customer relationship specialist

conrad siegel

Job SummaryAt Conrad Siegel, the qualified candidate is a motivated, self-starter who displays a history of strong academic performance allowing them to complete all job responsibilities independently and with merit. Client Relationship Specialists report to multiple investment consultants and provide service to high net worth individuals. The Client Relationship Specialist is responsible for upholding an exceptional quality of service while addressing client questions and service requests.Job Responsibilities<ul><li>Execute new accounts, daily transfers, cash flows, and trading</li><li>Assist with the development of financial plans</li><li>Check investment reports</li><li>Address client questions and service requests</li><li>Manage client phone calls and emails</li><li>Maintain a professional and trustworthy relationship with clients</li></ul>Physical RequirementsWhile performing the responsibilities of this job, the employee must be able to sit for several hours at a time. The employee is regularly required to operate a computer and telephone. Work environment includes an indoor office with uniform temperatures.Qualifications<ul><li>Bachelor&rsquo;s degree in Finance, Accounting or Business</li><li>Minimum 2 years of experience in the investment field</li><li>Proficiency in Microsoft Office applications</li><li>Display of superior organization skills with attention to detail</li><li>Excellent written, oral, and interpersonal communication skills</li><li>Ability to complete assignments with minimal supervision</li></ul>Working Hours &amp; ExpectationsThis position is full-time exempt and requires an average of 40 hours per week. The position is hybrid, in office expectations and work from home flexibility.CompensationConrad Siegel offers a competitive salary that is commensurate with education and experience. We recognize the value of a work-life balance and provide a liberal flex-time policy, comprehensive benefits package, and retirement plan.Job Type: Full-timePay: $65,000.00 - $75,000.00 per yearBenefits:<ul><li>401(k)</li><li>Health insurance</li></ul>Shift:<ul><li>Day shift</li></ul>Experience:<ul><li>Investment: 2 years (Preferred)</li></ul>Ability to Commute:<ul><li>Harrisburg, PA 17110 (Required)</li></ul>Ability to Relocate:<ul><li>Harrisburg, PA 17110: Relocate before starting work (Required)</li></ul>Work Location: Hybrid remote in Harrisburg, PA 17110

Client Relationship Specialist

Oceano Apex LLC

Job Title: Client Relationship SpecialistCompany: Oceano Apex LLCLocation: Ontario Towers in Business Bay, Dubai, U.A.EEmployment Type: Full-TimeAbout Us:Oceano Apex LLC is a dynamic and forward-thinking wealth management startup based in Dubai. We are committed to providing tailored investment solutions and financial advisory services to a diverse portfolio of High Net Worth Individuals (HNIs). As a growing company, we are seeking passionate and driven individuals who thrive in a startup environment and are ready to contribute to our ambitious growth plans.Job Overview:We are looking for a fresher which is highly motivated Client Relationship Specialist with a strong command of the Dubai financial market and proven knowledge in handling HNI clients. The ideal candidate will play a critical role in sourcing, engaging, and managing key client relationships while providing them with superior investment advisory services.Key Responsibilities:Identify, connect with, and onboard High Net Worth Individuals (HNIs) in the UAE, especially Dubai.Develop and maintain long-term client relationships by offering personalized wealth management services.Provide financial planning, investment advisory, and portfolio management services tailored to client needs.Monitor market trends, investment instruments, and regulatory changes to recommend suitable products.Collaborate with internal teams to design and implement strategic client acquisition initiatives.Represent Oceano Apex LLC at networking events, industry conferences, and client meetings.Maintain confidentiality and ensure all client interactions comply with local financial regulations.Qualifications &amp; Skills:Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or related field (CFA, CFP is a plus).Minimum 3+ years of experience in wealth management, private banking, or financial advisory roles and fresher can also apply.Strong understanding of investment products, financial markets, and wealth management principles.Excellent communication, negotiation, and interpersonal skills.Demonstrated experience in managing HNI clients in the UAE.Ability to work independently in a startup environment with a growth mindset.Fluency in English is mandatory; Arabic proficiency is an advantage.What We Offer:Competitive salary and performance-based incentives.Opportunity to be part of a fast-growing startup with a collaborative culture.A chance to build your own client portfolio and grow within the company.Exposure to high-value clients and innovative financial products.Job Type: Full-time, PermanentJob Type: Full-timePay: AED3,500.00 - AED4,000.00 per monthWork Location: In person

Zameen.com

<div>
 
 Zameen.com is Pakistan&rsquo;s Largest Online Real Estate Portal Connecting Buyers with Sellers within &amp; outside the country Zameen.com started its funding first round in 2012 which constituted of several angel investors and substantial investment from venture capital firms. A further two rounds of major investment were closed in late 2015 and early 2016, bringing in a total of $29 million.
 
 
 
 
 
 Job Description:
 
 
 As an Client Relations Specialist- Project Sales, you will be responsible for selling property units, paying visits to clients, understanding client requirements and giving demonstrations while ensuring that deals are closed. While communicating effectively with customers, you will act as the face of the company to ensure each customer has a positive experience at Zameen.com by providing a simple and seamless process.
 
 
 
 
 
 Duties and Responsibilities:
 
 
 Understanding clients requirements
 
 
 Ensure that clients are thoroughly briefed about relevant property units.
 
 
 Ensure that clients are given demonstrations, carry out site visits and timely closure of deals.
 
 
 Follow up with clients to understand evolving change in requirements.
 
 
 Maintain good relationship with the clients.
 
 
 
 
 
 Requirements:
 
 
 Education to degree level or equivalent practical experience.
 
 
 Passionate about sales. The ideal candidate will have commitment and focus on excellence and customer service, and a strong alignment with our core values
 
 
 1-2 year of experience in sales (Fresh Graduates are also encouraged to apply)
 
 
 Strong communication skills.
 
 
 
 
 
 Benefits:
 
 
 An opportunity to become part of a highly professional and dynamic team working on the best practices.
 
 
 An unparalleled personal and professional growth as our longer-term objective is to train the next generation of leaders.
 
 
 Local and international exposure with our partner ventures.
 
</div>

Client Relations Specialist

Rosedale Bank

<div>Join Rosedale Bank and Be a Part of OUR STORY
At Rosedale Bank, we pride ourselves on being a true community bank. With a rich 117-year history, over $1 billion in assets, 13 retail branch locations across Maryland, and a team of approximately 150 dedicated employees, we are committed to making a difference-for our customers, our communities, and our people.
We believe what sets us apart is our strong commitment to our employees, with a focus on engagement, recognition, work/life balance, growth and development, personal connections, and delivering an exceptional personal-touch customer experience.
About the Job
We are currently seeking a Relationship Guide to join our team at the Towson branch. This front-line position is responsible for delivering an outstanding customer experience while assisting with basic banking needs, processing transactions, and educating customers about Rosedale Bank's products and services. You'll be part of a team that values professionalism, service excellence, and relationship-building.
In this position you will:
<ul><li>Create a personalized, responsive, and convenient customer experience.</li><li>
Engage in meaningful conversations to understand customer needs.</li><li>
Provide timely, accurate, and thorough service.</li><li>
Learn and promote all Bank products and services, highlighting benefits tailored to customer needs.</li><li>
Educate customers on digital banking tools and guide them through processes like online banking and ATM PIN resets.</li><li>
Process a variety of transactions including deposits, withdrawals, loan payments, and official checks.</li><li>
Handle CD penalties, stop payments, ACH stop payments, currency transaction reports, PIN resets, disputes, and debit card orders.</li><li>
Follow all cash handling, security, and operational procedures.</li><li>
Perform other duties as assigned.</li></ul>
What you bring:<ul><li>
High school diploma or equivalent</li><li>
0-2 years of customer service experience; cash handling experience preferred</li><li>
Excellent customer service, verbal, and written communication skills</li><li>
Strong interpersonal skills and a customer relationship focus</li><li>
Detail-oriented, dependable, and adaptable</li><li>
Ability to count large sums of cash and coin</li><li>
Basic computer skills and problem-solving ability</li><li>
Team-oriented with a commitment to professionalism and integrity</li></ul>
Working Conditions/Physical Requirements<ul><li>
Must be able to remain standing for 50%-75% of the time</li><li>
Occasionally move around the office to access files and equipment</li><li>
Frequent use of computers and office equipment (calculator, copier, printer)</li><li>
Ability to work at other branch locations based on business needs</li><li>
Flexible schedule including evenings and weekends</li><li>
Must be able to lift up to 60 pounds</li></ul>
Benefits you will enjoy:<ul><li>
401(k) - fully vested employer match and discretionary year end employer profit share contribution</li><li>
Health Savings Account with generous employer contribution</li><li>
Wide variety of Voluntary Benefit Options</li><li>
Employer subsidized HealthWellness Fitness Program</li><li>
Generous paid time off including Birthday Day Off</li><li>
Paid Parental Leave</li><li>
Discretionary performance-based bonus program</li><li>
RISE Employee Recognition Program</li><li>
Paid Community Outreach Hours</li></ul>
Ready to build meaningful relationships and grow your career in community banking? 
Apply today to become our next Relationship Guide and help us deliver the personal touch that defines Rosedale Bank.
We are an equal opportunity employer. Employment selection and related decisions are made without regard to race, color, religion, sex or gender (including pregnancy), age, marital status, disability, national origin, veteran status, sexual orientation, gender identity, genetic information or any other protected class.</div>

Relationship Guide (Bank Teller)

Gulf Overseas HR Consultancy

We are currently seeking a CUSTOMER RELATIONSHIP EXECUTIVE with strong administrative and customer-handling skills to join our team in Doha. The ideal candidate will have a minimum of 3 years of professional experience in a similar role and possess excellent communication and problem-solving abilities.Key Responsibilities:<ul><li>Handle customer inquiries efficiently via phone, email, and in-person interactions</li><li>Maintain and update customer records and internal databases</li><li>Provide administrative support to the customer service and operations teams</li><li>Coordinate with internal departments to ensure prompt resolution of customer issues</li><li>Prepare and manage daily reports, service requests, and documentation</li><li>Assist in scheduling, follow-ups, and communication with clients</li><li>Ensure a high level of customer satisfaction by providing accurate and timely information</li></ul>Requirements:<ul><li>Minimum 3 years of experience in customer service and/or administrative support</li><li>Excellent verbal and written communication skills (English; Arabic Mandatory)</li><li>Proficient in Microsoft Office applications (Word, Excel, Outlook)</li><li>Strong organisational and multitasking abilities</li><li>Ability to remain calm and professional under pressure</li><li>Transferable visa with NOC preferred</li></ul>Should be able to manage customers at the hypermarketCUSTOMER RELATIONSHIP EXECUTIVE FEMALE ONLY Job Type: Full-timePay: QAR100.00 per monthWork Location: In person

CUSTOMER RELATIONSHIP EXECUTIVE FEMALE ONLY

Berisca Growth & Creative Intelligence

We are looking for a dynamic and client-focused Customer Relationship Manager to join our marketing agency. The ideal candidate will be responsible for managing client relationships, ensuring client satisfaction, and acting as the bridge between our clients and internal creative, marketing, and strategy teams.This role requires someone who understands marketing services, client needs, and project coordination, and who can ensure that campaigns and deliverables are executed smoothly while maintaining strong client relationships.Key Responsibilities<ul><li>Serve as the primary point of contact for agency clients</li><li>Build and maintain long-term relationships with clients</li><li>Understand client goals, business objectives, and marketing needs</li><li>Coordinate with internal teams including creative, media buying, content, and strategy</li><li>Ensure marketing campaigns and projects are delivered on time and to the highest quality</li><li>Prepare and present reports, campaign updates, and performance insights to clients</li><li>Manage client feedback and ensure quick resolution of issues or concerns</li><li>Identify opportunities to upsell or expand services with existing clients</li><li>Monitor project timelines and ensure all deliverables meet client expectations</li><li>Assist in onboarding new clients and introducing them to agency processes</li></ul>Requirements<ul><li>Bachelor&rsquo;s degree in Marketing, Business Administration, or related field</li><li>Proven experience in customer relationship management, account management, or client servicing</li><li>Experience working in a marketing agency or digital marketing environment is highly preferred</li><li>Strong understanding of digital marketing, branding, and advertising campaigns</li><li>Excellent communication and presentation skills</li><li>Strong organizational and multitasking abilities</li><li>Ability to manage multiple clients and projects simultaneously</li><li>Professional, confident, and client-oriented personality</li><li>Fluent in English (Arabic is a plus)</li></ul>Job Type: Full-time

Customer Relationship Manager

4Front Credit Union

<div>Description:

POSITION TITLE: Member Relationship Specialist
DEPARTMENT: Operations
CLASSIFICATION: Non-Exempt
WAGE GRADE: 7
WAGE RANGE: $19.80 - $24.76
APPROVED BY: CEO
POSITION REPORTS TO: Branch Manager
POSITIONS SUPERVISED: None
POSITION PURPOSE
The Member Relationship Specialist is the first point of contact, problem resolution and responsible for creating a &ldquo;wowing&rdquo; first impression to existing and prospective members. Responsible for account openings, changes and closings, lending applications and support, and research and resolution of complex problems. Applies working knowledge to educate existing and prospective members on products and services to meet their current and future financial needs. Ensures members are promptly and professionally served.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for ensuring and performing efficient, effective, and professional MRS operations.<ul><li>
Responsible for account maintenance, opening new accounts (consumer, defined, and business), closing accounts, originating loan applications, processing loan closings</li><li>
Answers questions and solves problems for members by active listening, collecting data, securing answers and delivering solutions to the member. Resolves member account reconciliation problems.
</li><li>Assists with complex transactions, cashier's checks, money orders, gift/travel cards, instant issue cards, and maintenance of certificate shares</li><li>
Assists in maintaining an inventory of cashier's checks, money orders, gift/travel cards.</li><li>
Assists with balancing the vault, ITMs, coin machines</li><li>
Answers questions regarding IRAs and HSAs</li><li>
Acts as a liaison between members and the ITMs</li></ul>
Effectively ensures optimal team performance.<ul><li>
Supports leadership to personnel through effective delegation and communication.
</li><li>Shares knowledge with team regarding policy, procedure, service and product offerings. Assists new employees.</li><li>
Provides support and suggestions for improvement in performance, process and efficiencies.</li><li>
Assists and supports the team and peer departments, as needed.</li></ul>
Assumes responsibility for establishing and maintaining effective communication and coordination with team personnel and with management.<ul><li>
Keeps management informed of area activities and of any significant problems. Provides suggestions for improved product, service or process.</li><li>
Completes all required reports and related documents, including but not limited to branch audits, membership cards, CTRs, etc. Responsible for ensuring documents are completed accurately and promptly.</li><li>
Attends meetings as required.</li></ul>
Assumes responsibility for establishing and maintaining effective communication and coordination with members, area personnel and with management.<ul><li>
Responds to members in a courteous, professional and timely manner, providing prompt, accurate and efficient service.</li><li>
Maintains regular contact with other departments to obtain information and/or to correct transactions.</li><li>
Assists Deposit Operations personnel as needed</li><li>
Ensures the Credit Union&rsquo;s professional reputation is projected and maintained</li><li>
Keeps executive management informed of area activities and of any significant problems.</li><li>
Attends and participates in meetings as required.</li></ul>
Assumes responsibility for related duties as required or assigned.<ul><li>
Ensures work areas and equipment are clean and well maintained.</li><li>
Performs procedures for opening and closing of operations, including vault, alarm, and door duties.</li><li>
Provide replacement MRS coverage as needed.</li><li>
Performs related administrative and lending functions as required.</li><li>
Comply with the U.S. Patriot Act and the Credit Union&rsquo;s Bank Secrecy and OFAC Policies and Procedures.</li><li>
Comply with the Gramm-Leach Bliley Act and the Credit Union&rsquo;s Information Security program, maintaining the privacy and security of information, Systems and locations.</li></ul>
PERFORMANCE MEASUREMENTS<ul><li>
MRS functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.
</li><li>Safety and security procedures are understood and adhered to by all MRS&rsquo;s</li><li>
Accurate balancing, reporting and compliance with transaction policy and credit union standards.</li><li>
Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.</li><li>
Good working relationships and coordination exist with area personnel and with management. Management is appropriately informed of area activities.</li><li>
Required reports and records are accurate, complete, and timely</li><li>
The Credit Union&rsquo;s professional reputation is maintained and conveyed.</li><li>
Good working relationships, DEI and collaborative initiatives exist with credit union personnel.</li></ul>
Requirements:

QUALIFICATIONS
EDUCATION/CERTIFICATION:
High school graduate or equivalent required. 
REQUIRED KNOWLEDGE:<ul><li>
A thorough knowledge of member service, cross-selling and branch operations.</li><li>
Understanding of Credit Union operations, including opening and closing accounts, loans,</li><li>
IRA, HSA, and certificate procedures.</li><li>
Understanding of Credit Union philosophy.</li><li>
Knowledge of basic accounting.</li></ul>
EXPERIENCE REQUIRED:
Minimum of two years in member service or sales experience preferred, ideally in a financial institution
SKILLS/ABILITIES:<ul><li>
Excellent communication, listening and problem-solving skills.</li><li>
Training and leadership abilities preferred</li><li>
Professional appearance, dress, and attitude.</li><li>
Solid math skills.</li><li>
Ability to operate related computer software, and business equipment including 10-key, money counters, and telephone.</li></ul>
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
FINGER DEXTERITY:
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
TALKING:
Especially where one must frequently convey detailed or important instructions or ideas accurately and quickly.
AVERAGE HEARING:
Able to hear average or normal conversations and receive ordinary information.
REPETITIVE MOTIONS:
Movements frequently and regularly required using the wrists, hands, and/or fingers.
AVERAGE VISUAL ABILITIES:
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
PHYSICAL STRENGTH:
Sitting and standing. Exerts up to 50 lbs. of force occasionally.
WORKING CONDITIONS
NONE: No hazardous or significantly unpleasant conditions. (Such as in a typical office.) Travel may be required for training and replacement coverage purposes.
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY:<ul><li>
Ability to deal with a variety of variables under only limited standardization.</li><li>
Able to interpret various instructions.</li></ul>
MATHEMATICS ABILITY:
Ability to perform basic math skills, use decimals to compute ratios and percentages.
LANGUAGE ABILITY:<ul><li>
Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.</li><li>
Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.</li><li>
Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.</li></ul>
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.</div>

MEMBER RELATIONSHIP SPECIALIST (ZEELAND BRANCH - ZEELAND, MI)

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10000 customer relationship specialist jobs Near Me

Client Relationship Specialist

Client Relationship Specialist

Client Relations Specialist

Relationship Guide (Bank Teller)

CUSTOMER RELATIONSHIP EXECUTIVE FEMALE ONLY

Customer Relationship Manager

MEMBER RELATIONSHIP SPECIALIST (ZEELAND BRANCH - ZEELAND, MI)