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Client relationship manager Jobs in Raleigh, NC

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Client relationship manager • raleigh nc

Last updated: 6 days ago

Client Relationship Manager

AscensusRaleigh, NC
Full-time

Essential Duties and Responsibilities.Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmissio... Show more

Payroll Relationship Manager

HireLevelRaleigh, NC, United States
Full-time

HireLevel is hiring for a Payroll Relationship Manager to add to our Human Capital Management team.We process a high volume of payroll weekly for our clients while also offering a software that ass... Show more

Wealth Relationship Manager Specialist

CAPTRUSTRaleigh, NC, United States
Full-time

Wealth Relationship Manager Specialist.CAPTRUST seeks a dynamic Wealth Relationship Manager Specialist who will lead and support existing and new client relationships to provide world-class service... Show more

Client Manager, Personal Insurance

Highstreet Insurance and Financial ServicesRaleigh, NC, US
Full-time
Quick Apply

Highstreet Insurance and Financial Services is hiring a Client Manager to provide high-level service and long-term account support for our personal lines clients.This role is 99% service-focused, w... Show more

Pharmacy Relationship Manager

America's Pharmacy Group, LLCRaleigh, NC, United States
Full-time

Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great... Show more

Business Banking Relationship Manager III

Fifth Third BankRemote, South Carolina, United States
Remote
Full-time

Responsible for business development, relationship management and client experience of companies with annual gross sales of $0-10M.Proactively consult the business owners in achieving their financi... Show more

Client Relationship Manager

Carolina Family Estate PlanningCary, NC, USA
$60,000.00 yearly
Full-time
Quick Apply

Are you driven by results and motivated by helping people take action? Do you enjoy consultative conversations that lead to real outcomes?.Carolina Family Estate Planning is seeking a Client Relati... Show more

Commercial Relationship Manager

United Community BankRaleigh, NC, United States
Full-time

Commercial Relationship Manager (CRM).United Community Bank is hiring a Commercial Relationship Manager (CRM).The CRM is a senior commercial banking and sales professional responsible for new busin... Show more

Client Development Manager

SchaeferRaleigh, NC, United States
Full-time

Schaefer Client Development Manager.This role is for a relationship-builder and strategic thinker who thrives on creating opportunities and expanding client partnerships.As a Schaefer Client Develo... Show more

Relationship Manager I - Business Banking

PNCGarner, NC, United States
Full-time +1

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more

Client Service Manager

Dragonfly Pond WorksRaleigh, NC, USA
$65,000.00 yearly
Full-time
Quick Apply

We are looking for a Client Service Manager to drive sales and revenue growth by building strong relationships with clients in the Raleigh, NC area.This is an exciting opportunity to.Sales, relatio... Show more

Associate Relationship Manager

Wells FargoRaleigh, NC, United States
Full-time

Associate Relationship Manager (Commercial Banking Program Associate).Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager to join the Banker Development ... Show more

Sales Associate Relationship Manager

CognizantRaleigh, NC, United States
$115,000.00 yearly
Full-time

Sales Associate Relationship Manager.Cognizant Technology Solutions (NASDAQ: CTSH) is one of the world's leading professional services companies, redefining customers' business, operating, and tech... Show more

Client Manager Business Insurance

Oliver Wyman, LLCRaleigh, NC, United States
Permanent

Client Manager, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive ... Show more

Nuclear Client Account Manager

Black & VeatchCary, NC, United States
Full-time +1

Nuclear Client Account Manager.Date: May 20, 2026 Location: Overland Park, KS, US Gaithersburg, MD, US Chattanooga, TN, US Atlanta, GA, US Cary, NC, US Ann Arbor, MI, US Company: Black & Veatch Fam... Show more

Remote Client Success Manager

AILRaleigh, NC, US
Remote
Full-time
Quick Apply

AO Globe Life is expanding and hiring individuals who want a flexible, work-from-home role where they can build skills, work with people, and grow into leadership.In this position, you’ll con... Show more

Sr. Commercial Relationship Manager - Raleigh

Citizens Trust BankRaleigh, NC, United States
Full-time

Senior Commercial Relationship Manager - Raleigh, North Carolina.Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial s... Show more

Business Banking Relationship Manager IV

Fifth Third BancorpRaleigh, NC, United States
Full-time

Business Banking Relationship Manager IV.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth ... Show more

Client Manager Business Insurance

Mercer FranceRaleigh, NC, United States
Permanent

Client Manager, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive ... Show more

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Client Relationship Manager

Client Relationship Manager

AscensusRaleigh, NC
30+ days ago
Job type
  • Full-time
Job description

Job Functions

, Essential Duties and Responsibilities
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
  • Consistently demonstrate a superior level of proactive client focus and team work.
  • Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
  • Develop strong working relationships with daily client contacts.
  • Provide ownership for the resolution of issues escalated by clients and financial professionals.
  • Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
  • Review existing book of business to identify plan retention and create strategy for non-elite advisors.
  • Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
  • Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
  • Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
  • Lead and/or participate in projects that create additional value for existing relationships.
  • Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
  • Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms.
  • Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function

Supervision

  • N/A

Section 3: Experience, Skills, Knowledge Requirements

  • Bachelor’s degree in business or related fields, or equivalent work experience
  • Minimum of 7 years’ experience in retirement services industry or related field is preferred
  • Minimum of 5 years’ prior experience with direct client/client equivalent relationships within a financial services administrative environment
  • Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
  • Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
  • Excellent analytical and problem solving skills
  • Ability to work with a high level of independence
  • Must be detail oriented and be able to produce high quality work within tight time constraints
  • Ability to make sound business judgments while effectively balancing client needs and organizational considerations
  • Excellent written and oral communication skills, including group presentation experience.
  • Proficiency with Microsoft Office products including Excel, Word and PowerPoint
  • Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
  • Demonstrated project management skills
  • Ability to travel as required