Client Relationship Specialist
Virtual Vocations Inc
To support a growing concierge medical practice, the full-time remote Client Relationship Specialist will manage a sales pipeline, guide prospective patients through the enrollment process, and ensure a high-quality customer experience while collaborating with physicians and clinic staff. Key responsibilities Manage prospective patients through the full sales cycle from initial inquiry to enrollment Educate prospective patients on concierge medicine and coordinate introductions with physicians Utilize HubSpot CRM to track leads, document activity, and improve conversion rates Required qualifications Three or more years of experience in business development, inside sales, or account management Proven success in meeting sales, conversion, or enrollment goals Experience using a CRM, preferably HubSpot, to manage leads Bachelor's degree preferred, with experience in luxury service industries a plus Ability to maintain strict patient confidentiality and work independently in a remote setting
- Client Relationship Marketing Specialist· Use your passion to making an impact to our clients and across the business· Great opportunity for career growth and development· Outstanding benefits and flexible working arrangements offeredWhat is my work?ROLE SCOPE• Execute...SuggestedFull timeLocal areaFlexible hours
- Charles Schwab is hiring a Client Relationship Specialist to support branch operations and deliver an unparalleled client experience under the guidance of the Branch Manager and Client Relationship Manager. You will leverage your customer service experience to understand...Suggested
- Morgan Stanley in Columbus, OH seeks a Client Relationship Analyst to provide exceptional client service to Financial Advisors and teams. You will handle routine client inquiries, execute money movements, and assist with account documentation and digital tools. The role...Suggested
- Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors, PWAs, and teams on a daily basis. The role focuses on building trusted client relationships while handling clerical tasks with accuracy...Suggested
- Morgan Stanley in Toms River is looking for a Client Relationship Analyst to provide exceptional client service and support our Financial Advisors. The ideal candidate will build trusted relationships, assist with daily client needs, and collaborate with teams on various...Suggested
- ...Client Relationship Specialist (Chicago, IL/Naperville, IL - Hybrid) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among...Full timeContract workWork experience placementWork at officeLocal areaFlexible hours
$22.16 - $36.92 per hour
...Financial Center Relationship Specialist Job Location: Cherry Hill Mall, Cherry Hill, NJ Overview This is a full-time career opportunity (approximately... ...services to both individual customers and small business clients. Incumbents will act as dedicated points of contact for...Hourly payFull timeTemporary workWork experience placementWork visaFlexible hours- ## Client Account Services Specialist (Commercial Tax)Applylocations: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id... ...professional who thrives at the intersection of client relationship management and technical problem-solving?The **Commercial...Local areaFlexible hours
- ...associate to provide timely and accurate client transactions, while maintaining records... ...outbound calling and Integrated Relationship Management (IRM) support. Educate clients... ...options and guide them to appropriate branch team members or specialists. #J-18808-Ljbffr...
- ...Financial Advisory - Client Relationship Specialist Sheboygan, WI, USA Job Description The Client Relationship Specialist is responsible for delivering exceptional client service while providing operational, administrative, and technical support to advisors and internal...Work at office
$45.76k - $86.23k
...pipeline while focusing on at risk and off track builders and clients. Assist with exception requests through inclusion of all appropriate... ...; contribute to agreed upon resolutions. Build and maintain relationships with internal and external business partners, managing...Permanent employmentFull timePart timeWork at officeShift workDay shift- ...Bank of America in Wells, ME is seeking a client-focused associate to engage lobby clients, educate... ...process transactions accurately. You will build relationships, educate on solutions, and connect clients with specialists to meet financial goals. The role emphasizes risk...Weekend work
$75k - $95k
...Client Relationship Specialist Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a...Work at office- ...Client Relationship Specialist Department: Customer Service Center Location: Jacksonville, FL | Onsite At Brightway, our Engagement Center is at the heart of the client experience. As a Client Relationship Specialist, you’ll be a trusted resource for clients and Agency...Temporary work
$39.15k
...section of the system. Job Description At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an... ...and following up in a timely manner Communicates with clients and internal partners regarding account openings, closings,...Full timeFlexible hours- ...Client Relationship Specialist Candidate Authenticity Statement We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use...Work at officeRemote work
- ...managing daily transactions and providing outstanding service to clients. This role involves processing deposits, cashing checks, and... ...strong mathematical skills and the ability to build client relationships effectively. A High School Diploma is required, and experience...
- ...challenging and sensitive portfolio of affluent clients. Provide client support to Trust... ...Duties And Responsibilities Prioritize relationship management activities by facilitating... ...years in the role as a Fiduciary Support Specialist, trust experience, investment, banking...Full timePart timeShift workNight shiftDay shift
- ...Assetara Limited is seeking a remote Client Relationship & Support Specialist to join our team in the United States. You will be the primary contact for clients, delivering concierge-level account assistance and guiding users through the Assetara platform. This role emphasizes...Remote work
- ...maintenance while delivering accurate, friendly service. The role involves proactive outreach, balance management, and building relationships. Candidates should have basic math and communication skills and be eligible for NMLS registration, with a signed-on bonus and a...Part timeRelocation packageFlexible hours
- ..., NC is seeking a friendly, customer-focused Teller to engage clients in the lobby and assist with self-service transactions. You will... ...availability for weekend or extended hours. You will build relationships with clients, follow procedures, and help deliver a smooth, confident...Weekend work
- ..., SC is seeking a branch teammate to deliver timely, accurate client service while handling transactions and safeguarding funds. You... ...outreach to identify client needs, with a focus on Integrated Relationship Management (IRM) delivery. Weekend availability and strong...Weekend work
$39k - $46k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Relationship Specialist Regular Full Time Clerical Fairfax, VA, US Salary Range: $39,000.00 To $46,000.00 Annually Client Relationship...Full timeWork at officeRelocationShift workDay shift- ...Banking Relationship Specialist The Banking Relationship Specialist (BRS) is responsible for providing excellent customer service and sales and performing teller transactions for clients at branch locations. This includes functioning as both a Banking Relationship Specialist...Contract workWork at officeImmediate start
- ...First Merchants Brand in Sterling Heights is seeking a Client Relationship Representative (Universal Banker) - Reserve to join their team. This full-time position focuses on providing high-quality customer service by accurately completing transactions and suggesting appropriate...Full time
$34.32k - $90k
...A leading financial services firm in Bethesda is looking for a Registered Client Relationship Analyst to provide exceptional service to clients. You will support Financial Advisors in building trusted relationships and assist with daily client needs. The ideal candidate...- ...Truist in Wilmington, NC seeks a Regular 1st shift client service professional to strengthen relationships through consultative conversations and referrals for additional business growth. You will handle teller duties as needed, advise on consumer lending options, and...Day shift
- ...Purolator International is seeking a Client Relationship Representative to manage day-to-day communication with assigned customers across... ...ensures accessibility and responsive support, covering for other specialists when needed. The position operates on a hybrid schedule,...Work at officeMonday to Friday3 days per week
- ...Affinity Federal Credit Union is seeking a Part-Time Teller at our Piscataway, NJ branch. You will build member relationships, open new accounts, and help members reach their financial goals in a consultative setting. Candidates with customer service or sales experience...Part time
- ...Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional service to clients and assist Financial Advisors in daily activities. The role emphasizes building trusted relationships, clerical support, and proficiency with digital tools. The ideal candidate...
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