Select Customer Relationship Manager jobs in Charlotte, NC
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)
Recently Added Select Customer Relationship Manager jobs
Relationship Manager
- AssetMark Financial Holdings, Inc.
-
Charlotte, NC
FULL_TIME
- Job Description: The Job/What You'll Do: Relationship Managers are the growth engine for our RIA-focused business. Candidates should have excellent relationship management skills, which can be directly tied to tangible account growth through deeper client integration, swift client onboarding, and client retention. As the relationship owner of RIA firms and its advisors, Relationship Managers are required to become the Adhesion expert in their clients’ business model and practice. Relationship Managers are expected to maintain a book of business, including the forecasting and delivery of sales goals and targets, through dynamic account plans for both existing relationships and newly minted relationships in asset onboarding. Relationship managers need proactive curiosity and the ability to independently develop key relationships and collaborate internally with our service and solutions teams to realize and retain full expected assets. Responsibilities: Build relationship/outreach plans based on firms’ book-of-business needs and potential Own the client relationship and become the Adhesion advocate for them Promote distribution of Adhesion's various value-add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO programs through active consulting with the advisory firm Identify opportunities to increase wallet share through asset onboarding, winning outside assets, or positioning firms to grow by introducing more outsourcing options Retain firms by identifying possible threats and maintaining a strong relationship Work with management and other departments to create campaigns to current clients, which highlight value add services of the platform Familiarize with the industry, trends, and solutions that continually enhance Adhesion's platform or overall offer to advisors Knowledge, Skills, and Abilities: Strong track record of results and sales Ability to quickly learn managed account and technological solutions and adapt in a fast-paced environment Excellent organizational skills, including the ability to effectively plan, organize and prioritize tasks Strong written and verbal communication skills Positive change advocate Moderate amount of travel Education & Experience: Undergraduate Degree 5-7 years of relationship or account management experience working with Financial Advisors Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #Adhesion Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role, elements of Personally Identifiable Information in order to comply with governmental requirements. Who We Are & What We Offer: AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.
- 1 Month Ago
Relationship Manager
- Assetmark
-
Charlotte, NC
FULL_TIME
- Job Description:The Job/What You'll Do:Relationship Managers are the growth engine for our RIA-focused business. Candidates should have excellent relationship management skills, which can be directly ...
- 1 Month Ago
Relationship Manager
- ComForCare Home Health Care - Suburban Metrolina
-
Monroe, NC
PART_TIME
- At ComForCare Home Care, we value our employees like family. We celebrate success and have fun. Our focus is to help our clients and employees live their best lives possible. Join our team and be a pa...
- 2 Months Ago
Relationship Manager
- ComForCare Home Health Care - Suburban Metrolina
-
Concord, NC
PART_TIME
- At ComForCare Home Care, we value our employees like family. We celebrate success and have fun. Our focus is to help our clients and employees live their best lives possible. Join our team and be a pa...
- 2 Months Ago
Relationship Manager
- Quality Builders Warranty Corporation
-
Charlotte, NC
FULL_TIME
- Quality Builders Warranty is seeking to hire a full-time Relationship Manager to join our team in either our Charlotte, NC or Camp Hill, PA office. We are looking for candidates who are outgoing and p...
- 2 Months Ago
Customer Relationship Specialist (FT)
- Southeast Industrial Equipment,Inc.
-
Charlotte, NC
FULL_TIME
- Summary: Southeast Industrial Equipment will use the Minitrac Dispatch System to provide a uniform level of service to our customers with a simple but effective system that allows our CSL to see all s...
- 2 Days Ago
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0 Select Customer Relationship Manager jobs found in Charlotte, NC area
Quality Manager
- Cem Corporation
-
Matthews, NC
- Overview: The Quality Manager provides leadership in the development and implementation of systems and processes that as...
- 4/19/2024 12:00:00 AM
Customer Service Manager
- TCP Analytical
-
Charlotte, NC
- TCP Analytical, an integrated manufacturer and distributor of consumable products for the life science research and spec...
- 4/18/2024 12:00:00 AM
Mechanical Engineer
- CEM Corporation
-
Matthews, NC
- Mechanical Design Engineer Summary: The Design Engineer is the key driver of innovation and design excellence during the...
- 4/17/2024 12:00:00 AM
Customer Success Manager, US REMOTE
- Samsung SDS America
-
Charlotte, NC
- Samsung SDS America is currently seeking a Customer Success Manager with a passion for technology and strong customer-fa...
- 4/17/2024 12:00:00 AM
Customer Service Manager
- Tcp Analytical
-
Charlotte, NC
- TCP Analytical, an integrated manufacturer and distributor of consumable products for the life science research and spec...
- 4/17/2024 12:00:00 AM
Quality Manager
- CEM Corporation
-
Matthews, NC
- Overview: The Quality Manager provides leadership in the development and implementation of systems and processes that as...
- 4/17/2024 12:00:00 AM
Sustaining Engineer
- CEM Corporation
-
Matthews, NC
- SUSTAINING ENGINEER Job Title: Sustaining Engineer Job Summary: Responsible for providing Engineering support of existin...
- 4/17/2024 12:00:00 AM
Customer Service Manager - Supply Chain
- Krispy Kreme
-
Charlotte, NC
- Since its founding over 80 years ago, Krispy Kremes focus has remained the same - making fresh, premium quality doughnut...
- 4/16/2024 12:00:00 AM
About Charlotte, North Carolina
Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249.
Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$76,973 to $109,716
Charlotte, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago