contact for each client assigned to your portfolio within Commercial Banking. The CRM is expected to be the client advocate and responsible for owning the client experience globally through the handling of the service and account management needs of designated high-profile clients who utilize complex depository and treasury products, which may include those both within the US and across our global footprint.

Duties & Responsibilities 4

Requirements & Skills 4

Job summary 5

We are looking for a Client Relationship Manager. The ideal candidate will be articulate, adept at building creative solutions, and constantly motivated to delight our fast-growing customer base. They should also be passionate about innovative technology, commercially driven and focused on enabling their clients to utilize research technology most effectively.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

The Client Relationship Manager is responsible for driving profitable business results and operational excellence by creating and developing strong, sustainable business relationships with their clients. Operates with some guidance.

Duties & Responsibilities 6

Requirements & Skills 6

Job summary 7

We're seeking a Client Relationship Manager to join the team. The successful candidate will be expected to drive revenue growth through the development of relationships across each firm’s front office, support areas, technology units, and procurement groups. To accomplish this, the candidate will work with our clients to develop a strong understanding of their business needs and then tailor specific solutions to improve the efficiency, market coverage, and effectiveness of each client’s Equity Finance operation.

Duties & Responsibilities 7

Requirements & Skills 7

Job summary 8

The Client Relationship Manager supports our clients through platform onboarding and the initial adoption period, ensuring successful implementation and use of the software. As a Client Relationship Manager, it is your responsibility to know what makes our banking clients tick - their business objectives, priorities, processes, and pain points to determine how the Company can best support them today and in the future.

Duties & Responsibilities 8

Requirements & Skills 8

Job summary 9

The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationships with clients and potential business partners. This is a client-facing role that requires an individual who understands the dynamics of client relationships, and is comfortable representing the organization, and presenting information in formal and informal settings. Previous experience reading and interpreting contracts or formal documents is desired. EMS experience and/or knowledge or understanding of medical terminology is helpful, but not required.

Duties & Responsibilities 9

Requirements & Skills 9

Job summary 10

We are looking for a Client Relationship Manager.

Duties & Responsibilities 10

Requirements & Skills 10

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