Drive business development and client retention through proactive engagement and strategic initiatives * Partner across business lines and represent RPS on internal committees Qualifications
Drive business development and client retention through proactive engagement and strategic initiatives * Partner across business lines and represent RPS on internal committees Qualifications
Client Specialist
Carmel, IN · On-site
Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%) * Will support the Account Executives by attending meetings, working through agendas, developing blueprint ...
Client Specialist
Carmel, IN · On-site
Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%) * Will support the Account Executives by attending meetings, working through agendas, developing blueprint ...
Client Specialist
Carmel, IN · On-site
Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%) * Will support the Account Executives by attending meetings, working through agendas, developing blueprint ...
Client Specialist
Carmel, IN · On-site
Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%) * Will support the Account Executives by attending meetings, working through agendas, developing blueprint ...
Client Specialist
Carmel, IN · On-site
Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%) * Will support the Account Executives by attending meetings, working through agendas, developing blueprint ...
Client Specialist
Carmel, IN · On-site
Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%) * Will support the Account Executives by attending meetings, working through agendas, developing blueprint ...
Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%) * Will support the Account Executives by attending meetings, working through agendas, developing blueprint ...
Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%) * Will support the Account Executives by attending meetings, working through agendas, developing blueprint ...
In this role, this individual will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention. In This Role You Will Execute On:
In this role, this individual will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention. In This Role You Will Execute On:
In this role, this individual will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention. In This Role You Will Execute On:
In this role, this individual will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention. In This Role You Will Execute On:
The SE plays a dual strategic and hands-on role, contributing to organizational growth through new revenue generation, client retention, and expansion of services across practice areas. Key ...
The SE plays a dual strategic and hands-on role, contributing to organizational growth through new revenue generation, client retention, and expansion of services across practice areas. Key ...
The SE plays a dual strategic and hands-on role, contributing to organizational growth through new revenue generation, client retention, and expansion of services across practice areas. Key ...
The SE plays a dual strategic and hands-on role, contributing to organizational growth through new revenue generation, client retention, and expansion of services across practice areas. Key ...
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Engage in client retention and growth objectives within assigned book of clients * Seek opportunities for client service model enhancements and identify opportunities for increasing plan ...
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Engage in client retention and growth objectives within assigned book of clients * Seek opportunities for client service model enhancements and identify opportunities for increasing plan ...
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Engage in client retention and growth objectives within assigned book of clients * Seek opportunities for client service model enhancements and identify opportunities for increasing plan ...
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Engage in client retention and growth objectives within assigned book of clients * Seek opportunities for client service model enhancements and identify opportunities for increasing plan ...
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Engage in client retention and growth objectives within assigned book of clients * Seek opportunities for client service model enhancements and identify opportunities for increasing plan ...
Quick apply
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Engage in client retention and growth objectives within assigned book of clients * Seek opportunities for client service model enhancements and identify opportunities for increasing plan ...
Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
Ensure client retention, loyalty, and continued opportunities by providing excellent client service through proactive client contact, prompt and accurate responses, and high energy and enthusiasm.
Senior Client Executive
Indianapolis, IN · On-site
$100K - $150K/yr
Promote client attendance at defi SOLUTIONS sponsored events Client Retention: * As a key component of the client's Account Plan, develop a plan to secure timely Service Agreement Renewals. * Monitor ...
Quick apply
Senior Client Executive
Indianapolis, IN · On-site
$100K - $150K/yr
Promote client attendance at defi SOLUTIONS sponsored events Client Retention: * As a key component of the client's Account Plan, develop a plan to secure timely Service Agreement Renewals. * Monitor ...
Senior Client Executive
Indianapolis, IN · On-site
$100K - $150K/yr
Promote client attendance at defi SOLUTIONS sponsored events Client Retention : * As a key component of the client's Account Plan, develop a plan to secure timely Service Agreement Renewals.
Quick apply
Senior Client Executive
Indianapolis, IN · On-site
$100K - $150K/yr
Promote client attendance at defi SOLUTIONS sponsored events Client Retention : * As a key component of the client's Account Plan, develop a plan to secure timely Service Agreement Renewals.
Contributes to client retention and growth initiatives Process Improvement & Best Practices * Identifies opportunities to streamline and improve processes * Implements scalable and efficient service ...
Contributes to client retention and growth initiatives Process Improvement & Best Practices * Identifies opportunities to streamline and improve processes * Implements scalable and efficient service ...
Senior Client Associate
Carmel, IN · On-site
You will support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business * We will teach you about Gallagher's vast network of resources to ...
Senior Client Associate
Carmel, IN · On-site
You will support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business * We will teach you about Gallagher's vast network of resources to ...
Client Account Representative - IN
Indianapolis, IN · On-site
$21/hr
Provide responsive, accurate, and professional client service to support client retention and satisfaction, following defined procedures and service standards. * Serve as a first point of contact for ...
Client Account Representative - IN
Indianapolis, IN · On-site
$21/hr
Provide responsive, accurate, and professional client service to support client retention and satisfaction, following defined procedures and service standards. * Serve as a first point of contact for ...
Client Retention information
What is the difference between Client Retention vs Customer Service Representative?
| Aspect | Client Retention | Customer Service Representative |
|---|---|---|
| Primary Focus | Building long-term relationships to retain clients | Handling customer inquiries and resolving issues |
| Skills Needed | Relationship management, sales, communication | Communication, problem-solving, product knowledge |
| Work Environment | Sales teams, account management, client-focused roles | Call centers, retail, support departments |
| Goals | Reduce churn, increase client loyalty | Customer satisfaction, issue resolution |
While both roles involve communication with clients or customers, Client Retention focuses on maintaining long-term relationships and reducing churn, often involving strategic engagement. Customer Service Representatives primarily address immediate customer needs and resolve issues to ensure satisfaction. Both roles are essential for business success but differ in scope and objectives.
What is a client retention job?
A client retention job involves developing strategies and maintaining relationships to keep existing clients engaged and satisfied with a company's products or services. Roles often include customer service, account management, and using tools like CRM software to track client interactions and identify opportunities for upselling or renewal. Strong communication and relationship-building skills are essential in this field.
What are the most commonly searched types of Client Retention jobs in Indiana? The most popular types of Client Retention jobs in Indiana are:
What cities in Indiana are hiring for Client Retention jobs? Cities in Indiana with the most Client Retention job openings:
Vice President & Manager - Retirement Plan Services
Indianapolis, IN • On-site
Full-time
Re-posted 5 days ago
Job description
Vice President & Manager - Retirement Plan Services
The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and growth of our retirement plan business.
This role provides strategic and operational leadership overseeing plan compliance, investment review, client relationships, and team performance while driving business development and ensuring exceptional service delivery.
Key Responsibilities
Qualifications
Why Join Us
Join a locally owned, relationship-driven bank where your leadership will directly impact client success, team performance, and business growth.
In Summary
Bring your leadership.
Bring your expertise.
Make an impact.
The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.
The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and growth of our retirement plan business.
This role provides strategic and operational leadership overseeing plan compliance, investment review, client relationships, and team performance while driving business development and ensuring exceptional service delivery.
Key Responsibilities
- Lead Retirement Plan Services operations, ensuring compliance with all applicable laws and regulations
- Serve as primary relationship manager for clients, plan sponsors, and committees
- Oversee plan administration, investment reviews, reconciliations, and reporting
- Manage year-end tax reporting and regulatory requirements
- Lead and develop team members, fostering a high-performing, client-focused environment
- Drive business development and client retention through proactive engagement and strategic initiatives
- Partner across business lines and represent RPS on internal committees
Qualifications
- Bachelor's degree or equivalent experience required
- 8+ years of experience with employee benefit and retirement plans
- Advanced knowledge of retirement plan regulations, trust operations, and investments
- Proven leadership experience managing teams and departmental operations
- Strong client relationship, communication, and presentation skills
- Demonstrated success in business development and client retention
Why Join Us
Join a locally owned, relationship-driven bank where your leadership will directly impact client success, team performance, and business growth.
In Summary
Bring your leadership.
Bring your expertise.
Make an impact.
The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.
About National Bank of Indianapolis
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Indianapolis, IN, US
Year founded
1993