Wealth Management Client Relationship Manager operationally leads advisory teams to achieve financial goals. Manages complex client relationships and implements financial plan recommendations.
About the role
- Client Account Manager collaborating with clients for payment solutions at Elavon. Overseeing account management, strategic direction, and client satisfaction in the payments industry.
Responsibilities
- The Client Account Manager/Executive is the strategic face of Payment Services to the client, representing multiple business channels.
- Responsible for the overall management of a book of accounts, including maintenance, growth, increased profitability, strategic direction, overall client satisfaction, and contract renewals.
- Consults with clients through data analysis, industry education, presentation of performance results and recommending action to improve performance.
- Is the escalation point for both internal and external client issues.
Requirements
- Associate's degree, or equivalent work experience
- Typically two or more years of client management experience in payments industry
- Strong contract negotiation, account management and project management skills
- Strong problem-solving and negotiation skills
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to identify and resolve exceptions and to interpret data
- Proven customer service/relations skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Strong presentation, interpersonal, verbal and written communication skills
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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