Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Manager

$50k - $65k

Ameriprise Financial Services, Inc.

Troy, MI - a Financial advisory practice is seeking a fulltime Client Relationship Manager to join our innovative and dynamic team.


Job Purpose:

Assists Financial Advisors and Associate Financial Advisors in managing and organizing office workflow and interacting with clients at an expert and professional level. The Client Relationship Manager is the face of the practice. Clients will rely on this role to respond to them in a timely manner and help them with all service-related questions.

Responsibilities:
  • First point of contact for client calls; handles calls when possible, or forwards to appropriate team member
  • Updates and maintains data
  • Updates and maintains data utilizing a CRM tool
  • Prepares documentation and related files in preparation and follow-up of client meetings
  • Opens all client accounts prepares applications for e-signature etc.
  • Onboards clients by getting data and inputting it into the system and gives clients a white glove experience
  • Completes estate settlements
  • Reads all posted meeting notes and complete tasks assigned
  • Conducts multiple service checkpoint calls with clients
  • Assists advisors with their managed account reviews by following up with those clients that need appointments for their review
  • Assists advisors with client letters as needed
  • Maintains a practical filing system to ensure accessibility, with value on consistency, organization and timely updates
  • Marketing events on occasion
  • Operates standard office equipment such as a copier, fax machine, scanner, computer, and printer in a proficient manner.
  • Backs up phones and receptionist
  • Special projects as assigned
Qualifications:
  • Bachelor's degree from four-year college or university
  • Minimum of 2+ years of similar work experience in a professional office environment, ideally in the financial services industry
  • Pleasant, professional and friendly manner with excellent interpersonal skills
  • Strong team player
  • Highly organized, accurate, and attention to detail
  • Proven independent problem-solving skills
  • Conflict resolution skills
  • Strong problem-solving skills
  • Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
  • Experience in Salesforce is a bonus
  • Excellent written and verbal communication skills
  • Ability to handle multiple responsibilities
  • Strong personal and business ethics and integrity
Salary and Benefits:
  • Salary: $50K-$65K based on experience
  • Health Insurance, Vision, dental, LT and ST DI, 401k, PTO and paid holiday
How to Apply:

Please submit the following for consideration:
  • Cover letter
  • Resume

We are an Equal Opportunity Employer
Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Client Relationship Manager in Troy, MI vacancy
  •  ...insurance and financial protection solutions to families and individuals &##128313;Educate clients on policies that prevent financial disaster during times of loss &##128313;Manage your own book of business through virtual appointments - Use our proven internal... 
    Suggested
    Full time

    Globe Life: Moore Organizations

    Rochester Hills, MI
    15 hours ago
  •  ...offers rewarding Michigan banking careers where you can build your skills, achieve work-life balance, and grow your future. Client Relationship Manager Exempt - Grade Level 7 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice... 
    Suggested
    Work at office

    Choiceone-Bank

    Troy, MI
    1 day ago
  •  ...most important people decisions. We help clients build better workplaces, where people feel...  ..., we believe in building lasting relationships and delivering tailored solutions to meet our clients' needs. As a Client Manager, you'll be at the heart of our mission to... 
    Suggested
    Full time
    Live out
    Work at office
    Local area
    Flexible hours

    Gallagher Benefit Service

    Bloomfield, MI
    15 hours ago
  •  ...In this role, you'll be the trusted advisor for a group of clients, managing their accounts and ensuring their needs are met. You'll collaborate with our production team to lead renewal processes, delivering timely and high-quality solutions. By cult Manager, Benefits,... 
    Suggested

    Arthur J. Gallagher & Co.

    Bloomfield, MI
    15 hours ago
  •  ...Client Services Manager page is loaded## Client Services Managerremote type: Hybridlocations: Troy, Michigantime type: Full timeposted on:...  ...communications and training programs and maintaining a positive relationship with key client contacts as well as all internal teams.... 
    Suggested

    One10 Inc

    Troy, MI
    4 days ago
  • $16.16 - $20.66 per hour

     ...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients...  ...and scheduling future appointments. Manage the finances by maintaining accurate...  ...Competencies: Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours
    Shift work

    Banfield

    Rochester Hills, MI
    6 days ago
  •  ...In this role, youll manage a portfolio of accounts, ensuring clients receive exceptional service and solutions that meet their unique needs. Youll lead renewal processes, working closely with clients to deliver timely, high-quality outcomes. By bui Manager, Senior, Client... 

    Arthur J. Gallagher & Co.

    Bloomfield, MI
    2 days ago
  •  ...Description At Citizens, our mission is to help clients, colleagues and communities reach their...  ...professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with... 
    Local area

    Citizens Bank

    Royal Oak, MI
    2 days ago
  •  ...customer projects and ensure action items are completed on schedule Manage customer meetings, follow‑up activities, and ongoing...  ...with appropriate solutions and resources Build strong customer relationships through consistent communication and proactive support Skills... 
    Work at office

    Blue Chip Talent

    Rochester Hills, MI
    1 day ago
  • $100k

     ...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE...  ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive... 
    Local area

    Slice Merchant Services

    Rochester Hills, MI
    2 days ago
  •  ...Company: Marsh McLennan Agency Description: Client Manager - Employee Health & Benefits Our not-so-secret sauce....  ...vision, life and disability products) desired. Effective relationship-building and public speaking skills and excellent verbal and... 
    Local area
    Night shift

    Marsh McLennan

    Troy, MI
    3 days ago
  •  ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide...  ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors... 
    Full time

    Globe Life: Moore Organizations

    Rochester Hills, MI
    1 day ago
  •  ...Admin/Front Desk professional to enhance office operations and client experience. The role requires strong communication skills, a friendly...  ...demeanor, and proficiency in administrative tasks. You will manage client interactions, support scheduling, and maintain office operations... 
    Full time
    Work at office

    Gulla CPA

    Troy, MI
    2 days ago
  • Marriott Hotels - 30190 Van Dyke Avenue - Responsibilities: Deliver a wide range of services that guide guests through their entire stay; Move about the space and take ownership of tasks as needed; Process operational needs and address guest requests; Complete reports ...
    Local area

    Marriott

    Warren, MI
    4 days ago
  • $15.5 per hour

     ...Dyke Ave, Warren, Michigan, United States, 48093 VIEW ON MAP ( Schedule Full Time Located Remotely? N Position Type Non-Management Pay Range: $15.50-$15.50 per hour POSITION SUMMARY Our jobs aren't just about giving guests a smooth check-in and check... 
    Hourly pay
    Full time
    Work experience placement
    Local area
    Remote work
    Weekend work
    Day shift
    Afternoon shift

    Marriott

    Warren, MI
    1 day ago
  •  ...solutions, and other home medical equipment, we empower patients to manage their health from the comfort of home. With hundreds of...  ...without notice.) Identify, develop, and grow referral relationships within hospitals, physician clinics, and other service areas.... 
    Work at office
    Local area

    Rotech Healthcare

    Rochester Hills, MI
    1 day ago
  •  ...maintenance contracts. Develop and maintain relationships with existing customers to upsell...  ...sales forecasts and reports to management. Stay updated on industry trends, competitor...  .... Ability to build rapport with clients and prospects; ability to articulate the... 
    Contract work
    Work at office
    Remote work

    Mobile Communications America

    Troy, MI
    1 day ago
  •  ...Key Responsibilities Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Develops and maintains working knowledge of governing documents and account agreements... 
    Work experience placement
    Work at office
    Flexible hours

    Northern Trust

    Bloomfield, MI
    1 day ago
  •  ...processes, cost drivers, margin enablers, etc). Build and influence relationships with key decision makers to gain new business opportunities....  ...set goals and action plans for Target Pursuit. Plan, lead and manage the quote process for targeted programs with affected... 
    Temporary work
    Work at office
    Local area

    Magna International

    Troy, MI
    1 day ago
  •  ...Technology Consultants, is seeking an experienced Senior Account Manager to join our client partnership team. Responsibilities Develop a strategic...  ...trends. Build and strengthen client and key consultant relationships to achieve long-term partnerships and continued account... 

    WalkerHealthcare

    Bloomfield, MI
    1 day ago
  • $53k - $90k

     ...disrupting the insurance industry by giving clients the power of choice, utilizing a...  ...training in Salesforce, sales process management, business development and more. Principal...  ...Prospecting and establishing referral partner relationships with professionals from the real estate... 

    Goosehead Insurance

    Troy, MI
    1 day ago
  •  ...Reliance One, Inc. is seeking an experienced Account Manager II to support and grow key customer relationships within an assigned territory. This role is responsible for managing commercial activity, driving strategic growth initiatives, and serving as a trusted partner... 
    Full time

    Reliance One

    Troy, MI
    1 day ago
  •  ...personal insurance to a vast and diverse base of clients worldwide. For over 75 years, companies and...  ...and employees. This Personal Lines Account Manager position works to create long-term, trusting relationships with our clients and carriers. Their primary role... 
    Full time
    Work at office
    Worldwide

    Kapnick & Company, Inc.

    Troy, MI
    4 days ago
  •  ...POSITION Our Account Managers are part of an enthusiastic and motivated team of retail financial service professionals! You will be helping our customers get the cash they need, when they need it. You will also be working in a friendly environment with great opportunities... 
    Temporary work
    Casual work
    Monday to Friday
    Afternoon shift

    ABC Valued Client

    Rochester Hills, MI
    4 days ago
  •  ...acquisitions and organic growth. For more information, visit QXO.com. What you'll do: Manage and grow an assigned book of existing customers through wallet share expansion and relationship development. Execute account plans focused on customer retention, service... 

    QXO

    Rochester Hills, MI
    15 hours ago
  •  ...frequent shipping volume • Partner with the operations and account management teams for optimal customer satisfaction • Solution selling;...  ...• Ability to think strategically about the impact to the client's long-term business strategy • Team-oriented peer, with a thirst... 
    Worldwide

    Worldwide Express

    Troy, MI
    3 days ago
  • $1,000 per month

     ...products and technology Collaborates with loan operations team to manage active pipeline Escalates second reviews to appropriate...  ...Underwriting leadership Establishes communication protocol with Client Relations Managers to optimize service delivery Assists... 
    Local area

    NewRez LLC

    Troy, MI
    4 days ago
  •  ...Account Executive The Account Executive supports the Director, Manager and Senior Account Executive with retailer project execution....  ...schedule. PRIMARY RESPONSIBILITIES: • Build productive relationships and communications with cross functional teams (i.e., answer questions... 
    Temporary work
    Work at office

    Starcom Mediavest Group Germany Gmbh

    Troy, MI
    3 days ago
  • $59.85k - $78.8k

     ...innovate, and deliver the best solutions to drive business for our clients while offering employees work-life balance and a family-...  ...We are looking for a seasoned Senior Account Executive to manage Tier 2 clients, lead end-to-end retail production, and ensure seamless... 
    Temporary work
    Freelance
    Work at office
    Local area

    Publicis Groupe Holdings B.V

    Troy, MI
    4 days ago
  • $60.8k - $84k

     ...people, technology, and intelligence to make the business of our clients better today than it was yesterday. Our worldwide capabilities...  ...'re looking for a Senior Account Executive to work on project management and activation of a major CPG client's shopper marketing... 
    Temporary work
    Freelance
    Work at office
    Local area
    Worldwide
    Flexible hours

    MSLGROUP

    Troy, MI
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Manager. Be the first to apply!