Client Relationship Associate in Akron, OH
Title: Client Relationship Associate | Hire Type: Permanent
Currently assisting a wealth advisory group in Akron in their search for a Client Relationship Associate who will have routine contact with internal and external customers to obtain, clarify, or provide facts and information while sustaining a professional image. Assists with marketing and service projects – acts as a liaison between the team, clients and the Financial Advisors.
Responsibilities
Responsibilities for the Relationship Associate
- Greets office visitors and directs to appropriate staff member.
- Schedules and coordinates meetings, events and appointments per the Uniform Administrative Guide.
- Provides office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries.
- Prepares or assists in report preparation per the Uniform Administrative Guide.
- Establishes, maintains and updates files, databases, records and/or other documents.
- Transcribes and prepares processes and follows up on documents to assist with servicing clients and prospects.
- Operates standard office equipment and uses required software applications.
- Monitors office supply inventory and notifies Business Manager as needed.
- Prepares marketing and social media material per the Uniform Administrative Guide.
- Follows appropriate back up procedures as stated in the Uniform Administrative Guide to any associate that may be out of the office.
Education/Experience
Requirements for the Client Relationship Associate
- High School Diploma GED
- 3-5 years of administrative experience.
- Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
- Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
- Ability to effectively present information to management, public groups, and/or board of directors.
- Ability to interact clearly and effectively, in both written and oral communication, with supervisor, clients, staff, vendors, etc.
- Proficient in personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc. This role requires an above-average knowledge of Microsoft Office.
- Knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization.
- Knows the competition and is aware of how strategies and tactics work in the marketplace.
- Is dedicated to meeting the expectations and requirements of internal and external customers.
- Gets first-hand customer information and uses it for improvements in products and services.
- Acts with customers in mind.
- Establishes and maintains effective relationships with customers and gains their trust and respect.
- Able to inform orally and in writing, with clarity and good effect.
- Is cool under pressure.
- Makes good decisions based upon a mixture of analysis, wisdom, experience and judgment.
Contact: Ben Basnett
Type:
Full-time
Salary:
Commensurate with Experience
Travel:
Minimal
Area:
Administrative
State:
Ohio
Apply for the Client Relationship Associate position:
We are assisting a Cleveland-based manufacturing company with their search for a Senior IT Business Analyst who will work as a liaison among stakeholders in order to elicit, analyze, communicate and validate requirements for changes to business processes, policies and information systems. Understands business problems and opportunities in the context of the requirements and recommends solutions that enable the organization to achieve its goals. Interprets and transforms information based on business requirements and provides the data for delivery. Conducts detailed research of vendor products and assists with general project management.
Responsibilities
- Seek opportunities continuously to increase customer satisfaction and deepen client relationships.
- Identify client organization’s strengths and weaknesses and suggest areas of improvement to address and resolve business issues.
- Push creative thinking beyond the boundaries of existing industry practices and client mindsets.
- Suggest areas for improvement in internal processes along with possible solutions.
- Gather, analyze and document business and functional requirements from clients and business users.
- Analyze, document, and improve workflows, processes, and standards.
- Understand business process management and business requirements of the customers and translating them to specific software requirements.
- Communicate effectively with internal teams and external clients to deliver functional requirements including GUI, screen and interface designs.
- Act as an interface between business units, technology teams and support teams.
- Provide technical guidance concerning business implications of application development projects.
- Communicate effectively with clients to identify needs and evaluate alternative business solutions with project management.
- Manage client expectations effectively.
- Work with Quality Assurance to build and validate test cases against all requirements.
- Analyze application defects to determine if they fall within scope of project requirements.
- Participate in post-project analysis to reflect upon successes, failures, and lessons learned.
- Provide training and documentation for supported applications.
- Utilize existing systems to track and manage requests and issues.
- Review and edit requirements, specifications, business processes and recommendations related to proposed solution within the group.
- Provide application expertise as a project resource.
- Train and mentor other Business Analysts as assigned.
- Prepare and lead presentations as requested.
- Research or prototype new tools and/or technologies.
- Assist with other projects as necessary to contribute to efficiency and effectiveness of the teamwork.
- Lead internal teams/task forces on initiatives as assigned.
- Participate in hiring activities and fulfilling affirmative action obligations and ensuring compliance with the equal employment opportunity policy.
Education/Experience
- Education: Bachelor’s Degree
- Bachelor degree in IT, Business or related field or equivalent experience.
- 5+ years IT and/or Business experience.
- 5+ years working with internal clients and/or external agencies/partners.
- Well versed in Microsoft Office applications.
- Understanding of various essential business functions of an organization.
- Strong technical knowledge coupled with business intelligence and ability to understand customer’s needs.
- Ability to facilitate process mapping activities and working knowledge of mapping techniques.
- Understanding of Internet, Intranet, Extranet and client/server architectures.
- Familiarity with how legacy and web-based system interfaces with each other.
- eCommerce experience preferred.
- Experience with Agile methodologies a plus.
- Advanced analytical, conceptual, and problem-solving abilities.
- Strong written and oral communication skills.
- Ability to work in a team-oriented, collaborative environment.
- Proven ability and initiative to learn and research new concepts, ideas, and technologies quickly.
- Exhibits confidence and an extensive knowledge of emerging industry practices when solving business problems.
- Ability to transform an idea or need into a completed solution or work product.
- Willingness and ability to train and mentor other business analysts.
- Ability to facilitate meetings and follow up with resulting action items.
- Ability to develop relationships with client personnel that foster client ties.
- Minimal travel as required
- Work outside the standard office 7.5 hour workday as required.
Must be legally authorized to work in country of employment without sponsorship for employment visa status now or in the future.
Will relocate the right candidate.
Contact: Ben Basnett
Type:
Full-time
Salary:
Up to $103,000
Travel:
Minimal
Area:
Information Technology
State:
Ohio
