Relationship manager jobs in North Richland Hills, TX - 2,683 jobs

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

An established industry player is seeking a dedicated operations professional to enhance client satisfaction and retention. In this pivotal role, you'll oversee client onboarding and offboarding processes, ensuring smooth transitions and effective communication. Your expertise in Amazon Seller Central and project management will be crucial as you manage the Amazon support desk and monitor client progress. This role offers an exciting opportunity to make a significant impact, fostering long-term relationships and driving performance improvements for clients. If you thrive in a fast-paced environment and are passionate about eCommerce, this position is perfect for you. #J-18808-Ljbffr

Role Purpose As a Customer Success Manager, you will be responsible for providing exceptional customer success to new and existing ASAFE clients. Your primary responsibility will be to support the retention of our customers under subscription services providing an exceptional and seamless onboarding experience to ensure system adoption through training and support As an expert in our technology solutions, you will also be available to support clients with specific technology issues and provide resolution to them to enable complete utilization of our digital platforms alongside building long term relationships through quarterly business reviews About A-SAFE and the Role A-SAFE is a rapidly growing and dynamic environment where open mindedness, curiosity and drive are important. As market leader, A-SAFE is determined to hold its position and create many opportunities for continued growth and development. We have a true global presence including USA, Japan, Australia, Europe and UAE. We are known for our innovation and ‘can-do' attitude. A place where talent can thrive and develop as we grow. We invented the first industrial strength polymer safety barrier, revolutionizing workplace safety. We've been improving world standards ever since, introducing further advanced safety solutions, including next generation IOT safety devices like RackEye. Global blue-chip companies use our products. Coca-Cola, BMW, Jaguar Land Rover, Amazon, Heathrow airport to name but a few. At A-SAFE we put our values at the heart of the business. Key Accountabilities Retain and nurture customer relationships providing post-sale support ensuring success with products and services. Key requirements include: Onboarding and client training Quarter Business Review and adoption process Inbound issue and ticket resolution Daily system check and proactive management of the Rackeye dashboard for clients Ensure all necessary contracts are created, reviewed, and maintained throughout the project lifecycle. Act as an inbound point of contact for issue resolution for clients. Manage and coordinate the service call-out process, ensuring timely and efficient responses. Maintain open and effective communication channels between A-Safe and clients. Provide regular progress reports to clients, highlighting key milestones and addressing potential issues and risks. Develop and implement a comprehensive client onboarding process. Provide necessary training to new clients during the introduction stages of system use and ongoing support including issue resolution and Introduction of new services to best prepare customers for interaction with our platforms and technologies. Track and resolve all reported issues promptly, maintaining a detailed log for follow-up. Implement an escalation process for unresolved issues to ensure they are addressed promptly. Allocate appropriate resources for service calls and track the outcomes for quality assurance. Monitor contract compliance and make updates as necessary to reflect changes in scope or terms. Establish a feedback loop with clients to gather insights and continuously improve service delivery. Ensure all internal systems (CRM & Zen Desk) and databases are updated timely and accurately. Actively participate in internal and external meetings where attendance is required. Communications and Working Relationships Your main contacts will include: Internal: Technology sales teams Technology Customer Success Teams Marketing Technology infrastructure and software teams Production and manufacturing External: Customer Technology Users Core Business Responsibilities Ensure that you, your colleagues and any visitors conduct selves with due regard to the Company's Health & Safety Policy, procedures and Safe Systems of Work when on site; Promote equality and diversity at all times while representing the Company; Undertake any additional reasonable task instructed by your Line Manager; Undertake any additional reasonable task instructed by a member of the Executive and Senior Management team; Adhere to all Company policies. Knowledge, Skills & Experience Essential: Relevant experience and transferrable skills gained in a similar role. Including supervisory experience, this may be in SaaS based role of as an account manager Able to communicate clearly both verbally and in writing. Training skills to educate users in best way to use Rackeye. Good ‘train the trainer'. PC literate Strong attention to detail and administrative skills including report writing. Submit written reports making appropriate recommendations for action. Fast learner able to acquire and assimilate new skills quickly. ‘can-do' approach and able to deal with ambiguity Adaptable and can develop new skills in a changing environment Able to lead and motivate the installation time and provide training and on-site guidance Assertive and confident - able to problem - solve and take decisions. Embraces new technology Credible and can communicate effectively with internal and external key stakeholders

Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. What you are good at- Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals. Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: CFP designation, CFA designation required (may consider 24 month condition of employment) Bachelor's Degree required Active and valid FINRA Series 7 license required Active and valid FINRA 66 license required (may consider a 120-day COE) Active and valid FINRA 9/10 required (may consider a 120-day COE) Five plus years' experience in the financial services industry Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

If you have experience going door to door in Sales and have led a team before! i have the dream job for you! we provide free leads. both in house and in the field. weekly training with a manager. advancement opportunities based on performance. SIX figure income the first year!

GAT Airline Ground Support is looking for a highly motivated, results-driven, and proactive individual to fill the role of Account Manager overseeing both ramp and customer service operations for a dedicated airline account. This leadership position requires a self-starter and team player with a strong drive for continual improvement. As part of our team, you will benefit from a competitive salary, comprehensive benefits, and a creative and dynamic work environment. Job Summary: The Account Manager will oversee the daily operations for both ramp and customer service functions, managing the performance of Operations Managers within these areas. You will be responsible for ensuring operational excellence, maintaining safety standards, and meeting the customer's expectations. The Account Manager plays a key role in fostering positive relationships with the airline customer, as well as managing a team that supports a safe, efficient, and customer-focused environment. This role requires the ability to work in a fast-paced environment while adhering to strict timelines and service standards. Key Responsibilities: Leadership & Oversight: Supervise and provide leadership to both the Ramp Operations Manager and the Customer Service Operations Manager, ensuring that both teams are aligned with company policies, safety regulations, and customer expectations. Foster a culture of continuous improvement by coaching and mentoring Operations Managers and staff. Lead by example and maintain a professional, positive image of the company at all times. Safety & Compliance: Ensure all safety policies and procedures are communicated and enforced across both ramp and customer service operations. Conduct regular audits (flight audits, station audits, and "at-risk" behavior audits) to ensure compliance with safety standards. Ensure compliance with all relevant regulatory agencies, including FAA, OSHA, EPA, and EEOC. Customer Relationship Management: Serve as the primary point of contact for the airline customer, building and maintaining strong relationships to ensure customer satisfaction. Act as the liaison between the customer and internal teams to resolve issues, respond to concerns, and proactively address potential service failures. Collaborate with the customer to define staffing requirements, adjust to changes in flight schedules, and address any out-of-scope requirements. Staffing & Recruitment: Work closely with the General Manager and HR to maintain optimal staffing levels across both ramp and customer service operations. Oversee the recruitment, screening, and interviewing processes to ensure staffing needs are met. Ensure new hires receive proper onboarding and training, including safety and customer service protocols. Operational Efficiency & Budget Management: Monitor operational performance to ensure efficiency and cost control. Oversee the tracking of daily hours, payroll, and staffing to remain within budgetary constraints. Review and approve operational purchases and ensure adequate supplies are available to meet customer service standards. Training & Development: Coordinate ongoing training and development for all staff, ensuring operational excellence in both ramp and customer service functions. Ensure all required certifications and training are up-to-date for team members. Performance Management: Review and assess operational performance through regular meetings and reporting. Conduct performance evaluations for Operations Managers and other key staff members. Address any performance issues, including conducting coaching sessions, disciplinary actions, and potential terminations if necessary. Reporting & Documentation: Oversee the preparation and distribution of daily, weekly, and monthly operational reports, ensuring proper dissemination of information to all relevant stakeholders. Ensure all incidents (aircraft damage, injuries, service failures) are properly documented and corrective actions are implemented. Ensure the timely submission of all required reports to corporate headquarters, including payroll changes, incident reports, and employee evaluations. Operational Planning & Coordination: Manage and oversee the implementation of various station operational plans such as deicing, FOD (Foreign Object Debris), safety procedures, winter operations, and baggage handling protocols. Collaborate with local authorities and attend airport tenant, security, and safety meetings to stay current with regulatory changes and operational updates. Requirements: Strong understanding of both Ramp Operations and Customer Service Operations. Proven ability to manage, lead, and mentor teams, with strong interpersonal and communication skills. A minimum of 4 years of experience in aviation ground services, with at least 2 years in a leadership or management role. A college degree in a relevant field is preferred, or equivalent experience. High School diploma or GED is required. Ability to fluently speak, read, and write in English. Proficient in Microsoft Word, Excel, and Outlook; experience with payroll systems is a plus. Strong organizational and time management skills with a keen eye for detail. Ability to handle multiple tasks and work effectively in a fast-paced environment. Must be able to pass a pre-employment drug screen, FBI fingerprint background check, and clear a 10-year criminal history record check. Must have reliable transportation and be able to work weekends, holidays, and off-hours as needed. Work Environment: Ability to work in a fast-paced and dynamic environment. Must be safety-minded and detail-oriented. Strong communication skills to effectively convey operational instructions, policies, and procedures. Ability to provide feedback and guidance to team members in a constructive manner. Maintain a professional demeanor and ensure the team adheres to company policies and customer expectations. About GAT Airline Ground Support: GAT Airline Ground Support is an equal opportunity employer that bases hiring decisions on business needs and the best-qualified candidates. We do not discriminate based on any protected category. GAT Airline Ground Support is a drug-free workplace and conducts random drug tests. Employment is contingent upon a clean driving record, passing a criminal background check, and drug screen as required.

It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Reach and maintain your target portfolio size within a specified time frame Call prospects who are potentially profitable to the bank Always maintain the best interest of both the bank and customers in all matters Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests Closely monitor the assigned loan portfolio for any deterioration in repayment ability Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: 3+ years of lending experience Ability to communicate with all levels of personnel Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Bachelor's degree Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Dallas, TX; Fort Worth, TX ** We are Olsson. We engineer and design solutions that improve the world around us. As a company, we promise to always be responsive, transparent, and focused on results - for our people, our clients, and our company. We're a people-centric firm, so it's no surprise our greatest asset is our people. The impact this creates is an environment that encourages our people to grow and be creative with their talents. This approach builds a culture that is uniquely Olsson. It allows us to grow our people as we grow our business. This, in turn, creates a lasting impact on the world around us. **Job Description** Olsson provides multidisciplinary, preliminary, and construction design services for mixed-use, commercial, and residential land development projects, along with industrial, sports, schools, and other site development types. The Client Manager role serves as the main point of contact for a specific client, a division of a larger client, or a targeted client at the team level, establishing solid relationships, building and maintaining a strong rapport, and ensuring overall client satisfaction. The Client Manager oversees client service management for the team, ensuring services that provide purposeful, high-quality solutions to successfully solve engineering and design needs. **Primary Responsibilities:** + Manages a key client account within the team or across multiple teams by serving as the main point of contact and working closely with project managers to lead project execution plans. + Develops a deep understanding of the client's business, as well as the industry, to present growth strategies, identify new opportunities, and cross-sell services to the client. + Creates communication plans unique to the client to ensure communication needs are satisfied by providing regular updates and reports to the client on the status of their projects. + May focus on a specific client targeted for growth opportunities for the team by executing a growth plan for the client and cross-selling services. + Leads efforts, in conjunction with the team leader and/or group leader(s), to secure repeat client work by focusing on exceptional client service. + Manages client expectations and negotiates outcomes. + Coordinates with internal leaders to address client concerns or conflicts and takes client feedback into consideration when making decisions. **Qualifications** **You are passionate about:** + Working collaboratively with others. + Having ownership in the work you do. + Using your talents to positively affect communities. **You bring to the team:** + Strong communication skills. + Ability to contribute and work well on a team. + Bachelor's degree in engineering or a related area is preferred. + A minimum of eight years of client experience with increasing responsibility. \#LI-DNI **Additional Information** Olsson specializes in engineering and design, client advisory services, planning, field services, and environmental. Improving the world has been our mindset from the very beginning, back when Olsson first opened for business in 1956. And it will be our mindset for years to come. As an Olsson employee, you will: + Receive a competitive 401(k) match + Be empowered to build your career with tailored development paths + Have the possibility for flexible work arrangements + Engage in work that has a positive impact on communities + Participate in a wellness program promoting balanced lifestyles In addition, full-time employees will receive our traditional benefits package (health care, vision, dental, paid time off, etc.) and the opportunity to participate in a bonus system that rewards performance. Olsson is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment or any employee because of race, color, religion, national origin, sex, sexual orientation, gender identity, gender, disability, age, military status, or other protected status. Olsson understands the importance of privacy and is committed to protecting job applicants' personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California. Please read this Notice carefully to understand our privacy practices. For more information about the types of information we collect and how we use it in connection with your general access and use of our website, please review our general California Privacy Noticehere (************************************** . Create a Job Alert Interested in building your career at Olsson? Get future opportunities sent straight to your email.

LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors. Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm's proprietary reporting and analytics platform, for key decision makers at our clients' investment programs, including private asset class leads and chief investment officers. If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you. LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply. Job Summary LP Analyst is seeking a highly motivated and detail-oriented individual to join our Client Service team as a Client Relationship Manager. This role is focused on leading relationships with institutional investor clients, overseeing portfolio monitoring and reporting deliverables, and managing junior team members. Client relationship managers play a key role in helping clients gain transparency into their private market portfolios through timely, accurate, and tailored analytics, while also contributing to internal process improvement and team development. Responsibilities and Duties Lead relationships with institutional investor clients, acting as a trusted partner in delivering private asset monitoring and analytics solutions Manage the timely and accurate delivery of customized reporting and dashboard analytics for assigned clients Oversee the design, production, and refinement of client-specific reporting outputs across a variety of private market strategies Analyze investment portfolios across private equity, venture capital, real estate, infrastructure, real assets, and private credit strategies Mentor and manage a team of 3-5 analysts, providing guidance, oversight, and development opportunities Collaborate with internal teams to ensure smooth execution of client deliverables Support leadership of the Client Services team by helping to shape processes, training, and team coordination Contribute to firmwide initiatives related to process improvement, technology enhancements, and service innovation Qualifications and Skills Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field (other majors considered with relevant experience) 2-4 years of experience in financial services, preferably in asset management, private markets, or investment operations Advanced Excel skills, including experience with complex formulas and template/model development Exceptional attention to detail, particularly when managing and analyzing large or complex datasets Strong critical thinking and problem-solving skills, especially in open-ended or client-specific situations Excellent organizational and time management skills, with the ability to lead projects across multiple clients and priorities Familiarity with Power BI or other data visualization tools a plus Proven ability to contribute to and improve internal workflows, systems, and documentation High self-motivation and initiative, with the ability to lead projects and mentor others Strong written and verbal communication skills, with comfort presenting to both clients and internal stakeholders Positive attitude and enthusiasm for learning and working in the private asset and institutional investment landscape Why LP Analyst? Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins Early opportunities for advancement for top-performing analysts Opportunity to build valuable professional skills early in your career, including communication, organization, and leadership, by working on a dynamic and growing team with cross-functional exposure Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interest High-impact role providing transparency to the world's leading institutional investors Collaborative, high-performing team culture with smart, supportive colleagues Company-sponsored 401(k) plan, healthcare, and dental insurance Competitive compensation and fully paid parental leave Generous paid time off that increases with tenure, plus an annual volunteer day Casual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks Powered by JazzHR J53lTQE2O8

At Crypto.com, our growing VIP team is looking for a Relationship Manager to serve as the dedicated partner and internal advocate for a portfolio of our most valuable clients. This role is for someone who instinctively understands what these clients value most - prioritizing discretion, anticipating needs, and taking the initiative rather than simply providing reactive support. You will be responsible for developing a deep understanding of your client portfolio to drive loyalty, while also proactively hunting and acquiring new high-value business to expand our ecosystem. Operating within a remote, fast-paced environment, you will combine an elite service standard with a start-up growth mindset, directly influencing the development of a best-in-class VIP experience. Responsibilities Own the end-to-end relationship for a dedicated book of high-value clients, acting as their internal champion and primary point of contact Move beyond reactive support. Stay ahead of client needs, providing rapid, high-context responses that reflect a deep understanding of their goals Deliver more than just platform tips. Provide personalized insights and market updates that help clients navigate the ecosystem and deepen their loyalty to the brand Proactively monitor AUM and platform usage to mitigate retention risks and uncover untapped growth potential Act as the face of the brand at exclusive VIP events and activations. You will leverage these hospitality opportunities to strengthen existing bonds and convert high-potential prospects into long-term clients Build deep-rooted trust that naturally leads to referrals and network growth, helping to solidify our position as the market leader Report and synthesize client feedback, working closely with Strategy, Product, Marketing and Risk to ensure our VIP offering remains the best in the industry Requirements 4+ years of experience in client-facing roles - specifically within Relationship Management, Sales or Customer Success - with a proven track record of success within Crypto, Fintech, or the gaming/predictions industry. You are naturally curious; you want to know what really drives your clients, allowing you to align the Crypto.com ecosystem with their long-term goals You are driven by results and the challenge of scaling a book of business. You find energy in the fast-paced nature of the crypto markets and are motivated by the challenge of converting complex client needs into successful, long-term partnerships You don't wait for direction; you seek out opportunity. You stay ahead of market trends to provide valuable insights that drive engagement and portfolio growth, You understand how to use hospitality and events as a platform for meaningful connection and business development You are comfortable navigating ambiguity and can pivot quickly as this fast-paced industry evolves ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success. Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information. Responsibilities: Deliver exceptional customer experience with a strong client focus Support and collaborate with the sales team, including National and Regional members Participate in client meetings and assist with proposals and RFPs Ensure Salesforce (CRM) data is accurate and up to date Partner with Marketing to maintain brand consistency in presentations and materials Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics) Travel up to 10%, including overnight and extended disaster site assignments as needed Experience & Education: Minimum of three years of experience in an administrative or sales support role Proficient with various technologies such as the Microsoft Office suite and Salesforce Restoration industry experience, preferred Bachelor's degree, preferred **Employees assigned to certain healthcare-related roles may be required to participate in additional drug and alcohol screening program(s) in accordance with client requirements, such as but not limited to Coalition for Construction Safety ("CCS") regulations in the state of Indiana.** First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Third party resume submissions are not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee. Job Posted by ApplicantPro

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,600 employees located across twelve offices. Job Description We're looking for a high-energy Relationship Manager ready to source and lead conversations with some of the most prominent Investment Professionals in the US! As a hunter, you will be growing some of Third Bridge's largest institutional accounts while also sourcing new business opportunities with Tier 1 hedge funds and asset managers. This role blends sales acumen, relationship building, commercial strategy, and deep curiosity for how top institutional investors operate. What You'll Do Plan and lead virtual + in-person meetings with a variety of investment team stakeholders at both clients and prospects Source new revenue opportunities within existing growth accounts while also being a contributor to growing the new business pipeline Collaborate with your Account & Project Managers to drive revenue and new growth opportunities Learn the language, cadence, and decision-making of institutional investors Suggest relevant content and experts to your designated users to ensure users remain engaged and become proponents of Third Bridge moving forward Monitor and track the market as it impacts your clients' strategies to ensure you can be a true research partner What Success Looks Like You consistently and creatively engage your top accounts with planned in-person touchpoints, phone calls, and emails You drive revenue and user activation through expert recommendations and outreach You hit call sourcing targets and get new investment professionals excited about engaging with Third Bridge You contribute meaningfully to account planning and expansion strategy Qualifications Who You Are Curious about markets and how investment teams actually work Comfortable speaking across varying levels/titles of investment professionals Ready to own a strategic client and prospect territory with support from an established team Highly organized, commercially driven, and persistent in follow-up Energized by travel, meetings, and juggling multiple stakeholders Ambitious and proactive "go-getter" mentality Competitive attitude to overcome challenges and exceed expectations Additional Information How will you be rewarded? We truly care about our people so in return for your work, you'll get: Competitive salary dependent on experience + get rewarded for your success with our commission scheme. Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays Learning: personal development allowance of $1,150 per year. Health and wellbeing: a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield. Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health. Future and family: 401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance. Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays' Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more. Social: weekly optional social gatherings, daily breakfast and snacks, social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge) Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events The successful candidate must, by the start of the employment, have permission to work in the country they are applying. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.

We are seeking a dynamic and experienced Luxury Client Relationship Manager to join our Dallas photography studio. As a Luxury Client Relationship Manager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized experiences and ensuring their satisfaction at every touchpoint. KEY RESPONSIBILITIES 1. Client Engagement and Relationship Building: - Cultivate strong, trust-based relationships with guests through personalized interactions, understanding their unique preferences and expectations. - Serve as the main point of contact for guests, addressing inquiries, providing guidance, and offering bespoke solutions to meet their needs. 2. Exclusive Service Delivery: - Provide a white-glove experience to Nuovo guests, offering concierge-style services such as private consultations, and customized photography sessions tailored to their tastes and preferences. - Demonstrate expert knowledge of our photography services, including studio offerings, packages, and customization options, to deliver informed recommendations and advice. 3. Client Experience Enhancement: - Anticipate and exceed the evolving needs of clients, proactively offering innovative solutions and upscale experiences to enhance their overall photography studio experience. - Collaborate closely with clients to identify their unique needs and desires, offering bespoke solutions and personalized recommendations to meet their expectations. 4. Upselling and Revenue Generation: - Identify opportunities for upselling additional photography services, products, or packages to guests, maximizing revenue and profitability for the studio. - Handle high-value transactions with precision and attention to detail, ensuring a seamless and secure process for luxury purchases or investments. 5. Client Loyalty: - Continuously assess client satisfaction and feedback, seeking opportunities for improvement and refinement of services to enhance the overall luxury client experience. REQUIREMENTS Qualifications? - Proven experience (3+ years) in luxury client relationship management, preferably within the sales, hospitality, or luxury retail industry. - Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with clientele. - Strong sales acumen and negotiation skills, with a track record of driving revenue growth and achieving sales targets. - Impeccable attention to detail and organizational skills, with the ability to manage multiple client accounts and projects simultaneously. - Proficiency in Mac iOS systems. - Passion for photography, art, and lifestyle trends. - Availability to work evenings and weekends. BENEFITS Benefits? - Competitive commission-based salary, with an annual base salary of 52k - opportunity to earn 100k to 150k+; - Complimentary Nuovo shoot and beauty services - Full-time employer benefits: Complete Group Insurance Benefits Package, including life, dental, disability, spousal. Join Our Team: If you are a dynamic and results-driven professional with a passion for delivering exceptional service to luxury clientele, we invite you to join our team and be part of our commitment to excellence in photography studio experiences. Apply now to embark on a rewarding career creating impactful client experiences! Note: At Nuovo Photography, we celebrate diversity and are an equal opportunity employer. We encourage individuals of all backgrounds and experiences to apply. #NUOVOUS

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Position Details: Industry: Banking Location: 16001 N Dallas Pkwy, Addison, TX - 75001 Job Title: Customer Relationship Manager Duration: 12 months Shift Timings: 9-6 local time, must be flexible to work within this shift Job Description: • General knowledge about the entire loss mitigation process is necessary to manage a large portfolio of customers throughout the default servicing lifecycle. • The Customer Relationship Manager (CRM) position requires expertise in loan modification. • The CRM serves as a single point of contact and trusted advisor for these borrowers. • Sensitivity to the nature of a distressed customer situation and professional demeanor are important attributes to possess in communicating with customers, as well as setting expectations, about loan status and possible difficult decisions up to the final resolution. • The CRM will oversee broad set of activities that include managing a portfolio of loans in default, loan modifications, document validation, NPV modeling, second mortgage modifications, short sale/ DIL, and answer technical foreclosure questions. In many cases, (e.g., short sale/DIL/foreclosure) the CRM will be needed to initiate and possibly facilitate connections and dialogue between the borrower and the appropriate expert who can address specific questions and situations. • The CRM will need to document notes in the customer-facing system and monitor accounts for trial payments, including lengthy repayment plans and special forbearances. • The CRMs responsibilities may also include assisting with non-customer facing activities, such as pre-validation document checking, impounding, escrow, and investor approvals. • Ability to clearly communicate the customer's current status and the steps that are required in order for us to make a Fair, Fast and Final decision. • Demonstrated ability to meet/exceed established performance metrics, such as: resolutions, quality and other various performance metrics such as answer rate and SLA adherence. Additional Information To know more on this position or to schedule an interview, please contact; Vishal Patel ************ vishal.npatel[@]collabera.com

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Dallas, TX This role requires a hybrid work schedule out of our Dallas, TX office. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Overview: The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client's employee benefits strategy and service the account. The CM is responsible for marketing as well as day-to-day client management and support. The CM's responsibilities include plan marketing, analysis of renewal designs and alternatives, preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Serve as day-to-day client contact and manage escalated issues • Facilitate/lead ongoing monthly/biweekly client calls • Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research with input from Client Executive and/or Producer • Review, analyze & present to client RFP results • Review and analyze historical open enrollment results & claims data for client • Maintain/manage client activity per client calendar & monitor client's quarterly reporting • Oversee creation and tracking of RFPs • Schedule client meetings • Attend all meetings and events for clients • Maintain relationship day-to-day contact with carriers • Schedule and prepare for pre-renewal strategy meetings with internal teams • Review carrier's annual reports and schedule annual review meetings with carriers • Create client presentations • Manage implementation plans • Manage implementation biweekly calls • Review implementation documents • Manage open enrollment meetings as requested by client • Create communication strategy for clients • Coordinate creation of materials with service team and/or C&E team • Provide quality review on all client communications • Provide technical review for client benefit administration portals • Create ad hoc reports for clients as needed • QA TX EB Team projects/work • Present strategic initiatives to Client Executive and Producer for consideration • Perform special projects as assigned KEY COMPETENCIES: • Full knowledge of Employee Benefits lines of coverage and services. • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel; • Strong attention to detail and time management abilities. • Strong ability to multi-task and assign priorities. • Ability to work effectively and efficiently both with and without direct supervision. • Ability to work effectively and efficiently in a team environment as well as independently. • Strong interpersonal communication skills, both written and oral. EDUCATION and/or EXPERIENCE: • High school diploma; college degree preferred. • Two or more years' experience with a benefits consulting or brokerage firm, or comparable experience with a medical carrier. • Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: • Texas Life and Health License within 90 days of hire. • Valid Driver License. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY JOIN EPIC? Ranked #17 Top 100 Largest U.S. Broker by Business Insurance Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!). EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. #LI-MS2

**Sr WM Client Relationship Consultant** The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants. **Key Responsibilities and Duties** + Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. + Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. + Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. + Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. + Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). + Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. + Identifies sales and asset retention opportunities. + Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. + Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required:** + 2+ years of financial services experience. + Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-02-13 Base Pay Range: $79,800/yr - $94,200/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants. Key Responsibilities and Duties Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. Identifies sales and asset retention opportunities. Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required: 2+ years of financial services experience. Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. Preferred: 3+ years of financial services experience. Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-01-23Base Pay Range: $79,800/yr - $94,200/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Who we are: BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. We pursue the exceptional in all that we do, but never at the expense of our values. There's no denying our work is demanding, both in volume and pace, but we're up for the challenge. We love the balance of hard work and fun - so, you'll see us in jeans as we shatter glass ceilings and conventional stereotypes. BAL employees feel valued, rewarded, and respected. We seek opportunities to be of service to others and our communities. We are committed to your growth and development, and want to set you up for success here at BAL and beyond. Who you are: You are looking for work that has a purpose. You aren't afraid to roll up your sleeves and get stuff done. You learn quickly. You move fast. You embrace challenge and detail as well as creative thinking. You believe you have something unique to contribute and you aren't afraid to raise your hand. You understand that powering human achievement is ultimately about impacting a real person. You are looking for a place to grow and an environment where everyone has a spot and is genuinely welcome. We're better together: A bright, driven person like you and an industry-leading powerhouse like BAL? It's a perfect combination! We truly want to see you succeed here and become an integral part of our mission to provide an experience that makes a positive difference in people's lives. Come be a part of something special, where you can have an impact and be valued just for being you! In addition to competitive pay, a discretionary annual bonus, and a supportive, team oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match. OVERVIEW: The Client Relationship Manager (CRM) is responsible for driving the client experience and day-to-day delivery of account management functions in collaboration with broader firm-wide resources. A CRM may support a single client or portfolio of clients in which they need to fully understand their client's business objectives, values, culture, performance metrics, competitive landscape, financial considerations, organizational structure and key contacts. A successful candidate will demonstrate a strong aptitude for developing and fostering relationships, while ensuring an exceptional experience, overall satisfaction and client retention. PRIMARY RESPONSIBILITIES: (Under the supervision of Client Relationship Director or Client Relationship Senior Manager): Responsibilities and essential job functions include but are not limited to the following: Client Experience (CX): Always thinking about how to elevate client experiences within respective accounts while leveraging firm wide best practices and strategies. Drives continuous improvement in how we serve our clients and their employees. Responsible for administering and maintaining client specific workshops, playbooks, culture decks, etc. Program Delivery: Day to day oversight and pro-active management of client deliverables to ensure on-time delivery while mitigating potential issues. Ensure client needs are addressed through reporting. Coordinate and collaborate cross-functionally as needed. Ensure alignment on client-specific program processes, goals and objectives. Issue Resolution: Responsible for working cross functionally to manage escalation resolution, including Root Cause analysis and messaging to client stakeholders. Staffing & Resources: Regular review and monitoring of CR resourcing needs in support of accounts. Establish regular 1-on-1 meetings with direct reports. Responsible for performance management and feedback of direct reports and provide mentorship, professional growth and development opportunities. May assist in potential candidate interviews and new employee onboarding activities. Stakeholder Engagement: Develops and fosters relationships with client stakeholders. Establish and drive client-centric service reviews to address areas such as forecasting, policy development, protocols, program and process improvements, customized communications, management reporting, transition project management, client satisfaction, and outsourced support. Prepare and participate in delivering annual and quarterly business reviews, as well as other presentations in alignment with client culture. Responsible for meeting agendas, recaps, action items, status calls, program forecasts, etc. Status, SLA and Reporting: Monitor client satisfaction, SLAs and KPIs through dashboards and reporting. Liaise with Partners and Practice Support to ensure the legal team's performance metrics align to contractual obligations, SLAs, KPIs, and NPS goals, and deliver client presentations, specific dashboard read-outs and weekly status updates to Partners and client stakeholders. Financials and Account Health: Responsible for out-of-scope pricing and project billing, and be a steward of margin optimization across accounts. Coordinate with cross-functional departments and Relationship Partners to monitor overall account health. Project Management: Understand the project management lifecycle, identify new projects, and own overall delivery of projects, including creating project plans and driving timelines, updates to stakeholders, change management planning and risk management. Knowledge/Training: Ensure client-specific needs and expectations are clear and communicated with account teams to enable training across departments. Insights: Work with the legal team to identify information/insights on upcoming legislative and policy/process changes and flag these to the Client Relationship Director to determine plan to communicate to client stakeholders. Develop insights based on program model, service delivery, client culture, values, goals, objectives and priorities, and make strategic recommendations to drive programmatic improvements. Technology: Identify improvement opportunities as it relates to the firm's technology used to enhance the client user experience and/or internal processing efficiencies. Oversee and coordinate technology enhancements on behalf of the client. Growth: Ability to recognize growth opportunities, billable and non-billable, and present them to account leadership. May include other job duties as assigned. SUPERVISORY RESPONSIBILITIES Ensure team is meeting deadlines Identify team and individual objectives Identify areas for creating efficiency and accuracy Responsible for creating a positive work environment, executing performance management, conducting feedback sessions, and establishing goals for continuous improvement Support an environment that fosters passion and teamwork Provide training to new and existing client relationship staff, as needed QUALIFICATIONS: Bachelor's Degree required 3-5 years' relevant and/or industry experience 2+ years' indirect or direct supervisory experience Must be proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Ability to thrive in a fast-paced environment Values collaboration and teamwork Accountable and proactive attitude Ability to work independently Strong project management skills and ability to handle multiple priorities in a fast-paced environment Acute attention to detail Exceptional organizational skills Excellent communication skills; both written and verbal Excellent relationship skills WORKING CONDITIONS: Able to sit and work at a computer keyboard for extended periods of time. Able to stoop, kneel, bend at the waist and reach on a daily basis. Able to perform general office administrative activities: copying, filing, delivering and using the telephone. Able to lift and move up to 25 pounds occasionally. Regular and on-time attendance. Must be able to prioritized, schedule and complete testing required for multiple applications with overlapping schedules. A certain degree of creativity and flexibility is required. Hours may exceed 40 hours per week. Occasional travel by conventional means including aircraft, motor vehicle and the like within the region and to other locations as required. Note: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required and are not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. Berry Appleman & Leiden is an Equal Opportunity Employer. It is the policy of BAL to ensure an equal employment opportunity without discrimination or harassment on the basis of race, color, national origin, religion, gender, gender identity or expression, age, disability, alienage or citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation or any other characteristic protected by law. BAL prohibits and will not tolerate any such discrimination or harassment. BAL does not accept unsolicited resumes from recruiters or employment agencies. BAL is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, BAL reserves the right to pursue and hire said candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of BAL. If your agency would like to be considered as a potential recruiting partner, please forward your contact information to *******************.

At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our thriving culture can be broken down into four components: Client. Team. Win. Innovate. We actively look for prospects who: • Are passionate about client success. • Enjoy collaborating with others. • Strive to exceed expectations. • Move boldly in the quest for superior and best in market solutions. Job Description: Pitney Bowes is hiring for a full-time Client Relationship Manager at our Grand Prairie, TX presort facility. Join our team and earn $60000 - 65000 / annually. As part of our commitment to a flexible work schedule, this role does not have a set amount of vacation per year. You are: A results driven contributor who can manage all client activity while helping our customers receive the maximum results on their mailing campaigns in accordance to USPS regulations. You are a Performance-driven team player who possesses clear verbal and written communications skills and who can be relied upon to exercise sound judgement when managing the expectations of our internal and external clients. You will: Manage and build client relationships with small to mega clients to encourage new and repeat business opportunities Develop and facilitate the proposal process for assigned clients including budget and pricing development, proposal writing, contract negotiations and other client services Manage Pitney Bowes Presort Services' relationship with assigned clients by actively preventing issues Notify client's senior management and/or Pitney Bowes Presort Services management of issues or changes required to enhance and maintain client retention Provide in-depth analysis and presentations to senior level management Actively engage representatives of named accounts frequently in person and independently develops client relationships to ensure and maintain client retention Analyze and evaluate required reporting to assure volumes, pricing and quality are appropriate and service level requirements are met Work with USPS and functional department management and advises and provides recommendations to clients to improve mail quality (i.e. Critical Entry Time, readability, mail piece design, etc.) Develop a deep understanding of assigned clients' products and long-term business strategies and identifies additional revenue and business opportunities Make recommendations and presents proposals to decision makers to increase revenue and profitability Negotiate contract renewals Negotiate contract agreements with existing clients that do not have a signed agreement with Pitney Bowes Presort Services to obtain formal agreements Prioritize plans and communicates regulatory changes for assigned clients and works with them to execute Develop an effective contract strategy that is measured by the preservation and protection of assigned clients Determine required contract changes as a result of regulatory changes and negotiates updated contract terms with assigned clients Represents Pitney Bowes Presort Services at industry events and tradeshows Obtain within the first year of employment and maintains MDP (Mail Design Professional) Certification Other duties as assigned Your Background: As a Client Relationship Manager, you have: A minimum of 3-5 years of applicable work experience Ability to develop and grow long-term client relationships Strong communication and negotiation skills including the ability to adapt style as needed Computer skills using Microsoft Office Ability to make sound decisions with the information at hand Ability to organize, prioritize and handle multiple work assignments with frequent interruptions Detail oriented a must Excellent verbal, written and interpersonal communication skills Effective listening and negotiation skills Our Team: Pitney Bowes Presort Services performs mail sorting; performing some of the work that would typically be performed by the USPS . For completing this work, Presort Services receives discounted postage rates. By performing this sorting work on behalf of our clients, we are able to share a portion of that discount with them. Our national network of operating centers processes over 17 billion pieces of mail annually. We provide mailers with end-to-end solutions from pick-up at their location into delivery into the postal system network, providing optimal postage savings. We will: • Provide the opportunity to grow and develop your career • Offer an inclusive environment that encourages diverse perspectives and ideas • Deliver challenging and unique opportunities to contribute to the success of a transforming organization • Offer comprehensive benefits globally (PB Live Well) Pitney Bowes is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard for race, color, sex, religion, national origin, age, disability (mental or physical), veteran status, sexual orientation, gender identity, or any other consideration made unlawful by applicable federal, state, or local laws. All qualified applicants, including Veterans and Individuals with Disabilities, are encouraged to apply. All interested individuals must apply online. Individuals with disabilities who cannot apply via our online application should refer to the alternate application options via our Individuals with Disabilities link.