Select Customer Relationship Manager jobs in New Haven, CT

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)

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Senior Client Relationship Manager
  • Transcend Practice Management
  • Wallingford, CT FULL_TIME
  • Senior Client Relationship Manager - Financial Services
    Location: Wallingford, CT (in-office) 
    Status: Full-time, hybrid
    Compensation: $90K - 100K

    The best and brightest always have choices in the wealth management arena. Working with our firm is an
    investment in your future that will reap rewards for years to come.

    Sounds appealing? We are building a team with people who share our vision and want to add value to our
    clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is
    an exciting opportunity to welcome a Sr. Client Relationship Manager to the team who will support the firm’s
    lead advisors.

    The attributes that we are looking for in a teammate include:
    --Insistent attention to detail
    --Passionately committed to serving and caring for other people
    --Self-directed time management and prioritization capabilities
    --Superior organizational skills
    --Ability to self-start, take initiative, and be proactive
    --Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
    --Superior organizational skills
    --Ability to multitask and manage multiple projects at once with efficiency and accuracy
    --The ability to communicate clearly and concisely with teammates to collaborate on common objectives

    As a Sr. Client Relationship Manager you can expect to:
    --Intake, screen, organize and process all data that you are able, focus the advisors’ attention on the items
    that require their personal attention, and ensure that all activities are captured, scheduled, and completed
    --Respond to client questions and concerns regarding general account information, withdrawals, transfers,
    healthcare, Social Security, financial planning, and investments
    --Follow up on outstanding transactions with the broker/dealer, Commonwealth Financial (e.g. transfers)
    --Track and tally all outstanding work weekly
    --Use excellent client operations skills to build client relationships, manage and resolve any client issues,
    service client accounts/portfolios, including in person, over the phone, and behind the scenes
    --Develop, communicate, and implement effective processes, including growth strategies,
    workflow initiatives, and improvement in the client experience
    --Create and distribute general and individual informational mailings to clients
    --Electronically file client statements, correspondence, agreements, and so forth
    --Manage, assign, and delegate work and provide feedback to support staff
    --Maintain client CRM system to ensure accuracy and maximize effectiveness of date
    --Provide mentoring and guidance to assist staff with their development, emulate the firm’s mission/vision
    --Create and regularly update the office procedure manual
    --An experienced understanding of compliance requirements in all areas

    Qualifications for this role include:
    ● College degree in finance, economics or business administration required
    ● FINRA Series 66 and Series 7 required
    ● Minimum of five to seven years of experience in an administrative or client service role in the Wealth
    Management industry is required
    ● Minimum of two to three years of experience in a client-facing role is required
    ● Strong experience in calendar management
    ● Excellent communication and relationship management skills
    ● Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
    ● Superior organizational skills
    ● Technology-forward and internet savvy
    ● Experience working within a fee-based advisory team or RIA
    ● Ability to break down complex, objectives into discrete steps and talks to facilitate successful
    ● Ability to adapt

    As a Sr. Client Relationship Manager, you will work with some of the most successful business owners,
    families, and individuals around. You will provide life-changing support to clients who look to our firm as an
    advocate for their hopes and dreams. Get in touch today so that we can get to know you!

    #ZR
  • 8 Days Ago

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CT Rush Select Head Coach
  • Connecticut Rush Soccer Club
  • North Branford, CT PART_TIME
  • ```Job Overview``` Connecticut Rush Select provides high performance enviornments for ambitious and talented, players, coaches and families. Our Girls teams are members of the Elite Club National Leag...
  • 19 Days Ago

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Lead Teachers, Assistant Teachers, and Substitute Teachers
  • North Guilford Nursery School: The Athena Group, Hiring Manager
  • Guilford, CT PART_TIME
  • Summary The North Guilford Nursery School seeks applicants for lead teachers, assistant teachers, and substitute teacher positions. NGNS is a half-day, private preschool that has a 75 year history of ...
  • 14 Days Ago

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Preschool Director
  • North Guilford Nursery School: The Athena Group, Hiring Manager
  • Guilford, CT FULL_TIME
  • Summary General Position Description North Guilford Nursery School seeks an experienced early childhood professional, skilled people manager, and visionary entrepreneur to spearhead the revitalization...
  • 14 Days Ago

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Customer Account Manager- Aerospace
  • HarcoSemco
  • Branford, CT FULL_TIME
  • Customer Account Manager- Aerospace Reports to: Business Unit Manager Location: Branford, CT FLSA Status: Salaried, Exempt Essential Duties and Responsibilities Process incoming purchase order require...
  • Just Posted

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Senior Manager, Customer Operations
  • AstraZeneca
  • New Haven, CT FULL_TIME
  • Some opportunities happen only once in a lifetime - like a job where you have the extraordinary opportunity to change lives. At Alexion, such opportunities arise through our unwavering mission to serv...
  • 8 Days Ago

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0 Select Customer Relationship Manager jobs found in New Haven, CT area

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Customer Relationship Manager
  • Integrity Systems & Solutions, LLC
  • Cheshire, CT
  • Job Description Job Description Who We Are: Integrity Systems & Solutions, LLC, has been focused on the technology needs...
  • 3/28/2024 12:00:00 AM

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Assistant Store Managers -Riverhead
  • Stop & Shop BB
  • Riverhead, NY
  • 12-22-2021 **Assistant Store Managers -Riverhead** Store Management 16134BR Job Description **We are currently looking t...
  • 3/28/2024 12:00:00 AM

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Customer Service Manager $28+/hr
  • MMC Group LP
  • East Hartford, CT
  • Job Description Job Description MMC is looking for you!!! Hours: 8:30am-5pm Pay: $28+/hr Essential Job Duties: Deliver r...
  • 3/27/2024 12:00:00 AM

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Customer Service Specialist
  • Big Y Foods, Inc
  • Avon, CT
  • Job Description Exceed our customers' evolving expectations by providing and ensuring a positive customer experience thr...
  • 3/27/2024 12:00:00 AM

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Part Time Customer Experience Manager, Nights and Weekends
  • Michaels Stores, Inc.
  • Stamford, CT
  • Store - STAMFORD, CT Position is for Nights and Mainly weekends only. Deliver a customer centric shopping experience by ...
  • 3/25/2024 12:00:00 AM

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Customer Service Specialist
  • Big Y Foods, Inc
  • Old Saybrook, CT
  • Job Description Exceed our customers' evolving expectations by providing and ensuring a positive customer experience thr...
  • 3/25/2024 12:00:00 AM

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Customer Experience Manager
  • Five Below
  • Danbury, CT
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 3/24/2024 12:00:00 AM

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Support Lead Part Time
  • Five Below
  • Milford, CT
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 3/24/2024 12:00:00 AM

New Haven is a coastal city in the U.S. state of Connecticut. It is located on New Haven Harbor on the northern shore of Long Island Sound in New Haven County, Connecticut, and is part of the New York metropolitan area. With a population of 129,779 as determined by the 2010 United States Census, it is the second-largest city in Connecticut after Bridgeport. New Haven is the principal municipality of Greater New Haven, which had a total population of 862,477 in 2010. New Haven was the first planned city in America. A year after its founding by English Puritans in 1638, eight streets were laid o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$85,995 to $122,577
New Haven, Connecticut area prices
were up 1.7% from a year ago