Great Waters Financial
Client Relationship Manager
Great Waters Financial, Saint Paul, Minnesota, United States, 55199
Join to apply for the
Client Relationship Manager
role at
Great Waters Financial 1 day ago Be among the first 25 applicants Join to apply for the
Client Relationship Manager
role at
Great Waters Financial Description
The Client Relationship Manager at Great Waters Financial is responsible for managing client relationships within our Shoreview office, furthering our mission of empowering people to Live Greatly. This role involves maintaining relationships with clients to help them understand their financial plan and how it works to achieve their goals in purposeful ways. Description
The Client Relationship Manager at Great Waters Financial is responsible for managing client relationships within our Shoreview office, furthering our mission of empowering people to Live Greatly. This role involves maintaining relationships with clients to help them understand their financial plan and how it works to achieve their goals in purposeful ways.
As the representative and voice delivering the Great Waters financial plan, the Client Relationship Manager collaborates closely with cross-functional teams in Client Operations & Planning to ensure an all-encompassing client experience, with a strong emphasis on our collaborative team approach.
Key Responsibilities
Drive an exceptional client experience in all aspects of the relationship Lead and manage a portfolio of clients to achieve growth and retention objectives. Collaborate with the Director of Operations to enhance Net Promoter Score (NPS) and generate referrals. Ensure adherence to quality metrics to maintain high standards of client service. Develop and maintain a culture of results-oriented, continuous process improvement to achieve optimal solutions. Engage with cross-functional teams to troubleshoot issues, test new offerings, and enhance the overall client experience.
Requirements
Bachelor's Degree in Business, Finance, or a related field 2-5 years experience within the financial services industry, within a licensed capacity Series 65 license and Life and Health insurance license required
Key Attributes
A curious, client-focused, and results-driven team player An advocate for Great Waters' core values and a positive influence on the team Demonstrated ability to engage and support Clients toward achieving their goals Strong communication skills with excellent interpersonal and organizational abilities Proficient in reasoning, conflict management, and analytical problem-solving
The salary range for this role is $70,000.00 - $105,000.00 annually. In addition, Great Waters offers employees a 401k plan with an employer matching schedule, Medical, Dental, and Vision insurance, 10 paid company Holidays, an annual wellness stipend, and paid-time off. This position is eligible for a discretionary annual bonus driven by organization and individual performance. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Great Waters Financial by 2x Sign in to set job alerts for “Client Relationship Manager” roles.
Minneapolis, MN $45,000.00-$55,000.00 8 months ago Greater Minneapolis-St. Paul Area $60,000.00-$75,000.00 5 days ago Minneapolis, MN $84,000.00-$100,000.00 6 days ago Business Banking Relationship Manager VP
St Paul, MN $87,920.00-$150,720.00 6 days ago Senior Manager, Creative Account Management
Regional Sales Manager, Voluntary Benefits
Staff Product Manager, Consumer Account Management
Regional Sales Manager, Voluntary Benefits
Minnetonka, MN $90,000.00-$120,000.00 3 days ago Minneapolis, MN $97,200.00-$148,500.00 5 days ago Enterprise Senior Customer Success Manager
Minneapolis, MN $118,800.00-$170,000.00 5 days ago St Louis Park, MN $60,000.00-$90,000.00 1 month ago National Account Manager - Target & Ulta Beauty
Minneapolis, MN $97,000.00-$148,000.00 2 days ago Minneapolis, MN $100,000.00-$130,000.00 1 week ago Bloomington, MN $57,500.00-$106,500.00 4 days ago Minneapolis, MN $94,000.00-$162,000.00 2 weeks ago Minneapolis, MN $57,500.00-$106,500.00 5 days ago IT Staffing Account Manager (Sales, Account Management, SOW, IT Staffing, Client Relationship)
Minneapolis, MN $75,000.00-$85,000.00 5 days ago Wayzata, MN $60,000.00-$80,000.00 5 days ago Private Wealth Advisor / Relationship Manager
Minneapolis, MN $74,000.00-$138,000.00 3 days ago Commercial Lines Account Manager (Large Lines-Remote in NY only)
Minneapolis, MN $100,000.00-$110,000.00 1 day ago Minnetonka, MN $125,000.00-$255,000.00 6 days ago Eagan, MN $104,300.00-$193,700.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Client Relationship Manager
role at
Great Waters Financial 1 day ago Be among the first 25 applicants Join to apply for the
Client Relationship Manager
role at
Great Waters Financial Description
The Client Relationship Manager at Great Waters Financial is responsible for managing client relationships within our Shoreview office, furthering our mission of empowering people to Live Greatly. This role involves maintaining relationships with clients to help them understand their financial plan and how it works to achieve their goals in purposeful ways. Description
The Client Relationship Manager at Great Waters Financial is responsible for managing client relationships within our Shoreview office, furthering our mission of empowering people to Live Greatly. This role involves maintaining relationships with clients to help them understand their financial plan and how it works to achieve their goals in purposeful ways.
As the representative and voice delivering the Great Waters financial plan, the Client Relationship Manager collaborates closely with cross-functional teams in Client Operations & Planning to ensure an all-encompassing client experience, with a strong emphasis on our collaborative team approach.
Key Responsibilities
Drive an exceptional client experience in all aspects of the relationship Lead and manage a portfolio of clients to achieve growth and retention objectives. Collaborate with the Director of Operations to enhance Net Promoter Score (NPS) and generate referrals. Ensure adherence to quality metrics to maintain high standards of client service. Develop and maintain a culture of results-oriented, continuous process improvement to achieve optimal solutions. Engage with cross-functional teams to troubleshoot issues, test new offerings, and enhance the overall client experience.
Requirements
Bachelor's Degree in Business, Finance, or a related field 2-5 years experience within the financial services industry, within a licensed capacity Series 65 license and Life and Health insurance license required
Key Attributes
A curious, client-focused, and results-driven team player An advocate for Great Waters' core values and a positive influence on the team Demonstrated ability to engage and support Clients toward achieving their goals Strong communication skills with excellent interpersonal and organizational abilities Proficient in reasoning, conflict management, and analytical problem-solving
The salary range for this role is $70,000.00 - $105,000.00 annually. In addition, Great Waters offers employees a 401k plan with an employer matching schedule, Medical, Dental, and Vision insurance, 10 paid company Holidays, an annual wellness stipend, and paid-time off. This position is eligible for a discretionary annual bonus driven by organization and individual performance. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Great Waters Financial by 2x Sign in to set job alerts for “Client Relationship Manager” roles.
Minneapolis, MN $45,000.00-$55,000.00 8 months ago Greater Minneapolis-St. Paul Area $60,000.00-$75,000.00 5 days ago Minneapolis, MN $84,000.00-$100,000.00 6 days ago Business Banking Relationship Manager VP
St Paul, MN $87,920.00-$150,720.00 6 days ago Senior Manager, Creative Account Management
Regional Sales Manager, Voluntary Benefits
Staff Product Manager, Consumer Account Management
Regional Sales Manager, Voluntary Benefits
Minnetonka, MN $90,000.00-$120,000.00 3 days ago Minneapolis, MN $97,200.00-$148,500.00 5 days ago Enterprise Senior Customer Success Manager
Minneapolis, MN $118,800.00-$170,000.00 5 days ago St Louis Park, MN $60,000.00-$90,000.00 1 month ago National Account Manager - Target & Ulta Beauty
Minneapolis, MN $97,000.00-$148,000.00 2 days ago Minneapolis, MN $100,000.00-$130,000.00 1 week ago Bloomington, MN $57,500.00-$106,500.00 4 days ago Minneapolis, MN $94,000.00-$162,000.00 2 weeks ago Minneapolis, MN $57,500.00-$106,500.00 5 days ago IT Staffing Account Manager (Sales, Account Management, SOW, IT Staffing, Client Relationship)
Minneapolis, MN $75,000.00-$85,000.00 5 days ago Wayzata, MN $60,000.00-$80,000.00 5 days ago Private Wealth Advisor / Relationship Manager
Minneapolis, MN $74,000.00-$138,000.00 3 days ago Commercial Lines Account Manager (Large Lines-Remote in NY only)
Minneapolis, MN $100,000.00-$110,000.00 1 day ago Minnetonka, MN $125,000.00-$255,000.00 6 days ago Eagan, MN $104,300.00-$193,700.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr