Relationship Manager Job Description

Relationship Manager Job Description Template

Our company is looking for a Relationship Manager to join our team.

Responsibilities:

• Present plan metric reporting and periodic plan reviews to advisers and clients;
• Review participant education materials and create communication plans;
• Evaluate problems, proactively offer solutions and manage issue resolution;
• Provide plan design options and investment updates;
• Coordinate new customer onboarding tasks required for timely and effective implementation;
• Review project proposals and plans to determine priority, time frame, and procedures for accomplishing onboarding goals;
• Professional writing;
• Proper phone etiquette;
• Plan and execute team perks with alignment from the management team;
• Provide an exceptional reception environment;
• Purchasing and reconciliation of expenses;
• Client, vendor, and investor relationships;
• Professional communication for internal and external sources;
• Be a knowledge base and resource for company tools and operational strategies;
• Efficient and precise organization of digital and physical documents.

Requirements:

• Assists in the training of new employees and other duties as assigned;
• Bachelor’s degree from an accredited college or university is preferred;
• A passion for customer satisfaction with a high energy, positive attitude;
• Successful lead generation sourcing strategies to reach decision makers;
• Excellent interpersonal, communication and presentation skills;
• Skills in Excel, Word, PowerPoint, and Outlook, Microsoft CRM a plus;
• Professional ServicesPublic Accounting experience is a plus but not required;
• Well networked, preferably in the technology industry;
• Possesses the desire to go the “extra mile” for both clients and teammates;
• Strategically-minded with excellent problem-solving skills;
• Excellent negotiation, relationship and interpersonal skills;
• 9 years of outsourced services and/or relationship management experience;
• Experience as a skilled executive representing either clients and service providers;
• Proven track record of sustaining and growing complex relationships; including closing the renewal and having owned and exceeded quota;
• Excellent communication and presentation skills.