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Institutional Client Relationship Manager Jobs in Alabama

PNC

Relationship Manager II - C&IB (F)

Birmingham, AL · On-site

Focuses on increasing client engagement and loyalty. * Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients ...

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Institutional Client Relationship Manager information

What does an institutional client relationship manager do?

An Institutional Client Relationship Manager is responsible for managing and nurturing relationships with large, institutional clients such as pension funds, insurance companies, and endowments. They act as the main point of contact, ensuring clients are satisfied with the services provided and addressing any concerns or needs. These professionals work closely with internal teams to deliver tailored solutions, provide market insights, and facilitate communication between clients and their organization. Their goal is to maintain long-term partnerships and support client retention and growth.

What are the key skills and qualifications needed to thrive as an institutional client relationship manager, and why are they important?

To thrive as an Institutional Client Relationship Manager, you need a strong background in finance or business, expertise in investment products, and experience managing institutional accounts, often supported by a bachelor's or master's degree. Familiarity with CRM systems, portfolio management tools, and relevant certifications such as CFA or Series 7 are highly valuable. Exceptional communication, client service orientation, and problem-solving skills set top performers apart in this role. These abilities are crucial for building trust, retaining institutional clients, and driving business growth in a competitive financial environment.

What are some common challenges institutional client relationship managers face when managing multiple high-value clients?

Institutional Client Relationship Managers often juggle the demands of several large clients, each with unique investment goals and service expectations. One key challenge is balancing proactive communication and personalized support while staying organized and responsive to urgent requests. Additionally, these managers must keep up with industry regulations, market trends, and internal product updates to provide informed guidance. Effective time management, strong relationship-building skills, and leveraging digital tools are essential to successfully meeting these challenges.

What is the difference between Institutional Client Relationship Manager vs Financial Advisor?

AspectInstitutional Client Relationship ManagerFinancial Advisor
CredentialsTypically requires a bachelor's degree, certifications like CFA or CFP are commonRequires a bachelor's degree, CFP certification often preferred
Work EnvironmentWorks mainly with institutional clients such as pension funds, corporationsServes individual clients and families
Employer & IndustryFinancial institutions, asset management firms, banksFinancial planning firms, banks, independent practices
Primary FocusManaging relationships with institutional clients, providing tailored investment solutionsProviding personalized financial planning and investment advice to individuals

The Institutional Client Relationship Manager primarily focuses on managing relationships with institutional clients like pension funds and corporations, offering specialized investment services. In contrast, Financial Advisors serve individual clients, providing personalized financial planning. While both roles require financial certifications and industry knowledge, their client base and work environment differ significantly.

What are popular job titles related to Institutional Client Relationship Manager jobs in Alabama?

For Institutional Client Relationship Manager jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Institutional Client Relationship Manager jobs in Alabama look for?

The top searched job categories for Institutional Client Relationship Manager jobs in Alabama are:

What cities in Alabama are hiring for Institutional Client Relationship Manager jobs?

Cities in Alabama with the most Institutional Client Relationship Manager job openings:

Institutional Client Relationship Manager jobs near you

Client Relations Manager (On-Site)

Neumo Holdings LLC

Birmingham, AL • On-site

Full-time

Re-posted 2 days ago

Job description

Job Summary:

Responsible for management and coordination of daily activities of the Neumo Tax Administration Client Relations Department.  Serves as a liaison with a company’s clients to develop relationships and ensure the client needs are met.  Responsible for existing and new clients/services, data analyzation and detailed reporting, and providing follow-up for Clients and Supervisors.  

Duties and Responsibilities:

  • Maintain Client Relations department with emphasis on maintaining current business as well as continuing development of new services.  
  • Manage Client Implementation projects and ensures each project is delivered timely and accurately.  
  • Manage day-to-day operations, workflow, and personnel of the Client Relations department.   
  • Oversee and manage policies and procedures in order to comply with client requirements.  
  • Work with Project Management & IT on system enhancements.   
  • Review ordinance/act and become familiar with rates and city/county representatives.  
  • Monitor client request list daily.  Assist in staff research, resolve and record problems.  
  • Ensure month end reports are complete and accurate by the 10th day of the month. 
  • Responsible for the transfer of Client funds on designated disbursement days. Develop and improve analytical reports designed to monitor and improve overall client and staff productivity.  
  • Update staff on current initiatives and objectives.  
  • Coordinate and schedule employee training with outside providers and/or purchase training materials and present internal training to continue employee development.  
  • Establish goals and incentive plan for department.  
  • Conduct annual employee performance evaluations.
  • Perform other duties as assigned.


Education and Experience:

  • Minimum 10 years in an office environment with heavy inbound/outbound phone experience.
  • Minimum 10 years customer service experience.
  • Minimum 5 years project implementation experience.


Knowledge, Skills and Abilities:

  • Strong interpersonal skills and ability to speak effectively with customers and employees.
  • Ability to proofread correspondence, detect and correct errors, read, and interpret city/county tax ordinances.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Able to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • Basic knowledge of accounting/finance principals helpful.
  • Ability to satisfactorily resolve routine situations based on supervisor’s guidance or written or verbal instructions.
  • Must have excellent to intermediate proficiencies in MS Word, Excel, and Outlook. Salesforce and Constant Contact experience a plus.


Work Environment:

  • Office setting with a moderate noise level.
  • The employee will work at an individual workstation, using a telephone and computer.


Physical Demands:

  • Must be able to remain seated for extended periods.
  • Regular use of a computer and other office machinery, such as printers and copy machines.
  • Occasional movement around the office.
  • Frequent communication via telephone.

 
Neumo Summary:

With the backing of four decades of public sector expertise and corporate capability, Neumo has successfully supported government services. Neumo was honored and recognized for four (4) consecutive years as a GovTech 100 Company representing the top 100 companies focused on making a difference in and selling to state and local government agencies across the United States.

Neumo is committed to helping communities thrive and brings a wealth of experience combined with innovation. Today, Neumo offers more administrative and financial support to government officials than any other organization. And with a responsive, client-focused approach, we foster partnerships that give our customers the certainty they need to accomplish more.

Neumo offers a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment.

Neumo is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.