Relationship Manager - Sales jobs in New Haven, CT

Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (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
  • 9 Days Ago

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Wallingford, CT Flash Car Wash Assistant Manager
  • Balise Motor Sales
  • Wallingford, CT OTHER
  • Job Details Job Location: Car Wash (Wallingford) - Wallingford, CT Salary Range: Undisclosed DescriptionCar Wash Assistant Manager Our large and growing Automotive Wash and Detail Shop is looking for ...
  • 20 Days Ago

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Wallingford, CT Flash Car Wash Site Manager
  • Balise Motor Sales
  • Wallingford, CT OTHER
  • Job Details Job Location: Car Wash (Wallingford) - Wallingford, CT Salary Range: Undisclosed DescriptionCar Wash Site Manager Balise is looking for a Car Wash Site Manager to run the daily operations ...
  • 20 Days Ago

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Client Executive, Private Client Group - Sales & Relationship Mgmt.
  • AssuredPartners
  • New Haven, CT OTHER
  • Overview Fred C. Church's Connecticut office is a cornerstone of the Agency's future growth. Our Private Client Group is a well-established team in the HNW space. As a Client Executive on this team, y...
  • 15 Days Ago

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Verizon Sales Consultant
  • Cellular Sales
  • North Haven, CT OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $52000 – $94000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment? Ce...
  • 1 Month Ago

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Verizon Sales Consultant
  • Cellular Sales
  • Derby, CT OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $52000 – $94000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment? Ce...
  • 1 Month Ago

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0 Relationship Manager - Sales jobs found in New Haven, CT area

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Jr. Relationship Manager
  • Symmetry Partners
  • Glastonbury, CT
  • Job Description Job Description Junior Relationship Manager Job Summary Symmetry Partners is looking for a self-starting...
  • 3/29/2024 12:00:00 AM

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Client Relationship Manager
  • Kforce Inc
  • Rocky Hill, CT
  • Kforce is one of the premier leaders in the staffing industry, where Great People = Great ResultsSM. For over 50 years w...
  • 3/28/2024 12:00:00 AM

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Client Relationship Manager
  • Genesis Global Group
  • Branford, CT
  • Job Description Job Description Job Summary: Genesis Drug Discovery and Development (GD3), a member of the Genesis Biote...
  • 3/28/2024 12:00:00 AM

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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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Senior Client Relationship Manager
  • Transcend Practice Management
  • Wallingford, CT
  • Job Description Job Description Senior Client Relationship Manager - Financial Services Location: Wallingford, CT (in-of...
  • 3/28/2024 12:00:00 AM

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Government Relations Manager
  • PMI (Project Management Institute)
  • Bridgeport, CT
  • Government Relations Manager United States * Virtual Req #463 Thursday, December 28, 2023 Want to help people learn the ...
  • 3/27/2024 12:00:00 AM

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Business Banking Relationship Manager
  • Webster Bank
  • Stamford, CT
  • If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to...
  • 3/26/2024 12:00:00 AM

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Public Relations Manager
  • Engage Partners Inc.
  • Melville, NY
  • Engage Partners is currently seeking a dynamic and experienced full-time Public Relations/Social Media Manager to join o...
  • 3/26/2024 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 Relationship Manager - Sales jobs
$67,111 to $87,879
New Haven, Connecticut area prices
were up 1.7% from a year ago

Relationship Manager - Sales in Kansas City, MO
But the fact of the matter is, salespeople understand the sales game where oftentimes others do not completely.
December 22, 2019
Relationship Manager - Sales in Canton, OH
Help us create and maintain the relationships that keep our business thriving.
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Manage day-to-day performance of all sales rep team members.
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Relationship Manager - Sales in Melbourne, FL
To help surface social and business connections across a global sales network, Infosys has brought together Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator—a solution that Microsoft calls Relationship Sales.
December 28, 2019