Client Relationship Coordinator Job at Aprio (Clark, Pampanga)

New

Client Relationship Manager - Wealth Management

We are looking for a licensed Client Relationship Manager to support educators a...

Location

United States , Rye

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, business, economics, or a related discipline, or comparable relevant experience
Active financial services licenses such as Series 6 or 7, Series 63 or 66, and/or Life and Health Insurance licensure
At least 4 years of experience in financial services, banking, wealth management, or a closely related field
Demonstrated success managing and expanding client relationships through consultative service and trusted guidance
Hands-on experience with account opening, client onboarding, documentation handling, and service request processing
Strong understanding of retirement products, financial planning fundamentals, investment concepts, and industry regulations

Job Responsibility

Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities
Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution
Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions
Meet with prospective clients to assess retirement planning goals, explain available services, and build confidence in the advisory relationship
Lead new client setup by coordinating forms, account establishment, and required documentation for 403(b) participation
Partner with internal colleagues, advisors, and plan administrators to create a seamless experience from initial engagement through active account management
Evaluate client circumstances and present appropriate retirement and insurance-related solutions that align with individual goals and risk considerations
Educate clients on 403(b) plan provisions, contribution limits, employer-sponsored benefits, and other relevant planning concepts
Support retention and organic business growth by identifying additional services that match evolving client needs while maintaining a high standard of compliance
Keep licenses current and maintain precise records of account activity, transactions, and client communications in approved systems while adhering to applicable regulations

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

New

Fdc Operational Client Relationship Manager

The FDC Operational Client Relationship Manager is responsible for managing a po...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Solid & demonstrable relevant experience
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's Degree/University degree or equivalent experience

Job Responsibility

Serve as the principal operational contact for a portfolio of ETD and OTC Platinum clients, delivering client service excellence and maintaining strong, trusted relationships
Act as a subject matter expert (SME) across global ETD markets and OTC clearing houses, with extensive knowledge of principal products, market practices, regulatory requirements, and additional asset classes such as equities, FX, repo, fixed income, physical commodities, and Prime Brokerage
Manage the diverse needs of clients including commodity firms, banks, pension funds, asset managers, and hedge funds, providing tailored relationship management to ensure successful outcomes for client’s requirements
Oversee clients’ operational processes and trade life cycles, coordinating across internal teams (cash & collateral, trade, deliveries, fees, etc.) to ensure they meet Citi’s SLAs and also the client expectations
Monitor client activity to ensure compliance with commercial, regulatory, and risk requirements across EMEA, NAM, and APAC regions, leveraging Citi systems and required market knowledge
Lead post-trade issue resolution and risk event management as the primary escalation point, ensuring timely client communication, internal escalation, and delivery of tactical/strategic remediation plans
Conduct detailed trend and root cause analysis to identify process inefficiencies, partnering with technology teams to deliver operational efficiency solutions and business justification documentation for prioritisation
Plan, coordinate, and deliver client meetings (Internal/External), both in-person and remotely covering performance reviews, operational objectives, and Citi’s commercial agenda, while engaging effectively with stakeholders at all organizational levels, including c-suite executives
Design and deliver product and technology training for/to clients to enhance post-trade process understanding, improve risk management practices, and strengthen client-side self-sufficiency
Prepare and deliver regular reporting, metrics, and status updates to management, ensuring transparency of client activities, operational risks, and service performance

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Client Relationship Administrator

Our client, a highly regarded wealth management firm, is seeking a Client Relati...

Location

United States , Boston

Salary:

70000.00 - 100000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience in a client-facing or administrative role within finance, banking, or professional services
Strong proficiency in Microsoft Office and database systems
Ability to manage sensitive information with discretion and professionalism
Excellent written and verbal communication skills
Exceptional attention to detail with strong follow-up habits
Proactive, team-oriented approach with the ability to adapt to varying client needs and priorities
Degree: Required

Job Responsibility

Supporting trustees and clients with account activity, bill pay, scheduling, and special requests
Serving as the primary liaison between clients, internal teams, and third-party providers
Coordinating and prioritizing multiple workflows to ensure timely completion of requests
Preparing and editing correspondence, reports, and client communications
Organizing meetings and maintaining calendars
Tracking and resolving client inquiries while escalating complex matters appropriately
Maintaining accurate records across systems and databases

Fulltime

Client Relationship Manager

The Client Relationship Manager within BRE’s Partnerships Team is responsible fo...

Location

United Kingdom , Watford

Salary:

32000.00 - 36000.00 GBP / Year

BRE

Expiration Date

Until further notice

Requirements

Strong experience in building and managing client relationships, with a focus on delivering high levels of service and value
Proven ability to manage multiple client accounts and prioritise workloads effectively
Excellent organisational skills with a high level of accuracy and attention to detail
Confident communication skills, both written and verbal, with the ability to engage a range of stakeholders
Experience of coordinating internal teams and acting as a central point of contact for client activities
Ability to analyse performance data and produce clear, meaningful reports
Strong collaboration skills with the ability to work effectively across Business Development and Operations functions
Good working knowledge of Microsoft Office, particularly Excel

Job Responsibility

Manage and develop relationships with existing and prospective clients
Act as the main point of contact for client enquiries and coordinate internal responses
Support onboarding of new clients, including application processing
Monitor client performance and provide reporting and analysis to senior management
Coordinate cost proposals and manage invoicing processes with accurate record keeping
Work closely with Business Development and Operations teams to support account activities
Maintain regular communication with clients, sharing updates on products and services
Ensure internal procedures, guidance documents, and FAQs are kept up to date
Support marketing and business development initiatives, including event representation

What we offer

Pension scheme – 5% employer-matched contribution
Life assurance – 4x your basic salary
Enhanced maternity package
HealthPartners cashback scheme – Reclaim costs on prescriptions, physiotherapy, dental care, and more
Onsite facilities – Restaurant, nursery, and free parking, including at-cost EV charging points
Learning & development – Free access to BRE Academy and our online learning platform
Professional membership reimbursement

Fulltime

DB Pensions Client Relationship Manager

In this highly responsible role, you will deliver a high-quality, pioneering pen...

Location

United Kingdom , Leeds

Salary:

Not provided

Star Actuarial Futures

Expiration Date

Until further notice

Requirements

Proven DB client relationship management skills
Strong understanding of the firm's propositions and how they support client objectives
Solid understanding of DB pension schemes, legislation, governance funding and current industry issues
Proactive, solutions-focused working style
Strong organisational skills
Ability to manage multiple priorities
Confident when engaging with senior stakeholders

Job Responsibility

Deliver a high-quality, pioneering pension service to sponsoring employers of DB Master Trust schemes and the employers and trustees of DB Multi-Trust schemes
Leading strategic discussions with clients about long term scheme aims
Coordinate client projects, including those focused on scheme growth and development
Act as a source of expertise on the firm's propositions, technical pension matters and current industry issues

Fulltime

Senior International Client Coordinator

The Senior International Client Coordinator at NTT DATA is responsible for optim...

Location

United States of America , Remote

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent in Supply Chain, Logistics, Business Management or Information Technology or a related field
Relevant Supply Chain and Logistics certification preferred
Moderate level experience relevant to the field within a large scale (preferably multi- national) technology services environment
Moderate level experience in service delivery within a supply chain environment
Display good attention to detail and the ability to manage work processes
Possess knowledge of supply chain processes and procedures
Good client service orientation and impeccable relationship building skills
Display an analytical orientation and continually identify mechanisms for improved service delivery
Good verbal and written communication skills
Possess an understanding of the client’s business needs and the associated company delivery model

Job Responsibility

Provides support with availability of the necessary processes and systems to enable the buying team to execute the everyday activities
Contributes to the flow of materials, products, services and information
Interacts with vendors and clients and intervene when queries from these stakeholders are escalated
Remains involved with the buying process by participating in the delivery of advanced components of the process including the final resolution of problems and queries
Proactively implements the necessary processes to ensure continuous client satisfaction
Participates in the pre-sales processes and/or successes to ensure growth within the assigned portfolio
Works closely with internal stakeholders to create the best solution design for the client and develop procedures and systems for commercial supply chain projects ensuring commercial readiness
Supports strategic projects that identify risks to supply chain delivery and drive the implementation of appropriate solutions
Assists with any other relevant task as requested by management

Fulltime

Client Relationship Executive

The Client Relationship Executive plays a vital role in supporting both new and ...

Location

United Kingdom , Taunton

Salary:

30000.00 - 35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A natural ability to make each patient feel like the only person you've spoken to that day
Highly organised, able to manage multiple enquiries simultaneously
Proactive approach to follow up and lead nurturing
Strong attention to detail and accuracy in recording information
Ability to adapt conversations to suit patient needs, energy, and understanding
Friendly, confident, and warm communication style, especially over the phone
Comfortable working in a fast-paced environment with a consistent focus on service quality
A positive, "can-do" attitude and genuine desire to help people
Previous experience in customer service, account management or patient facing role
Experience using CRM or diary management systems (training provided)

Job Responsibility

Inbound Enquiry Management: Handle incoming calls, emails, and digital enquiries in a friendly, confident, and patient focused manner
Provide a warm, personalised service that feels local and community based, rather than centralised
Build instant rapport and make each patient feel valued and supported
Patient Support & Treatment Discussions: Listen carefully and patiently to understand patient needs and questions
Talk patients through treatments, services, and available options using clear, accessible language
Explain processes (e.g., consultations, treatment journeys, pricing structures) based on provided training and guidance
Support patients in making informed decisions, without providing clinical advice
Lead Management & Follow Up: Manage inbound queries, leads, and follow ups with excellent organisation and attention to detail
Ensure each lead progresses through the journey smoothly, from enquiry to booking
Maintain accurate and up to date records across systems

What we offer

Generous holiday
Hybrid working
Modern offices and free parking on site
Progression opportunities
Discretionary bonus scheme
A wellness day
Friendly and sociable team

Fulltime

Client Relationship Manager

This is a varied and fast‑paced position. You'll join a supportive team where yo...

Location

United Kingdom , Taunton, Somerset

Salary:

30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Experience of working in a fast-paced client focused role
Strong communication skills both written and verbal
Excellent IT skills and quick at picking up new systems
Organised with good attention to detail
Adaptable and able to prioritise work

Job Responsibility

Supporting Client Managers with sourcing and placing personnel
Building and maintaining strong relationships with contractors globally
Coordinating travel logistics, including flights, accommodation, and crew changes
Managing administrative tasks such as contracts and documentation
Ensuring CRM systems are kept accurate and up to date
Gradually taking ownership of smaller client accounts as you develop in the role

What we offer

25 days annual leave plus bank holidays
company pension scheme
partial reimbursement for parking and gym membership
company mobile phone
regular fully expensed staff social events

Fulltime

Select Country

Client Relationship Coordinator

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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