Select Customer Relationship Manager jobs in Modesto, CA
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
Relationship Manager- EGP
- OneTen
-
Modesto, CA
FULL_TIME
-
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
Role Responsibilities- Identify and own the client onboarding process
- Document client interactions and provide team with time sensitive updates
- Execute on team service model
- Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
- Engage specialists/partners to address client's needs
- Identify and own the client off boarding process
- Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service
- Monitor and report on client satisfaction and manage the resolution of client escalations
Qualifications- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
- SAFE ACT Registration
- Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC")
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
Shift:
1st shift (United States of America)
Hours Per Week:
40 - Just Posted
VP, Relationship Manager
- Farmers & Merchants Bank of Central California
-
Modesto, CA
FULL_TIME
- Position Title: VP Relationship ManagerDepartment: Wholesale BankingGrade Level: OfficerReporting To: SVP, Modesto Market ManagerFLSA Status: ExemptSalary: $125,000 - 200,000 - Commensurate with exper...
- 10 Days Ago
Night Shift - Back Crew Laborer
- Select Genetics
-
Turlock, CA
FULL_TIME
- This position is responsible for routinely processing eggs and day-old poults in the Hatchery while maintaining a clean work environment.Select Genetics presents a solid platform to serve customers on...
- 26 Days Ago
Relationship Banker
- Bank of America
-
Modesto, CA
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 8 Days Ago
Entry Level Manager - Customer Service
- Pioneer Execs
-
Merced, CA
FULL_TIME
- We are hiring! We are looking for an ambitious leader with a strong sense of community to join our rapidly expanding team. The Entry Level Manager will work directly with the executive management and ...
- Just Posted
Store Manager (Sales, Customer Service)
- Freeway Insurance Services America, LLC
-
Modesto, CA
FULL_TIME
- Sign-On Bonus Opportunity of up to $3,500* Pay Range: $60000 - $150000 / year Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We h...
- 1 Month Ago
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0 Select Customer Relationship Manager jobs found in Modesto, CA area
Relief Gas Turbine Technician position
- Diamond Generating Corporation
-
Byron, CA
- Basic Function: Operate, maintain, calibrate, troubleshoot and repair plant instrumentation, control devices and electri...
- 4/26/2024 12:00:00 AM
Account Executive
- Vestis
-
Modesto, CA
- THE ROLE Do you love working outside of the office? Do you have a competitive spirit? Are you a strong and influential c...
- 4/26/2024 12:00:00 AM
Sales Executive
- City Lifestyle
-
Modesto, CA
- Join the City Lifestyle Team as a Sales Executive City Lifestyle, formerly known as Lifestyle Publications, has been a p...
- 4/25/2024 12:00:00 AM
Territory Manager - Inland Empire / Vegas
- Accordance Search Group
-
Empire, CA
- Position Overview The Territory Manager is responsible for partnering with key stakeholders acrossmultipledepartments (E...
- 4/23/2024 12:00:00 AM
QA Coordinator
- Nulaid Foods
-
Ripon, CA
- Job Description Job Description Job Description: This position is responsible for evaluating in-process and finished pro...
- 4/23/2024 12:00:00 AM
Account Executive
- Vestis
-
Modesto, CA
- THE ROLE Do you love working outside of the office? Do you have a competitive spirit? Are you a strong and influential c...
- 4/23/2024 12:00:00 AM
Area Director of Sales - Hotels
- SETHI MANAGEMENT - HOTELS
-
Turlock, CA
- Company Description Sethi Management, Inc. is a leading service provider in the industry. Our team of hand-picked experi...
- 4/23/2024 12:00:00 AM
Customer Service Representative
- Dons Mobile Glass
-
Modesto, CA
- Job Description Job Description The Customer Service Representative is responsible for providing excellent customer serv...
- 4/22/2024 12:00:00 AM
About Modesto, California
Modesto /məˈdɛstoʊ/ (Spanish for "modest"), officially the City of Modesto, is the county seat and largest city of Stanislaus County, California, United States. With a population of approximately 201,165 at the 2010 census, it is the 18th largest city in the state of California and forms part of the Modesto–Merced combined statistical area. The Modesto Census County Division, which includes the cities of Ceres and Riverbank, had a population of 312,842 as of 2010[update].
Modesto is located in the Central Valley, 90 miles (140 km) north of Fresno, 40 miles (64 km) north of Merced, California, ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$84,432 to $120,348
Modesto, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago