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Become A Client Manager

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Working As A Client Manager

  • Selling or Influencing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Communicating with Supervisors, Peers, or Subordinates
  • Getting Information
  • Communicating with Persons Outside Organization
  • Mostly Sitting

  • Stressful

  • $64,316

    Average Salary

What Does A Client Manager Do At J.B. Hunt Transport

* Provide database reporting, through Pace and PBR, as requested by customer and internal field operations.
* Assist General Manager by overseeing the implementation and measurement of Key Performance Indicators.
* Provide data used for contract renewals, rate increases and to evaluate changes in business by preparing operating assumptions for the account.
* Assist General Manager and field operations with customer presentations, contract renewals and new business opportunities.
* Assist General Manager and field operations in preparation for Annual Account Assessments and Mid Year Business Reviews for all client locations.
* Provide account analysis upon request to include cost studies, measurement tools and utilization studies.
* Assist General Manager by providing recommendations based on KPI results which drive out costs and add value to the customer.
* Ensure accurate, timely invoicing and reporting is provided to client.
* Provide start up assistance – equipment resets, driver hiring requests and systems implementation

What Does A Client Manager Do At Lancaster General Health

* Responsible for the implementation of new clients at the time of sale.
* Prepares documents and necessary materials to educate the client in the day to day workings of their plan.
* Client Manager plans and conducts open enrollment meetings, clearly explaining the value of the new plan and encouraging enrollment.
* Also, handles the internal process of new group implementation, working in tandem with other departments, as needed.
* Services assigned clients, including the completion of the client renewal process, the negotiation of renewal rates, post enrollment paperwork and actual employee open enrollment meetings.
* Retains and grows existing business and ensures positive account relationships are maintained.
* Assists in the preparation of benefit design analysis for specialized proposals and quotes.
* Runs financial reports or performs basic financial analysis on utilization data and market research and analysis.
* Develops detailed specifications for implementation of new products for clients, including the proposal of expanded services to existing clients.
* Provides support to colleagues at Preferred Health Care and Lancaster General Health for resolution of day to day operational, member and client issues.
* Responsible for ensuring all resolution communication has been successfully handled.
* Works closely with Marketing Analysts responsible for account processing and set-up to ensure accurate and seamless service delivery.
* Develops documents and processes to ensure effective communication via work plans for all account implementation activities.
* Functions as the primary contact for the resolution of day-to-day account service issues.
* Supports customers during the implementation of sales contracts and throughout the relationship by resolving difficult issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty; and suggesting improved processes to further enhance the quality of customer service delivered to the client

What Does A Client Manager Do At Willis Towers Watson

* Maintain existing commercial property and casualty accounts by providing continuous client service
* Prepare written correspondence, reports and analysis as needed
* Communicate effectively with client decision makers and other team members
* Ensure compliance with all Willis Towers Watson and regulatory procedures such as WEM, SOX, FATCA, surplus lines tax and country sanctions
* Maintain information in Willis Towers Watson’s agency management system (EPIC)
* Manage the policy checking and delivery process
* Review quotes, proposals, contract insurance requirements, rating worksheets and audits for accuracy, compliance or other insurance objectives
* Review non-standard certificate requests
* Participate in pre-renewal internal and external meetings
* Prepare new and renewal business submissions
* Facilitate the ordering of loss control and claim reports
* Make necessary fee arrangements
* Gather information from clients for marketing purposes
* Assist with resolution of client/carrier accounting issues
* Maintain client confidentiality

What Does A Client Manager Do At Yusen Logistics

* The Client Manager will function as the primary representative, responsible for building and maintaining a positive relationship with assigned clients.
* The Client Manager will communicate with clients by telephone or in person, as needed; provide product and service information and answer other general account questions on a timely and accurate basis.
* Account Leadership & Direction: Develop a strong understanding of the client's business, service requirements.
* The Client Manager will be responsible for providing leadership and direction to team members assigned to the customer accounts under management and will oversee operational issues to ensure they are effectively resolved by relevant parties.
* Sales Management : The Client Manager will focus on building and maintaining client relationships that further the use and up-sell of YLA products and services.
* The Client Manager will continuously look at opportunities to increase revenue and growth targets for accounts under management.
* New business development : Develop new business opportunities through research, prospecting and qualifying new opportunities.
* This will include customer visits & developing relationships within the defined geographical area or market.
* Increase market share within assigned territory and achieve assigned financial budget for volume, revenue and profit.
* Prepare and present proposals, make recommendations for new services, extensions, or enhancements and overcome objections to closure.
* Handle sales leads from international offices.
* Send sales leads to overseas offices as appropriate.
* Successfully close new business and onboard new clients.
* Expected to meet Sales Targets assigned by management.
* Key escalation point for support and service issues Set and run weekly client status meetings Quality assurance of client deliverables and activities Monthly/Quarterly Account Performance Review with branch management Education and Experience College Degree in a related field plus 3 or more years' related experience in international shipping or international logistics.
* An equivalent combination of education and experience may be considered.
* Strong interpersonal and communication skills (written & verbal).
* Must be able to effectively articulate views both internally and externally with clients.
* Proven client prospecting and relationship maintenance/growth skills and abilities s as this is a key component to this role Ability to develop strategies and tactics to meet existing and new clients' needs and provide customized solutions.
* Strong relationship builder and communicator Highly organized and results oriented Demonstrated ability and flexibility in adapting to a constantly changing environment The above statements are intended to describe the general nature of work being performed.
* They are not to be construed as an exhaustive list of all responsibilities, duties and skills required.
* Core Competencies and Values Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
* Demonstrates ability to comply with YLA's Core Competencies: Accountability & Responsibility, Collaboration & Teamwork, Communication, Customer Focus, Problem Solving & Decision Making.
* Benefits Yusen offers a generous Employee Benefits Package including: Medical, Dental, and Vision beginning the 1 st of the month following start date 401k with a company match Flexible Spending Accounts, Life and Accidental Death & Dismemberment Insurance, Short & Long Term Disability, Tuition Assistance Program, Commuter Benefits, vacation, and much more.
* Any and all benefits offered are subject to the eligibility requirements, terms, and provisions set forth in the respective policies and plan documents, which you may request from Human Resources.
* About Yusen Logistics (Americas) As a part of the NYK Group, Yusen Logistics (Americas) Inc. performs a key role in keeping world trade moving by offering air and ocean freight forwarding, global warehousing, reverse logistics, intermodal and multimodal transportation, and supply chain solutions to some of the world's largest industries.
* For more information, please visit our website at www.yusen-logistics.com.
* Yusen Logistics (Americas) Inc. is committed to providing equal employment opportunities to all employees and applicants without regard to race, religion, color, sex, national origin, citizenship status, uniform service member status, age, disability, sexual and gender orientation, genetic information or any other protected status in accordance with all applicable federal, state and local laws.
* This commitment extends to all aspects of the company's employment practices including, but not limited to, recruiting, hiring, promoting, transferring, compensation, benefits, training, leaves of absence, termination, and other terms and conditions of employment.
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What Does A Client Manager Do At City National Bank

* Business Development
* Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly.
* Partner with Private Banker in profiling across the full spectrum of the needs of PB target segments.
* Utilize planning capabilities and proactively offer customized solutions to all clients with a focus on banking credit solutions.
* Identity new opportunities by deepening and broadening existing relationships.
* Develop new relationships by partnering with RBC Wealth Management and through referrals from existing clients, Centers of Influence, and through personal community involvement.
* Participate with CNB team on sales calls.
* Help Banker facilitate pre-brief and de-brief meetings.
* Assume primary responsibility for on-boarding new clients or expanding current clients with new investment management and trust, new loan facilities, new deposits, and all other solutions.
* Lead coordination with all partners to ensure a smooth and seamless on-boarding process.
* Relationship Management
* Manage relationships with the Private Banker and client team in planning, delivery and regular review with clients including the obtaining of information to complete the 360 reviews.
* Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
* Proactively communicate with clients about current conditions in the financial markets and necessary adjustments and discuss/recommend changes to their existing solution set.
* Ensure full client team is coordinated on communication.
* Work closely with Credit Team members in analyzing the financial needs of clients and monitoring their ongoing financial and personal circumstances to make adjustments or take action accordingly.
* Ensure that required financial information is received in a timely manner and coordinate the preparation of loan documents and subsequent signing.
* Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients.
* Work with the Private Banker and rest of Client Team to ensure preparation of all presentation and review materials.
* For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients.
* Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients.
* Discuss changes to strategies with the CNS IO.
* Risk Management, Credit Quality, and Compliance
* Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilitates).
* Communicate in a timely and productive manner with clients and with all risk areas, especially the credit team when there is a borrowing relationship.
* Ensures renewal, covenant monitoring, and related documents are received in a timely manner.
* Ensures the bank has a current Investment Policy Statement that is aligned with the client's objectives.
* Maintain all appropriate training and continuing education requirements for licenses and certifications

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How To Become A Client Manager

Most sales managers have a bachelor’s degree and work experience as a sales representative.

Education

Most sales managers have a bachelor’s degree, although some have a master’s degree. Educational requirements are less strict for job candidates who have significant work experience. Courses in business law, management, economics, accounting, finance, mathematics, marketing, and statistics are advantageous.

Work Experience in a Related Occupation

Work experience is typically required for someone to become a sales manager. The preferred duration varies, but employers usually seek candidates who have at least 1 to 5 years of experience in sales.

Sales managers typically enter the occupation from other sales and related occupations, such as sales representatives or purchasing agents. In small organizations, the number of sales manager positions often is limited, so advancement for sales workers usually comes slowly. In large organizations, promotion may occur more quickly.

Important Qualities

Analytical skills. Sales managers must collect and interpret complex data to target the most promising geographic areas and demographic groups, and determine the most effective sales strategies.

Communication skills. Sales managers need to work with colleagues and customers, so they must be able to communicate clearly.

Customer-service skills. When helping to make a sale, sales managers must listen and respond to the customer’s needs.

Leadership skills. Sales managers must be able to evaluate how their sales staff performs and must develop strategies for meeting sales goals.

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Client Manager jobs

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Real Client Manager Salaries

Job Title Company Location Start Date Salary
Client Manager Citigroup Global Markets Inc. New York, NY May 16, 2016 $250,000
Client Coverage Manager Standard Chartered Bank New York, NY Jun 02, 2015 $141,835
Global Client Manager Baker & McKenzie Global Services LLC Chicago, IL Apr 18, 2015 $138,990
MGR Client Shared Appl Bus Analysis Swiss Re America Holding Corporation Overland Park, KS Sep 18, 2015 $131,000
MGR Client Shared Appl Bus Analysis Swiss Re Management (Us) Corporation Overland Park, KS Dec 28, 2015 $131,000
Global Client Manager Baker & McKenzie Global Services LLC Chicago, IL Apr 01, 2013 $130,000
Global Client Manager Baker & McKenzie Global Services LLC Chicago, IL Mar 15, 2013 $130,000
Client Manager Citigroup Global Markets Inc. New York, NY Jul 06, 2015 $130,000
Manager, Client Analytics Edward Jones Saint Louis, MO Dec 17, 2015 $128,606
Manager, Client Analytics Edward D. Jones & Co. L.P. Saint Louis, MO Jun 12, 2015 $128,606
Client Centricity Internal Manager PWC Strategy& (Us) Inc. New York, NY Sep 03, 2014 $125,000
Client Onboarding Manager Bazaarvoice, Inc. Austin, TX Jan 27, 2016 $125,000 -
$135,000
Technical Client Manager Navisite, Inc. Andover, MA Oct 24, 2016 $121,800
Client Manager Hewlett Packard Enterprise Company Wylie, TX Sep 16, 2016 $121,680 -
$124,884
Enterprise Client Manager, SR. Navisite, Inc. Atlanta, GA Jun 07, 2015 $103,755
Client Strategy Manager Pricewaterhousecoopers LLP Chicago, IL Jan 20, 2016 $102,000
Client Manager (Marketing Specialist) Dunnhumby Inc. West Sacramento, CA Sep 21, 2016 $102,000 -
$114,000
Client Manager Flamingo Customer Experience Inc. San Francisco, CA Jan 08, 2016 $101,026 -
$119,642
Client Consulting Manager Visa U.S.A. Inc. Foster City, CA Jan 09, 2016 $100,800 -
$161,300
Client Manager Tennis Advisors, LLC Los Angeles, CA Sep 28, 2014 $100,000
Client Manager Sports Media Advisors, LLC Los Angeles, CA Sep 28, 2014 $100,000
Client Manager and Market Underwriter Swiss Re America Holding Corporation Miami, FL Sep 17, 2014 $100,000 -
$130,000
Client Manager Hewlett-Packard Company San Francisco, CA Dec 03, 2015 $89,378 -
$100,565
Client Manager Igate Technologies Inc. MD May 13, 2014 $89,000
Technical Client Manager Charter Communications, Inc. Andover, MA Aug 12, 2016 $88,067 -
$123,278
Client Onboarding Manager Bazaarvoice, Inc. Austin, TX Feb 01, 2015 $88,000 -
$108,000
Retail Client Manager The Nielsen Company (Us), LLC Alpharetta, GA Sep 03, 2013 $88,000
Client Manager Hewlett-Packard Company San Francisco, CA Jan 01, 2013 $87,566 -
$95,000
Technical Client Manager Navisite, Inc. Houston, TX May 30, 2014 $87,418
Client Manager Netsuite Inc. San Mateo, CA Sep 01, 2013 $85,000

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Top Skills for A Client Manager

FinancialInstitutionsClientRelationsCustomerServiceComplianceNewClientsClientServiceProjectManagementClientConditionCustomerSatisfactionPersonalCareClientSatisfactionClientBaseBusinessDevelopmentHealthcareClientManagementResourceAccountManagementNielsenCategoryCRM

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Top Client Manager Skills

  1. Financial Institutions
  2. Client Relations
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Directed leading financial institutions to reduce credit risk in their OTC derivative portfolios in respect of Basel regulatory capital requirements.
  • Managed client relationships across 10 different Procter and Gamble customer/retail teams.
  • Developed effective customer service techniques by creating policy and processes for success.
  • Identified and documented client requirements including robust Section 508 usability compliance for disabled users.
  • Worked with the business development team to gain new clients and opportunities.

Top Client Manager Employers

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