Select Customer Relationship Manager jobs in Trenton, NJ

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Relationship Manager
  • United Capital Financial Advisors LLC
  • Langhorne, PA FULL_TIME
  • Where Talent Meets Opportunity

    Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be part of the firm's daily success. We believe in a positive and engaging culture meant to bring our colleagues together in the spirit of inclusiveness.

    ABOUT THE JOB

    Under the general supervision of the Managing Director (MD) or Wealth Advisor (WA), the Relationship Manager (RM) is responsible for managing and monitoring client relationships. The RM focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance.

    WORK YOU’LL DO:

    • Tracks all client interactions including requests, inbound/outbound calls, and emails via Salesforce.
    • Research and analyze complex client account issues.
    • Prepares meeting materials for and participates in client meetings. Documenting all notes and action items and ensuring client commitments are executed promptly.
    • Escalates all potential and real client issues to MD or WA.
    • Prepares all outgoing customer correspondence.
    • Maintain and update lead pipeline.
    • Gather data for creation of client financial plans.
    • Creates meeting agenda format, presentations, case documentation and deliverables for assigned clients.
    • Manages development and maintenance of suitability documentation utilizing client file standards.
    • Ensures adherence to compliance notation and makes recommendations to ensure quality standards are met including full and fair disclosure.
    • Manage client onboarding process and update team accordingly.
    • Process RMD for clients annually.
    • Complete client verification for data maintenance or money movement request and log in Salesforce

    WHAT YOU’LL NEED TO BE SUCCESSFUL:

    • Providing professional and courteous service to clients, prospective clients, and colleagues.
    • Effectively handling client inquiries and resolving complaints.
    • Effectively prioritizing workload and meeting deadlines.
    • Maintaining attention to detail within a fast-paced environment.
    • Strong written and verbal communication skills.

    MINIMUM QUALIFICATIONS:

    EDUCATION AND EXPERIENCE:

    • Bachelor’s degree or equivalent work experience with minimum 3-5 years Customer Service.
    • Series 65 or 66 is a plus.

    REQUIRED KNOWLEDGE OF:

    • Microsoft Office (Outlook, Word, PowerPoint, and Excel)
    • Experience with Salesforce or similar CRM
    All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.

    Must be legally authorized to work in the United States without sponsorship for employment visa status.
  • 11 Days Ago

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Relationship Manager
  • MAX Surgical Specialty Management
  • Burlington, NJ FULL_TIME
  • We are seeking a motivated and dynamic individual to join our marketing team as a Relationship Manager. The ideal candidate will have a strong passion for building relationships, generating referrals,...
  • 6 Days Ago

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Customer Relationship and Marketing Administrator
  • Custom Aire
  • Bensalem, PA FULL_TIME
  • HVAC Administrative Assistant and Customer Relationship Coordinator The best time to find a great job is when you already have a good job! Custom Aire Inc. We are a family-owned, residential, commerci...
  • Just Posted

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Sr. Retirement Relationship Manager
  • Bank of America
  • Pennington, NJ FULL_TIME
  • Job Description:The Sr. Client Relationship Manager (Sr. CRM), a Director level position, is responsible for the overall relationship across our Institutional Retirement PlansClient base within RPWS. ...
  • 13 Days Ago

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Indirect Relationship Manager
  • CREDIT UNION OF NJ A FEDERAL CREDIT UNION
  • Ewing, NJ FULL_TIME
  • Why Work for Us At Credit Union of New Jersey, you'll find a member-centric culture built around helping our members and giving back to our community. When you join our team, you are part of a support...
  • 13 Days Ago

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Case Manager ( RN / RT / SW / LPN ) - $10,000 Sign On Bonus
  • Select Specialty Hospital - Willingboro
  • Willingboro, NJ FULL_TIME
  • Overview Critical Illness Recovery Hospital Case Manager $10,000 Sign On Bonus Requires a current licensure in a clinical discipline either as a Nurse (RN/LPN/LVN) or a Respiratory Therapist (RT) OR M...
  • 1 Month Ago

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0 Select Customer Relationship Manager jobs found in Trenton, NJ area

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Customer Service Manager
  • Allstate Insurance Agency - Rajesh Khullar
  • Plymouth Meeting, PA
  • Job Description Job Description Benefits/Perks: Competitive Pay Professional Development Job Stability in a growing indu...
  • 3/18/2024 12:00:00 AM

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Customer Experience Manager
  • Tesla Motors
  • Lawrence Township, NJ
  • The Role Our Customer Experience Managers are seasoned retail veterans and naturally charismatic leaders. In this role, ...
  • 3/18/2024 12:00:00 AM

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Customer Relationship Manager
  • Office and Electronics Inc.
  • West Berlin, NJ
  • Job Description Job Description Toner Buzz is an established and growing e-commerce business in West Berlin, New Jersey....
  • 3/17/2024 12:00:00 AM

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Customer Experience Manager
  • Five Below
  • Warminster, PA
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 3/16/2024 12:00:00 AM

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Customer Service Manager
  • Componentcontrol
  • Red Bank, NJ
  • ** Customer Service Manager** **Job Category****:** Operations **Requisition Number****:** CUSTO01511 Showing 1 location...
  • 3/15/2024 12:00:00 AM

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Customer Success Manager
  • Clarivate
  • Philadelphia, PA
  • As a Customer Success Manager at Clarivate, you will be responsible for ensuring renewal and retention of subscription l...
  • 3/15/2024 12:00:00 AM

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Behavioral Health Customer Success Manager
  • Office Practicum
  • Fort Washington, PA
  • Job Type Full-time Description The Customer Success Manager (CSM) - BH has the primary mission to make every customer ex...
  • 3/15/2024 12:00:00 AM

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Expression of Interest: Customer Success Manager
  • Fingerprint For Success
  • Philadelphia, PA
  • We are inviting professionals in high-growth industries who are thinking about their next move or looking for a new oppo...
  • 3/15/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 8.155 square miles (21.122 km2), including 7.648 square miles (19.809 km2) of land and 0.507 square mile (1.313 km2) of water (6.21%). Several bridges across the Delaware River – the Trenton–Morrisville Toll Bridge, Lower Trenton Bridge and Calhoun Street Bridge – connect Trenton to Morrisville, Pennsylvania, all of which are operated by the Delaware River Joint Toll Bridge Commission. Trenton is located near the exact geographic center of the state, which is 5 miles (8.0 km) located southeast of Trenton. The city is so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$86,552 to $123,371
Trenton, New Jersey area prices
were up 1.5% from a year ago