Select Customer Relationship Manager jobs in Fort Wayne, IN
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
- Bluespring Wealth Partners
-
Fort Wayne, IN
FULL_TIME
-
Shelton Financial Group's founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began the firm with the belief that there's simply a better way for financial advisors to help people enjoy their wealth. Shelton Financial Group is a full service retirement planning and investment management firm located in Northeast Indiana. The multi-generational firm takes a team approach to addressing our clients biggest financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning.
As a Financial Planning Relationship Manager, you will be an essential part of our team, acting as the vital link between our clients and financial planners. This role requires a proactive, detail-oriented individual who can efficiently coordinate communications, manage client files, and ensure seamless operation of financial planning processes. Your role will involve direct interaction with clients, preparing and processing important financial documents, and being the go-to liaison with various financial institutions. We are looking for someone who thrives in a dynamic environment, possesses excellent communication skills, and is committed to delivering outstanding client service.
Key Responsibilities:
- Client Communication and Coordination: Act as the main point of contact for clients, facilitating communication with senior planners, scheduling appointments, and addressing client inquiries.
- Document Management: Manage all necessary documentation for setting up investment accounts, insurance policies, and asset management programs. This may include direct meetings with clients for signatures.
- Client File Oversight: Efficiently manage client files through our new client onboarding model.
- Financial Account Setup: Collaborate with senior planners to set up various investment accounts, transfer existing accounts, and apply for insurance products.
- Institutional Liaison: Communicate with investment and insurance companies and asset management firms on behalf of clients and senior planners.
- Event Participation: Attend and participate in client events and workshops, typically involving some evening commitments.
- Client Service Support: Address client service requests such as withdrawals, address changes, etc.
- Review Preparation: Prepare client files for periodic reviews.
- SIMPLE Plan Coordination: Manage the annual SIMPLE plan review process.
- Prospect Management: Oversee and develop the prospective client list for new opportunities.
- Policy Adherence: Ensure compliance with all regulatory requirements and company policies.
- Educational Background: A college degree or equivalent business school certification.
- Detail-Oriented: Strong attention to detail and organizational skills.
- Work Schedule: Availability for a full-time role, 40 hours per week.
- Technical Skills: Proficiency in Microsoft Office Suite, particularly Word and Excel.
- Industry Experience: Previous experience in the investment industry is preferred. Securities Licenses and/or Life Insurance License are advantageous.
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Kestra Private Wealth Services, a subsidiary of Kestra Financial, you are agreeing to the following statements:- You acknowledge that if hired, Kestra Private Wealth Services may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Private Wealth Services to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Private Wealth Services prohibits any such discrimination or harassment.
- 10 Days Ago
Physical Therapist- Select Physical Therapy- Fort Wayne, IN
- Select Physical Therapy
-
Fort Wayne, IN
FULL_TIME
- Overview Select Physical Therapy is seeking an outpatient Physical Therapist in Fort Wayne, IN! Our Fort Wayne, IN physical therapy center is looking for a compassionate and driven licensed Physical T...
- 17 Days Ago
Business Development Manager
- Select Physical Therapy
-
Fort Wayne, IN
FULL_TIME
- Overview Join our sales team at Select Physical Therapy in our Indiana market! We are seeking a goal-driven, high energy sales professional with healthcare sales experience. Seize this exciting new ma...
- 11 Days Ago
Relationship Manager I - Business Banking
- PNC
-
Fort Wayne, IN
FULL_TIME
- Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
- 1 Month Ago
Regional Service Manager - Fort Wayne, IN (Remote)
- Signode -Regional Service Manager
-
Fort Wayne, IN
FULL_TIME
- Regional Service Manager - Fort Wayne, IN (Remote) Apply Now Description/Job Summary About Signode:With over $2B in revenue, 80 manufacturing facilities across 6 continents and over 9,000 employees wo...
- 19 Days Ago
Registered Nurse, Long Term Acute Care
- Select Healthcare
-
Fort Wayne, IN
FULL_TIME
- We are seeking an RN for our LTAC facility near Fort Wayne, IN. Pay rate: $55/hr Shifts: Days and Nights available, hours; 36 per week - 3x12 The Registered Nurse (RN) maintains the delivery of qualit...
- 6 Days Ago
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0 Select Customer Relationship Manager jobs found in Fort Wayne, IN area
Territory Manager
- TPC Packaging Solutions
-
Fort Wayne, IN
- For more than 57 years, TPC Packaging Solutions has been providing converting and packaging solutions for companies in a...
- 4/24/2024 12:00:00 AM
Customer Service Sales Specialist
- InsuraTec Services Group
-
Fort Wayne, IN
- Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer s...
- 4/24/2024 12:00:00 AM
Field Service Advisor III
- Rivian
-
Fort Wayne, IN
- About Rivian: Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Ad...
- 4/24/2024 12:00:00 AM
Customer Service Specialist
- CRST International Inc
-
Fort Wayne, IN
- ** Position Description** **Customer Service Specialist** Location **IN, Fort Wayne** Division/Department **Specialized ...
- 4/24/2024 12:00:00 AM
Management & Sales Training Program
- Sherwin-Williams
-
Fort Wayne, IN
- The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you...
- 4/23/2024 12:00:00 AM
Customer Advocate
- Community Choice Financial Family of Brands
-
Fort Wayne, IN
- Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new custo...
- 4/23/2024 12:00:00 AM
Customer Advocate
- Community Choice Financial Family of Brands
-
Fort Wayne, IN
- Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new custo...
- 4/9/2024 12:00:00 AM
Customer Advocate
- Community Choice Financial Family of Brands
-
Fort Wayne, IN
- Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new custo...
- 4/1/2024 12:00:00 AM
About Fort Wayne, Indiana
Fort Wayne is a city in the U.S. state of Indiana and the seat of Allen County, United States. Located in northeastern Indiana, the city is 18 miles (29 km) west of the Ohio border and 50 miles (80 km) south of the Michigan border. With a population of 253,691 in the 2010 census, it is the second-most populous city in Indiana after Indianapolis, and the 75th-most populous city in the United States. It is the principal city of the Fort Wayne metropolitan area, consisting of Allen, Wells, and Whitley counties, a combined population of 419,453 as of 2011. Fort Wayne is the cultural and economic c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$74,037 to $105,531
Fort Wayne, Indiana area prices
were up 1.3% from a year ago
were up 1.3% from a year ago