Client Relationship Examples Jobs in Usa

Rose & Company is seeking a well-rounded and highly motivated Client Relationship Manager to join our growing team. In this position, the individual will be responsible for owning day-to-day client coverage with a primary focus on Rose & Company’s investor outreach and engagement services for our mining and materials clients. The role sits within a highly structured investor engagement platform supported by a large outreach team and a disciplined process designed to deliver consistent, high-quality engagement with institutional investors. The Client Relationship Manager serves as the central point of coordination between the client and Rose & Company’s internal teams, ensuring our programs are executed efficiently and to a consistently high standard.

Key responsibilities include, but are not limited to:

• Serving as the primary point of contact for assigned clients and building trusted relationships with senior stakeholders, including the Head of IR, CFO, and CEO.
• Leading the planning and execution of investor outreach and engagement programs, including maintaining an engagement plan and conducting semi-monthly client touchpoints to align on priorities and upcoming outreach.
• Partnering with Rose & Company’s dedicated outreach team and broader internal resources to develop and maintain investor targeting, outreach strategy, meeting priorities, and a forward-looking engagement calendar.
• Managing end-to-end coordination for non-deal roadshows and investor engagement activities, including internal kickoffs, briefing preparation, outreach execution support, real-time tracking, and post-meeting follow-up.
• Ensuring accurate and timely maintenance of engagement activity and institutional knowledge in core systems and tools, including touchpoints, meeting outcomes, and next steps.
• Acting as the internal “quarterback” to bring the right firm resources to bear for each client situation, coordinating across colleagues to ensure responsiveness, quality control, and consistent service levels.
• Maintaining high standards for client communications, including polished written updates, meeting recaps, and proactive recommendations.

The qualified candidate must be self-motivated, have a proven ability to efficiently multi-task and have experience interfacing directly with senior executives. The candidate must also be articulate and possess strong communication skills to succeed in an important client-facing role. 

Additional specific qualifications include:

• 8–10+ years of experience in institutional equity sales, equity capital markets, investment banking, or investor relations, preferably with exposure to the mining or materials sector.
• Demonstrated ability to manage multiple client workstreams simultaneously while maintaining strong attention to detail and consistent follow-through.
• Strong judgment and professionalism in working with senior executives and representing the firm externally.
• Excellent organizational skills, including comfort owning processes, timelines, and cross-team coordination to deliver client outcomes.

We offer a competitive compensation & benefits package:

• Competitive base salary and annual performance bonus.
• Flexible work environment.
• Health insurance coverage through UnitedHealthcare, with up to 50% of premiums covered.
• Free dental and vision, 401(k) with employer match, and access to voluntary benefits (spending, commuter benefits, life & disability insurance, wellness programs, and more).
• $200/month technology expense reimbursement.

While the role is U.S.-based, remote candidates located in Canada will also be considered. We are an equal opportunity employer and encourage all qualified candidates to apply.

WHO IS BUZZ?

Buzz is a global design company that creates signature moments for travel. For two decades, we’ve partnered with world-leading airlines, hotels, cruise and rail brands to reimagine travel with innovative product experiences. Our creations become iconic collaborations and keepsakes that span luxury amenity, skincare, textiles and sleepwear, tabletop and service ware, tech, audio and children’s products. By bringing extraordinary brands together, we create carefully considered partnerships that become meaningful collaborations for all.

WHAT IS THE ROLE

This exciting role sits within the Buzz Client Service Team, reporting to the Director, Client Service Hotels and will be responsible for retaining and growing a small number of high-level client relationships within major Hotel chains. Your role is to liaise with clients and internal production and logistics to ensure all product is delivered to time and within budget. You will also manage a number of product refreshes during the lifecycle of the Hotel contract, as well you will look for opportunity for revenue growth within accounts.

WHAT ARE WE LOOKING FOR?

A seasoned account director who takes ownership of their client portfolio, managing strategic client relationships and generating new opportunities within these accounts.

The successful candidate will have:

· Previous experience managing high-value accounts and preferably experience in the product development process, either through selling into hotels or wholesale retail

· Proven ability to deliver growth in revenue and repeat business by successfully managing existing client relationships.

· Highly tuned analytical skills with the ability to apply this to the development of sales strategies and plans.

· Demonstrated experience in effectively managing cross-functional teams to deliver on deadlines and outcomes for your clients.

· Sound knowledge of CRM's and project management tools such as Smartsheet and Salesforce, with int-adv. MS Office skills.

· An understanding of, and network within, Hotels would be considered advantageous - either developed through selling into this industry for several years or having worked within the industry directly.

· An interest in luxury brands and a passion for travel.

BUZZ CULTURE

At Buzz, we pride ourselves on doing things in ways that inspire discovery. Our fast-paced, vibrant culture can be experienced the moment you step foot into our office and realise you are in our Buzz Café, with breakfast and lunch provided daily, snacks, drinks and endless coffee for everyone’s enjoyment. Our employees are creative and passionate beings. They push boundaries, thrive out of comfort zones, love a challenge and tackle them head on. Our collaborative teams deliver amazing results by trusting in one another’s expertise. The way we innovate and add a Buzz twist to everything we do is what we hope will inspire you.

We have generous employee benefits too, from rewards to paid parental and birthday leave. We might be biased, but we think Buzz is leading the way as a great employer. Our culture is truly values-driven, which is what we believe makes Buzz a uniquely wild and welcoming place to work.

If the above sounds like you, we would love to hear from you! So please apply NOW!!

We would love to be able to contact everyone personally, however, this is not possible. If you have not heard from us within 4 weeks of submitting your application, we thank you for your interest in joining the Buzz team but on this occasion, your application was not shortlisted.

Industry

Summary

If you're early in your career and looking for a role where you can grow quickly, earn well, and work with wonderful people - this is an excellent opportunity. The Client Relationship Manager is not a traditional sales job. Instead, you’ll focus on building relationships, guiding people through agreements, and helping both property owners and developer partners reach win‑win outcomes.

You’ll join a company known for its fun culture, strong support system, and hands‑on training, along with a base salary + bonus structure and competitive benefits (Health, Dental, 401k). The hybrid schedule in Greenville, SC gives you flexibility while still staying connected to a collaborative team.

What You’ll Do

• Serve as the main point of contact between property owners and development partners.
• Help guide owners through their agreement process, explaining key terms and addressing questions.
• Support negotiations by working with attorneys, accountants, and third‑party advisors.
• Keep everything organized using the company’s internal systems—documenting activities, updating workflows, and assisting with reporting.
• Represent the company professionally while building trust and long-term relationships.

Who This Role Is Perfect For

• New grads or early‑career professionals who love working with people.
• Someone who enjoys problem-solving, listening, and helping others understand complex topics.
• A strong communicator who can simplify information.
• A driven, results‑oriented person who wants to grow their career and take on more responsibility over time.
• Someone excited by significant variable earning potential

What Helps You Succeed

• Bachelor’s degree in business, communications, or similar (preferred, not required).
• 1+ year of experience in client support, relationship management, deal‑making, account management, customer service, events or a similar role.
• Experience in real estate, energy, agriculture, or related fields is helpful but absolutely not required.
• Strong communication, relationship-building, negotiation, and organizational skills.
• High integrity, collaborative mindset, and a passion for helping people.
• Ability to juggle multiple priorities in a fast-paced environment.

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

What you're responsible for

• Leading approximately 5-8 sizable growing client relationships.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and
• Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.
• Support Sales efforts, as needed,
• Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 10 + years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
• Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
• Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
• High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others
• Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
• Effectively service plans with varying level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details
• The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.

The Client Service Manager, Relationship Management in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS's largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.

What you're responsible for

• Support 1-3 Mega Market client relationships in a team-based fashion.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.
• Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance).
• Support sales efforts.
• Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 3+ years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• Understanding of ERISA, industry rules and regulations, and non-qualified plan design.
• High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.
• Self-motivated, enthusiastic, and take initiative.
• Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
• Ability to work independently.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.
• Effectively service plans with a high-level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.
• Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Ability to meet deadlines within a fast-paced environment.
• Ability to collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• 5+ years of client and/or participant service experience.
• ASPPA, CEBS and/or NIPA designation or in process.
• QPA, CPC or equivalent certification/designations.
• Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.

Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.

Our offices have onsite fully equipped state of the art gyms for employees at zero cost.

Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.

We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.

Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.

Granite was recently named One of Forbes Best Employers for Diversity.

Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.

If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.

EOE/M/F/Vets/Disabled

Relationship Development Associate:

Job Overview:
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of customer accounts. This role emphasizes proactive account management, quarterly reviews, and strategic engagement with existing clients to increase revenue through upselling. The ideal candidate will leverage in-depth product knowledge, client insights, and executive-level engagement to deepen relationships, understand clients' business challenges, and grow accounts.

Key Responsibilities:

• 
  
• Account Management: Serve as the primary contact for assigned accounts, providing support, insights, and solutions tailored to each client's unique needs.
  
• Quarterly Account Reviews: Conduct in-depth, quarterly reviews with each assigned account to assess satisfaction, address needs, and explore new opportunities.
  
• Revenue Growth and Upselling: This is a quota-carrying role, with a focus on upselling our products exclusively to the existing client base. You'll work toward revenue and commission targets by identifying upsell opportunities and presenting tailored solutions to clients.
  
• Executive-Level Engagement: Build relationships at the executive level to understand clients' strategic goals and align Granite's products to meet those objectives effectively.
  
• Product Expertise: Develop in-depth knowledge of Granite's full range of products to position and sell the best solutions for each client.
  
• Client Communication: Maintain consistent and proactive communication with clients to foster trust, offer assistance, and stay updated on any evolving needs or challenges.
  
• Strategic Account Planning: Create account plans to manage client growth, upsell potential, and identify areas for strengthening the client relationship.
  

Qualifications:

• 
  
• Bachelor's degree in Business, Marketing, Communications, or a related field preferred.
  
• 1-2 plus years of experience in account management, sales, or client relationship roles, ideally with a focus on upselling or quota-based growth.
  
• Proven ability to build and maintain executive-level relationships.
  
• Strong organizational skills and ability to manage a high volume of accounts.
  
• Exceptional communication and interpersonal skills.
  
• Ability to understand client business challenges and position solutions effectively.
  
• Experience with CRM tools (e.g., Salesforce) and proficiency in Microsoft Office Suite.
  
• Flexibility for occasional travel to meet with clients, if necessary, though travel is not a primary aspect of this role.
  

Benefits:

• 
  
• Competitive base salary with uncapped commission structure and quarterly bonus.
  
• Comprehensive benefits package, including health, dental, and retirement plans.
  
• Ongoing professional development and training opportunities.
  
• Annual President's Club Trip
  
• Collaborative and innovative work environment.
  
• Opportunity for career advancement within a rapidly growing company.
  

If you're a highly motivated individual who wants to grow your sales career and have uncapped earnings potential with a fast paced and progressive company, Granite has many opportunities for you.

#LI-GC1

Description

The Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio. Title of Officer, AVP, or VP will commensurate with experience

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

Client Relationship Management

• Serve as the primary point of contact for a portfolio of commercial clients.
• Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
• Conduct regular client reviews to assess financial needs and satisfaction.

Credit and Lending

• Analyze financial statements and assess creditworthiness of clients.
• Structure and negotiate commercial loans and credit facilities.
• Work with credit analyst to assist with the underwriting of credit proposal.
• Approves loans within specified limits or present loans to loan committee for approval.

Portfolio Management

• Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
• Identify and mitigate potential risks within the portfolio.
• Ensure compliance with internal policies and regulatory requirements.

Business Development

• Identify and pursue new business opportunities through networking, referrals, and market research.
• Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
• Collaborate with product specialists to deliver comprehensive financial solutions.

Internal Collaboration

• Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
• Participate in team meetings.
• Ensures loan documents are complete and accurate according to policy.

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Respect - Demonstrate that the feelings and rights of others are valued
• Client Focus - The relationships built with customers/co-workers are top priority.
• Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
• Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
• Collaboration - Work with others to produce or create excellence.
• Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability - Maintain personal responsibility
• Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
• Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.

POSITION LEVEL(S) EXPECTATIONS

Title of Commercial Relationship Manager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:

• Track record of business development and client acquisition
• Level of understanding of financial statements and risk assessment
• Familiarity with regulatory requirements and compliance standards
• Portfolio management
• Client relationship development
• Level of experience with structuring and negotiating loan terms

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). Successful completion of required background checks is required.

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
• TECHNOLOGY SKILLS: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
• REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 10 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities:

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills:

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills:

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Client Success Executive – Employee Benefits (Post-Sale)

Senior Individual Contributor | Field-Based / Remote | Northern New Jersey

Local client travel + NYC office access

The Opportunity

• True Benefit is hiring a Client Success Executive to own employer client relationships after implementation within an established ADP TotalSource PEO partnership.
• This is a post-sale, post-implementation role—no prospecting, no selling, and no people management.
• Your responsibility begins once the client is live and continues through the life of the account.
• You’ll work closely with ADP TotalSource HR Business Partners (HRBPs) embedded with clients, serving as the primary benefits expert and relationship owner focused on service excellence, retention, and long-term client health.
• This role is designed for an experienced benefits professional who values ownership, autonomy, and impact.

What You’ll Do

• Serve as the primary post-sale point of contact for assigned employer clients
• Partner closely with ADP HRBPs supporting clients at their locations
• Own the client relationship with a focus on:
• Retention and renewals
• Service quality and escalation management
• Proactive issue identification and resolution
• Manage benefit changes, ongoing service needs, and carrier coordination
• Identify and address at-risk accounts before issues escalate
• Travel locally to client sites in Northern NJ with periodic travel to ADP’s NYC office

What We’re Looking For

• 5–10+ years of experience in employee benefits account management, client success, or post-sale service
• Strong, hands-on knowledge of group health insurance (small group experience preferred)
• Proven ability to own client relationships independently
• Comfortable in a field-based, client-facing role
• Experience working with PEO, HCM, or employer-facing environments is a plus
• Life & Health license (or ability to obtain within 90 days)

What This Role Is Not

• No prospecting
• No sales quotas
• No people management

This role is about judgment, accountability, and follow-through.

Why True Benefit & Amwins

• True Benefit is an operating company of Amwins Group, the largest wholesale insurance brokerage and group benefits firm in the world, placing over $45B in annual premium.
• Amwins is privately held and employee-owned, offering stability, scale, and long-term career growth without unnecessary bureaucracy. & Benefits
  • Base salary: $135,000–$160,000
  • Target 30% bonus
  • Immediate, comprehensive benefits (no waiting periods)
  • Generous and flexible PTO
  • Long-term growth potential

  
  

  If you’re a senior benefits professional who prefers post-sale ownership and meaningful client relationships over sales activity, we’d welcome a conversation.