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WSFS Bank
Cherry Hill Township, NJ, United States
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered ba
Job Source: WSFS BankFirstBank
, PA, United States
Description Position Summary: The Relationship Manager (RM) generates and manages consumer, Corporate & Industrial (C&I) and Commercial Real Estate (CRE) loan and deposit portfolios, fosters a balance between loan production and credit quality, and minimizes risk through adherence of established bank policies. Retains, strengthens and develops re
Job Source: FirstBankCubeSmart
, PA, United States
Overview This is a hybrid role based in Malvern, PA. CubeSmart is currently seeking a Relationship Manager to join the Third Party Management team at our corporate office in Malvern, PA. The Relationship Manager serves as the primary contact and first line of support for third party management owners. Who we are: At CubeSmart, we’re intentional ab
Job Source: CubeSmartAscellaHealth LLC
Berwyn, PA, United States
What we are looking for AscellaHealth, a leading global specialty pharmacy and healthcare services organization, is seeking a Relationship Account Manager to cultivate and maintain strong client relationships. The key responsibilities of this role are to develop and nurture relationships with new clients to drive business growth. They will also ma
Job Source: AscellaHealth LLCBrown Brothers Harriman & Co.
Philadelphia, PA, United States
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever y
Job Source: Brown Brothers Harriman & Co.Greenberg Traurig LLP
Philadelphia, PA, United States
Greenberg Traurig, a global law firm, currently has an excellent opportunity for a Client Relationship Manager in our Atlanta, Austin, Boston, Chicago, Dallas, Houston, Miami, Philadelphia, or Washington, DC office. We offer competitive compensation and an excellent benefits package. Position Summary The Client Relationship Manager collaborates c
Job Source: Greenberg Traurig LLPAmerica's Pharmacy Group, LLC
Philadelphia, PA, United States
Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relation
Job Source: America's Pharmacy Group, LLCState Bank Financial
, PA, United States
About NORD The National Organization for Rare Disorders (NORD) is the leading independent nonprofit organization representing all patients and families affected by rare diseases. Come join our team and be part of the transformation and acceleration of research, and the development of evidence-based policy, care support and awareness campaigns to i
Job Source: State Bank Financial, PA, United States
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Provides pro-active service and communications to retirement plan clients. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy.
E SSE NTIAL F UNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions .
• Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request
• Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships
• Responsible for interpreting plan documents for client plan administration.
• Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds
to requests for specialized reports
• Assists plan sponsor and intermediaries on the utilization of web-based applications and delivers web demonstrations for financial advisors and plan sponsors.
• Works with clients to correct and fund payroll items and manages distribution requests.
• Coordinates plan compliance testing with the compliance team.
• Participates in sales finals presentations and promotes cross-sell opportunities as needed
S UPERVISORY R ESP O NSIBILITIES ( NONE )
R E Q UIRED E DUCATION , E XPE RIENCE AND C E RTIFICATES , L ICENSES , R E G ISTRATIONS
• Bachelor’s degree in business related filed or combination of education and industry experience
• 3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k)
environment, 403b or IRA areas
• Strong MS Office Skills with an emphasis in Excel
P REFERRED ( BUT NOT REQUIRED ) E DUCATION OR SKILLS FOR THIS ROLE ARE
• Preferred ASPPA or CEBS
C O MPETENCIES
• Thrives in a fast-paced environment
• Embraces personal growth and wants to be challenged in deadline-driven and multi-component environment
• Excellent communication skills both written and verbal
• Builds collaborative relationships
• Effective time management and organization skills
• Demonstrates initiative
• Forward thinking
• Fosters teamwork
• Results drive/oriented
TRAVEL: 10 %.
O THER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
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Email Alert for Relationship Manager jobs in , PA, United States
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