Associate Client Services Manager at Product Connections developing sales plans with client for retail operations execution. Maintain key account relationships and support retail strategies.
Responsibilities
Develop and maintain key accounts contacts with established clients.
Participate in the formulation of sales objectives, plans, policies and procedures.
Execute those that are approved.
Establish and maintain sound relationships with the clients; provide thorough knowledge, insight, and communication into all facets of the market and Product Connections.
Review, evaluate and report retail execution progress to plan and recommend programs for improvement.
Requirements
Bachelor’s degree (B.A.) or equivalent work experience.
Highly experienced in retail operations and a knowledge of basic accounting principles.
PC knowledge and skills in Microsoft Office products, including but not limited to, Word, Excel, PowerPoint, Access, Outlook, and Sales Trak NG
Possess negotiation, project management, research, analysis, and presentation skills.
Manager overseeing Group Benefits Member Administration team at Manulife. Leading a cohesive team to provide quality service and outstanding results to clients and members.
Client Support Specialist responsible for regulatory compliance and reporting for water treatment operations. Assisting with documentation and coordination with various teams for compliance and inspections.
Account Manager developing and servicing private client accounts at Marsh McLennan Agency. Providing consultancy on personal insurance and maintaining existing business relationships.
Client Service Advisor delivering treasury and cash management solutions for high value clients at RBC. Responding to client requests and coordinating integrated service solutions with the operations team.
Director of Client Services at The Salvation Army responsible for leadership and management of housing and treatment programs, ensuring quality care and compliance with standards.
Associate in Client Service, conducting high - level research and connecting industry experts for B2B insights. Engage in client projects while developing transferable skills in a dynamic environment.
Client Support Senior KYC Analyst ensuring compliance and client confidence in the finance industry. Collaborating with stakeholders to manage KYC processes and documentation reviews.
Analyst for Client Services Operations team at Kroll responsible for financial data analysis and supporting business decisions. Preparing reports, ensuring data quality, and collaborating with internal business units.
Manager, Client Services guiding Vistage Chairs in improving member engagement and retention. Supporting strategic initiatives to strengthen group performance and navigate complex dynamics.
Client Services Associate at TBK Bank providing financial transactions and exceptional customer service. Fostering customer loyalty and identifying cross - selling opportunities while maintaining high standards.