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Provider Relationship Manager Jobs in Georgia (NOW HIRING)

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Relationship Managers further develop and enhance existing client relationships. They spend the ...

Relationship Manager Relationship Manager Are you a natural born people person who thrives on ... This role will facilitate strong partnerships with dealers and sales managers while providing high ...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Relationship Managers further develop and enhance existing client relationships. They spend the ...

Relationship Manager Relationship Manager Are you a natural born people person who thrives on ... This role will facilitate strong partnerships with dealers and sales managers while providing high ...

Respond professionally and provide timely resolution to client inquiries or concerns * Troubleshoot ... Monitor and update the CRM, Salesforce, as appropriate * Determine Portfolio Summary Report ...

United Community is looking for a Relationship Manager to provide lending functions in compliance with financial institution policies and procedures. Develop customer relationships to include all ...

How We Work As a Relationship Manager I, Corpay will set you up for success by providing: * Company-issued equipment * Assigned workspace in Brentwood, TN * Formal, hands-on training Role ...

The CRM is responsible for customer satisfaction, retention, account growth, day-to-day account ... Provide the interface between customers, end users, technical support, service, operations, and ...

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Provider Relationship Manager information

What are the key skills and qualifications needed to thrive as a provider relationship manager?

To thrive as a Provider Relationship Manager, you need a strong understanding of healthcare networks, contract negotiation, and provider relations, often supported by a degree in healthcare administration or business. Familiarity with healthcare management systems, CRM tools, and data analysis platforms is typically required. Exceptional interpersonal skills, problem-solving ability, and effective communication help build trust and resolve issues with providers. These competencies are crucial for maintaining productive partnerships, ensuring service quality, and supporting organizational objectives in a competitive healthcare environment.

What is the difference between Provider Relationship Manager vs Account Manager?

AspectProvider Relationship ManagerAccount Manager
CredentialsRelevant certifications (e.g., healthcare management, customer service)Sales or customer service certifications often preferred
Work EnvironmentHealthcare or insurance settings, provider networksVarious industries, client-focused environments
Employer & IndustryHealthcare providers, insurance companiesMultiple industries including tech, retail, finance
Search & Comparison IntentFocus on provider relations, healthcare partnershipsFocus on client accounts, sales, and retention

The Provider Relationship Manager primarily manages relationships with healthcare providers or insurance networks, focusing on partnerships and service quality. In contrast, an Account Manager typically handles client accounts across various industries, emphasizing sales and customer retention. While both roles involve relationship management, their industry focus and daily responsibilities differ significantly.

What is a provider relationship manager?

A Provider Relationship Manager is a professional who acts as a liaison between healthcare providers, such as doctors or hospitals, and insurance companies or health organizations. Their main role is to build and maintain positive relationships with providers, ensuring effective communication and resolving any issues related to contracts, billing, or performance. They work to improve provider satisfaction, streamline processes, and support the organization's goals in delivering quality healthcare services.

What are some common challenges a provider relationship manager faces when working with healthcare providers, and how can they be addressed?

Provider Relationship Managers often encounter challenges such as aligning organizational goals with provider expectations, addressing concerns about reimbursement rates, and managing communication across multiple stakeholders. Building strong, trust-based relationships and maintaining clear, transparent communication are key strategies for overcoming these obstacles. Regularly scheduled meetings, active listening, and prompt follow-up on issues help foster collaboration and ensure providers feel supported, ultimately leading to more effective partnerships.
What job categories do people searching Provider Relationship Manager jobs in Georgia look for? The top searched job categories for Provider Relationship Manager jobs in Georgia are:
What cities in Georgia are hiring for Provider Relationship Manager jobs? Cities in Georgia with the most Provider Relationship Manager job openings:
Infographic showing various Provider Relationship Manager job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Relationship Manager

Bank of America

Atlanta, GA • On-site

Full-time

Posted 13 days ago


Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 526 frontline employees who took The Breakroom Quiz

51st of 171 rated banks


Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Relationship Managers further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
Role Responsibilities:
  • Identify and own the client onboarding process
  • Document client interactions and provide team with time sensitive updates
  • Execute on team service model
  • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
  • Engage specialists/partners to address client's needs
  • Identify and own the client off boarding process
  • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
  • Monitor and report on client satisfaction and manage the resolution of client escalations

Role Requirements:
  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • SAFE ACT Registration
  • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC")
  • Obtain and/or maintain at least one firm approved designation
  • Possess and demonstrate strong communication skills
  • Ability to lead through collaboration and influence without direct authority
  • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and support sound decisions
  • Ability to research escalated client issues for response/resolution

Skills:
  • Account Management
  • Business Acumen
  • Client Management
  • Client Solutions Advisory
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Client Investments Management
  • Customer Service Management
  • Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to
apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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