Wealth Client Relationship Manager at TIAA partnering with advisors to support high - net worth clients. Managing client relationships and providing sales support in a collaborative environment.
About the role
- Account Coordinator at Stephen Gould assisting with client portfolios and order processing. Collaborating with sales agents and corporate departments in a hybrid work model.
Responsibilities
- Assist with managing client product and business portfolios.
- Administer client activity relating to composing client and supplier correspondence.
- Process orders and maintain distribution spreadsheets.
- Project tracking, research, and managing budgets.
- Work closely with clients, suppliers, and internal teams.
- Communicate with sales agents, project managers, branch and corporate partners, clients, warehouse personnel, and suppliers.
- Receive, process, and place client orders, including scheduling shipment of goods via land, air, and/or sea.
- Own and process Quality Management Standard documents - including ISO forms, Return Material Authorizations (RMA), and quality control action plans.
- Capture all supporting documentation for orders in the ERP system (Epicor).
Requirements
- Associate degree in Business or related discipline + 2 years of experience required.
- Bachelor’s degree in business or related discipline highly preferred
- High Proficiency in Microsoft Word, Excel, Outlook and virtual communication and collaboration tools – such as Microsoft Teams, Webex and Zoom highly preferred
- Bilingual English/Spanish highly preferred
- ERP (Enterprise Resource Planning) system knowledge for core supply chain, manufacturing, services, financial and other processes of an organization highly preferred.
- Ideally experience in a corporate sales and service environment is preferred
Benefits
- This position offers the opportunity to work a hybrid working model.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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