ZipRecruiter

Log In

1

Client Customer Manager Jobs in Alabama (NOW HIRING)

Suveto

The Client Services Representative will provide high quality customer service that meets or exceeds ... Manage the front desk by greeting clients, checking patients in/out, scheduling rechecks and ...

New

Busey

$20 - $25/hr

Sales Support, Compliance, Customer Service, and Teamwork. * Take part in formulating the ... client preferred. * Requires successful completion of the Wealth Management Specialist ...

Willis Towers Watson

Client Advocate

Mobile, AL · On-site

The Client Advocate is responsible for cultivating and maintaining client relationships that ... Professional designations preferred (e.g., CPCU, ARM, CIC, CRM, AINS) This position will remain ...

previous page

Showing results 41-60

All JobsClient Customer JobsClient Customer Manager JobsClient Customer Manager Jobs in Alabama

Client Customer Manager information

What does a client customer manager do?

A Client Customer Manager is responsible for maintaining and developing relationships with a company’s clients to ensure their needs are met and they remain satisfied with the services or products provided. Their duties typically include acting as the main point of contact for clients, resolving issues, coordinating with internal teams, and identifying opportunities to upsell or improve service. They play a crucial role in client retention and often work to build long-term partnerships that benefit both the client and the company.

What are the key skills and qualifications needed to thrive as a client customer manager?

To thrive as a Client Customer Manager, you need strong relationship management, sales acumen, and problem-solving skills, often supported by a degree in business or a related field. Familiarity with CRM software like Salesforce and proficiency in data analysis tools are typically required. Excellent communication, negotiation, and emotional intelligence help build trust and effectively address client needs. These skills are crucial for maintaining long-term client satisfaction, driving business growth, and ensuring successful client partnerships.

How does a client customer manager typically collaborate with other departments to ensure client satisfaction?

As a Client Customer Manager, you will frequently work cross-functionally with teams such as sales, product development, and customer support to address client needs and resolve issues efficiently. Regular meetings and open communication channels are common practices to keep everyone aligned on client objectives and project statuses. This collaboration not only ensures a seamless client experience but also provides you with valuable insights into different business areas, fostering both professional growth and a broader understanding of the company’s operations.

What is the difference between Client Customer Manager vs Customer Service Representative?

AspectClient Customer ManagerCustomer Service Representative
CredentialsRelevant experience, sometimes certifications in customer relationship managementHigh school diploma or equivalent, on-the-job training
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, online support
Employer & IndustryBusinesses across industries, especially B2B sectorsRetail, telecom, hospitality, service industries
Search & Comparison IntentUnderstanding account management roles, client relationsCustomer 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 a client customer manager a good job?

A client customer manager is a role focused on maintaining relationships with clients, ensuring their needs are met, and supporting business retention. It often requires strong communication, problem-solving skills, and familiarity with customer management tools. The job can offer stable employment and opportunities for advancement in customer service or account management fields.

What are the duties of a client customer manager?

A client customer manager is responsible for maintaining and strengthening relationships with clients, understanding their needs, and ensuring high levels of customer satisfaction. They often handle communication, resolve issues, coordinate services, and may use customer relationship management (CRM) tools to track interactions and account details.

What cities in Alabama are hiring for Client Customer Manager jobs?

Cities in Alabama with the most Client Customer Manager job openings:

Client Customer Manager jobs near you

Registered Client Administrative Manager

Steward Partners

Birmingham, AL • On-site

Other

Posted 5 days ago

Job description

Registered Client Administrative Manager


Job Description


Company Overview:

Steward Partners is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.


Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.


Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.


Key Responsibilities:

  • Input orders at the direction of the Financial Advisor(s)
  • Onboard new client accounts, which includes the collection of required documentation and client information
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
  • Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
  • Proactively prepare financial reports, spreadsheets and other materials for client meetings
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance


Skills, Experience & Qualifications:

  • Active FINRA Series 7 and 66 (or 63 and 65) licenses required (or ability to obtain within 180 days)
  • Bachelor’s Degree in Business or in related field is preferred
  • Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
  • Highly detail-oriented with superior organizational skills and ability to prioritize tasks
  • Follow-up to ensure resolution and completion of tasks
  • Provide a high level of customer service in a calm, courteous and professional manner.
  • Establish and maintain effective working relationships at all levels of the organization.
  • Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
  • Team player with the ability to collaborate with others
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.


Reports To:

Market Business Director

Apply