Client Partner jobs in United States
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COCC · 6 hours ago

Client Partner

positionSouthington, CT
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$84K/yr - $95K/yr
date10+ years exp

COCC is an industry-leading fintech provider delivering innovative technology solutions throughout the Northeastern United States. The Client Partner will serve as a liaison between COCC and its clients, ensuring client needs are met and facilitating communication between clients and COCC management.

ConsultingFinanceInformation TechnologySoftware
Hiring Manager
Ashley Browning
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Responsibilities

Prepare, attend, and follow up on client meetings
Discuss Financial Institution/COCC direction, industry trends, strategy and client relationship
Discuss COCC’s current/prospective product offerings that apply to the Financial Institution
Responsible for the overall relationship/management of the client; provide client support on an ongoing basis
Provide point of escalation for issues and work with internal departments and management for resolution
Provide system support as appropriate utilizing system knowledge gained through training
Provide Management updates to Financial Institution and COCC
Provide Project Management and oversight of projects to clients as requested
Attend and participate in Committee meetings, COCC User Meetings, etc

Qualification

Banking experienceClient relationship managementProject managementMicrosoft Office proficiencyStrategic knowledgeDynamic personalityCommunication skillsAttention to detailSelf-starter

Required

Bachelor's degree or comparable work experience
Ten or more years' experience in the banking/financial services industry
Strategic and functional knowledge of all COCC products and services
Dynamic personality
A self-starter that can work at a very fast pace
True Professional with strong communication skills and attention to detail
Must be abreast on industry trends and understand the regulatory environment
Proficient in Microsoft Office programs
Travel 40% to 50% of the time

Preferred

Bachelor's degree is preferred for this role but will consider appropriate work experience and/or relevant certifications
Local candidates are preferred for this role

Benefits

Hybrid schedules and ample paid time off allowing you work/life balance and flexibility
Customized training and onboarding to support you in your first year at COCC
Robust employee development programs aligned with career pathing objectives
Cutting-edge training and educational resources from vendors like SANS, PluralSight and CBTNuggets
Generous PTO offerings, benefits and competitive compensation
On-site fitness centers, wellness incentives, and lifestyle spending accounts
Tuition Reimbursement
One-on-one career coaching
DEIB initiatives championing inclusion and encouraging you to bring your whole self to work
Financial planning assistance with certified professionals
Peer recognition programs

Company

COCC

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COCC is an information technology company that offers technology services from core processing to business process management.
dateFounded in 1967
location
Avon, Connecticut, USA
people-size501-1000 employees
web-link
http://www.cocc.com

Funding

Current Stage
Late Stage
Total Funding
$121.98M
2025-05-07Series Unknown· $13.88M
2023-05-08Series Unknown· $9.15M
2021-06-04Series Unknown· $9.58M

Leadership Team

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Lisa Jacobi
SVP, Chief HR Officer
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Matt L'Heureux
SVP & Chief Innovation Officer
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Recent News

Hartford Business Journal
Southington-based fintech COCC hits $224M in annual revenue, spurred by client-ownership model
2025-07-17
SEC
Form D
2025-05-19
Business Wire
Glia and COCC Announce Partnership to Accelerate Seamless Customer Experiences for Financial Institutions Through Unified Interactions
2025-03-06
Company data provided by crunchbase