Select Customer Relationship Manager jobs in Cincinnati, OH

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

Recently Added Select Customer Relationship Manager jobs

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Relationship Manager
  • HORAN
  • Cincinnati, OH FULL_TIME
  • Job Title: Relationship Manager, Registered Representative Full or Part Time: Full-Time
    Department: HORAN Wealth (HSI) FLSA Status: Exempt
    Position Reports To: Director of Operations
    Position Summary:
    The Relationship Manager role is a key member of the Wealth Management advisory team who is responsible for assisting the Financial Advisor/s of the HORAN Wealth department with day-to-day needs. This role is a liaison between our financial advisory teams, our compliance department and other Wealth team members. A Relationship Manager is the first person that clients contact in order to help with various needs that change depending on the day. It is crucial that a Relationship Manager excels in both written and verbal communication skills.
    Core Responsibilities:
    • Prepare and process paperwork for new business and submit to carriers/custodians.
    • Provide service to individuals regarding allocation changes, beneficiary changes, address changes, etc. Trouble shooting and problem solving for clients.
    • Prepare and process transfers, rollovers, and money movements.
    • Trouble shooting and problem solving for clients.
    • Follow-up on all transactions, applications, etc. sent to the carriers.
    • Inputting, maintaining, and organizing client files in CRM database and AppXtender.
    • Schedule appointments, preparing and editing correspondence for Investment Advisor/Registered Representative.
    • Prepare portfolio reviews (via Morningstar or Black Diamond), coordination of information, and visual aids necessary for the successful completion of presentations to clients and/or prospects.
    • Assist Investment Advisor/Registered Representative with the servicing of 403(b), 457(b), IRA, and Wealth Management accounts for individuals and groups.
    • Act as backup to trader completing trades and rebalances as necessary
    • Assist in preparing mailing list and mailings for Compliance Department
    • Responsible for keeping up-to-date on market trends, new products, Firm Element, and NASD continuing education.
    • Other duties as may be assigned
    Qualifications Required:
    • 4-year degree from an accredited University.
    • Minimum of 3 years (preferably more) in the Financial Service Industry.
    • Series 6 or Series 7 Required.
    • Health and Life License preferred.
    Desired Skills:
    • Ability to multi-task and prioritize independently.
    • Strong attention to detail; the ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
    • Possess strong sense of accountability with a diligent work ethic. Must be self-motivated, enthusiastic, and able to take the initiative to get the job done.
    • Ability to work as a team member and express leadership attributes.
    • Familiarity with Investment Advisor Platform – Fidelity preferred
    • Familiarity Asset Management Platform - Black Diamond preferred
    • Familiarity with Morningstar Platform preferred
    • Familiarity with retirement plans such as 403(b)s and 401(a)s preferred
    HORAN History:
    Since 1948, HORAN has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning.
    HORAN has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.
    Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.
    How to Apply:
    Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.
  • 26 Days Ago
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O
Relationship Manager
  • Oxford Financial Group, Ltd.
  • Cincinnati, OH FULL_TIME
  • Position Summary: The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf of the client, the Relationship Manager coordinates ...
  • 1 Month Ago
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Customer Relationship Leader
  • Benchmark Gensuite
  • Cincinnati, OH FULL_TIME
  • Customer Relationship Leader Full Time | Hybrid Cincinnati, OH Innovate with Benchmark Gensuite as a Customer Relationship Leader Everyone wants to make the world a better place. We work to make it ha...
  • 15 Days Ago
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Customer Relationship Associate
  • Benchmark Gensuite
  • Cincinnati, OH FULL_TIME
  • Customer Relationship Associate Full Time Cincinnati, OH Innovate with Benchmark Gensuite as a Customer Relationship Associate Everyone wants to make the world a better place. We work to make it happe...
  • 12 Days Ago
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Operations Relationship Manager
  • Global Atlantic Financial Group Opportunities
  • Batesville, IN FULL_TIME
  • POSITION OVERVIEW The Business Relationship Manager is responsible for the operational relationship with a key business partners in our PreNeed channel, based in Hartford, CT or Batesville, IN. The ca...
  • 21 Days Ago
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Client Relationship Manager Associate
  • FIS
  • Cincinnati, OH FULL_TIME
  • JOB DESCRIPTION Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%Job DescriptionGENER...
  • 21 Days Ago
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0 Select Customer Relationship Manager jobs found in Cincinnati, OH area

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Energy Engineer II
  • Franklin Energy
  • Cincinnati, OH
  • COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
  • 4/25/2024 12:00:00 AM
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Customer Service Associate, Tire Discounters Sales Center
  • Tire Discounters Inc
  • Cincinnati, OH
  • ** Customer Service Associate, Tire Discounters Sales Center** **Job Category****:** Administrative **Requisition Number...
  • 4/25/2024 12:00:00 AM
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Advanced Salesforce Administrator
  • Western & Southern Financial Group
  • Cincinnati, OH
  • The Salesforce Administrator will focus on Salesforce, providing functional and technical knowledge to ensure successful...
  • 4/25/2024 12:00:00 AM
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Sales Account Executive
  • Whitehorse Freight
  • Cincinnati, OH
  • At Whitehorse, our goal is to build the most opportunistic environment for our salesforce while providing the best servi...
  • 4/24/2024 12:00:00 AM
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Advanced Salesforce Administrator
  • Western & Southern Financial Group
  • Cincinnati, OH
  • The Salesforce Administrator will focus on Salesforce, providing functional and technical knowledge to ensure successful...
  • 4/24/2024 12:00:00 AM
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Junior Marketing Associate
  • Level Up Campaigns
  • Cincinnati, OH
  • Are you ready to embark on an exciting career path as a Junior Marketing Associate where your attitude, passion, and per...
  • 4/24/2024 12:00:00 AM
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Sales Associate
  • HOT TOPIC
  • Middletown, OH
  • Join the loudest store in the mall! We're looking for music and pop culture fanatics to help create the best experience ...
  • 4/23/2024 12:00:00 AM
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Junior Marketing Associate
  • Level Up Campaigns
  • Cincinnati, OH
  • Are you ready to embark on an exciting career path as a Junior Marketing Associate where your attitude, passion, and per...
  • 4/22/2024 12:00:00 AM
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About Cincinnati, Ohio

Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$77,608 to $110,621
Cincinnati, Ohio area prices
were up 1.1% from a year ago
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