Elite Client Relationship Manager - Financial Services
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is seeking a Relationship Manager in Houston, TX, responsible for building and maintaining strong client relationships. This role requires FINRA Series 7 & 66 licensing and 1-3 years of experience in financial services. As a Relationship Manager, you will work closely with financial consultants, managing client engagements and ensuring top-notch service for high net worth clientele. The position offers a competitive salary and extensive training opportunities. #J-18808-Ljbffr
- ...Invesco in Houston is seeking a Client Relationship Manager to deliver high-quality service across client lifecycles in the Retirement, Insurance, and Subadvisory channel. Success requires understanding Invesco's capabilities to effectively resolve client issues and ensure...Suggested
$179.85k - $340.97k
...assurance firm, providing clients with a genuine coast-... ...the world's leading financial centers - New York,... ...provide professional services through an alternative... ...searching for a Senior Manager to join our CFO Accounting... ...Develop and maintain relationships with colleagues in the...SuggestedWork at officeLocal areaWorldwideShift work- ...Location: On site Summary The Private Client Relationship Manager will provide business depository,... ...managing their wealth. You will utilize our financial planning strategy to advise prospects... ...in Private Banking or Financial Services Bachelor's Degree required Proven sales...SuggestedTemporary workWork experience placementLocal area
$71.2k - $127.2k
...Explore opportunities with Elite Home Health, a part of LHC Group... ...choice of the home care services is honored Evaluates patient... ...Communicates with the DON or Branch Manager regarding any complaints or... ..., negotiation, and relationship-building skills Current Driver...SuggestedMinimum wageFull timeWork experience placementWork at officeLocal areaRemote work$120k - $129k
...rethinking possibilities for our clients. By delivering the combined... ...our distinctive investment management capabilities, we provide a... ...The role As a Client Relationship Manager (CRM) for the Retirement... ...deliver high-quality client service across the full client lifecycle...SuggestedFull timeContract workPart timeWork at officeHome officeFlexible hours- ...job posting Summary The Private Client Relationship Manager (PCRM) is responsible for developing... ...s commitment to excellence in client service. Essential Duties and Responsibilities... ...proactive outreach and personalized financial solutions. Serve as a trusted...Work at office
- ...Client Relationship Manager Houston, Texas, United States For over 80 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of...Work at officeLocal areaRemote work
- ...spanning diverse markets and services, our collaborative approach... ...with each other, our clients, and our communities. We... ...You'll Do As a Client Relationship Manager I, you will be the principal... ..., and closeout. Monitor financials-fee burn, earned value, forecasts...Temporary workWork at officeImmediate startFlexible hours
- ...Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Houston, TX Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car Allowance The Culture Sets the Vibe At Ernest,...Work at officeLocal areaRemote work
- .... in Houston is looking for a Relationship Manager to develop and nurture relationships with clients, ensuring excellent customer experiences... ...involves working closely with Financial Consultants to meet clients'... ...deliver highly personalized service. The ideal candidate will have...
$155k - $200k
...Energy is investing in its client engagement... ...non-traditional account management role, you will be a cross... ...Build deep, trusted relationships with key contacts and... ...commercial roles within financial data, energy markets, or B2B information services A genuine passion for...Local areaWorldwideFlexible hours$103.6k - $189.9k
...Compliance & Reporting Insurance - Financial Services Organization The... ...side by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real Estate... ...will also be responsible for relationship management. Relationship management...Summer holidayLocal areaFlexible hours- ...3;Provide life insurance and financial protection solutions to families... ...#128313;Educate clients on policies that prevent financial... ...during times of loss #128313;Manage your own book of business... ...28313;Represent core values: Service Over Sales, always putting clients...Full time
- ...Work with the best, serve the elite, and set the standard as our Client Experience Manager. We are seeking a Client Experience... ...the worlds leading chauffeured services company. With offices in... ...feasibility and profitability. Client Relationship Management: Build and nurture...Work at office
$70k - $95k
Overview Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions. We will provide you with a home office set‑up including... ...week, generous PTO, and overtime pay. We also financially support professional designations and offer...Remote workWork from homeHome office- Western Alliance Bancorporation is looking for a Client Relationship Manager III. This role involves managing client accounts for Collateral Loan Obligations and developing relationships with Corporate Trust clients. Candidates should possess over 8 years of experience...Remote job
- ...an alternative application process. Client Relationship Manager Full Time Professionals Dallas, TX, US... ...needs, including debt and ancillary services (deposits, treasury, derivatives, etc... ...services, deposits, derivatives and other financial products. Product Knowledge : Be...Full timeWork experience placementWork at officeMonday to Friday
$70k - $95k
Nova 401(k) Associates is seeking an experienced Client Relationship Manager to maintain client relationships and manage a caseload of partner-level clients. This fully remote position offers a competitive salary between $70,000 and $95,000, along with comprehensive benefits...Remote job- ...Job Summary We are seeking a dynamic and enthusiastic Client Relationship Manager to join our team! In this vital role, you will be the friendly... ...contribute to our company's reputation for outstanding service. This paid position offers an exciting opportunity to develop...Full timeWork at officeMonday to Friday
$120.5k - $256.7k
...Client Relationship Manager – Quick Service Restaurant Practice Join a high-growth team at Marsh where innovation, relationship-building, and strategic thinking come together to shape the future of risk management within the Quick Service Restaurant (QSR) industry....Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- Ignite your career with our booming insurance company! Fuel your passion for success as we blaze a trail of consistent growth year after year. We’re on the lookout for exceptional individuals to join our dynamic team and ride the wave of our rapid expansion. Picture...Weekly payFull timeRemote workWork from home
$99k - $232k
...develop recommendations to help clients achieve their goals. These... ...needs, provide consulting services across different strategic areas... ...'s unique strengths, and managing performance to deliver on... ..., while building productive relationships with clients and team members...Full timeH1b- ...Commercial Account Manager The Baldwin Group is... ...Mitigation strategies to clients wherever their... ...lines, review leases, and financial statements related to... ...follow up for timely service to the insured. Counsel... ...Cultivates strong relationships with insurance company...Contract work
- ...Description We are looking for an experienced finance leader to guide financial strategy, reporting, and operational planning for our... ...financial modeling, scenario analysis, and market considerations. • Manage and develop finance team members, fostering accountability,...
- ...emotional intelligence, which means having the ability to regulate and manage your own emotions and understand the emotions of those around... ...party favors ● Immediately and graciously resolving service failures REQUIREMENTS ● Flexible availability. This role...Full timeImmediate startFlexible hoursShift workNight shiftWeekend work
- ...developer, builder, and community manager for single-family build-to-... ...Wan Bridge is building the financial infrastructure to support... .... Oversee and manage relationships with fund administrators, auditors... ..., tax advisors, and other service providers. Prepare and maintain...Monday to Friday
- ...Senior Vice President, Client Service Manager - CLO/Structured Debt At BNY, our culture allows... ...growth and success. As a leading global financial services company at the heart of the... ...at clients, as needed. Maintains relationships with business leaders to report...Work experience placementWorldwideFlexible hours
$112.7k - $206.5k
...better working world. FAAS Manager - Finance Optimization EY... ...world for all. When our clients are facing complex finance... ...initiatives. Build trust and relationships across EY’s service lines and with external... ...in public accounting, financial advisory, industry, or a related...Summer holidayWork at officeFlexible hours- ...leading automotive group in Houston seeks a Finance & Insurance Manager to oversee business office operations related to finance and... ...dealership's finance department and excel in leadership and customer service. This role includes producing revenue by selling finance...Work at office
- ...Job Description The Client Service Coordinator ("CSC") drives the flow of clients and pets... ...and scheduling future appointments. Manage the finances by maintaining accurate... ...Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented...Local areaShift workAfternoon shift
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