Client Partner - Req# 530 jobs in United States
cer-icon
Apply on Employer Site
company-logo

COCC · 15 hours ago

Client Partner - Req# 530

positionSouthington, CT, USA
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 and strategic partnerships. They are seeking a Client Partner to serve as a liaison between COCC and its clients, ensuring that client needs are met and facilitating interaction between clients and COCC management.

ConsultingFinanceInformation TechnologySoftware
badNo H1Bnote

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 proficiencyDynamic personalityIndustry trendsRegulatory environment understandingCommunication skillsAttention to detailSelf-starter

Required

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

twittertwittertwitter
company-logo
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

leader-logo
Lisa Jacobi
SVP, Chief HR Officer
linkedin
leader-logo
Matt L'Heureux
SVP & Chief Innovation Officer
linkedin

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