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Client Management Executive Jobs in Florida (NOW HIRING)

BNY

Director, Client Executive

Lake Mary, FL · On-site

$130K - $228K/yr

Job Title Director, Client Executive At BNY, our culture allows us to run our company better and ... Proven ability to capture wallet share through proactive client management practices * Experience ...

Busey Bank

Treasury Management Executive II

Fort Myers, FL · On-site

$90K - $110K/yr

Position Summary The Treasury Management Executive manages and pursues treasury management fee ... Maintain client data in the Customer Relationship Management (CRM) system, including developing ...

Busey

Treasury Management Executive II

Fort Myers, FL

$90K - $110K/yr

Position Summary The Treasury Management Executive manages and pursues treasury management fee ... Maintain client data in the Customer Relationship Management (CRM) system, including developing ...

PBK

Client Executive/Principal

Fort Myers, FL

$71K - $97K/yr

The Client Executive will serve as a top-level manager in a successful, growing firm. They will interact regularly with senior representatives of current and prospective clients. The Client Executive ...

PBK

Client Executive/Principal

Fort Myers, FL · On-site

$71K - $97K/yr

The Client Executive will serve as a top-level manager in a successful, growing firm. They will interact regularly with senior representatives of current and prospective clients. The Client Executive ...

Hylant

Client Executive

Orlando, FL · On-site

$71K - $97K/yr

The Client Executive will develop and grow a client book of business ... This includes management and retention of current clients and proactively identifying new business ...

Robustware

Telecom Project Manager

Miami, FL · On-site

Client Management * Excellent customer-facing communication skills. * Strong negotiation, conflict resolution, and stakeholder management abilities. * Experience managing executive and business ...

eTeam, Inc.

Project Manager

Miami, FL · On-site

Client Management * Excellent customer-facing communication skills. * Strong negotiation, conflict resolution, and stakeholder management abilities. * Experience managing executive and business ...

Gallagher

Client Executive

Jacksonville, FL · On-site

$70K - $96K/yr

Overview At Gallagher, we're looking for a Client Executive to join our team. This role is all ... Provide day-to-day account management and support. * Identify opportunities to enhance client ...

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Client Management Executive information

What are the key skills and qualifications needed to thrive as a client management executive?

To thrive as a Client Management Executive, you need expertise in account management, customer relationship building, and a background in business or sales, often supported by a relevant degree. Familiarity with CRM software, data analytics tools, and reporting systems is typically required. Exceptional communication, problem-solving, and negotiation skills help you stand out in managing client expectations and resolving issues. These skills are vital for maintaining strong client relationships, driving business growth, and ensuring customer satisfaction.

How does a client management executive typically collaborate with internal teams to address client needs?

A Client Management Executive frequently works cross-functionally, coordinating with sales, product, and support teams to ensure client satisfaction. They act as the primary liaison, communicating client feedback and requirements to relevant departments, facilitating quick resolution of issues, and aligning internal resources to meet client objectives. This collaborative approach not only ensures a seamless client experience but also fosters trust and long-term partnerships. Regular meetings and proactive communication are essential components of this process.

What is the difference between Client Management Executive vs Account Manager?

AspectClient Management ExecutiveAccount Manager
Primary RoleBuilds and maintains client relationships, ensures client satisfactionManages client accounts, upsells services, and renews contracts
Required SkillsCommunication, relationship management, problem-solvingSales, negotiation, client servicing
Work EnvironmentCustomer-focused, often in sales or client services teamsSales, account management, client support teams

Both roles focus on client interaction but differ in scope. Client Management Executives primarily focus on maintaining relationships and ensuring satisfaction, while Account Managers handle account growth and revenue generation. Understanding these differences helps in choosing the right career path or job search focus.

What does a client management executive do?

A client management executive is responsible for maintaining and strengthening relationships with clients, understanding their needs, and ensuring customer satisfaction. They often coordinate with sales, support, and account teams, utilize CRM tools, and may negotiate contracts to retain and grow client accounts.

What is a client management executive?

A client management executive is responsible for maintaining and strengthening relationships with clients, ensuring their needs are met, and promoting customer satisfaction. They often coordinate with sales, support, and account teams, utilizing communication and negotiation skills to retain clients and identify growth opportunities.

What are the most commonly searched types of Client Management jobs in Florida?

The most popular types of Client Management jobs in Florida are:

What cities in Florida are hiring for Client Management Executive jobs?

Cities in Florida with the most Client Management Executive job openings:

Client Management Executive jobs near you

Director, Client Executive

BNY

Lake Mary, FL • On-site

$130K - $228K/yr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Job Title

Director, Client Executive

Job Description

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Director, Client Executive to join our Asset Owner team. This role is located in New York, Los Angeles, Boston or Lake Mary.

In this role, you'll make an impact in the following ways:

  • Serve as a Client Account Lead responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized revenue
  • Identify and lead new client acquisitions, including prospecting across the enterprise and externally
  • Be a leader of Asset Servicing Client Coverage within the respective office location, facilitating senior executive engagement with clients
  • Continue to build BNY's presence through participation in events, industry forums, and conferences

To be successful in this role, we're seeking the following:

  • Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
  • 12 plus years of professional experience, preferably in client management roles with commercial accountability for top line growth is required
  • Financial services experience with strong preference towards relevant experience in asset servicing, custody, securities services relevant experience
  • Proven ability to capture wallet share through proactive client management practices
  • Experience developing new relationships with prospective clients through to conversion
  • Ability to rally the broader organization to solve complex problems and meet the expectation of our clients

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $130,000 and $228,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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