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.
Manage client email marketing campaigns including communicating with clients on campaign scheduling, targeting, mailing issues, procedures, expectation setting and exercise discretion in resolving client issues.
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.
Providing excellent customer service to clients and customers in regards to life and health insurance policies, assisting the underwriting team with policies and all back office work relating to policy writing, dealing with escalated issues, and working directly with carriers.
Assisting in the development of new & existing global client relationships, optimizing service offerings, productivity and profitability; overseeing the integration of large fund administration mandates.
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.
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.
The primary function of this position is to cultivate new business as well as to manage and leverage existing clientele within Optiv's market place. This position carries a monthly quota and quarterly achievement is a key measure of success. The position has a base salary, plus an uncapped commission and bonus plan.
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.
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.
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.