Client Relationship Manager

Top Client Relationship Manager Skills

Below we've compiled a list of the most important skills for a Client Relationship Manager. We ranked the top skills based on the percentage of Client Relationship Manager resumes they appeared on. For example, 12.0% of Client Relationship Manager resumes contained Financial Advisor as a skill. Let's find out what skills a Client Relationship Manager actually needs in order to be successful in the workplace.

The six most common skills found on Client Relationship Manager resumes in 2020. Read below to see the full list.

1. Financial Advisor

high Demand
Here's how Financial Advisor is used in Client Relationship Manager jobs:
  • Managed relationships with high-net worth clients; managed investment portfolios and provided financial advisory services.
  • Support principal financial advisor with portfolio analysis, research and creation of database reports.
  • Provide administrative, operational, marketing and customer service support to senior financial advisor.
  • Developed and built stronger client relationships with individual clients for an independent financial advisor.
  • Developed and maintained long-term client and financial advisors relationships.
  • Provided operational support for team of senior financial advisors
  • Coordinate with client executives and financial advisors to ensure all Insider trading and SEC Section 16 reporting are in compliance.
  • Company liaison for 32 financial advisory firms and registered investment advisors with over $5.8B in assets under management.
  • Managed the Merrill Lynch Financial Advisory Center rollout project, with a transitioned user base of over 600 people.
  • Direct oversight of 45 support staff employees as well as cross functional supervision of 90 financial advisors.
  • Partnered with a Financial Advisor to develop plans for clients regarding retirement, education and estate planning.
  • Provided constant feedback, ideas and input to increase business with the lead financial advisor.
  • Assisted financial advisors and plan sponsors in all aspects of 401(k) administration.
  • Resolved Morgan Stanley's clients' and financial advisors' global plan issues.
  • Maintained sales relationships with Smith Barney Financial Advisors and Branch Managers.
  • Manage over 100 clients for financial advisor.
  • Communicated with shareholders and financial advisors on the funds performance and investment style; attended money manager seminars and conferences.
  • Acted as a liaison between Smith Barney's financial advisors, administrative recordkeeping team and clients.
  • Organize meetings between clients and financial advisor Manage office, open mail, filing
  • Assisted five different financial advisors with opens accounts at Cetera, Charles Schwab and multiple other companies.

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2. Client Relationships

high Demand
Here's how Client Relationships is used in Client Relationship Manager jobs:
  • Delivered customer-focused solutions that demonstrated product value and built foundation for loyal, long-term client relationships.
  • Developed highly empathetic client relationships and earned a reputation for exceeding service standard goals.
  • Managed overall client relationships and acted as a liaison between property owners and management.
  • Promote client retention and identify opportunities to strengthen existing client relationships.
  • Developed client relationships to grow account revenue and profitability.
  • Facilitated loan disbursement processes and maintained quality client relationships.
  • Managed client relationships, acted as an advocate for clients and developed strategic recommendations, consistently exceeded quota for inside sales.
  • Broadened client relationships via strong comprehension qualified plans, small business retirement, 529s, all types of IRAs, etc.
  • Develop and execute strategies to acquire, expand and retain client relationships to generate revenue and deepen share of wallet.
  • Collaborated with senior level HR generalist to maintain client relationships and to ensure proper use of direct marketing channels.
  • Augmented client relationships by more than 5% by working with BNYM personnel to obtain introductions in the region.
  • Promoted to Client Relationships Manager to focus on sales and development of client relationships.
  • Service and maintain existing client relationships and product updates on a daily basis.
  • Managed client relationships for Fortune 100 financial services clients.
  • Developed and maintained client relationships for new business line.
  • Lead, encourage and model optimal client relationships.
  • Manage more than 1000+ client relationships, equivalent to 4% of Great West's 401(k) plans.
  • Build and deepen client relationships to gain incremental wallet share of the affluent segment through a superior customer experience.
  • Serviced over 85 retirement plan client relationships located throughout U.S. including Puerto Rico.
  • Maintained 10+ client relationships with premier brands including Crain Communications, The Taunton Press, and Zales.

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3. Customer Service

high Demand
Here's how Customer Service is used in Client Relationship Manager jobs:
  • Recognized for outstanding quality of customer service with customer support awards and personal commendation from clients.
  • Collaborated with home office service organizations to ensure positive cross-regional customer service for all client accounts.
  • Provide excellent customer service by handling and resolving complex customer issues/and or complaints.
  • Recognized as most professional and outgoing Sales, Customer Service and Management representative.
  • Conducted quality assurance communications and updated customer service policies and procedures.
  • Provided exceptional customer service utilizing clear and concise communication skills.
  • Provided presentations to management as well as customer service representatives, regarding the level of service they provided to their clients.
  • Utilized customer service skills to connect and build relationships with small business owners and learn about their financial needs.
  • Managed recruiting process for multiple companies hiring over 300 sales, technical, customer service and management professionals.
  • Collaborated with the sales team, managed client relationships, and supervised 20 customer service representatives.
  • Provided marketing and customer service to commercial clients with premiums up to $200,000.
  • Achieved high quality customer service scores by retaining and building a client base.
  • Provided customer service to clients in the higher education industry.
  • Identify current priorities to increase customer service needs and revenue.
  • Reported to VP of Client Relations and Customer Service.
  • Service: Superior customer service record.
  • Account holder, customer service.
  • Advocated client-centric methodologies for receiving and responding to customer service issues.
  • Created operating efficiencies and best practices to increase ability to provide timely, effective customer service to all clients.
  • Provided superior customer Service insuring client's needs were met while complying with the appropriate service level agreement

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4. New Clients

high Demand
Here's how New Clients is used in Client Relationship Manager jobs:
  • Collaborated effectively with the Sales organization to close incremental revenue and secure long-term renewals and new clients.
  • Develop and maintain consumer relationships with existing and new clients including both personal and business customers.
  • Participate on implementation team to facilitate transition of new clients.
  • Educated new clients about coverage, contractual obligations, website features and services, and company's programs and services.
  • Developed a pipeline of 15 new clients in first 8 weeks while facilitating communications to ensure timely project delivery.
  • Finished 2nd under Top Performer for acquiring new clients assets in 2010 with 40 million between 5 major investors.
  • Developed new clients as well as strengthening existing personal and business relationships through e-mails and direct mail marketing efforts.
  • Created new benefits plan design document system that is being used for new clients and by other Buck offices.
  • Secured new clients for each practice area within 90 days while increasing margins at existing clients.
  • Collaborated with technical writers to prepare training documentation to be used during training of new clients.
  • Implemented new clients successfully, generating references for Buck Consultants to use with prospective clients.
  • Contributed to 450% growth of division by adding 125 new clients to region.
  • Grow new business through increased sales within existing clients and by attaining new clients.
  • Developed stronger relationships with existing and new clients of the bank.
  • Develop and maintain relationships with new clients and house accounts.
  • Transitioned new clients on boarding with ACI.
  • Managed the implementation process with new clients.
  • Selected Achievements: Acquired 110 new clients in three years equating to $25M in new business.
  • Manage the Install Department and coordinate software installation with new clients and existing clients with upgrades.
  • Networked to obtain new clients for the Advisors.

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5. Service Delivery

high Demand
Here's how Service Delivery is used in Client Relationship Manager jobs:
  • Deliver and optimize service offerings and implement initiatives to drive consistent service delivery and portfolio growth throughout assigned account base.
  • Provided continual internal communications to enhance the organization's effectiveness in dealing with client requests and overall service delivery.
  • Communicated areas of opportunity needed to enhance and improve branch and centralized operations, and service delivery to customers.
  • Liaised between clients, Manpower leadership and recruitment personnel to ensure consistent communications and quality service delivery.
  • Key responsibility included project implementation, ongoing service delivery, and client relationship satisfaction & retention.
  • Provide analyses and recommendations on service delivery improvements, performance metrics, and enhancements to productivity.
  • Facilitated program management and service delivery excellence across portfolio of 17 outsourcing relationships spanning multiple industries.
  • Consulted on plan design and spearheaded service delivery model to achieve optimal plan efficiency.
  • Identified and effectively facilitated issue resolution affecting service delivery and client satisfaction.
  • Executed on non-automated service delivery processes to satisfy scope requirements.
  • Established Service Delivery department; implemented policies and procedures.
  • Orchestrated end-to-end service delivery and issue resolution with a focus on $5M to $5B enterprise clients.
  • Set and communicate clear and realistic expectations in order to avoid perception of service delivery failure.
  • Resolved associate, tool and service delivery issues revealed by statistical reports.
  • Key liaison between global clients and AT&T service delivery organizations.
  • Gathered detailed understanding of client's internal process and workflow to better service delivery and enhance contract in targeted territory.
  • Communicate regularly with client to evaluate service satisfaction and to interface on day-to-day service delivery questions.
  • Provided actionable recommendations for new business development and strategic modificationsto service delivery.
  • Manage day-to-day client service delivery by working closely with clients, consultants and advisors.
  • Maintained accurate clients records and correspondence Analyzed statistical data to evaluate clients service delivery and satisfaction.

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6. Ensure Compliance

high Demand
Here's how Ensure Compliance is used in Client Relationship Manager jobs:
  • Served as liaison from client to firm to ensure compliance with regulatory and client specific standards.
  • Follow policies and procedures and uphold the standards of work necessary to ensure compliance.
  • Maintained all documents and files to ensure compliance with local and federal regulations.
  • Analyzed & interpreted legal documents governing transactions to ensure compliance & manage risk.

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7. Business Development

high Demand
Here's how Business Development is used in Client Relationship Manager jobs:
  • Served as expert consultant to company s senior management, navigating them through optimal business development solutions.
  • Communicate with consumer market managers, conduct performance assessments and update staff on business developments.
  • Manage existing customers, and attracting potential customers to facilitate business development.
  • Identified new opportunities within clients for business development goals.
  • Spearheaded business development programs that exceeded client retention levels.
  • Secured contract renewals and supported business development opportunities.
  • Planned and implemented new business development program.
  • Led Merchant Services sales and business development for the Mid Atlantic region to companies/organizations with annual revenues averaging over $25M.
  • Worked in different roles for a period of 5 years managing Business Development for North and South-west region of India.
  • Created and executed business development strategies across the AXP enterprise to add value to merchant relationships and sell AXP products/services.
  • Developed strategy, guided new business development, managed client relationships and coached and mentored team of senior consultants.
  • Led Business Development securing new contracts and developing further placements with existing accounts working direct and with VMS.
  • Implemented training programs for new business development teams in planned giving, endowment building and managing nonprofit assets.
  • Developed and led the business development team in sourcing, managing, and implementing new business opportunities.
  • Coordinate and execute business development strategies by serving as a liaison between se2 and client companies.
  • Focused on new business development, managing key accounts and building relationships with the community.
  • Played a key role in revenue growth, sales, and business development.
  • Submitted business development presentations to clients in person and through remote systems.
  • Managed strategic planning and business development resulting in business growth through automation and new application development solutions.
  • Acted as Plan subject matter expert for business development proposal writers, for clients & presented role at sales efforts.

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8. Project Management

high Demand
Here's how Project Management is used in Client Relationship Manager jobs:
  • Served as an Ambassador to Vanguard University with responsibilities encompassing project management, best practice assessments and leadership training.
  • Utilized project management methodologies to achieve thoroughness, accuracy, efficiency and profitability.
  • Performed project management functions for implementing new products, programs and opportunities.
  • Project management of implementing new clients and/or new administration of services.
  • Project management for client enhancement requests and SOW-required technical issues.
  • Project Management, oversaw in-conversion/integration of new business.
  • Provided project management services for new client implementations of COTS products including a major implementation project worth over $25 million.
  • Manage the implementation process of licensing software through effective project management skills, training and support to Fortune 500 clients.
  • Support clients on a daily basis by answering inquiries regarding production status, project management/status, or application inquiries.
  • Manage and resolve high level escalations pertaining to support issues, customer satisfaction, project management, training/ implementation.
  • Liaised with local and international clientele and partners on all aspects of project management, marketing and finance.
  • Managed multiple departments to include Client Relations, Billing, A/R, Scheduling, and Project Management.
  • Project management for new client implementation and special projects as needed.
  • Developed and managed custom price quote and project management processes.
  • Worked closely to assist the Project Management and Sales Teams.
  • Designed a Project Management tool for new client implementations.
  • Performed project management functions for client projects and new product/service implementations.
  • Developed and established USi's corporate Project Management Information System.
  • PROJECT MANAGEMENT: Execute KANBAN process on all Service Life Cycle (SLM) and Agile process for product lifecycles projects.
  • Interfaced with Project Management, Sales and Installation Departments to discuss user training and cutover coverage.

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9. Internal Resources

high Demand
Here's how Internal Resources is used in Client Relationship Manager jobs:
  • Deliver revenue and client retention that meets and exceeds organizational objectives while utilizing internal resources to accomplish strategic client goals.
  • Perform card conversions, system modifications and handle unexpected results by working with internal resources on troubleshooting our production environment.
  • Leveraged company internal resources and VAR partners to promote technology solutions that meet customer business strategies.
  • Coordinated internal resources to assist with client objectives and satisfaction.
  • Work with existing client base of over 600+ active clients, partners and internal resources to increase client satisfaction and retention.
  • Interfaced with key client contacts on day-to-day operational issues - receive request, funnel through appropriate internal resources.
  • Assured successful execution of online services via close working relationships with both clients and internal resources.
  • Act as liaison between outside WFM customers and internal resources for resolution of service issues.
  • Oversee internal resources to implement new and incremental business.
  • Worked with internal resources to create a tool that would de-duplicate each data file.

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10. New Accounts

high Demand
Here's how New Accounts is used in Client Relationship Manager jobs:
  • Helped establish broker dealer brokerage department including new accounts, operations and staffing.
  • Develop and implement marketing strategies to increase sales and maximize profits by evaluating potential client base and developing new accounts.
  • Opened a minimum of five new accounts on a monthly basis with an average gross profit margin of 30%.
  • Opened new accounts, while maintaining bank integrity by adhering to bank policies and regulations to the highest standard.
  • Prospected for new accounts through cold calling, meeting with local contacts, and attendance at local networking events.
  • Started with a zero client base and grew it to over 50 new accounts in 10 months.
  • Handle account inquiries relating to assets and balances, products offered and establishing new accounts.
  • Maintained database with New Accounts division to coordinate seamless updates while building expanding network.
  • Reviewed and approved new accounts, large transactions, market and non-market action decisions.
  • Prepare and complete contract forms for new accounts, or account changes.
  • Acquired and maintained new accounts by surpassing sales quota by 15%.
  • Searched out and developed new accounts by promoting new products and services.
  • Assist in acquisition of new accounts - Manage sourcing requests and proposals.
  • Create new accounts and update existing ones consistent with investment changes.
  • Gained new accounts as well as sub-accounts from existing clients.
  • Open new accounts and processing investment paperwork.
  • Create client setup sheets for new accounts.
  • Ranked # 1 in the NY Region during FY 13 for signing 6 new accounts.
  • Assisted sales representatives in opening new accounts and upgrading existing services.
  • Provide customer service Open new accounts Find solutions to any customer problems

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11. Revenue Growth

high Demand
Here's how Revenue Growth is used in Client Relationship Manager jobs:
  • Provided Sparrow Business Development and revenue growth.
  • Achieved and maintained revenue growth by identifying wider and deeper sales opportunities to sell company's or business partner services.
  • Generate, build and maintain relationships with Key customers and other Professionals to ensure client retention and revenue growth.
  • Monitored and analyzed data and sales reports to implement strategies for revenue growth and new business opportunities.
  • Identify lead opportunities and develop strategies for effective cold call sales, aggressively driving revenue growth.
  • Focused on account penetration, revenue growth, and ensuring a cost effective distribution plan.
  • Designed consulting product that resulted in 15% revenue growth and high corporate client satisfaction.
  • Established 92 new relationships, while maintaining 24% quarterly revenue growth rate.
  • Achieved additional revenue growth through cross selling additional strategies to existing client book.
  • Focused on client retention and satisfaction while continuing to drive revenue growth.
  • Achieved a top 5 ranking for revenue growth in Southeast Region.
  • Earned a Private Client revenue growth award 3rd, 4th quarters 2010, 2011.
  • Performed extensive market research on new products from outside manufacturers and identified potential areas for revenue growth.Independent Contractor-Medical Billing/Coding/Auditing/Education
  • Top 20 relationship manager in entire company for revenue growth (documentation provided upon request)
  • Managed revenue growth within a multi-million dollar client base.

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12. Customer Relationships

high Demand
Here's how Customer Relationships is used in Client Relationship Manager jobs:
  • Build successful collaborative customer relationships that lead to optimizing AgileTrac benefits.
  • Create and improve customer relationships by establishing great long lasting relationships.
  • Manage key customer relationships for users of IEX TotalView WorkForce Management (WFM) system, including several Fortune 500 organizations.
  • Managed customer relationships at all levels of the company and received all positive rankings on client scorecard.
  • Establish, secure and manage customer relationships with existing and potential clients.
  • Focused sales efforts with high value customer relationships within our targeted market.
  • Acquired, retained and expanded new and existing customer relationships.
  • Develop, train, retain and expand customer relationships through strategic planning and communication for Financial Advisors.

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13. Client Service

high Demand
Here's how Client Service is used in Client Relationship Manager jobs:
  • Coordinated with team members to deliver excellent client service by developing and executing strategies to retain client relationships and generate revenue.
  • Led client service operations within market leading technology solution provider for hedge funds and alternative investment firms.
  • Managed unit specializing in client services and relationship building for State Street's institutional client base invested in private equity partnerships.
  • Managed the financial reporting process in the newly created Prime Brokerage business for 300+ clients covered by various client service teams.
  • Co-created, and managed, new US Client Service Desk for priority clients - team of eight.
  • Managed client service while performing root cause analysis on front to back processes to drive improvements.
  • Work with and mentor Client Service Associates to produce all client communications and reporting.
  • Manage team of four to provide client services to the North American region.
  • Developed, maintained, trained, and evaluated Client Services processes and procedures.
  • Delivered outstanding client service, promptly responding to concerns and anticipating needs.
  • Managed teams of engineers, tech support and client services staff.
  • Acted as a coach and mentor to Implementation and Client Services teams
  • Achieve high performance rating in the client service team.
  • Premier Choice Award for outstanding client service from ACS
  • Awarded 2012 Client Service Representative of the year.
  • Key Achievements: Successfully ensured client service expectations were met or exceeded while balancing the risk and exposure for the company.
  • Prepare and conduct regularly scheduled client service reviews to include Plan activity and industry trends.
  • Implemented enterprise tool (Salesforce.com) to provide transparency and better client service.
  • Worked with Advisors on client service models for ultimate client experience.
  • Assist Financial Advisors and provide clients with exceptional client service.

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14. Account Management

high Demand
Here's how Account Management is used in Client Relationship Manager jobs:
  • Managed strategic ERP implementation teams including technical and project management support as well as ongoing account management for five major accounts.
  • Cultivated lasting business relationships with customers through consultative sales tactics and effective account management practices.
  • Hold concurrent responsibilities for staff management and development as well as overall client account management.
  • Focused heavily on relationship building and account management to ensure customer service excellence.
  • Provided clients with day-to-day account management support following website launch.
  • Supported multiple aspects of account management including answering client inquires/servicing.
  • Define tactical account management and relationship plans per customer.
  • Develop campaign strategies in coordination with account management personnel.
  • Established manufacturing key account management team.
  • Account Management: Co-coordinated with the R&D team about issues that came up in provided software solutions.
  • Single point of contact for Record Keeping Services (RKS) client and account management direct contact with RKS.
  • Promoted into an Account Management role and recruiting for key openings within our established client base.
  • Worked closely with internal account management and project management groups to ensure high client service levels.
  • Created and oversaw a comprehensive account management program for select large accounts and B2B clients.
  • Managed company's third largest client (Discover Card) and oversaw account management/retention initiatives.
  • Team Lead having two direct reports on the Account Management side for local branch.
  • Trained sales team in all aspects of sales generation and account management.
  • Create and implement strategic client account management plans both locally and globally.
  • Trained customers and vendors to navigate the account management portal.
  • Run full desk - selling IT search services, (FTE and contract), Account Management and full lifecycle recruiting.

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15. Customer Retention

average Demand
Here's how Customer Retention is used in Client Relationship Manager jobs:
  • Created a reputation for building productive and positive relationships with diverse customers resulting in improved customer retention and loyalty.
  • Resolved customer service issues/questions in a timely and professional manner to enhance customer satisfaction and improve customer retention.
  • Utilized strong relationship building skills with emphasis on customer retention through renewals.
  • Planned and executed customer retention campaigns to maintain and improve client-business relationships.
  • Marketed customer retention products to 60 plus automotive dealers in the state of Oklahoma.
  • Increased customer retention rates and reversed client migration by enhancing communication, reducing total transaction time and expanding provider options.
  • Improved Customer retention by 50% by creating programs that were customer specific Consistently exceeded KPIs and Goals.

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16. HR

average Demand
Here's how HR is used in Client Relationship Manager jobs:
  • Reduced support costs and increased associate engagement through the implementation of a successful, geographically diverse support team.
  • Develop internal and regional external referral network and build pipeline activity through consistent contact and brand messaging.
  • Promoted high standards of professionalism, integrity and leadership throughout the global service delivery organization.
  • Provided technical support through the post-implementation process.
  • Identify and build client relationships through the Microsoft Channel Partner (IAMCP) network for incremental revenue and new account growth.
  • Expand & cement existing client relationships through estate plan reviews, financial planning, and investment analysis.
  • Maintain and help retain existing client accounts by implementing and following through on post-sales service plans.
  • Quote and purchase hardware and labor for Project Team as well as see project through completion.
  • Support Sales by developing and expanding client relationships through frequent communication and client visits.
  • Implemented marketing strategies to broaden presence in business, political, and philanthropic spheres.
  • Conduct presentations over the phone, in person and through virtual technological platforms.
  • Generated $18 million in new assets through diligent follow-up on internal referrals.
  • Interacted on a consultative level through frequent calls and account performance reviews.
  • Pursue centers of influence through outbound sales calls and networking events.
  • Worked alongside senior and associate planners throughout the entire planning process.
  • Drive client loyalty and retention through credible relationships.
  • Measured satisfaction through quarterly surveys with client.
  • Ensured customer satisfaction through properly aligning customer expectations with project deliverables.
  • Committed to a client centric approach and solutions-based selling through detailed client profiling process and thorough understanding of client goals.
  • Guide lender through Kistler Online system: process forced placed insurance, review loan report detail and loan history.

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17. Financial Services

average Demand
Here's how Financial Services is used in Client Relationship Manager jobs:
  • Managed clients relationships primarily in the pharmaceutical, insurance, consumer packaged goods and financial services industries.
  • Defined and developed internal real estate benchmarks to measure performance against that of Financial Services industry peer groups
  • Provided financial services for individuals and small businesses by conducting extensive profiling and needs assessment analysis.
  • Act as liaison between Craig and two clients: The Florida Department of Financial Services and the Florida Insurance Guaranty Association.
  • Participate in DALBAR-sponsored quarterly Operations Board meetings for discussions of current issues, struggles, and achievements of financial services companies.
  • Maintained full responsibility for developing, maintaining, and growing a base of affluent clients for elite banking and financial services.
  • Prospected and closed new opportunities within the financial services market including broker-dealers, hedge funds, fund-of-funds and asset managers.
  • Managed relationship with $4BN global financial services firm assisting in the successful implementation of a lean six sigma initiative.
  • Managed more than 30 clients in various industries and sectors including Financial Services, Pharmaceuticals, and Infrastructure sectors.
  • Develop and maintain relationships with call center managers and supervisors for up to 15 contracted financial services companies.
  • Assist in the establishment of strategic goals by analysis of accounts, financial services and operational information.
  • Designed and managed customized, high volume mail projects for strategic financial services clients.
  • Developed working knowledge of the financial services industry.
  • Company Description: a leading personal integrated financial services provider Responsibility:.
  • Assist agents with all aspects of applications for financial services; including runningillustrations, completion of applications and delivery of policies.
  • Managed financial services clients' IT infrastructure by identifying cost-effective solutions and closing gaps in internal IT procedure.
  • Managed One-Off Channel responsible for weekly emails sent for leading financial services client.
  • Increased commercial sales with Fortune 500 companies financial services and healthcare companies.
  • Project team member for Primerica Financial Services subaccounting implementation.

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18. Client Issues

average Demand
Here's how Client Issues is used in Client Relationship Manager jobs:
  • Prioritized and directed resolution of escalated client issues.
  • Liaised with internal departments to ensure that any Client issues were dealt with in a timely and efficient manner.
  • Worked closely with other departments such as human resources, benefits, recruiting and sales to resolve client issues.
  • Escalated client issues and concerns to management as required and ensure continuous review and improvement of client metrics and reports
  • Collaborated with other internal departments to escalated client issues and ensure client's satisfaction is being met and prioritized.
  • Coordinated activities with multiple internal departments to ensure service needs were met and complex client issues were resolved.
  • Served as escalation point for client issues, emergency system communications and root cause/resolution follow up.
  • Monitor and manage client issues, edit documents, reports, and follow-up with clients.
  • Provided successful solutions to client issues that benefit all parties and strengthen the relationship.
  • Oversee quality control of development projects and responsible for resolving client issues or complaints.
  • Handle escalation tracking and management by constantly being aware of Inversions and client issues.
  • Check to ensure that appropriate changes were made to resolve client issues.
  • Analyzed, researched, and resolved product and client issues.
  • Prioritized client issues and releases across Gallagher departments.
  • Develop creative solutions for resolving complex client issues.
  • Determined actionable solutions to resolve client issues.
  • Managed receivables and completed daily reports with experience in P & L. Responsible for resolving all client issues.
  • Track and resolve all client issues, working with management to help reduce present and future issues.
  • Concentrated on client issues and concerns while working with the Support and the IT team to resolve client issues.
  • Project management Resolving "escalated" client issues Disseminate information on Operations.

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19. Technical Support

average Demand
Here's how Technical Support is used in Client Relationship Manager jobs:
  • Provide key leadership to the account manager team and technical support representatives through advanced product knowledge and process management skills.
  • Managed the implementation of Inbound, Outbound, Mail/Fax and Technical Support campaigns that utilized IVR and E-Commerce technology.
  • Lead change management discussions involving technical support towers, process owners, and external vendors to align maintenance schedules.
  • Conduct 1-6 hour sessions for 25-50+ teachers; provide one-on-one instruction as well as technical support when needed.
  • Partner and liaison to Technical Support and Product Management to implement solutions and resolve customer issues.
  • Worked in tandem with MCC Leadership teams, including Divisional Managers, Divisional Supervisors, Technical Support
  • Conducted major seminars and conferences for the clients and the technical support teams for knowledge transfer.
  • Delivered assistance, superior customer service and outstanding technical support to global Office 365 business clients.
  • Collaborate with the technical team to troubleshoot and resolve complex client and technical support issues.
  • Provided technical support to clients, Ensured Implementation of accounts for new customers.
  • Provided customer support to 70 clients including problem solving, account administration, and technical support.
  • Increased new customer/clients by 35% for ten consecutive months Performed basic frontline technical support and accounting services.
  • Published technical support articles for training, documentation and Customer Care website "www.att.net/support".

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20. Wealth Management

average Demand
Here's how Wealth Management is used in Client Relationship Manager jobs:
  • Delivered customized wealth management solutions to high-net-worth investors.
  • Assumed responsibility of building profitable wealth management relationships with a portfolio of complex and high value existing & prospective clients.
  • Partnered with branch managers, business banking, investment and Wealth Management to create and capitalize on sales opportunities.
  • Managed product lines, including insurance, retirement services, wealth management, investments, and treasury.
  • Contribute to growth of the wealth management business by participating in and initiating new client acquisition.
  • Managed high net worth individuals through the implementation of wealth management tools and strategies.
  • Coordinated with Business Bankers, Financial Advisors, and Wealth Management Professionals to create valuable outcomes for my clients.

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21. High NET

average Demand
Here's how High NET is used in Client Relationship Manager jobs:
  • Provided comprehensive financial advice and services to high net-worth individual investors.
  • Prospected high net-worth individual investors to capture additional assets.
  • Managed a portfolio of high net worth clients with complex issues quickly and efficiently, while cultivating and strengthening the relationship.
  • Utilize profiling skills to take a consultative approach to growing the investment and banking relationships of high net worth clients.
  • Maintained and deepened relationships with high net worth and ultra-high net worth investors resulting in increased assets under management.
  • Handle transactions involving stocks, bonds, mutual funds, options and alternative investments for ultra-high net worth individuals.
  • Managed account relationship with key high net worth clients, with the goal of 100% client reference-ability.
  • Led a team of experts managing high net worth clients' wealth and made clients' banking easier.
  • Organized monthly market seminars for advisory clients focusing on high net worth individuals and families.
  • Manage a book of 200 high net worth relationships totaling $500 million in assets.
  • Managed a portfolio of high net worth individuals and high growth or complex relationships.
  • Managed Equity Swap, High Net Worth, Interest Rate and Variance Swap resets.
  • Compiled new applications to open new banking accounts for high net worth clients.
  • Assisted high net worth clients with complex issues quickly and efficiently.
  • Managed a book of over 400 high net worth clients.
  • Manage book of approximately 250 High Net Worth Clients.
  • Maintained and serviced preexisting high net worth Individual accounts.
  • Partnered with a Senior Vice President with $600M+ in AUM to manage and expand existing high net worth client base.
  • Conduct financial and legal research and analysis for advisors, and to high net-worth individual clients.
  • Managed wealth of high net worth Family Office relationships, working closely with family offices, individual clients and their advisors.

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22. RFP

average Demand
Here's how RFP is used in Client Relationship Manager jobs:
  • Created a 90 page RFP (Request for Proposal) proposal from scratch and delivered to the client ahead of schedule.
  • Worked directly with the sales directors on the completion of RFP's and finalist sales meetings.
  • Prepare and deliver price negotiations, contracts and RFP's to existing clients and new clients.
  • Served on a leadership committee designed to prepare response documents for RFP and RFI requests.
  • Support sales team in responding to Requests for Proposal (RFP) from clients.
  • Provided sales support, RFP analysis, contract negotiations, and client-prospect sales presentations.
  • Prepared performance and Multiple Manager Analyzer reports, hypothetical analysis and RFP's.
  • Served as the lead or assisted in implementing and negotiating RFP/RPA proposals.
  • Prepared responses for client questionnaires, surveys and RFP's.
  • Serve as subject matter expert during RFP and implementation phases.
  • Respond to RFP's and present to state level leaders.
  • Responded to RFP and led efforts to keep the customer.
  • Engaged in RFP responses and contract review.
  • Represented professional services for RFP responses.
  • Assist sales in providing information that would support in determining project/product complexity while developing proposals in response to RFPs.
  • Managed & drove RFP response process for national/major accounts as well as large multi-location strategic accounts.
  • Key Accomplishments: Spearheaded development of an RFP response that won a billion dollar client.
  • Support sales team in finalist presentations and RFPs.
  • Handled RFP proposal and grant proposal.
  • Assist in managing processes around completing RFPs/RFIs, proposals/pricing, contracting of new clients.

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23. Client Meetings

average Demand
Here's how Client Meetings is used in Client Relationship Manager jobs:
  • Assimilated seamlessly into ten new client relationships simultaneously, effectively contributing in client meetings and performance reviews.
  • Conducted in-person client meetings to include implementations, workshops, annual reports, contact plan, problem resolution and cancellations.
  • Recorded minutes from all client meetings and made sure all information was organized and filed away safely.
  • Provide regular value-added engagement with clients including access to seminars, personal client meetings, etc.
  • Participate in prospect/client meetings to discuss requirements, product clarification, client set up, etc.
  • Facilitated client meetings and engaged in interactions with client and internal teams to push projects forward.
  • Conducted quarterly client meetings to review coverage changes and client understanding of policy terms.
  • Prepare correspondence and agreements for client meetings, adhering to strict compliance regulations.
  • Led weekly client meetings, presentations, and project teams.
  • Conduct weekly client meetings on the status of open positions.
  • Managed existing small business loan portfolio and analyzed financials in connection with new loan requests through in-person client meetings.
  • Present Assurant's strategy and market insight at client meetings, workshops and market facing meetings.
  • Prepared supplies & presentations for client meetings Tracked events, RSVP, & client information using CRM called Redtail

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24. Problem Resolution

average Demand
Here's how Problem Resolution is used in Client Relationship Manager jobs:
  • Facilitated problem resolution on moderately complex support issues while keeping client informed of the progress.
  • Facilitated problem resolution to increase client satisfaction and corporate net promoter score.
  • Recruited, restructured and successfully led one of three, problem resolution teams to exceed department goals within first eight months.
  • Directed decisions on problem resolution of client service issues, support staff allocation, and any human resource related issues.
  • Work with brokers and consultants answering questions, assistance in problem resolution and information gathering for renewal purposes.
  • Served as a liaison between clients, sales and IT departments for projects and problem resolutions.
  • Served as liaison between the vendor and customer in problem resolution and technical research.
  • Serve as a client liaison and coordinate problem resolution with other internal teams.
  • Ensured problem resolution for clients within 24-48 hour turnaround.
  • Maintain and support 3000 Private Clients for three Executives Private Client problem resolution, procedures and exception processing expert.
  • Charged with tier 1 and tier 2 support, onboarding, training, problem resolution, and business growth.
  • Manage client questions, requests, issues from research thru problem resolution.

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25. Business Partners

average Demand
Here's how Business Partners is used in Client Relationship Manager jobs:
  • Created relationships with business partners to enhance communication and maximize business opportunities through daily cold calling, networking and referrals.
  • Directed and coordinated projects with internal and external strategic business partners.
  • Project Manager/Relationship Manager for multiple business partners on training projects.
  • Negotiated and developed strategic alliances and business partnerships that increased market presence by 300% in Latin America over three years.
  • Develop personal relationships with business partners: Commercial Officers, Private Bankers, Investment Portfolio Managers and Senior Management Team.
  • Coordinated meetings between our clients and business partners in our investment, trust, mortgage, and business banking departments.
  • Build strong partnerships with HR Business Partners along with my clients and candidates to get the best end result.
  • Work with cross-working business partners that can be involved in the process for the best quality complete result.
  • Communicate service metric goals to internal and external business partners in order to remove barriers to service.
  • Meet with Human Resources Business Partners to notify findings of audits and/or regarding CW s events/issues.
  • Coordinate with business partners and subject matter experts to meet client goals.
  • Cross function with business partners to bring best class client experience.
  • Negotiate pricing on products with third party business partners.
  • Worked with business partners to identify problem areas, evaluate strategic options and propose solutions that are operationally and financially feasible.
  • Worked closely with Financial Advisors and Business partners, to develop personalized strategies to help clients grow their assets.
  • Acquire new clients thru referrals of existing customers, business partners and self-driven methods.
  • Key Contributions: Built a business partnership function with the manufacturing and consumer healthcare business.

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26. C-Level

average Demand
Here's how C-Level is used in Client Relationship Manager jobs:
  • Expanded client base by 78% through consistently delivering consultative presentations for C-Level executives and ensuring complete customer satisfaction.
  • Established and cultivated working relationships with executive level and c-level clients with organizations in varying industries.
  • Maintained and developed business relationships with C-level Executives.
  • Provide proactive notices and updates to C-level management
  • Serve as trusted liaison to C-level contacts and third party vendors on operational works and business initiatives.
  • Build and maintain relationships with key client contacts including C-Level Executives to communicate strategic plans and status.
  • Worked with client C-level executives to ensure business objectives were met by executing on strategic vision.
  • Maintain, collect and document projects for internal repository; Execute performance surveys for C-level reviews.
  • Conducted program planning interviews with C-level executives, in order to build strategic value portfolios.
  • Conducted strategic planning meetings with C-level executives to ensure best practices are in place.
  • Networked with C-Level executives to improve the productivity of their respective companies.
  • Engage all level of client contacts from end users to C-level executives.
  • Prepare and present benchmark proposals and value-add propositions to C-level contacts.
  • Introduced Drake C-level client and sales pipeline reporting.
  • Developed C-level client presentations representing various Drake solutions through client research and program needs.

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27. Customer Base

average Demand
Here's how Customer Base is used in Client Relationship Manager jobs:
  • Client-focused relationship manager, dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with customer base.
  • Act as customer conduit for product development or enhancements driven by input / feedback from customer based on their needs.
  • Increased revenue growth 30% by developing partner model relationships through networking opportunities with Joy's university customer base.
  • Generated $1m in new business within first 60 days while maintaining $14m in existing customer base
  • Exceeded annual quota of $1 million selling add-on products & services to existing customer base.
  • Developed and implemented a growth plan for the branch that consolidated and increased the customer base
  • Maintained relationships with NTL customer base as a method to develop new opportunities and leads.
  • Created strategies to grow customer base which resulted in increased monthly sales.
  • Managed average customer base of 40 clients with combined GP of 30K/month.
  • Analyze client customer base and make recommendations for projected migrations.
  • Retained 80% of customer base year-over-year.
  • Received Satmetrix Net Promoter Scores 25% higher than goals for Overall Satisfaction and Likelihood to Recommend from customer base.
  • Create and support client retention strategies for existing customer base and for new customers.

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28. Client Expectations

average Demand
Here's how Client Expectations is used in Client Relationship Manager jobs:
  • Develop metrics to track service delivery against client expectations and industry benchmarks.
  • Maintained green customer satisfaction rating by meeting and exceeding client expectations.
  • Increase client expectations by ensuring assured quality service.
  • Provide regular two-way communication between the client and internal teams, to create strong company representation and set proper client expectations.
  • Monitored adherence to the individual Client SOW or Support Stabilization Agreement to ensure client expectations are fully met.
  • Communicate effectively with our clients to resolve issues without escalation and insure client expectations are being met.
  • Manage and coordinate client transactions across products and services within client expectations and bank deadlines.
  • Displayed consistent follow-up skills to exceed client expectations and to ensure long-term client relationships.
  • Set and manage client expectations around budget and scope of services within the contract.
  • Communicated with signage installers in the field to ensure client expectations were met.
  • Performed onsite evaluation of client's data resources, identified client expectations and documented requirements for system conversion.
  • Led cross-functional implementation team for client program launch activities to ensure timelines, quality standards and client expectations were met.

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29. Internal Departments

average Demand
Here's how Internal Departments is used in Client Relationship Manager jobs:
  • Worked closely with product manager, systems manager and other internal departments to ensure operational efficiency and a synchronized customer experience.
  • Coordinate the production of all promotional material with internal departments.
  • Investigate research and work with internal departments to resolve problems, questions or concerns with clients and client relations staff.
  • Developed strong and effective relationships with internal departments (marketing, product support, production, etc.)
  • Build and maintain relationships with all internal departments to enable quick and quality responses to clients' requests.
  • Acted as liaison between these clients and internal departments to quickly resolve issues and deliver product enhancements.
  • Integrated diverse internal departments to work as single team in order to better meet Smith Barney needs.
  • Interfaced daily with internal departments to create new projects, provide feedback and resolve issues.
  • Respond to customer's requests, acts as liaison between client and internal departments.
  • Worked closely with internal departments regarding reinstatements, claims, replacements and marketing initiatives.

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30. Process Improvement

low Demand
Here's how Process Improvement is used in Client Relationship Manager jobs:
  • Worked directly with client to document all service level agreements for process improvements & required documentation.
  • Contributed to improvements to support processes and infrastructure striving for continual process improvements.
  • Initiate operational process reviews to uncover opportunities for process improvement and efficiency optimization.
  • Worked in conjunction with client on recommending/implementing facility and janitorial program process improvements.
  • Demonstrated responsiveness, knowledge, process improvements and risk management for all inquiries
  • Provide advisory services to implemented strategies for process improvement to the operation.
  • Directed implementation of Oracle ERP solutions and business process improvements.
  • Facilitate process improvement via statistical analysis and training methods.
  • Participated in generating process improvement efforts to assist customers.
  • Analyzed operational procedures to implement process improvements.
  • Identified and implemented process improvements.
  • Designed and implemented Help Desk analyst call and ticket handling process and procedures; identified areas of process improvements.
  • Implemented team also focused on providing Process Improvements, Issue Resolution and Training for employees as well as customers.
  • Interfaced with operations teams to design and implement process improvements to billing, CRM, and reporting tools.
  • Increased overall annual sales 30% by incorporating several quality process improvements within the branch.
  • Partner and train client stakeholders on industry trends, recruiting technology and process improvement.
  • Collaborate with teams to resolve issues and implement business process improvements.
  • Directed process improvement practice for this global consulting firm.
  • Identified services and process improvements that lead to year over year efficiencies.
  • Create and define process improvement projects, recommend actions and/or strategies and support the implementation (eg.

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31. PNC

low Demand
Here's how PNC is used in Client Relationship Manager jobs:
  • Create customized recommendations and solutions for each household that incorporates additional PNC services and products.
  • Develop COI relationships and refer business both externally and within PNC including investments, mortgage, Wealth, and Business Banking.
  • Certified in conversation through Private Client Solutions to support PNC's promise of ease, confidence and achievement for our clientele.
  • Provide holistic financial advice to existing and new clients to increase PNC's wallet share within the Private Client Group.
  • Leverage partnerships in each business segment to unveil all resources for the total PNC experience.
  • Manage an established book of 400+ affluent households and develop new client relationships to PNC.
  • Partner with other lines of business to deepen each client relationship with PNC.
  • Recognized by PNC Wealth Management and PNC Investments as a leading revenue generator.
  • Referred and closed $4.7 million for PNC Wealth Management in 2014.
  • Coordinate with PNC professionals to create the best financial outcomes for clients.
  • Received promotion within 18 months of starting at PNC
  • Work closely with Financial Advisor and Wealth Management team to provide personalized investment solutions and deepen overall relationship with PNC.
  • Coordinate team members and other PNC partners to deliver an exceptional client experience.
  • Worked as Personal Banker for affluent PNC Clients.

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32. Sales Goals

low Demand
Here's how Sales Goals is used in Client Relationship Manager jobs:
  • Advised clients on available protection plans and complete sales regularly, exceeding sales goals set by the Office Agent.
  • Managed $3M credit goal in addition to numerous other performance and sales goals with consistent balanced scorecards.
  • Achieved individual and team sales goals through new business sales, referrals, and retention of account relationships.
  • Exceeded sales goals for the first year and was the number one producer in the division.
  • Work to meet monthly sales goals and provide quality customer service to all clients.
  • Led the retention team in renewals and exceeded yearly assigned sales goals.
  • Assisted Franchise Owner in setting and achieving membership and retail sales goals.
  • Exceeded quarterly sales goals by 20%.
  • Achieved and surpassed all sales goals.
  • Implement and achieve sales goals.
  • Exceeded target sales goals for 2013 and 2014.
  • Exceeded persistency and new sales goals for 2012.

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33. Business Reviews

low Demand
Here's how Business Reviews is used in Client Relationship Manager jobs:
  • Prepared and presented Annual Business Reviews for client focusing on revenue opportunities, minimizing expenses and maximizing customer satisfaction.
  • Complete standardized business reviews to evaluate product performance success and confirm results meet client expectations.
  • Managed ongoing merchant business relationships including business reviews and contract renewals.
  • Designed and presented quarterly business reviews to client executives.
  • Prepared and presented annual business reviews.
  • Analyze data and host quarterly business reviews with the client displaying summary of physician, patient services and pharmacy performance.
  • Conduct ongoing customer meetings to communicate best practices, trends and analysis; facilitate quarterly business reviews & executive meetings.
  • Prepare and led executive business reviews; proposing creative viable solutions to the Client executive sponsor.
  • Conduct on-site meetings with clients which include business reviews, strategic planning, industry updates.
  • Assist in the preparation and present quarterly, semi-annual, and annual business reviews.
  • Conducted business reviews to ensure clients were satisfied with their products and services.
  • Delivered performance updates, and quarterly business reviews to the management team.
  • Implemented monthly KPI's and quarterly business reviews to track portfolio performance.
  • Schedule and conduct ongoing Client Business Reviews with Premier Clients.
  • Create business reviews for current or new lender accounts.
  • Presented and managed quarterly business reviews for clients.
  • Lead regular business reviews with clients.
  • Developed and presented quarterly business reviews (QBRs) to vendors.

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34. SLA

low Demand
Here's how SLA is used in Client Relationship Manager jobs:
  • Examined business operations to identify and address areas of weakness and translate to higher performance.
  • Facilitated requirements gathering and sign-off and translate into technical requirements.
  • Network Provisioning - Switching and Signaling Translations Process Support District
  • Compiled reports on SLA targets and results, including communicating findings and responding to any requests for additional data as requested.
  • Conducted high level investment reviews and translated detailed compliance issues into lay terms to aid fiduciaries in meeting their obligations.
  • Ensured client satisfaction, advocate of the client, SLA s, and project manager for software solutions.
  • Provided and monitored feedback for improved employee performance while adhering to all SLA and SOW compliance requirements.
  • Provided clients with SLA s (Service Level Agreements) on a monthly basis.
  • Presented translation services to clients and sales teams of 20+ colleagues per meeting.
  • Consult clients on regulatory and legislative changes in the retirement plan industry.
  • Manage SLA/OLA's to ensure all contractual obligations are met.
  • Ensured corporate policies and legal compliance of ERISA legislation.
  • Harmonized legacy contracts, optimized Managed Services strategies in key accounts and renegotiated SLAs.
  • Managed the delivery of OLA's and SLA's performance standards and client KPI measurements for the midrange team.
  • Championed the product message to ensure that the key feature/function differentiators translated into the value proposition.
  • Created reports to track missed Service Level Agreements (SLA) and abusive multiple programming amendments.
  • Answered verbal and written inquiries from clients, agents and patent offices within established SLAs.
  • Team established service level agreements (SLAs) with each client group.
  • Developed support opportunities and strategies as well as program direction and SLAs.

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35. Primary Contact

low Demand
Here's how Primary Contact is used in Client Relationship Manager jobs:
  • Managed over 400 Master Accounts of institutional and retail clients and served as the primary contact for high net worth shareholders.
  • Acted as the primary contact for plan administrators; assisted them in solving plan issues.
  • Acted as the primary contact for seventy-five life settlement brokers and agents.
  • Key Contributions: Managed client interaction and served as primary contact for daily operations.

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36. Information Technology

low Demand
Here's how Information Technology is used in Client Relationship Manager jobs:
  • Partnered with business lines and Information Technology in the development of service level agreements and established meaningful targets and measures.
  • Provided clients (Medical Directors) with services and solutions pertaining to medical communications as well as information technology.
  • Spearheaded and led a new practice focused on expanding services geared for information technology professionals.
  • Provided leadership in the design and execution of Information Technology client communication strategy.
  • Worked with strategic institution to further obtain their Information technology goals.
  • Managed relationship between North American Information Technology and internal clients.
  • Conducted information technology due diligence for 2 acquisitions.
  • Provided assistance to business lines with interpreting the cost and value received from services provided by Information Technology.
  • Served as the primary point of contact for key accounts concerning information technology issues.
  • Produced consistent sales increases for over 150 Verizon information technology clients throughout the US.
  • Founder and developer of the information technology practice of Aspen Global Back Office.
  • Worked with business lines to evaluate, document and prioritize current Information Technology processes, modifying where necessary and identified efficiencies.
  • Create and support recruitment and retention strategies including, but not limited to the Healthcare, Finance and Information Technology businesses.
  • Start up company providing Information Technology Reseller services to Enterprise, Large and SMB clients nationwide.
  • Functioned as CRM and primary information technology contact for 4 divisions in Alcatel North America.

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37. Financial Institutions

low Demand
Here's how Financial Institutions is used in Client Relationship Manager jobs:
  • Directed complete life-cycle implementations for non-US financial institutions trading US and non US securities via web-based and proprietary trading platforms.
  • Handled logistics in collaboration with international couriers, financial institutions and hotel managers to accommodate client's travel needs worldwide.
  • Coordinated systems integration efforts of customer service and cross selling solutions for top 5 major financial institutions.
  • Managed over 130 financial institutions.
  • Liaised with external vendors and financial institutions to increase sales and pursue new markets while remaining up-to-date on market trends.
  • Designed, implemented Drafts Back program which provided cleared share drafts to financial institutions.
  • Collaborated with financial institutions and CEO's to direct new and existing marketing campaigns.
  • Managed ADP's internal debt (CAF) funding program with financial institutions.
  • Increased assets with takeover of client accounts from other Financial Institutions.
  • Assisted clients with the transfer of assets between various financial institutions.
  • Worked on a daily basis with financial institutions, payroll processors and employers to helpdevelop their prepaid programs.

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38. Trade Shows

low Demand
Here's how Trade Shows is used in Client Relationship Manager jobs:
  • Co-developed marketing materials and attended national organization development conferences and trade shows to market NTL services contributing to increased client base.
  • Represented Bonanza at customer-facing events, including leading industry trade shows.
  • Conducted sales presentations about NTL service offerings at trade shows for senior management leading to increased sales in training activities.
  • Organize and attend trade shows, conferences and networking events to build brand recognition and meet new prospective clients.
  • Coordinated events and trade shows, human resource functions, and integrity of sales and proposal documentation.
  • Coordinated trade shows, performed market research, and supervised project managers and sales representatives.
  • Generate sales leads through cold calling, trade shows and email marketing campaigns.
  • Attend relevant trade shows and industry conferences to stay current with market trends.
  • Prospected for new clients at trade shows in various investment areas.
  • Assisted sales department with trade shows and wholesale sales meetings.
  • Participate in trade shows and user group meetings as appropriate.
  • Develop extensive network from community events or trade shows.
  • Attended trade shows and conferences.
  • Participate in Trade Shows including SHRM, ASIS, and NRF.
  • Managed time and scheduling for new business leads, and well as travel to trade shows and conventions for client networking.
  • Ramped up sales activities quickly and presented solutions at multiple trade shows, generating up to 300 prospects per appearance.
  • Traveled to trade shows and to speak with and teach new opportunities about the benefits of Skipjack.

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39. Client Requirements

low Demand
Here's how Client Requirements is used in Client Relationship Manager jobs:
  • Selected responsibilities and accomplishments: ** Forming and supervising internal and external team members to meet client requirements for implementations.
  • Established relationships with key executives and decision-makers and presented product solutions to align with client requirements and the lending industry.
  • Assisted with system functionality specifications and release prioritization to ensure both client requirements and industry compliance standards were met.
  • Developed written client requirements for reference by Gallagher Development and Quality Assurance staff.
  • Managed all client engagement staffed employees to meet contract obligations, budget and schedule, and client requirements.
  • Identified complex client requirements and issues, providing workable, individualized solutions to strict time constraints.
  • Review service level agreements, contracts, and client communications ensuring client requirements are met.
  • Manage client requirements and recommend marketed services to suit client needs.
  • Interfaced with key executives, increased clients product use and understanding, and drove product enhancements to meet client requirements.
  • Gathered client requirements and collaborated with SMEs and business analysts to develop appropriate solutions.

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40. Business Requirements

low Demand
Here's how Business Requirements is used in Client Relationship Manager jobs:
  • Managed both internal and client technical resources to gather complex business requirements and translate into comprehensive technical solutions.
  • Interpreted business requirements from client, ensuring desired project results and maintaining customer satisfaction and loyalty.
  • Developed business requirements and priorities for content creation and managed systems environment for optimal performance.
  • Guided business analysts with translation of customer requests into prioritized business requirements.
  • Work with clients to translate business requirements into technical specifications.
  • Gathered business requirements for clients.
  • Analyzed the business requirements from the customer and designed the project plans for the global roll-out of Enterprise ATS/HRIS business systems.
  • Worked with new firms to gain a detailed understanding of their business requirements relating to infrastructure, connectivity and market data.
  • Collaborate with Quality Assurance team to develop test cases based on business requirements.
  • Supervised the business requirements and processes to evaluate the vendors' offerings.
  • Assisted clients with identifying IT solutions to meet business requirements.
  • Outlined wireframes on business requirements and managed responsibilities with developers.
  • Developed clear and concise business requirements for the CRM system and managed the software development lifecycle from beginning to the end.

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41. Special Projects

low Demand
Here's how Special Projects is used in Client Relationship Manager jobs:
  • Managed special projects required to support client ongoing delivery.
  • Accepted new responsibility and special projects when asked
  • Owned all client relationships and acted as the escalation point for all program services, special projects and operational performance issues.
  • Worked closely with Client Relationship Manager on client requests and special projects.
  • Completed special projects and other duties as assigned by supervisor.
  • Assist in special projects and other duties as needed.
  • Managed all special projects from scoping to delivery.
  • Completed various special projects as assigned.
  • Team management for special projects.
  • Managed any special projects that arise with the distributor s ATMs.

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42. Client Inquiries

low Demand
Here's how Client Inquiries is used in Client Relationship Manager jobs:
  • Maintained and strengthened existing client relationships, responded to client inquiries and requests, and developed new business opportunities.
  • Formulated and delivered timely, detailed, and accurate responses to client inquiries, scorecards and audits.
  • Manage multiple high-priority projects including all client inquiries and claim processes.
  • Researched and resolved client inquiries regarding system and process issues.
  • Resolve internal & external client inquiries on a daily basis in regards to transactions and daily performance.

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43. ROI

low Demand
Here's how ROI is used in Client Relationship Manager jobs:
  • Provided business plan reviews and ROI analysis to economic buyers to promote integrated, cost-effective solutions.
  • Consult with the client on ways to build their email program and increase their ROI by planning and executing testing strategies.
  • Worked with Director on an ROI project to evaluate productivity and profitability for the various departments we were serving.
  • Designed enterprise solution for Tier 1 automotive supplier to deliver real-time quality data, generating 200+% ROI.
  • Monitored value of solutions being delivered and work with client to improve their ROI.
  • Compiled reports and measured ROI of various niche sites and job boards
  • Report on utilization and ROI to customer and GE leadership.
  • Articulated value proposition and ROI to complete the sale.
  • Co-founded GovProIT, Inc. in 2013.
  • Developed and implemented campaign strategies to ensure client goals were met and/or exceeded, which included proactive optimizations and ROI metrics.
  • Spearheaded projects to extend Agent Portal Software down to smart phones [iOS and Android] using Agile methodologies.

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44. Recruitment Process

low Demand
Here's how Recruitment Process is used in Client Relationship Manager jobs:
  • Manage full life cycle recruitment process for an average of 40+ requisitions from interns up to executive management.
  • Exposed to full recruitment process from initial client engagement to completed search.
  • Direct and manage the entire recruitment process (full life cycle).
  • Involved in the recruitment process from beginning to end.
  • Manage recruitment process for clients in the pharmaceutical industry.
  • Involved in all aspects of the full lifecycle recruitment process except having contact with the candidate.

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45. Corporate Clients

low Demand
Here's how Corporate Clients is used in Client Relationship Manager jobs:
  • Completed Request for Proposals, conducted client reviews, and created reports that were submitted to corporate clients monthly/quarterly/annually.
  • Served as a Corporate Finance Client Relationship Manager working with mid to senior level corporate clients throughout New England.
  • Managed and served as Senior Client Relationship Manager servicing several Fortune 500 corporate clients with their Equity Compensation Plans.
  • Trained corporate clients on BNY Mellon new platform releases, reporting tools, statements and external web interface.
  • Functioned as the point of contact for up to 15 corporate clients' various non-qualified benefit plans.
  • Trained department staff of fourteen phone operators on new systems used to better serve corporate clients.
  • Manage a portfolio of over 120 corporate clients representing over $8 million/year in revenue.
  • Managed Fortune 100 Corporate Clients ESOP & ESPP plans for Executives.
  • Conducted sales presentations to large and corporate clients.
  • Managed a book of 100+ foreign exchange corporate clients as the primary relationship contactby liaising between clients and in-house consultants.

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46. Plan Design

low Demand
Here's how Plan Design is used in Client Relationship Manager jobs:
  • Collect necessary information to analyze medical plan performance and recommends plan design alternatives on semi-annual basis.
  • Maintain a comprehensive knowledge of plan design, international processing requirements and regulations.
  • Coordinated with on-boarding teams and clients on plan design and technical implementation
  • Coordinated implementation of new projects and participated in plan design.
  • Deliver strategic plan design consulting.
  • Assisted clients with plan amendments concerning plan design and the addition of investment choices.
  • Consulted with trustees on plan design, compliance, and fiduciary responsibilities.
  • Managed and conducted plan and investment performance reviews, compliance analysis, plan design, enrollment meetings, and educational seminars.

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47. Sales Presentations

low Demand
Here's how Sales Presentations is used in Client Relationship Manager jobs:
  • Delivered informational seminars nationwide & active participation at sales presentations.
  • Participated in sales presentations to prospective clients.
  • Deliver new product sales presentations to audiences of 25-100 at Top 20 client off-site conferences to increase awareness and dependency.
  • Conduct sales presentations and demonstrations, draft proposals, negotiate and finalize all client contracts.
  • Project manager for subaccounting conversions and sales presentations.
  • Assisted in final sales presentations, in regards to installation and ongoing administration of 401(k) plan.
  • Developed sales presentations to a large number of clients every month, with a high conversion ratio.

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48. External Clients

low Demand
Here's how External Clients is used in Client Relationship Manager jobs:
  • Develop training materials distributed to external clients.
  • Managed relationships with internal and external clients.
  • Develop and maintain respectful relationships with both internal and external clients as a resource and business partner.
  • Served as technical & operational resource for internal operations teams and external clients.
  • Ensured the delivery of excellent service to internal and external clients.
  • Establish and maintain relationships between the company and external clients.
  • Handled service escalations from internal and external clients.
  • Managed successful transitions of clients to eClinicalWorks software requirements and liaised between internal teams and external clients to achieve issue resolution.
  • Developed and managed relationships with internal and external clients, licensed advisors, and individual brokers.

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49. Financial Plans

low Demand
Here's how Financial Plans is used in Client Relationship Manager jobs:
  • Assist in the creation of financial plans containing targeted asset allocation to match goals uncovered through in-depth profiling.
  • Addressed client needs and built financial plans while striving to outperform and exceed profitability and revenue targets.
  • Provide financial counseling and establish financial plans based off targets clients.
  • Oversee compilation of financial plans.
  • Conduct client sessions, extracting client needs, providing financial counsel and establishing financial plans as a trusted advisor.
  • Maximize client needs through financial counsel and establishing financial plans as the primary financial advisor.

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50. Plan Sponsors

low Demand
Here's how Plan Sponsors is used in Client Relationship Manager jobs:
  • Worked closely with field distribution partners to successfully deliver marketing and communication campaigns for plan sponsors.
  • Communicated service and produce enhancements and encouraged utilization by plan sponsors and participants.
  • Assisted defined benefit and defined contribution plan sponsors with the day-to-day plan administration.
  • Conduct fiduciary compliance reviews, discuss plan design as needed and hold education meetings for plan sponsors and participants.
  • Conduct meetings with plan sponsors and investment committees, including plan, and investment review meetings.
  • Developed ongoing client relationships through regular contact with plan sponsors in assigned book of business.
  • Acted as liaison, communicating between internal record-keeping group and 35-40 plan sponsors.
  • Initiated & advanced corporate relationships with plan sponsors & engaged prospects through effective contact & value-added deliverables.
  • Delivered new and enhanced services and products to plan sponsors in a timely manner.
  • Work with Brokers, TPAs, and Plan Sponsors in managing 401(k) plans.

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20 Most Common Skill for a Client Relationship Manager

Financial Advisor15.7%
Client Relationships12.3%
Customer Service11%
New Clients9.1%
Service Delivery7.5%
Ensure Compliance7.3%
Business Development4%
Project Management3.9%

Typical Skill-Sets Required For A Client Relationship Manager

RankSkillPercentage of ResumesPercentage
1
1
Financial Advisor
Financial Advisor
12%
12%
2
2
Client Relationships
Client Relationships
9.4%
9.4%
3
3
Customer Service
Customer Service
8.4%
8.4%
4
4
New Clients
New Clients
6.9%
6.9%
5
5
Service Delivery
Service Delivery
5.7%
5.7%
6
6
Ensure Compliance
Ensure Compliance
5.5%
5.5%
7
7
Business Development
Business Development
3.1%
3.1%
8
8
Project Management
Project Management
3%
3%
9
9
Internal Resources
Internal Resources
2.5%
2.5%
10
10
New Accounts
New Accounts
2.4%
2.4%
11
11
Revenue Growth
Revenue Growth
2.4%
2.4%
12
12
Customer Relationships
Customer Relationships
2.1%
2.1%
13
13
Client Service
Client Service
2%
2%
14
14
Account Management
Account Management
2%
2%
15
15
Customer Retention
Customer Retention
2%
2%
16
16
HR
HR
1.6%
1.6%
17
17
Financial Services
Financial Services
1.4%
1.4%
18
18
Client Issues
Client Issues
1.4%
1.4%
19
19
Technical Support
Technical Support
1.3%
1.3%
20
20
Wealth Management
Wealth Management
1.2%
1.2%
21
21
High NET
High NET
1.2%
1.2%
22
22
RFP
RFP
1.2%
1.2%
23
23
Client Meetings
Client Meetings
1.1%
1.1%
24
24
Problem Resolution
Problem Resolution
1.1%
1.1%
25
25
Business Partners
Business Partners
1%
1%
26
26
C-Level
C-Level
1%
1%
27
27
Customer Base
Customer Base
1%
1%
28
28
Client Expectations
Client Expectations
0.9%
0.9%
29
29
Internal Departments
Internal Departments
0.9%
0.9%
30
30
Process Improvement
Process Improvement
0.9%
0.9%
31
31
PNC
PNC
0.9%
0.9%
32
32
Sales Goals
Sales Goals
0.9%
0.9%
33
33
Business Reviews
Business Reviews
0.8%
0.8%
34
34
SLA
SLA
0.8%
0.8%
35
35
Primary Contact
Primary Contact
0.8%
0.8%
36
36
Information Technology
Information Technology
0.7%
0.7%
37
37
Financial Institutions
Financial Institutions
0.7%
0.7%
38
38
Trade Shows
Trade Shows
0.7%
0.7%
39
39
Client Requirements
Client Requirements
0.6%
0.6%
40
40
Business Requirements
Business Requirements
0.6%
0.6%
41
41
Special Projects
Special Projects
0.6%
0.6%
42
42
Client Inquiries
Client Inquiries
0.6%
0.6%
43
43
ROI
ROI
0.6%
0.6%
44
44
Recruitment Process
Recruitment Process
0.6%
0.6%
45
45
Corporate Clients
Corporate Clients
0.6%
0.6%
46
46
Plan Design
Plan Design
0.6%
0.6%
47
47
Sales Presentations
Sales Presentations
0.6%
0.6%
48
48
External Clients
External Clients
0.6%
0.6%
49
49
Financial Plans
Financial Plans
0.6%
0.6%
50
50
Plan Sponsors
Plan Sponsors
0.5%
0.5%

26,982 Client Relationship Manager Jobs

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