In this role, the selected candidate will be responsible for overall delivery and management of the client service experience for the Market and Complex; accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience.
Experience in servicing HNW clientele such as entertainers, athletes, industry executives, etc. Must have experience in full charge accounting for clients: AP, AP, Payroll, budgeting, tax preparation, etc.
This individual will be responsible for managing company's Client Services department that is comprised of several full-time and part-time software implementation specialists who work on engagements with customers. The department's objective is to improve customer satisfaction
Identifies and targets revenue/growth opportunities within an assigned territory/set of accounts; develops and implements a detailed strategic sales plan to demonstrate how to maximize those revenue opportunities.
The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department where responsibilities include Funds/Securities Receipt & Processing, Wire & Order, and Trade Corrections and Document Control where the review and approval of all Client Financial transactions takes place.
Conduct targeted reviews and visitations with correspondent bank clients to follow-up on pertinent concerns identified by Compliance or the line of business as well as visit new/potential correspondent client Financial Institutions (FIs) to discuss and assess their compliance management programs.
As a Client Account Manager, you will represent the entire range of company products and services to assigned clients while leading the client account planning cycle and ensuring client needs and expectations are met by our company.
Provide a high touch, high value experience to the client base. Including responding to all inquiries with a two hour time frame and updating clients on the status of open items daily until resolution.
Overall account management responsibility for healthcare assigned customers including responsibility for persistency results, membership and revenue growth, and the cultivation of customer and producer/broker relationships.
Support in driving the shift from promotional customer outreach to meaningful client relationship building by supporting the development of a robust non-promotional client development strategy with the appropriate tools, through partnerships with CRM, Merchandising, Training, IT and Retail.