Director, Client Relationship Manager
Jobtailor
Responsibilities Owning and pro-actively managing a portfolio of key client relationships Ensuring all SS&C service levels meet or exceed client expectations Building trusted relationships with the Clients' key contacts (CEO, COO, etc.) Capturing client feedback to drive strategic change initiatives and trend analysis Organizing and chairing formal service level review meetings with clients Articulating the benefits of SS&C services and business model to clients Incorporating client initiatives, needs, and structures into formal account plans Fostering strong internal working partnerships within all SS&C service areas Identifying cross-selling opportunities within existing client base Developing and translating MIS into process / service enhancement recommendations Working closely with sales team and contributing to marketing efforts Maintaining knowledge of industry trends and their potential impact on SS&C Occasional travel is required Requirements Bachelor’s Degree or equivalent experience Minimum of 5 years experience in financial services specifically Registered Funds '40 Act Space. Must have experience managing client relationships within Fund Administration, Fund Accounting, Transfer Agent, Distribution, Tax, Valuation Demonstrable communication, relationship, and team skills High level of comfort preparing and leading client presentations Significant degree of self-motivation and direction Tact, professionalism, and savvy in resolving escalated client issues Ability to generate ideas and suggest process improvements Experience working closely with senior-level management Experience in asset management, private funds, capital markets a plus Must be willing to work on site a minimum of 6 days/month #J-18808-Ljbffr Jobtailor
$124.36k - $146.3k
...will be hired for the level of the position that aligns with their experience. We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to be focused on virtually managing and growing a large, diverse, nationwide...SuggestedTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$115k - $130k
...using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. The Client Relationship Manager will provide excellent client service, ensuring client expectations are met and...SuggestedContract workFlexible hours$75k - $90k
...Employment Type: FULL_TIME Full Time Salary Range: $75,000 - $90,000 plus bonus incentives The Opportunity As a Client Relationship Manager you are responsible for building relationships with clients, employees and vendors. You will be supervisingand coordinatingdaily...SuggestedFull timeWork at officeLocal area$60k - $80k
...belonging and are valued for your contributions. Do you have strong client service experience in the life Insurance industry? Do you... ...the Denver Tech Center. Responsibilities This role is a key relationship manager for all assigned clients and handles all aspects of client...SuggestedWork at office$120k - $129k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of... ...plan Job Description The role As a Client Relationship Manager (CRM) for the Retirement, Insurance...SuggestedFull timeContract workPart timeWork at officeHome officeFlexible hours$180k - $220k
...Job Description Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team... ...strategy, pursuit leadership, and executive relationship management, this leader shapes how capabilities are packaged,...Work at office$190k - $300k
Grant Thornton is seeking an Advisory Director Client Relationship Executive - Transformation to join the team. Approved office locations can be... ...strategy, pursuit leadership, and executive relationship management — shaping how capabilities are packaged, positioned, and...Work at officeLocal area- ...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...Full time
- Capital Group in Denver, Colorado is seeking an Institutional Client Relationship Manager to oversee a territory of institutional investors, maintaining and growing relationships with corporate, public, and foundation plan sponsors. The ideal candidate has over 10 years...
$150k - $190k
Position Overview Institutional Client Relationship Manager (CRM) within the Institutional Client Service Group. Responsible for overseeing and servicing a territory of institutional investors, including large corporate, public, and endowment/foundation plan sponsors. The...Temporary workLocal areaFlexible hours- U.S. Bank is looking for an ICG Relationship Manager to manage and grow a diverse portfolio of corporate, commercial, and municipal clients. Candidates should have 3-8 years of sales experience in the financial services sector and a Bachelor's degree. The role offers a...Work at office3 days per week
- ...craftsmanship, process, and white‑glove client experience, the company is entering a significant... ...in strengthening its front‑end client relationship and project development function.... ...directly to the CEO. The Client Relationship Manager will guide homeowners through the early...Local area
- Jobtailor seeks a senior client relations professional to build and manage relationships with asset managers, financial advisers, broker‑dealers, and wealth platforms. You will oversee service for a designated client group and provide expert knowledge of retail alternative...
$60k - $65k
...Associate Client Relationship Manager The Associate Client Relationship Manager develops relationships and solicits business with new and existing accounts. Responsible for processing orders, complete billing, and solicit new & repeat business while providing excellent...Full timeWork experience placementWork at officeLocal area2 days per week3 days per week$65k - $75k
Commercial Client Relationship/Production Manager 2025-07-31 Job Location: 15440 East Fremont Drive Centennial , Colorado 80112 Employment Type: Full Time Salary Range: $65,000.00 - $75,000.00 depending on experience The Opportunity As a Maintenance Commercial Client...Full timeWork at officeLocal areaFlexible hoursNight shiftWeekend work- A landscaping company is seeking a Client Relationship Manager responsible for overseeing client relations, managing landscaping operations, and ensuring excellent service delivery. Candidates should have a degree in Agronomy or Horticulture and relevant experience in horticulture...
$105k - $135k
...retirement plans. In this role, you will: Build, maintain, and strengthen our relationships with our retirement plan clients; Responsible for proactive relationship management with clients and external partners; Build strategies to overcome any challenges...Work at officeLocal area3 days per week$200k
...About The Role We are looking for an Engagement Manager who will own and drive the successful delivery of our most complex enterprise... ...change management. You will serve as the primary relationship owner for enterprise customers throughout their implementation...Contract workShift work- The Freeman Company (TFC) Brands is hiring an Associate Client Relationship Manager to develop and manage relationships with clients. This role involves soliciting new business, processing orders, and ensuring exceptional customer service. The position offers a supportive...Work at office
$70k
RES Consultant Group seeks a Remote Client Relationship Manager/Senior Accountant with a passion for advisory services. The role involves managing a book of 30 to 40 clients, focusing on accounting, tax compliance, and advisory services. The ideal candidate will have 5+...Remote job$75k - $105k
...Position Summary Brault is a practice management, billing and coding company exclusively... ..., experienced and service driven Client Manager. The Client Manager works with... ...knowledge of Clients’ contracts and hospital relationships; Managing the Accounts Receivable...Contract workRemote work$118.17k - $144.43k
...In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Reviews and accepts new client relationships...Temporary workWork experience placementLocal area3 days per week$49k - $91.3k
...Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically...Minimum wageWork experience placementWork at officeNight shift$122.5k - $423.78k
...Specialty/Competency: IFS - Clients & Markets Industry/Sector... ...At PwC, our people in brand management, marketing and sales focus... ...work will involve building relationships, conducting market research,... ...Alliances and clients. As a Director you will set the strategic direction...Full timeTemporary workH1b$16.16 - $20.66 per hour
...Client Service Coordinator This posting will remain open for a minimum of two weeks... ...and scheduling future appointments. Manage the finances by maintaining accurate balances... ...Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented...Hourly payLocal areaShift workAfternoon shift$70k - $130k
...Job Title: Client Executive Department: Private Client Practice Area Reports To: Director of Risk Management & Client Services FLSA Status: Exempt POSITION SUMMARY... ...Client Group, you'll build strong relationships with high-net-worth clients, deliver...Private practiceWork at office$75k - $100k
...A growing wealth management firm in Colorado is looking for a motivated individual to join their team. The role involves assisting in financial... ..., preparing investment reports, and gathering data during client meetings. Candidates should have CFP certification and at least...- ...leader in professional IT services and managed services across three core Centers of Excellence... ...ethos to deliver exceptional value to clients across diverse industries. Position... ...You will maintain and strengthen client relationships, identify marketplace opportunities with...
- ...Client Services Coordinator Community Medical Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic. Under the supervision of the Clinic Manager, you will greet clients and visitors with professionalism, compassion, and a trauma...Full timeTemporary workWork at officeFlexible hoursShift workNight shift
$26 - $28 per hour
...Excellence every day. Position Summary The Client Services Coordinator is responsible for... ...professional, compassionate, and able to manage multiple priorities in a fast‑paced home... ...level of customer service. Reports to: IHSS Director Pay Range: $26.00 - $28.00 per hour...Hourly payWeekly payFull timeWork at officeRemote workShift work
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