SB Financial Services Relationship Manager jobs in Revere, MA

SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Financial Services Operations Representative I, II, III
  • DST Asset Manager Solutions, Inc.
  • Quincy, MA FULL_TIME
  • SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000 employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. Job Description Financial Services Operations Representative I, II and III (GIDS Core Processing) Hybrid Work Schedule: 8AM – 5PM EST - Our hybrid work model allows for a perfect balance between flexible work schedules and in-person team collaboration. This approach not only increases efficiency but also helps us to focus on achieving our critical goals, all while providing the best possible service to our clients. Training will be onsite for the first 4-6 weeks Monday – Friday 8am to 5pm EST (7am-4pm CST) with mandatory attendance to ensure you receive the best support and education to prepare you for your new role. Role Overview As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund clients. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy. This role will be primarily operational in nature; however, you will also have opportunity to interact with account holders while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service. Why You Will Love It Here Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What you will be doing Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy. After attending formal training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance and new account set-up. Meet and surpass quality and productivity objectives within current role; bringing a quality mindset to all aspects of the work. Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes. Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally. On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests. Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends. Coordinate and participate in special projects as assigned. Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes. What You Will Bring Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills. Service related skill set with ability to maintain a strong attention to detail and accuracy. Demonstrated ability to meet deadlines, remain adaptable and flexible with change. Exceptional written and verbal communication skills. Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions. Self-motivation with demonstrated ability to work and collaborate in a virtual environment. High School Diploma or equivalent with 1-year work-related experience. Preference is given to candidates with prior financial services experience; specifically with operations transaction processing and/or phone related experience. 1-2 years business experience in customer support, customer service, or transfer agency roles required for Rep. II and III. Required Minimum Work-space and Internet Specifications: High speed internet with ability for wired connection within 50' of primary modem. Dedicated quiet work space in your home to attend training and work without distraction, background noise and/or interruption. Thank you for your interest in SS&C! To further explore this opportunity, please apply to start your application today! #LI-HYBRID #LI-JW3 Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000 employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
  • 1 Month Ago

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Deposits Relationship Manager
  • Univest Financial Corporation
  • Boston, MA FULL_TIME
  • *All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age,...
  • 15 Days Ago

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Financial Services Administrative Assistant
  • Baystate Financial
  • Wellesley, MA FULL_TIME
  • Financial Services Administrative Assistant Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providen...
  • 17 Days Ago

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Financial Services Administrative Assistant
  • Baystate Financial
  • Boston, MA FULL_TIME
  • Financial Services Administrative Assistant Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providen...
  • 17 Days Ago

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Audit Manager - Financial Services
  • Crowe
  • Boston, MA FULL_TIME
  • Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are wi...
  • 19 Days Ago

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Account Manager - Financial Services
  • Centric Consulting
  • Boston, MA FULL_TIME
  • Account Manager - Financial Services Job Location: Boston, MA Join our team Centric Consulting is an international management consulting firm with expertise in digital, business and technology. We are...
  • 7 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Revere, MA area

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Equity Research Analyst
  • Planet Professional
  • Boston, MA
  • Job Title: Equity Research Analyst Job Location: Boston, MA (financial district) Onsite daily Industry: Investment firm ...
  • 3/28/2024 12:00:00 AM

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Trust Administrator
  • Cypress HCM
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 3/28/2024 12:00:00 AM

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Head of Financial Planning & Analysis
  • Eastward Partners Inc.
  • Boston, MA
  • About The Client The firm is headquartered in Boston, Massachusetts, with additional offices in strategic locations. The...
  • 3/28/2024 12:00:00 AM

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Grants Manager
  • Harvard University
  • Boston, MA
  • Additional Qualifications and Skills Advanced knowledge of Microsoft Excel and demonstrated research administration expe...
  • 3/28/2024 12:00:00 AM

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Accounts Payable
  • Complete Staffing Solutions, Inc.
  • Canton, MA
  • Job Description Job Description We are seeking an Accounts Payable Administrator! You will be responsible for the effect...
  • 3/28/2024 12:00:00 AM

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Manager, Operational Risk Management, Private Markets
  • Manulife and John Hancock
  • Boston, MA
  • We are a leading financial services provider committed to making decisions easier and lives better for our customers and...
  • 3/28/2024 12:00:00 AM

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Incentive Compensation Accounting, AVP
  • State Street Corporation
  • Boston, MA
  • Who we are looking for State Street's Corporate Controllership organization is seeking an Assistant Vice President to jo...
  • 3/28/2024 12:00:00 AM

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Senior Revenue Analyst
  • The Planet Group
  • Boston, MA
  • Title: Senior Analyst, Revenue Location: Hybrid, Boston Must have: Bachelors (preferably business, finance) 2-3 years+ d...
  • 3/27/2024 12:00:00 AM

Revere is a city in Suffolk County, Massachusetts, United States, located approximately 5 miles (8.0 km) from downtown Boston. Founded as North Chelsea in 1846, it was renamed in 1871 after the American Revolutionary War patriot Paul Revere. In 1914, the Town of Revere was incorporated as a city. As of the 2010 United States Census, the city has a population of 51,755 inhabitants. Revere borders the towns of Winthrop and Chelsea, and the Boston neighborhood of East Boston to the south, Everett and Malden to the west, Saugus and Lynn to the north, and the Atlantic Ocean to the east. According...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$77,556 to $101,989
Revere, Massachusetts area prices
were up 2.5% from a year ago

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Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020