4 Client Relationship Specialist | Nashville, TN Jobs in Franklin, TN
Altius Search Group is Hiring a Client Relationship Specialist | Nashville, TN Near Franklin, TN
Summary of Position:The Client Relationship Specialist (CRS) is a critical role, dedicated to delivering exceptional service. You will collaborate with the Business Development team to gather and manage client information, coordinate between credit and operations teams, and ensure a seamless experience for both clients and vendors throughout the transaction process.
Primary Responsibilities:
- Client Focus: Provide outstanding service to clients and prospects, both in person and over the phone. Respond to inquiries promptly and resolve issues effectively.
- Data Management: Prepare and accurately enter client information into the CRM system. Track client details for follow-up and credit submissions.
- Cross-functional collaboration: Partner with credit and operations teams to ensure all necessary documentation is collected and submitted.
- Deal Management: Review deal approvals, communicate with the sales team regarding timelines and requirements, and track any exceptions.
- Communication: Maintain consistent communication with clients and vendors throughout the servicing and funding process.
- Relationship Building: Proactively engage with existing clients to assess their needs and offer solutions.
- Referrals: Identify opportunities to refer clients to other areas of the business, such as Trust, Investments, Insurance, or Treasury Management.
- Teamwork: Assist other team members as needed to deliver exceptional service.
- Additional Duties: Perform other related tasks as assigned.
- 10 years of sales support in financial services
- Proficient with Microsoft Office
- Excellent interpersonal skills, including verbal and written communication.
- Effective analytical and problem-solving skills with strong attention to detail
Job Summary
Full Time
Business Services
$59k-78k (estimate)
06/14/2024
12/07/2024
altiusrecruiting.com
Happy Valley, OR
<25
Business Services
Related Companies
The job skills required for Client Relationship Specialist | Nashville, TN include Problem Solving, Microsoft Office, Financial Services, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Specialist | Nashville, TN. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Specialist | Nashville, TN. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relationship Specialist | Nashville, TN positions, which can be used as a reference in future career path planning. As a Client Relationship Specialist | Nashville, TN, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Specialist | Nashville, TN. You can explore the career advancement for a Client Relationship Specialist | Nashville, TN below and select your interested title to get hiring information.
If you are interested in becoming a Client Relationship Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Relationship Specialist job description and responsibilities
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/22/2022: Melbourne, FL
Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.
03/28/2022: Springfield, OH
Ultimately, an outstanding Client Relationship Specialist will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.
02/14/2022: Bradenton, FL
Analyzing the Client's Situation.
03/16/2022: Tacoma, WA
Strong problem-solving skills to help clients overcome any obstacles and develop solutions that enhance the clients' efficiency and productivity.
03/25/2022: Cleveland, OH
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Relationship Specialist jobs
To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
04/04/2022: Boulder, CO
They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.
03/29/2022: Davenport, IA
Team building and collaboration abilities when working with other departments to develop strategies that benefit clients.
02/20/2022: Wichita, KS
Verbal and written communication skills to call, email and meet with clients.
03/20/2022: Saint Paul, MN
Negotiation skills when presenting clients with a contract and establishing terms.
04/17/2022: Akron, OH
Step 3: View the best colleges and universities for Client Relationship Specialist.
Similar Jobs
Popular Articles
