Client Relationship Associate jobs in United States
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Lutheran Church Extension Fund, LCEF · 10 hours ago

Client Relationship Associate

positionGreater St. Louis
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

Lutheran Church Extension Fund is dedicated to supporting LCMS ministries through financial and strategic partnerships. The Client Relationship Associate is responsible for client retention and growth, focusing on enhancing the customer experience and building positive client relationships.

FinanceFinancial ServicesNon Profit
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Comp. & Benefits

Responsibilities

Manage and prioritize outbound and inbound calls focusing on new client acquisition, cross-selling company products, and providing personalized attention to existing key investors
Build relationships with field staff to gain confidence in the handoff of prospects
Provide education on company products and services
Resolve client issues and coordinate with internal teams to ensure client needs are met
Assist clients with completion of forms, finding resources and documents, or routing to the appropriate internal resource. Follow up with client to ensure needs were met
Track performance metrics in CRM (e.g. contact rates, conversion, customer satisfaction, retention)
Identify trends and inform internal key stakeholders of product or service challenges or enhancements and make recommendations for improvement
Assist with programs that support retention and growth

Qualification

Client relationship managementSales experienceSeries 63 licenseCRM proficiencyAccountabilityListening skillsEffective communicationTeam collaboration

Required

Minimum 2 years of experience in sales or relationship management within a banking or financial institution
Series 63 license is required or must be obtained within 60 days of hire date

Preferred

Bachelor's degree in business, finance, or related field preferred
Knowledge of the Lutheran Church—Missouri Synod (LCMS), its entities, and a passion to support the mission and ministry of the church. LCMS member, preferred

Company

Lutheran Church Extension Fund, LCEF

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Since 1978, LCEF has faithfully served The Lutheran Church—Missouri Synod (LCMS) by offering funding and financial solutions in service of the church’s mission and goals.
dateFounded in 1978
location
St Louis, Missouri, USA
people-size201-500 employees
web-link
https://lcef.org

Funding

Current Stage
Growth Stage

Leadership Team

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Bart Day
President and CEO
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Gerald Kirk
Chief Credit & Administration Officer
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Company data provided by crunchbase