Client Relations Representative Location: Westbrook, CT Schedule: M-F from 8:30 - 5:00pm (onsite ... Log all activity in CRM (Redtail) same day * Maintain high-energy phone presence with strong ...
Client Relations Representative Location: Westbrook, CT Schedule: M-F from 8:30 - 5:00pm (onsite ... Log all activity in CRM (Redtail) same day * Maintain high-energy phone presence with strong ...
Client Relations Representative Location: Westbrook, CT Schedule: M-F from 8:30 - 5:00pm (onsite ... Log all activity in CRM (Redtail) same day * Maintain high-energy phone presence with strong ...
Client Relations Representative Location: Westbrook, CT Schedule: M-F from 8:30 - 5:00pm (onsite ... Log all activity in CRM (Redtail) same day * Maintain high-energy phone presence with strong ...
Client Relations Representative Location: Westbrook, CT Schedule: M-F from 8:30 - 5:00pm (onsite ... Log all activity in CRM (Redtail) same day * Maintain high-energy phone presence with strong ...
Client Relations Representative Location: Westbrook, CT Schedule: M-F from 8:30 - 5:00pm (onsite ... Log all activity in CRM (Redtail) same day * Maintain high-energy phone presence with strong ...
Client Relations Representative Location: Westbrook, CT Schedule: M-F from 8:30 - 5:00pm (onsite ... Log all activity in CRM (Redtail) same day * Maintain high-energy phone presence with strong ...
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Client Relations Representative Location: Westbrook, CT Schedule: M-F from 8:30 - 5:00pm (onsite ... Log all activity in CRM (Redtail) same day * Maintain high-energy phone presence with strong ...
Responsible for client relations/engagement * Manages QA and Safety. Basic Qualifications ... Custodial Operations background and experience with Building Automation Systems and MEP Maintenance.
Responsible for client relations/engagement * Manages QA and Safety. Basic Qualifications ... Custodial Operations background and experience with Building Automation Systems and MEP Maintenance.
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New
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This role emphasizes a comprehensive and collaborative approach to ensure optimal client outcomes ... Manage clinical and operational functions for the assigned facility, ensuring compliance with ...
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... client as authorized by the client's insurer. The Operations Manager will support HR, Operations, and the Clinical department as well their respective functions, acting as a reliable source of ...
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... client as authorized by the client's insurer. The Operations Manager will support HR, Operations, and the Clinical department as well their respective functions, acting as a reliable source of ...
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... client as authorized by the client's insurer. The Operations Manager will support HR, Operations, and the Clinical department as well their respective functions, acting as a reliable source of ...
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Our client is seeking an experienced Operations Manager to oversee warehouse operations, compliance initiatives, facility management, and team leadership. This is a hands-on leadership role ...
Operations Manager
Bridgeport, CT · On-site
... client as authorized by the client's insurer. The Operations Manager will support HR, Operations, and the Clinical department as well their respective functions, acting as a reliable source of ...
Quick apply
Operations Manager
Bridgeport, CT · On-site
... client as authorized by the client's insurer. The Operations Manager will support HR, Operations, and the Clinical department as well their respective functions, acting as a reliable source of ...
Operations Manager
Bridgeport, CT · On-site
... client as authorized by the client's insurer. The Operations Manager will support HR, Operations, and the Clinical department as well their respective functions, acting as a reliable source of ...
Quick apply
Operations Manager
Bridgeport, CT · On-site
... client as authorized by the client's insurer. The Operations Manager will support HR, Operations, and the Clinical department as well their respective functions, acting as a reliable source of ...
Operations Manager Client Relations information
What is the difference between Operations Manager Client Relations vs Customer Service Manager?
| Aspect | Operations Manager Client Relations | Customer Service Manager |
|---|---|---|
| Primary Focus | Overseeing client relationships and operational processes to ensure client satisfaction | Managing customer support teams and resolving client issues |
| Required Credentials | Bachelor's degree in Business, Management, or related field; experience in client relations | Bachelor's degree; experience in customer service or support roles |
| Work Environment | Office setting, client meetings, cross-department collaboration | Customer support centers, call centers, or office environments |
| Industry Usage | Common in industries like finance, consulting, and B2B services | Prevalent in retail, telecommunications, and hospitality sectors |
While both roles focus on client interaction, the Operations Manager Client Relations oversees broader operational processes and strategic client management, whereas the Customer Service Manager concentrates on direct support and issue resolution. Understanding these differences helps in choosing the right career path or job search focus.
Is operations manager a high paying job?
Operations managers typically earn a competitive salary that varies by industry, location, and experience level. In many organizations, they are among the higher-paid managerial roles, especially with certifications like Six Sigma or PMP and strong leadership skills. However, salaries can range widely depending on the company's size and sector.
What does an operations manager client relations do?
An operations manager in client relations oversees the interaction between a company and its clients, ensuring customer satisfaction and resolving issues efficiently. They coordinate communication, manage service delivery, and often use customer relationship management (CRM) tools to maintain strong client relationships and support business growth.
What cities in Connecticut are hiring for Operations Manager Client Relations jobs?
Cities in Connecticut with the most Operations Manager Client Relations job openings:
Client Relations Representative - Westbrook, CT
Westbrook, CT • On-site
Retirement Income Source
Other
Medical, Dental, Vision, Retirement, PTO
Re-posted 14 days ago
Job description
Job Type
Full-time
Description
POSITION: Client Relations Representative
Location: Westbrook, CT
Schedule: M-F from 8:30 - 5:00pm (onsite + local travel)
FLSA Classification: Non-Exempt
Who We Are
At Retirement Income Source | SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
This is a sales development and client relationship role, not a passive administrative position as the Advisor's territory grows into expanding markets.
The Client Relations Representative (CRR) is responsible for:
- Driving appointment generation from warm and event-based leads
- Executing and supporting 8-10 marketing events per quarter
- Initiating new client onboarding paperwork with precision
- Owning outreach metrics and performance goals
Key Responsibilities
Sales Development & Appointment Setting
- Execute outbound follow-up on workshop attendees, seminar leads, and internal marketing lists
- Secure a minimum of 6+ first-time kept advisor appointments per week
- Reactivate dormant leads and no-shows
- Maintain persistent follow-up cadence until leads are booked, declined, or disqualified
- Track and report KPIs including: Outreach volume, Appointments set, Show rate, Conversion rate
- Log all activity in CRM (Redtail) same day
- Maintain high-energy phone presence with strong closing capability
Marketing & Event Execution (8-10 Per Quarter)
In partnership with the Advisor and Marketing team:
- Scout and recommend venues
- Coordinate contracts and approvals
- Manage RSVPs and confirmations
- Oversee check-in and event-day logistics
- Conduct same-day or next-day follow-up to maximize appointment conversion
- Collaborate on additional initiatives (e.g., lunch & learns)
Client Service & Onboarding Support
• Initiate new client onboarding paperwork
• Accurately prepare applications, transfer forms, and client profile documentation
• Submit complete documentation to the New Business team (Westbrook office)
• Ensure compliance and accuracy in all paperwork (this role submits - does not manage follow-up processing)
• Coordinate Advisor calendars for efficiency
• Maintain professional office and reception presence
Requirements
Must-Have Qualifications
Background and Experience:
- Minimum 2 years of sales or business development experience, with demonstrated ownership of KPIs and measurable performance results.
- Associate's or Bachelor's degree in Business, Finance, or a related field preferred, but not required
- Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
- Exceptional attention to detail, with strong organizational and time management abilities
- Strong communication skills and confidence in engaging prospects at events and over the phone.
- CRM experience and proficiency in Microsoft Office Suite.
- Office-based role with travel to events and satellite offices, occasional evening or Saturday coverage (mileage reimbursement provided)
- Ability to work at a desk for extended periods and lift up to 10 pounds.
We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
- 100% employer-covered medical benefits and an HRA account
- Dental & vision plans
- Short and long-term disability insurance
- PTO + 10 NYSE company holidays per year
- 401K with company match program
- Free onsite parking
- Company-provided laptop and required technology
Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.