Oracle Cloud ERP ยท 1 day ago
Senior Client Relationship Management Specialist, TRPG
Greensboro, NC, United States
Full-time
Onsite
Mid, Senior Level
$64K/yr - $108K/yr
1+ years expOracle Cloud ERP is a leading company in the financial services industry, and they are seeking a Senior Client Relationship Management Specialist to enhance client experiences and build strong client relationships. This role involves onboarding clients, managing documentation, and ensuring service excellence by acting as a trusted point of contact for clients.
Information Technology & Services
Responsibilities
Work alongside Wealth Managers with the transition and conversion from prospect to client
Develop and maintain ongoing relationship with clients
Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services
Act as liaison between client and Wealth Manager and/or internal and external support teams
Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings
Prepare and organize materials for client signings and notarizations
Review all executed client documents for accuracy and completeness
Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals
Manage daily client requests, including updating account information, completing transactions, completing rollovers, etc
Manage and review all client data storage, documentation, and transactions according to our internal compliance policies
Assist with training Client Service new hires
Monitor internal process improvements to elevate client experience and departmental efficiency
Develop and train on existing and new technology used within Client Services
Qualification
Required
Minimum 1 year of experience in client relationship management or customer support role
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple priorities and work in a fast-paced environment
Preferred
Financial services industry experience preferred
Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase