Client Relationship Executive
CliftonLarsonAllen Wealth Advisors, LLC
## Client Relationship LeaderApplylocations: King of Prussia, PAtime type: Full timeposted on: Posted Todayjob requisition id: R17688CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.**About the role:**CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Philadelphia. CAAS provides customized accounting support on an interim and project basis for our clients – public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.**As a Client Relationship Leader, you will:*** Expand existing client relationships as well as build your network to develop new relationships in the community.* Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.* Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.* Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.* Effectively project manage ongoing engagements to meet client needs.* Maintain business development targets and sales activities in CRM.**What you will need:*** A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.* A bachelor’s degree in accounting, finance, business, or related field required.* CPA certification is preferred but not required.* A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.* Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.**Our Perks:*** Flexible PTO (designed to offer flexible time away for you!)* Up to 12 weeks paid parental leave* Paid Volunteer Time Off* Mental health coverage* Fertility benefits#LI-EG2 #LI-Hybrid #J-18808-Ljbffr
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...our most significant wealth management relationships. This role focuses on strengthening long... ...priorities, and supporting consistent execution across the organization. In this role,... ...preferred.Collaborative, disciplined, and client‑centric approach that aligns with...SuggestedFull timeTemporary workHome office- ...IDEMIA is seeking a Customer Relationship Executive in a hybrid role to manage the experience for multi-million dollar accounts, coordinating... ...account management and a high level of service to maximize client satisfaction. You will partner with sales, production, and support...Suggested
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...Responsibilities:Provide a high level of customer service to an existing customer base and develop new relationships.Attending to the needs of commercial real estate clients seeking loans, prospecting, underwriting and originating new loans.Participate in the management of...SuggestedFull time- ...have an opportunity to contribute to the company’s success. As a Relationship Manager, I within PNC's Business Banking organization, you... ...DescriptionHandles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share...Full timeTemporary workPart timeWork experience placementWork at office
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...we’re excited to onboard an Enterprise Relationship Manager to our team, supporting our strategic... ...level, we’re looking for someone who is client-focused, pays attention to detail, has... ...managing the planning, organizing and execution of partner‑specific projects (eg, new features...Contract workWork at office- ...customer service with a commitment to our values - honesty, integrity and accountability. *Hybrid Position* As a Relationship Manager, you will own the client experience for commercial prospects, clients, and centers of influence. Through exceptional relationship...Work at officeLocal area
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...WSFS Bank in Pennsylvania is hiring a Business Banking Relationship Manager to manage and grow relationships with small-to-medium-sized... ...years of business lending experience and a proven track record in client relationship management. Comprehensive benefits are offered,...- ...4-6 years of relevant banking or sales management experience. Responsibilities include managing branch activities, building client relationships, and driving business development initiatives. This role offers competitive compensation and a robust benefits package. #J-...Work at office
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$111.44k - $183.08k
...WSFS Bank in Berwyn, PA seeks a Business Banking Relationship Manager to manage relationships with small-to-medium-sized businesses. You will deliver customized financial solutions and grow business by providing expert financial advice. Ideal candidates have 5+ years...- ...Citizens is seeking a Relationship Manager to deepen client relationships and grow a commercial banking portfolio. You will collaborate with peers across banking, lending and investing to help clients reach short- and long-term financial goals. This senior role rewards...Temporary work
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- ...solve complex problems, and develop Practice Management skills (relationship management, book management, and sales). Ideal candidates will... ...procedures.Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align...Full timeWork experience placement
- Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement... ...disabilities to perform these essential functions.Provides client support and customer service on day-to-day issues with clients...Full timeRemote work
$80k - $150k
Location:401 Plymouth Road, Plymouth Meeting PennsylvaniaJob SummaryPartners with Business Banking Relationship Managers (BBRMs) to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million, with...Full timeWork at officeLocal areaFlexible hoursNight shift- ...over 100,000 small businesses grow their client base through a powerful suite of digital... ..., financial advisors, and other relationship-driven small businesses with branded lifestyle... ...are routed to the CMO for approval and execution. Required Qualifications High school diploma...Fixed term contractCasual workWork at officeNight shift
- ...collaborates with various business units to support Wealth Management clients possessing assets of $5 million or more. The team's primary... ...Certification are preferred.Facilitation and client relationship experienceSkilled in consulting, coaching, and/or advising families...Full timeWork at officeRemote workMonday to Friday
- ...acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors leading to growing total alts allocations... ...investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns...Remote work
- Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven... ...book of business composed of self-directed ultra-high-net-worth clients, each holding between $5-25 million in Vanguard assets. You’ll...Full timeWork at officeRemote workRelocation packageMonday to Friday
- ...acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors leading to growing total alts allocations... ...investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns...Remote workFlexible hours
- ...experienced, and responsive. Job Summary Builds and maintains relationships as point of contact for assigned key relationships for qualified... ...disabilities to perform these essential functions. Provides client support and customer service on day-to-day issues with clients...
- ...a local business or helping a national client navigate complex risk, you'll be backed... ...looking for a Private Client Account Executive to join our Personal Lines team on a... ...Develop and maintain effective working relationships with carrier representatives, underwriters...Local area
- ...and drafting and distributing media pitches Maintain media relationships, manage logistics, and help prepare subject matter experts for... ...systems to ensure operational efficiency Assist with planning and execution of PR campaigns and company announcements Contribute to...Work at office
- ...the Director of Annual Giving and supports the planning and execution of annual giving initiatives, volunteer engagement programs,... ...point of contact for the Parents Association, fostering strong relationships and effective collaboration. Support Parents Association meetings...Full timeNight shiftWeekend work
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...Senior Commercial Relationship Manager Job Locations: US-NJ-Woodbury | US-NJ-Mt Laurel | US-... ...developing and managing new and existing client relationships with businesses with revenue... ...approval process, document the loan and execute the closing. Remain close to customer...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...expertise in biometrics and cryptography , we enable our clients to unlock simpler and safer ways to pay, connect, access, identify... ...innovation and performance. Purpose The Customer Relationship Executive is responsible for managing the customer experience for...Contract workWork at office
$10 per hour
...If you are customer focused, enjoy building relationships and providingfinancial advice to your clients, then a role as a Business Relationship Manageris for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in BusinessBanking, you’ll be developing...Work experience placementWork at office
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