Market Client Relationship Executive
3 weeks ago
About the Role:
This position is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market.
Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.
The role involves driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
Responsibilities:
- Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures
- Oversees the client service experience and reviews the approval of new client accounts
- Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
- Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Key Qualifications:
- Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
- Minimum of 5+ years professional experience
Desired Qualifications:
- Bachelor's degree or equivalent work experience
Skills:
- Compensation Analysis
- Performance Management
- Process Performance Management
- Referral Management
- Workforce Planning
- Due Diligence
- Internal Audit Review
- Leadership Development
- Recruiting
- Risk Management
- Client Management
- Customer Service Management
- Employee Counseling
- Succession Planning
- Trade Operations Management
-
Client Relationship Executive
5 months ago
Manchester, United Kingdom Flowd Full time**Customer Relationship Executive** **This role is a HYBRID and full-time position in Manchester.** **Who are we?** Meet Flowd. We are one of the fastest-growing marketing brands in the UK. We work with some of the world's most interesting brands and have big aspirations to become a leader in our space. We have an international team of 27 based across...
-
Client Relationship Executive
2 days ago
Manchester, United Kingdom Stride Resource Management Ltd Full timeJob SummaryThe Client Relationship Executive will be responsible for developing and maintaining strong relationships with key clients, ensuring their needs are met and exceeded, and driving revenue growth through strategic partnerships.
-
Client Marketing Executive
6 months ago
Manchester, United Kingdom HLTH Group Full time**Who We Are** The HLTH Group are the UK’s leading healthcare compliance organisation and specialise in delivering solutions for providers across their CQC Compliance, Health & Safety, and Healthcare HR. As a team led by former CQC inspectors, clinicians and healthcare professionals, we have a commitment to excellence which is underscored by our proud...
-
Client Relationship Manager
2 months ago
Manchester, Manchester, United Kingdom beBee Professionals Full time £30,000 - £45,000Account ExecutiveWe are seeking a results-driven Account Executive to join our team at beBee Professionals in Manchester, United Kingdom. As an Account Executive, you will be responsible for managing client relationships, driving revenue growth, and ensuring customer satisfaction through excellent service.Key Responsibilities:Manage a portfolio of existing...
-
Client Relationship Executive
2 days ago
Manchester, United Kingdom Stride Resource Management Ltd Full timeJoin Stride Resource Management Ltd as a Client Relationship Executive and take advantage of this exciting opportunity to build a successful career in insurance business development. The estimated salary for this role is £38,000 - £58,000 per annum.Job Description:Develop and maintain strong relationships with clients, identifying new business...
-
Client Relationship Executive
6 months ago
Manchester, United Kingdom Metanoia Associates Group Full timeAre you a customer-focused professional with exceptional communication skills? Are you passionate about providing top-notch service and building strong client relationships? We're seeking a dedicated and personable Client Relationship Executive to join our team! **Responsibilities**: - Analyse customer inquiries and provide appropriate solutions or...
-
Client Relationship Manager
1 month ago
Manchester, Manchester, United Kingdom beBee Professionals Full time £30,000 - £45,000Account Executive Job OpportunityWe are seeking a skilled Account Executive to join our team at beBee Professionals in Manchester, UK. The ideal candidate will have a strong track record of managing client relationships, driving revenue growth, and ensuring customer satisfaction.Key Responsibilities:Manage a portfolio of existing clients, delivering...
-
Relationship Executive
5 months ago
Manchester, United Kingdom Walters People Full time**Job Spec**: - Managing a portfolio of clients, intermediaries, and Occupational Health clients with a one-year contract value of under £3,000. - Proactive client relationship management to ensure that targets are achieved for contract retention levels and renewal of premiums issued. - Working towards a telephony KPI. - Delivery of new client...
-
Merrill Market Client Relationship Manager
2 weeks ago
Manchester, United Kingdom Bank of America Full timeAbout the Position: The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). As a member of the market leadership team, the MCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's...
-
Client Executive
5 months ago
Manchester, United Kingdom Marsh Full time**Client Executive - FINPRO National** **What can you expect?** - Excellent opportunities to utilise Client and Market facing experience within a busy and friendly team at an exciting time of growth - Collaborative teamwork on an enviable client book of mid-large sized businesses across Design & Construction, Professions and other Miscellaneous risks on a...
-
Relationship Executive
3 weeks ago
Manchester, United Kingdom FinTop Consulting Full timeJob Title: Relationship Executive Reporting to: Relationship Manager Division: Invoice Finances Place of work: Manchester Responsibilities: To guarantee high levels of satisfaction, solid relationships must be established and maintained with clients and their teams. Quickly recognizing and bringing up any possible dangers or problems with services...
-
Relationship Executive
3 weeks ago
Manchester, United Kingdom FinTop Consulting Full timeJob Title: Relationship ExecutiveReporting to: Relationship ManagerDivision: Invoice FinancesPlace of work: ManchesterResponsibilities:To guarantee high levels of satisfaction, solid relationships must be established and maintained with clients and their teams.Quickly recognizing and bringing up any possible dangers or problems with services with the...
-
Strategic Client Relationship Manager
3 weeks ago
Manchester, United Kingdom NCC Group Full timeSenior Account Manager - Emerging MarketsWe are seeking a highly experienced Senior Account Manager to join our Emerging Markets team. As a trusted advisor to key stakeholders, you will be responsible for managing high-value client relationships and driving account growth through strategic recommendations.Key Responsibilities:Oversee and manage high-value...
-
Relationship Executive
19 hours ago
Manchester, United Kingdom CV-Library Full timeDo you have a passion for people and a talent for building meaningful relationships? We're looking for a proactive Relationship Executive to manage a portfolio of valued clients and drive retention and growth. You'll be the key to ensuring exceptional customer experiences while identifying new opportunities to deliver more value. Your...
-
Client Relationship Manager
4 weeks ago
Manchester, United Kingdom Persona Full timeThe Client Relationship Manager will play a pivotal role in fostering and nurturing key client relationships. This dynamic position requires a proactive approach, managing multiple projects across online and offline channels, while delivering exceptional client service.Responsibilities include:Coordinating campaigns to drive client objectivesDrafting...
-
Executive Relationship Director
20 hours ago
Manchester, United Kingdom EXANTE Full timeAbout the RoleEXANTE is seeking an Executive Relationship Director to join our Global Sales Force. This is an exceptional opportunity for a seasoned professional to build trust relationships with clients and drive business growth.The ideal candidate is a highly motivated individual with a proven track record in business development and sales. They should...
-
Client Relationship Manager
1 week ago
Manchester, United Kingdom Matthews International Full time**About the Role:**We are seeking a highly skilled Client Relationship Manager to join our team at Matthews International. As a key member of our Equator team, you will be responsible for managing client relationships and ensuring project deliverables are completed efficiently.This role involves partnering with the broader project team to identify client...
-
Client Executive
5 months ago
Manchester, United Kingdom Marsh Full timeClient Executive - Regional Risk Management Location - Flexible (Midlands / North of England) Do you have experience in client management? Are you interested in building relationships with a broad spectrum of clients (including multinational) for a market-leading, global organisation that can provide long term career progression? By joining Marsh we can...
-
Client Executive
6 months ago
Manchester, United Kingdom Marsh Full timeWe have a fantastic opportunity to join our Private Clients team as a Client Executive focussed on managing and retaining an existing client portfolio in addition to identifying and winning new business. This is the perfect role for an individual with a client facing sales background with ambitions to join and flourish at a market leading insurance...
-
Client Relationship Manager
2 months ago
Manchester, Manchester, United Kingdom beBee Professionals Full time £30,000 - £45,000Account Manager Job DescriptionWe are seeking a highly skilled and experienced Account Manager to join our team at beBee Professionals in Manchester. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key...