Client Relationship Manager jobs in Lake Ann, MI

The Client Relationship Manager leads a team of account managers dedicated to meeting the operational needs of assigned client segment. Manages and develops client accounts to initiate and maintain good client relationships. Being a Client Relationship Manager typically requires a bachelor's degree. Coordinates and communicates with marketing persons to enhance product performance and broaden sales channels. In addition, Client Relationship Manager typically reports to a head of a unit/department. The Client Relationship Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. Working as a Client Relationship Manager typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required. (Copyright 2024 Salary.com)

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Senior Relationship Manager
  • RWA Wealth Partners
  • Traverse, MI FULL_TIME
  • Organization

    RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest.

    As your wealth grows so does the complexity of managing it. Your advisor and team of professionals are in lock step with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.

    Role Overview

    The ideal candidate will have a well-developed understanding of the wealth management industry and have a passion for ongoing relationship management and client engagement. The Senior Relationship Manager will provide support to a Financial Adviser(s) in all aspects of relationship management including financial plan creation & delivery, driving client loyalty, managing escalations, and client retention.

    The relationship management team sets the industry standard for unparalleled financial planning expertise, innovation, and excellent client experiences.

    Responsibilities

    • Serve as primary contact for specific subset of clients and engage in regular financial plan creation and delivery.
    • Assist clients with tax planning, and analysis in areas including insurance, equity compensation, and Social Security.
    • Assists in contributing to our culture of knowledge sharing and best practice creation.
    • Partner with the Financial Adviser during the client onboarding experience, including participation in client meetings.
    • Identify opportunities for relationship enhancement. Anticipate client needs, recognize challenges, and provide swift, efficient solutions.
    • Retain and demonstrate our value through understanding our investment platform, having a deep understanding and utilization of our financial planning tools, and utilizing the wealth services (estate planning review and tax preparation) offered by the firm.

    Education, Experience And Qualifications

    • Bachelor’s Degree, Series 65 license, and the CFP® designation (or actively pursuing).
    • 4 years’ experience working directly with clients.
    • Excellent customer service, communication, emotional intelligence, writing and interpersonal skills.
    • Excellent in-person and video call (e.g., Zoom) presentation skills.
    • Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce
    • Notable attention to detail, decision making skills, analytical prowess, and self-initiated follow through.

    Compensation

    Total annual compensation, inclusive of base salary and variable compensation, will range from $120,000 - $160,000. Final base salary will be carefully determined based on several factors including relevant knowledge, skillset, and experience.

    RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

    If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers .

  • 10 Days Ago

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Relationship Manager I - Business Banking
  • PNC
  • Traverse, MI FULL_TIME
  • Position OverviewAt 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 to...
  • 1 Month Ago

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Relationship Manager Business Banking Muskegon
  • Comerica Bank
  • Muskegon, MI FULL_TIME
  • Relationship Manager, Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus ...
  • 26 Days Ago

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Marketing/Advertising/Sales- Representative
  • Innovative Client Connections
  • Grand Haven, MI FULL_TIME
  • Company DescriptionICC West, Inc. is a marketing firm that recently opened in Holland, MI and specializes in marketing programs for our clients products and services. The client base for ICC has expan...
  • Just Posted

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CUSTOMER SERVICE / SALES / MANAGEMENT
  • Innovative Client Connections
  • Spring Lake, MI FULL_TIME
  • Company DescriptionEveryone has a voice, as idea sharing geared towards company growth is quite common. Daily meetings are designed around professional and personal growth within the company. You can ...
  • 1 Day Ago

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Customer Service Representative
  • Innovative Client Connections
  • Muskegon, MI FULL_TIME
  • Job DescriptionGreat company located in Holland, MI is looking for a Customer Service Representative. The ideal candidate must have experience with the following: Customer Service, Time Management, Ex...
  • 22 Days Ago

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0 Client Relationship Manager jobs found in Lake Ann, MI area

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Sales Manager
  • Careerbuilder
  • Traverse City, MI
  • Job Description Pay: $0 per hour - $0 per hour At Great Wolf the Sales Manager strategically targets high margin sales o...
  • 6/13/2024 12:00:00 AM

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Sales Representative - Traverse City Costco $23+/Hour + Bonus $$$
  • Direct Demo LLC
  • Traverse City, MI
  • Job Description Job Description WE ARE CURRENTLY HIRING FOR THE TRAVERSE CITY COSTCO LOCATION! Seeking positive, energet...
  • 6/12/2024 12:00:00 AM

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Inside Sales Representative
  • Zeeland Standard
  • Suttons Bay, MI
  • Based in northwest Michigan, Northern Building Supply operates two full-service lumber yards and is the region's premier...
  • 6/12/2024 12:00:00 AM

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Account Executive
  • Tradesmen International, Inc.
  • Traverse City, MI
  • **Description** Since 1992, Tradesmen International has been the construction industry's premier Construction Labor Supp...
  • 6/11/2024 12:00:00 AM

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Sales And Marketing Specialist
  • Shady Lane Cellars
  • Suttons Bay, MI
  • Shady Lane Cellars is an Estate winery in the Leelanau Peninsula AVA. Situated in the hills above Grand Traverse Bay, we...
  • 6/11/2024 12:00:00 AM

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Sales Executive
  • City Lifestyle
  • Traverse City, MI
  • Join the City Lifestyle Team as a Sales Executive City Lifestyle, formerly known as Lifestyle Publications, has been a p...
  • 6/10/2024 12:00:00 AM

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Neuroscience Sales Representative - COMPANY EXPANSION - NEW SALES TEAM - Traverse City, Michigan
  • RxSalesPros
  • Traverse City, MI
  • The Neuroscience Sales Representative has overall responsibility for meeting or exceeding sales expectations within thei...
  • 6/10/2024 12:00:00 AM

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Sales Assistant
  • Claire's
  • Traverse City, MI
  • About the Role As a Sales Associate at Claire's, you will be responsible for: Supporting your Store Manager and Assistan...
  • 6/9/2024 12:00:00 AM

Lake Ann is a village in Benzie County of the U.S. state of Michigan. The population was 268 at the 2010 census. The village is located within Almira Township, 12 miles west of Traverse City. According to the United States Census Bureau, the village has a total area of 0.48 square miles (1.24 km2), of which 0.45 square miles (1.17 km2) is land and 0.03 square miles (0.08 km2) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Relationship Manager jobs
$120,292 to $177,692
Lake Ann, Michigan area prices
were up 1.3% from a year ago