Client Relationship Examples Jobs in Usa
9,242 positions found — Page 6
Job Description
The Account Manager is accountable for day-to-day operations of an assigned account, including hiring, training, disciplining and terminating staff. Build, improve and maintain relationships with clients and employees: develop & retain staff; coordinate needed support services and solve problems to effectively run the account. Meet or exceed financial & operational goals; provide quality customer service. Maintains or oversees maintenance of weekly operating schedules and completion of payroll for assigned security personnel. Provides after-hour emergency response as required.
Essential Functions
* Supervise the day to day security operations of an assigned client site
* Manage a team of security officers, site and/or shift supervisors including hiring/selection, scheduling, payroll, training, coaching, development and support
* Ensure the client site is provided with high quality security services to protect people and property
* Build, improve and maintain effective relationships with both client and employees
* Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide quality customer service
Additional Responsibilities
* Ensure all required reporting and contract compliance requirements are met.
* Assure regular communication of issues or program with Client
* Handle any escalated security issues or emergency situations appropriately.
* Other management responsibilities as determined by Client or District Manager.
* Communicate staffing needs via Requisition Form; assist recruiters in identifying, interviewing and hiring quality candidates.
* Develop staff in both technical and professional skills through performance management (coaching, counseling, disciplining, annual formal performance evaluations, recognition, etc.)
* Assure that employee grievances are heard and resolved (with help from appropriate support employees, as required) and that personnel records are updated and accurate (Change of Status forms, rosters, etc.)
* Assure communication of policies, company announcements and job openings
* Meet all contractual scheduled hours with a minimum of unbilled overtime.
* Coordinate and/or conduct site-specific OJT, client-specific training, and annual refresher training for security personnel, as well as meet Med Security corporate training standards.
* Develop / maintain operational procedures so that a valid, site-specific OPM and post orders are always available for emergency reference by the security staff.
* Manage uniforms, equipment, supplies and vehicles utilized at the account(s), maintaining appropriate inventories and maintenance checklists.
* Take a proactive role in communicating with the client and meeting his needs; meet with regularly, listen to issues, provide security and technical expertise and solutions. Ensure complete customer satisfaction.
* Capably utilize WINTEAM for scheduling and billing, and to produce reports (such as Scheduling Activity, Training Summary and Training Detail reports) that require interpretation and action for effective business management.
* Enforce Med Security policies as outlined in the handbooks, executive memos and on the portal.
Qualifications
* Four-year degree in Criminal Justice, Business Administration or related field
* Previous Contract Security, facilities management, military or law enforcement experience
* At least 2 years of business management/operations/supervisory experience (depending on size/scope of client).
* Ability to develop and grow customer relationships.
* Experience in hiring, developing, motivating and retaining quality staff.
* Outstanding interpersonal and communications skills required.
* Ability to work in a team-oriented management environment with the ability to work independently.
* Ability to manage multiple priorities, complex situations, a diverse team of employees and client requirements on an ongoing basis.
* Previous payroll, billing and scheduling experience preferred.
* Ability to work in a team-oriented management environment while having an entrepreneurial attitude.
* Key Competencies: Staff Management, Financial Management, Integrity, Problem Solving, Conflict Management, Time Management, Customer Focus, Timely Decision Making, Motivating and Directing Others, Drive for Results.
* Ability to operate WINTEAM
Company Description
Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.
Company Description
Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.
The Client Relations Specialist serves as the liaison with the company's customers, developing relationships, providing guidance and advice, and providing a higher level of customer support on a specific product or service.
Duties and responsibilities include:
- Ensuring both the company and clients adhere to contract/specs
- Day-to-day communication with customers/clients, answering questions, managing conflicts and collecting feedback and escalating as appropriate
- Maintaining up-to-date knowledge of company products and services
- Effectively providing client support and communication
- Facilitating inter-departmental communication to provide effective client support
- Building, maintaining, and strengthening relationships between the company, reps and clients by providing optimal service
- Assisting sales team with identifying opportunities to up-sell/cross-sell services and products
- Identifying internal procedures that adversely affect customer satisfaction and working with internal areas to build consensus and accomplish improvements
- Liaise between customers, contractors, sales reps and appropriate personnel
- Interacting with customers including contractors to provide support and information on an assigned product or service
- Ensuring that appropriate actions are taken to resolve customers, contractor or sales representative problems and concerns
- Using knowledge of a specific product, service, or other assigned area of expertise to answer inquiries or to forward to the appropriate staff
- Using knowledge of a specific product, service, or other assigned area of expertise to validate customers orders and correct as necessary for proper delivery
- Being familiar with other product and services to support staff of Client Relation Specialists
- Collaborating with customer service personnel, product management department, service departments and/or sales representatives to streamline information and orders
- Performing other related duties as assigned
- Collaborating with regional sales resources to improve their customer service experience
- Escalating issues or situations as appropriate
- Understanding contractor, sales representative and customer perspectives to improve their order experience
- Building relationships directly with contractors, sales representatives, customers and internal staff
Experience and education required:
- 1 to 2 years experience and/or training in this type of work
- High School Diploma or GED
- Strong verbal and excellent written communication skills; strong attention to detail
- Excellent time management skills
- Excellent customer service skills
- Ability to develop working relationships at multiple levels of the organization
- Collaborative team player with the ability to build consensus
- Proficient with Microsoft Office Suite and SAP
- Ability to handle change and ambiguity
- Effective in a fast paced environment
- Ability to be self-directed and motivated
- Ability to work at a focused and continuous pace
The salary range for applicants in this position generally ranges between $56,000 and $66,000. This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law.
Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, Performance Based Commission, and continuing education.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.
Understory is seeking a motivated Client Manager to join our Madison, WI team. In this pivotal role, you will assist our Customer Success, Sales, and Underwriting team as we rapidly attain new accounts, strengthen senior-level relationships, and drive revenue through renewals.
As a Client Manager at Understory, you'll be critical in supporting our efforts to expand our relationships with distinguished clientele. Your role will go beyond traditional client service functions because customer success at Understory is about being the voice of our clients and brokerage partners within our organization.
You're exactly the professional we're looking for if you:
- Thrive in a supportive but independent workplace with the opportunity to grow as our organization grows
- Have experience in insurance and working with brokers and insureds, and want to leverage your skills to build your career
- Are willing to work a Hybrid schedule (2-3 days per week in office) at our Madison, WI headquarters
- Have a P&C license
- Have a track record of delivering accurate, on-time projects or document-related deliverables
- Exhibit exceptional communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction is handled with precision
- Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift
- Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed—drawing on strong organizational and time-management skills to maintain momentum and meet deadlines
- Are exceptional at maintaining clear, consistent documentation across all customer touchpoints
Your main role responsibilities will include:
- Leveraging a detail-oriented approach to ensure accurate, timely client document and resource development
- Cultivating and maintaining strong relationships with our Clients
- Collaborating seamlessly with the sales and underwriting teams to deliver superior service
- Providing regular updates and feedback to internal teams to drive product and service enhancements
- Coordinating and ensuring complete resolution documentation of client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care
- Supporting our client and broker partner review meetings by sourcing, analyzing, calculating, collating, and updating performance metrics
Compensation includes:
- Base salary and annual bonus commensurate with experience
- Full-time benefits include:
- 100% of you and your eligible dependents medical, dental, and vision insurance premium
- 100% of your premium for a $25,000 life coverage policy
- Group Term Life, AD&D, Short Term Disability (STD), and Long-Term Disability (LTD) coverage
- Unlimited PTO
Step into a pivotal role at Understory as a Client Manager Manager and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together!
About Understory
Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions.
Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change are increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap.
Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities.
Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance. To embark on this exciting journey with us, visit .
As a French-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.
The Day-to-Day:
* Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within an assigned territory
* Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systems
* Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants
* Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence
Your Qualifications:
* At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals
* Fluency in French and English
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel approximately 30% or more of the time
* Solid investment knowledge; ideally previous institutional investment experience
* Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
* Ability to read, analyse, and interpret general business periodicals, professional journals
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
As a German-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.
The Day-to-Day:
* Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within an assigned territory
* Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systems
* Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants
* Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence
Your Qualifications:
* At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals
* Fluency in German and English
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel approximately 30% or more of the time
* Solid investment knowledge; ideally previous institutional investment experience
* Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
* Ability to read, analyse, and interpret general business periodicals, professional journals
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
As an Institutional Sales Relationship Manager within our Strategic Partnership group you will be an important asset to Fisher Investments Europe's Institutional sales efforts across Europe, Middle East, and Africa (EMEA). Your efforts will include conducting research on our target markets, identifying and establishing contact with financial institutions, and developing relationships with prospective financial service partners. Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Professionals to build relationships with financial service firms in emerging markets, meet face-to-face, and present to prospective partners. Your efforts will give Fisher the opportunity expand its global presence in emerging markets via partnerships with established financial institutions.
The Day-to-Day:
* Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Professionals and deploy our business development resources and orchestrate the institutional sales process within an assigned territory
* Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in our Customer Relationship Management system
* Cold call, establish relationships, and conduct formal presentations to articulately convey our partnership strategy, client service philosophy, and investment strategies to prospective financial service partners
* Lead market expansion efforts within our EMEA territories, providing prospects with an introduction to Fisher Investments Europe and our partnership capabilities
Your Qualifications:
* At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with financial service firms, investment consultants, and institutional asset owners
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel frequently within an assigned territory
* Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes
* Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
* Ability to read, analyse, and interpret general business periodicals, professional journals
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Company Description
PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.
Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.
Our Mission:
We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.
Our Values:
To put Human Experience at the heart of organizations so every person can be seen and understood.
- Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
- Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
- Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
- Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
- Better together:We check our egos at the door. We work together, so we win together.
TheClientImplementation Manager will serve as the primary point of contact for clients and will coordinate all activities throughout the client's onboarding experience. Following a post-sales handoff, the ImplementationManagerwill own the implementation process throughthe go-livephase and handoff to theDeliveryTeams. ImplementationManager'sservean important rolefor setting clients up for success by partnering with key stakeholders tofacilitatefull alignment on project expectations including product needs, timelines, and implementation strategy. The high-level goal of the role is to instill client confidence and trust from day one through clear communication of product needs and timelines, and by keeping all parties (internal and external) accountable to deadlines to ensure a successful implementation.
Implementationsare highlycustomand involve large data sets, which require theClientImplementationManagerto act as a liaison between the various teams, both internalas well asexternal. The right candidate for this role will embody entrepreneurial thinking, take an analytical and strategic approach to eachclientengagement and the role itself, and will be a master of using good judgment and thinking on their feet.TheImplementationManagershould feel confident and comfortable explaining and conceptualizing how our various solutions work with a variety of unique client business needs. The role also requires an expert level of understanding in how hospitals and health systems function, the roles, and motivations of different parties within such clients and will learn how to navigate these complex organizations to ensure maximum alignment and client satisfaction.
Duties and Responsibilities
Provides day to day oversight of the clientimplementation including understanding the clients' goals and use cases,recommend, andguideproduct configuration,helpset expectations, andestablishpriorities.
Forms strong relationships with clients by serving as the primary point of contact for implementation,understandingand communicating client feedback internally.
Partners with Delivery Team to ensure completion of product configuration,manage timeline for deliverablesand to setup clients for success.
Collaborate between multiple departments and teams to reconcile competing priorities to maximize overall client satisfaction and project success.
Brings in appropriatePGForstaexperts and creates seamlesshandoffto other departmentsand post implementation support.
Identifyand escalate challenges and risks associated with implementation and client satisfaction to supervisor and other senior team members before problems become critical.
Provides product overview and connectsclientwith training and education opportunities.
Qualifications
Minimum 5years'of relevant experience in a client-facing project management, consulting, or operations role; ideally in a healthcare related field.
Excellent interpersonal,communications, listening, and presentation skills.
Solid working knowledge of improvementmethodology, best practices, and data analytics
Proventrack recordof successfully delivering complex projects andattaininghigh client satisfaction.
Ability to work in a fast-paced environment while prioritizing competing client needs.
Obsession with customer experience including follow-up and problem resolution.
Education
Bachelor's degree and5years minimum ofprior relevant experiencein a client-facing project management, consulting, or operations role; ideally in a healthcare related field.
Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At PG Forsta we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Additional Information for US based jobs:
Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.
Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
The expected base salary for this position ranges from $85,000to $105,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.
All your information will be kept confidential according to EEO guidelines.
Our privacy policy can be found here:legal-privacy/
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
- Maintain confidentiality in accordance with RBC's Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor's degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Current FINRA registrations
- Financial services experience
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details
Location: New Orleans, United States of America
Work hours/week: 40
Employment Type: Full time
Platform: Wealth Management
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-01-15
Application Deadline: 2026-01-14
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial Retirement Education Center (REC). The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing clients of Corebridge Financial.
As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer groups. This individual will be aligned with the needs of plan sponsors and the employees eligible for the applicable retirement savings plan.
What you'll do as an In-plan Client Support Advisor:
- Actively contact existing plan participants over the phone to educate employees on their investment products and services currently enrolled/available
- Create a targeted approach to increase plan participation and plan health metrics with the partnered Advisor Team
- Adapt a client first approach to provide an exceptional client experience
- Educate and service 10-12 clients daily
- Identify additional/future client needs and refer the client to their local advisor
We provide the support. You create the possibilities.
This position combines the challenges and continual learning opportunities associated with financial advising with the objective of providing a positive client experience with every interaction. Individuals who excel as an In Plan Client Support Advisor come from different professional backgrounds, so no prior financial services experience is required. Our goal is to develop individuals who work hard, have a drive for accomplishment, a concentration in financial services, and an aspiration to continue learning and growing professionally.
What our employees love most about working at the Retirement Education Center:
- This is a salary paid position with a monthly incentive bonus
- Company paid licensing (includes exams, materials and study time)
- Servicing existing clients (no cold calling or prospecting)
- Ongoing training & development including mentorship
- Work/life balance including 24 days of paid time off in first year + holidays
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) match
- Flexible work environment with the opportunity to work remotely
- Access to Employee Resource Groups within the Corebridge Financial organization to network with colleagues
Requirements:
- Bachelor's Degree or Equivalent
- 2+ Years proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex strategies concurrently.
- Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable Life Insurance license within allotted time.
- Experience in developing trusting relationships with clients
- Ability to collaborate and drive results
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
About Us:
Texas Security Bank is an independent bank focused on the success of independent business owners. Most Banks are institutional. We're entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to 'Elevate the Champions of Free Enterprise' and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People's Choice Award for Best Bank in DFW, Dallas Business Journal's Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30.
A Commercial Relationship Manager (RM) at Texas Security Bank will report to Associate Managing Director and will be responsible for building a portfolio of commercial banking relationships (lending and treasury management and ancillary services) in the DFW area. This will include prospecting and business development activities, credit underwriting, loan documentation and closing along with delivering excellent value-added customer service.
Responsibilities:
- Consistent prospecting activities, in conformance with TSB business development process.
- Developing and managing an ongoing pipeline of realistic, potential deposit and loan prospects.
- Properly underwriting, and detailed presentation to loan committee of potential loan prospects.
- Effectively managing the closing and on-boarding process for new clients to achieve an excellent client experience.
- Meeting or surpassing all loan, deposit, fee income and cross selling/referral goals.
- Servicing client portfolio to achieve an excellent client experience.
- Actively assisting in the ongoing development of Commerical Banking Analyst and Relationship Manager (level I).
Qualifications:
- Bachelors or Masters Degree in Business, Finance or Accounting or equivalent work experience.
- Track record of success in developing, building, and managing a portfolio of commercial banking relationships (Lending, Treasury Management, Ancillary Business Services.
- Formal bank credit training.
- 7 + years of commercial lending experience.
- Excellent customer service skills.
- Strong personal motivation and attention to detail.
- Exceptional organizational skills.
- Ability to multi-task and manage time wisely.
- Ability to work independently and in a team environment.
Why join Texas Security Bank:
We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values; integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence are the principles established that determine how we conduct ourselves and our business decisions.
Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas' fastest-growing community banks. We are honored to be a Best Workplace by the Dallas Business Journal, the Dallas Morning News, and the Best Workplace Institute. The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated.
We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn't just for our customers- it's for our employees as well.
Texas Security Bank is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
