You will work directly with a leading loan officer team, gaining hands-on experience and access to real mortgage leads. The role involves creating professional relationships with referral sources and addressing marketplace problems with custom solutions.
Remote Client Relationship Jobs (153)
Tags = client-relationship
The Crew Accommodations Agent is responsible for managing hotel and ground transportation bookings for airline crew members, coordinating with vendors to resolve issues. They must handle last-minute challenges and ensure timely accommodations during irregular operations.
The Transition Manager will be responsible for planning, executing, and overseeing the seamless transition of services and processes from client environments to the organization. This includes developing transition strategies, coordinating teams, and ensuring knowledge transfer and operational handover.
The Senior Growth Marketing Strategist leads full-funnel growth strategies and oversees day-to-day execution of growth initiatives. They serve as the primary point of contact for clients and ensure alignment across various marketing channels.
The Senior Wealth Advisor will serve as the primary advisor for a personal book of clients, delivering comprehensive wealth management services. They will manage and grow client relationships while customizing portfolios and collaborating with internal teams for a seamless client experience.
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Outbound Investment Advisor
Edelman Financial Engines
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Full Time
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17 Weeks Ago
Edelman Financial Engines
The Investment Advisor will engage clients through marketing campaigns, providing financial planning advice and building solutions to meet client needs. The role focuses on increasing client happiness, referrals, and asset retention through effective communication and relationship building.
Financial Consultant - Client Growth & Retention
Edelman Financial Engines
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Full Time
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17 Weeks Ago
Edelman Financial Engines
The Financial Consultant will engage clients through marketing campaigns and outreach programs, providing financial planning advice and solutions tailored to client needs. They will build relationships with clients, educate them on financial strategies, and work to increase client retention and asset growth.
Senior Industrial Hygienist I
Montrose Environmental Group
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Full Time
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17 Weeks Ago
Montrose Environmental Group
The Senior Certified Industrial Hygienist (CIH) is responsible for managing complex industrial hygiene and building sciences projects, developing personnel, and generating revenue within the Building Sciences division. This includes leading projects from initiation through completion, ensuring regulatory compliance, cultivating client relationships, and driving business development efforts.
Legal Intake Specialist - Lemon Law (LATAM)
Ovation Law Firm
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Full Time
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17 Weeks Ago
Ovation Law Firm
The Legal Intake Specialist will respond to inquiries from consumers seeking legal assistance for defective vehicle claims and conduct discovery calls to assess case details. They will guide qualified consumers through the intake process and document all relevant information accurately.
The Tactical Communication Manager acts as the primary operational contact for urgent cyber incidents, managing rapid intake and client-facing coordination during high-pressure events. Key duties include facilitating scoping calls, leading early-stage client communications, creating secure internal channels, and meticulously tracking incident status and documentation.
The Threat Intelligence and Detection Engineer will provide expert consultancy services to clients, focusing on threat hunting, incident response, and digital forensics. They will also collaborate with various teams to develop and deliver capabilities while improving security monitoring solutions.
Engagement Strategist - Marketing Cloud Account Engagement (US, Canada, UK)
Sercante
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Full Time
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17 Weeks Ago
Sercante
The Engagement Strategist acts as a proactive partner and primary advisor for clients' marketing automation strategies, translating business objectives into technical requirements. They build and configure solutions to automate lead flow and improve marketing ROI while collaborating with project teams and leading training sessions.
The Senior Manager, Tax Technology leads ERP tax design and implementation, advising clients on digital tax transformation. They integrate tax processes into global compliance models and support technology-enabled transfer pricing solutions.
The Retirement Analyst will support the administration of Arrow’s retirement plans and ensure compliance with regulatory requirements. This includes auditing contributions, resolving discrepancies, and serving as a liaison with plan recordkeepers.
The Retirement Benefits Analyst supports the administration of qualified and non-qualified retirement plans in the US and Canada, acting as a subject matter expert on relevant federal, state, and local laws. Key duties include researching, analyzing, and administering plans, reconciling contributions, monitoring loan data, and serving as a point of contact for audits and regulatory filings like Form 5500.
The Account Manager Poland is responsible for executing sales plans for specific customer accounts to achieve satisfaction and sales targets, while developing client relationship management strategies and suggesting innovative solutions. This role manages the distributor channel, drives brand preference, and executes disciplined selling processes across defined geographic territories, including all ID locations, end-user locations, and direct OEMs.
The role involves developing and delivering on territory sales goals by identifying, managing, and closing technology sales opportunities. The executive will work independently and in concert with internal sales partners to close deals and craft commercial terms.
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Virtual Assistant/Contracts Administrator (German-speaking) 15 APPLICANTS
The Global Talent Co.
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Full Time
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18 Weeks Ago
The Global Talent Co.
The role involves providing administrative support for contract negotiations and renewals, including managing emails, scheduling appointments, and maintaining accurate records. Additionally, the assistant will coordinate travel logistics and manage client relationships.
Remote Insurance & Benefits Sales Associate (Part-Time / Full-Time).
Globe Life AO
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Full Time
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18 Weeks Ago
Globe Life AO
As an Insurance & Benefits Sales Associate, you will meet with clients via Zoom, phone, and email to explain insurance and benefit options. You will assist clients with enrollments, updates, and benefit questions while maintaining accurate client records.
Gestionnaire de Projets Technique/Technical Project Manager
GenAIz
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Full Time
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18 Weeks Ago
GenAIz
Manage multiple complex technical projects simultaneously, focusing on data orchestration and AI within highly regulated environments for various clients. This involves collaborating with cross-functional teams to define scope, timelines, and resources, while tracking progress and mitigating risks.
The analyst supports client and plan administration activities across business analysis, quality assurance, and client service, contributing to operational excellence and system accuracy. Primary duties involve supporting client relationships, gathering business requirements, executing test plans for releases, and performing technical support for plan administration systems.
Lead full-cycle searches for senior technical roles while building and maintaining client relationships. Test and provide feedback on the Moon Engine platform, integrating AI into recruiting workflows.
The Financial Planner will develop comprehensive financial plans for high-net-worth families and coordinate with tax advisors and estate planning attorneys. They will also implement tax-efficient wealth transfer strategies and present complex financial strategies to clients.
Sales Director - Life & Annuity Insurance, Canada
DXC Technology
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Full Time
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18 Weeks Ago
DXC Technology
The Sales Director will lead sales efforts across the Life & Annuity insurance industry in Canada, focusing on securing new accounts and driving growth. They will manage the sales cycle from start to finish, ensuring the delivery of customized solutions to large clients.
The Director of Artificial Intelligence will define, lead, and implement innovative AI strategies across all business functions, focusing on driving transformative outcomes and measurable results. This includes managing AI research and development, building AI teams, and ensuring ethical AI use within the organization.
Lead and manage complex real estate tax compliance and consulting engagements while serving as a trusted advisor to clients. Mentor team members and drive business growth through networking and identifying opportunities.
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The Client Director is responsible for driving strategic growth and client engagement across a major retail client account. This includes managing client relationships, leading contract negotiations, and ensuring operational excellence.
Client Relationship Manager
Nova 401(k) Associates
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Full Time
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18 Weeks Ago
Nova 401(k) Associates
The Client Relationship Manager will maintain client and advisor relationships, ensuring a high client retention rate while managing a caseload of 90-110 clients. They will also consult with clients regarding plan operations and assist in resolving issues related to plan administration.
The Tax Relationship Manager will cultivate and strengthen client relationships while driving business growth. This role involves managing client relationships, mentoring staff, and identifying opportunities for revenue generation.
Manager, Integration Delivery - Professional Services
MaintainX
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Full Time
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19 Weeks Ago
MaintainX
Lead and manage a team of integration consultants to deliver client-facing integration services. Oversee operations, ensure quality standards, and drive continuous improvement in integration delivery.
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