On site at location listed in job posting Summary The Private Client Relationship Manager (PCRM) is ... Proficiency in Microsoft Office and CRM tools * Must comply with SAFE Act requirements within 30 ...
On site at location listed in job posting Summary The Private Client Relationship Manager (PCRM) is ... Proficiency in Microsoft Office and CRM tools * Must comply with SAFE Act requirements within 30 ...
On site at location listed in job posting Summary The Private Client Relationship Manager (PCRM) is ... Proficiency in Microsoft Office and CRM tools * Must comply with SAFE Act requirements within 30 ...
On site at location listed in job posting Summary The Private Client Relationship Manager (PCRM) is ... Proficiency in Microsoft Office and CRM tools * Must comply with SAFE Act requirements within 30 ...
Manager of Client Experience
Ozark, AL · On-site
Manager of Patient Experiencewill coordinate and lead the centers Unit Based Councils. Education ... Monitor and implement strategies to improve patientexperience, customer service initiatives, and ...
Manager of Client Experience
Ozark, AL · On-site
Manager of Patient Experiencewill coordinate and lead the centers Unit Based Councils. Education ... Monitor and implement strategies to improve patientexperience, customer service initiatives, and ...
Client Success & Business Development Manager
Attalla, AL · On-site
$65K - $85K/yr
POSITION SUMMARY The Client Success & Business Development Manager plays a critical role in ... In addition to managing customer relationships and growth opportunities, this role provides ...
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Client Success & Business Development Manager
Attalla, AL · On-site
$65K - $85K/yr
POSITION SUMMARY The Client Success & Business Development Manager plays a critical role in ... In addition to managing customer relationships and growth opportunities, this role provides ...
Client Account Manager
Hoover, AL · On-site +1
$50K - $65K/yr
This role combines client support services and sales, working with individuals who have requested ... customer service, sales, or account management preferred • Strong communication and ...
Client Account Manager
Hoover, AL · On-site +1
$50K - $65K/yr
This role combines client support services and sales, working with individuals who have requested ... customer service, sales, or account management preferred • Strong communication and ...
Client Account Manager
Hoover, AL · On-site +1
$65K/yr
This role combines client support services and sales, working with individuals who have requested ... Experience in customer service, sales, or account management preferred * Strong communication and ...
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Client Account Manager
Hoover, AL · On-site +1
$65K/yr
This role combines client support services and sales, working with individuals who have requested ... Experience in customer service, sales, or account management preferred * Strong communication and ...
Client Executive
Birmingham, AL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Ensure consistent use of CRM and pipeline tracking tools Desired Qualifications * At least two ...
New
Client Executive
Birmingham, AL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Ensure consistent use of CRM and pipeline tracking tools Desired Qualifications * At least two ...
New
Client Executive
Birmingham, AL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Ensure consistent use of CRM and pipeline tracking tools Desired Qualifications * At least two ...
New
Client Executive
Birmingham, AL · Remote
$83K - $150K/yr
Position Client Executive Reports To: Associate Director - Business Sales Director - Outside Sales ... Ensure consistent use of CRM and pipeline tracking tools Desired Qualifications * At least two ...
New
Disability Client Coordinator
Birmingham, AL · On-site
$17 - $23/hr
Strong customer service and relationship-building abilities. * Ability to manage multiple tasks and ... Empathy and Client Care * Adaptability
Disability Client Coordinator
Birmingham, AL · On-site
$17 - $23/hr
Strong customer service and relationship-building abilities. * Ability to manage multiple tasks and ... Empathy and Client Care * Adaptability
System Director of Dining Services - Birmingham, A
$110K - $120K/yr
Ensures client, customer service/satisfaction with efficient cost effective management meeting and exceeding stated expectations at all sites * Manages all foodservice-related activities, including ...
System Director of Dining Services - Birmingham, A
$110K - $120K/yr
Ensures client, customer service/satisfaction with efficient cost effective management meeting and exceeding stated expectations at all sites * Manages all foodservice-related activities, including ...
System Director of Dining Services - Birmingham, AL
Birmingham, AL · On-site
$110K - $120K/yr
Ensures client, customer service/satisfaction with efficient cost effective management meeting and exceeding stated expectations at all sites * Manages all foodservice-related activities, including ...
Quick apply
System Director of Dining Services - Birmingham, AL
Birmingham, AL · On-site
$110K - $120K/yr
Ensures client, customer service/satisfaction with efficient cost effective management meeting and exceeding stated expectations at all sites * Manages all foodservice-related activities, including ...
System Director of Dining Services - Birmingham, A
Birmingham, AL · On-site
$110K - $120K/yr
Ensures client, customer service/satisfaction with efficient cost effective management meeting and exceeding stated expectations at all sites * Manages all foodservice-related activities, including ...
System Director of Dining Services - Birmingham, A
Birmingham, AL · On-site
$110K - $120K/yr
Ensures client, customer service/satisfaction with efficient cost effective management meeting and exceeding stated expectations at all sites * Manages all foodservice-related activities, including ...
System Director of Dining Services - Birmingham, A
$110K - $120K/yr
Ensures client, customer service/satisfaction with efficient cost effective management meeting and exceeding stated expectations at all sites * Manages all foodservice-related activities, including ...
System Director of Dining Services - Birmingham, A
$110K - $120K/yr
Ensures client, customer service/satisfaction with efficient cost effective management meeting and exceeding stated expectations at all sites * Manages all foodservice-related activities, including ...
The Customer Success Manager serves as a strategic advisor to clients, ensuring maximum value from ... Strategic Client Management: * Develop and maintain client IT roadmaps aligned with business ...
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The Customer Success Manager serves as a strategic advisor to clients, ensuring maximum value from ... Strategic Client Management: * Develop and maintain client IT roadmaps aligned with business ...
Customer Success Manager
Birmingham, AL · On-site
The Customer Success Manager serves as a strategic advisor to clients, ensuring maximum value from ... Strategic Client Management: * Develop and maintain client IT roadmaps aligned with business ...
Customer Success Manager
Birmingham, AL · On-site
The Customer Success Manager serves as a strategic advisor to clients, ensuring maximum value from ... Strategic Client Management: * Develop and maintain client IT roadmaps aligned with business ...
Customer Success Manager
Mobile, AL · On-site
$60K - $70K/yr
Our commitment to customer-first solutions, continuous innovation, and data-driven safety programs ... Key Responsibilities Client Relationship Management * Serve as the primary point of contact for a ...
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Customer Success Manager
Mobile, AL · On-site
$60K - $70K/yr
Our commitment to customer-first solutions, continuous innovation, and data-driven safety programs ... Key Responsibilities Client Relationship Management * Serve as the primary point of contact for a ...
Client Sales Executive
Birmingham, AL · On-site
$71K - $97K/yr
Purpose The Client Sales Executive plays a critical role in driving revenue growth at HC3 by ... Strong computer and CRM proficiency * Ability to conduct virtual and on-site meetings during ...
Client Sales Executive
Birmingham, AL · On-site
$71K - $97K/yr
Purpose The Client Sales Executive plays a critical role in driving revenue growth at HC3 by ... Strong computer and CRM proficiency * Ability to conduct virtual and on-site meetings during ...
Client Partner
Mobile, AL · On-site
Accountable for business development and new client relationships: building and managing ... Meet all CRM data requirements and reporting deadlines Required Competencies * Relationship ...
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Client Partner
Mobile, AL · On-site
Accountable for business development and new client relationships: building and managing ... Meet all CRM data requirements and reporting deadlines Required Competencies * Relationship ...
Client Consultant
Madison, AL · On-site
$76K - $88K/yr
Use our CRM system to stay organized, track your progress, and manage your growing client base. * Collaborate closely with your team -- we believe in lifting each other up. * Set goals, reach them ...
New
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Client Consultant
Madison, AL · On-site
$76K - $88K/yr
Use our CRM system to stay organized, track your progress, and manage your growing client base. * Collaborate closely with your team -- we believe in lifting each other up. * Set goals, reach them ...
New
Client Consultant
Selma, AL · On-site
$76K - $88K/yr
Use our CRM system to stay organized, track your progress, and manage your growing client base. * Collaborate closely with your team -- we believe in lifting each other up. * Set goals, reach them ...
Quick apply
Client Consultant
Selma, AL · On-site
$76K - $88K/yr
Use our CRM system to stay organized, track your progress, and manage your growing client base. * Collaborate closely with your team -- we believe in lifting each other up. * Set goals, reach them ...
Client Customer Manager information
How does a Client Customer Manager typically collaborate with other departments to ensure client satisfaction?
What is the difference between Client Customer Manager vs Customer Service Representative?
| Aspect | Client Customer Manager | Customer Service Representative |
|---|---|---|
| Credentials | Relevant experience, sometimes certifications in customer relationship management | High school diploma or equivalent, on-the-job training |
| Work Environment | Office setting, client meetings, account management | Call centers, retail, online support |
| Employer & Industry | Businesses across industries, especially B2B sectors | Retail, telecom, hospitality, service industries |
| Search & Comparison Intent | Understanding account management roles, client relations | Customer support, issue resolution |
The main difference is that a Client Customer Manager focuses on maintaining and growing client accounts, often working directly with clients to ensure satisfaction and long-term relationships. In contrast, a Customer Service Representative primarily handles customer inquiries and resolves issues, typically in a support capacity. Both roles require strong communication skills, but the Client Customer Manager usually has more responsibilities related to account strategy and client retention.
Is client manager a good job?
What does a customer manager do?
What are the key skills and qualifications needed to thrive as a Client Customer Manager, and why are they important?
What is the highest paid customer service job?
What are the salary expectations for customer service managers?
What does a Client Customer Manager do?
Full-time
Medical, Dental, Vision, Retirement
Posted 8 days ago
First Horizon Bank rating
8.3
Based on 31 frontline employees who took The Breakroom Quiz
40th of 170 rated banks
Job description
Summary
The Private Client Relationship Manager (PCRM) is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.
Essential Duties and Responsibilities
- Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions.
- Serve as a trusted financial advisor by thoroughly understanding each client's financial situation, goals, and needs.
- Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.
- Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
- Collaborate with cross-functional partners-including credit, trust, mortgage, planning, and insurance-to deliver an integrated client experience.
- Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
- Maintain a strong presence in the community to generate referrals and build new client relationships.
- Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
- Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
- Ensure compliance with regulatory requirements and internal policies, completing required training on time.
- Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
- Bachelor's degree
- 1-3 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.
- Proven record managing affluent and high-net-worth client relationships
- Advanced credit knowledge and experience structuring complex lending solutions
- Strong understanding of deposit, credit, and investment products
- Demonstrated success in a goal-oriented, performance-driven environment
- Excellent interpersonal, presentation, and relationship management skills
- Proficiency in Microsoft Office and CRM tools
- Must comply with SAFE Act requirements within 30 days of employment
Certificates, Licenses, and Registrations
- FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
What First Horizon Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
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About First Horizon Bank
Sourced by ZipRecruiter
Industry
Finance and insurance and commercial banking
Company size
5,001 - 10,000 Employees
Headquarters location
Memphis, TN, US