Relationship Manager Job Description
Job summary 1
The Relationship Manager is responsible for catching incoming customer issues and field escalations. This involves proactive coordination, communication and real-time updates to senior executives on progress to resolution. Closing out progress and resolution will be required to provide feedback back to leadership and resolve customer satisfaction to increase customer loyalty.
Duties & Responsibilities 1
Requirements & Skills 1
Job summary 2
In addition to providing management oversight to the team, the Relationship Manager has primary responsibility for driving business results within a defined territory of dealers through ongoing relationship building and through the negotiation and decisioning of submitted applications in collaboration with internal and external partners.
Duties & Responsibilities 2
Requirements & Skills 2
Job summary 3
The Relationship Manager manages the accounts and relationships of publicly listed companies. This person is focused on growing the firms corporate platforms business, which includes listings, IR intelligence and ESG advisory services.
Duties & Responsibilities 3
Requirements & Skills 3
Job summary 4
The Relationship Manager is assigned to a book of business and is responsible for ensuring growth, retention and servicing of client relationships. This job is responsible for retention of existing business through deepening relationships with key decision-makers and partners while driving plan outcomes through alignment with best practices in retirement plan design, efficient plan administration, and delivering lifetime income solutions.
Duties & Responsibilities 4
Requirements & Skills 4
Job summary 5
We’re looking for an ambitious Relationship Manager to educate educational institutions with the products and services we offer. This role will require working continuously to reinforce our existing partnerships while providing and educating our client on new and disruptive technology. The Relationship Manager will work directly with existing partnerships and will be responsible for increasing client satisfaction, uncovering opportunities for new business, improving and maintaining retention, increasing client revenue while providing prompt and detailed problem resolution.
Duties & Responsibilities 5
Requirements & Skills 5
Job summary 6
The Relationship Manager is the primary contact between COmpany and its clients. Basic Relationship Manager responsibilities include ensuring that clients receive the services they’ve purchased and that those services are delivered in a manner that meets and exceeds the clients’ expectations. The Relationship Manager coordinates all major client activities and works proactively to establish and sustain a strategic plan for managing the client’s registered shareholder base.
Duties & Responsibilities 6
Requirements & Skills 6
Job summary 7
The Relationship Manager supports the team to further develop and enhance existing client relationships. He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities.
Duties & Responsibilities 7
Requirements & Skills 7
Job summary 8
We are seeking a Relationship Manager to join our growing resident team! As an Relationship Manager, you’ll never get bored with doing the same thing every day. You’ll be constantly challenged with new opportunities and new assignments. This role is acutely focused on proactively engaging with clients to help build and maintain strong relationships.
Duties & Responsibilities 8
Requirements & Skills 8
Job summary 9
We're in search of a Relationship Manager to assist with new business development and manage current client relationships.
Duties & Responsibilities 9
Requirements & Skills 9
Job summary 10
Ownership of the team’s recruiting, interviewing, hiring, onboarding, and development of associate talent. Offer impact performance feedback through employee recognition, rewards, and disciplinary action. Guide employee’s success using a framework that encourages employee contribution, feedback, and growth. Empower career development planning and opportunities. Delegate responsibility and welcomes accountability and regular feedback. Strategically analyze data, statistics, and operational results transforming low outcomes into solutions. Manage employee work schedules including vacations, holidays, paid time off and overtime opportunities making sure the team needs are met. Foster a collaborative team by demonstrating transparent communications across the team by holding regular group and one on one meetings. Partner successfully with peers and teammates to efficiently achieve operational alignment and mutual objectives.
Duties & Responsibilities 10
Requirements & Skills 10
