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.
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.
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.
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.
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.
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.
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 ideal Client Manager will pro-actively network, cold call, and sell to multiple contacts within an organization, including "C" levels. Manage and develop relationships with customers and provide a consultative sales approach that delivers the highest level of account management services.
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.
Assisting in the development of new & existing global client relationships, optimizing service offerings, productivity and profitability; overseeing the integration of large fund administration mandates.