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Working as part of a Client Services team, the Client Relationship Analyst (CRA) is responsible for providing client-facing frontline support service to Portfolio Manager (PM) teams. The CRA will act as a liaison between PM teams and other C...\n","descriptionText","Client Relationship Analyst Staffing the Universe Marketing & Communications Client Relationship Analyst (CRA) Working as part of a Client Services team, the Client Relationship Analyst (CRA) is responsible for providing client-facing frontline support service to Portfolio Manager (PM) teams. The CRA will act as a liaison between PM teams and other C...","shortDescription","Client Relationship Analyst (CRA)

Working as part of a Client Services team, the Client Relationship Analyst (CRA) is responsible for prov...","location","locations",[451],{"_452":453,"_454":455,"_456":457,"_458":459,"_460":461},"formatted","Houston, TX, United States, 77246","city","Houston","state","TX","country","United States","postal_code","77246","companyName","Staffing the Universe","salaryMin","salaryMax","salaryDescription","https://us.thebigjobsite.com/redirectfeedjob?jobid=E88CD2D12FEA6E431B9B139826828F98&source=mediabistroxmlus&utm_source=mediabistroxmlus&jobSiteKey=8B49882D088278CD983FF4221367B702","companyDescription","companyWebsite","displayLogo","https://www.mediabistro.com/public/images/desk-100x50.webp","displayThumbnail","displayHeadline","Work at Staffing the Universe","isManualPosted","costPerClick",0.15,"displayUrl","fullUrl","https://www.mediabistro.com/jobs/2833185565-client-relationship-analyst","strippedDescription","Client Relationship Analyst (CRA)Working as part of a Client Services team, the Client Relationship Analyst (CRA) is responsible for providing client-facing frontline support service to Portfolio Manager (PM) teams. The CRA will act as a liaison between PM teams and other C...\n","parsedLocation",{"_452":485,"_486":199,"_487":199,"_454":455,"_456":457,"_458":459,"_460":461},"Houston, TX, United States","street1","street2","displayPublishedAt","13 days ago","shortTitle","shortLocation","level","searchCompanyPath","/jobs?keyword=Staffing+the+Universe","searchLocationPath","/jobs?location=Houston%2C+TX%2C+United+States","searchTitlePath","/jobs?keyword=Client+Relationship+Analyst","featuredCompany",{"_431":501,"_15":502,"_503":434,"_76":504,"_505":506,"_248":507,"_448":508,"_509":-5,"_510":-5,"_511":-5,"_512":-5,"_513":514,"_515":516,"_470":504,"_478":517,"_472":504},211,"Mansueto Ventures","agency","https://production-rails-default.s3.us-east-2.amazonaws.com/public/legacy-logos/109473.JPG","slug","mansueto-ventures-careers","

Mansueto Ventures is home to two of the most iconic and vibrant brands in business publishing: Inc. and Fast Company. Every day, the content, awards, and events produced help entrepreneurs and innovators succeed by providing useful insights, sparking essential conversations, and offering much-needed inspiration.

Inc. is the voice of the American entrepreneur, inspiring and documenting the risk-takers and ultra-driven go-getters who represent the most dynamic force in the American economy.
Fast Company is the world’s leading business media brand, focusing on innovation in technology, leadership, and design to inspire readers to shape the future of business.

","New York, NY","coloredLogo","logoAttachment","thumbnail","thumbnailAttachment","hexCode","#080D0C","headline","Publisher of Inc. and Fast Company, empowering innovators and entrepreneurs.","/companies/mansueto-ventures-careers","hasJobSubmission","isSavedJob","similarJobs",[522,534,554,570,590],{"_435":434,"_439":523,"_470":471,"_462":524,"_248":525,"_446":526,"_433":434,"_113":442,"_437":199,"_438":199,"_472":471,"_448":199,"_449":527,"_431":529,"_473":530,"_436":120,"_488":531,"_478":532,"_490":442,"_491":485,"_493":533,"_495":496,"_497":498},["D",1773756000000],"Phaxis","Job Description

Pay Rate up to $25.90

Duties:

Working as part of a Client Services team, the Client Relationship Analyst (CRA) is responsible for providing client-facing frontline support service to Portfolio Manager (PM) teams.\nThe CRA will act as a liaison between PM teams and other Client Service teams primarily Billing, New Accounts, Operations, and Performance.\nThe CRA is responsible for efficient, effective, and timely completion of tasks to meet PM and client requests while creating an exceptional client experience for our PMs, the financial advisors they serve, and the clients who hire us to manage their wealth.

What Will You Do:

Monitor, review, respond to, and resolve service requests using Salesforce for workflow queue management.\nCommunicate directly and consistently with clients, always in a professional manner;listening, understanding what they're asking, acknowledging their request, keeping them informed of our progress toward resolution, and acknowledging resolution when their request is completed.\nCommunicate and cooperate with colleagues to accomplish what needs to be done.\nAssociate Portfolio Managers, PMs, Client Care Coordinators, and partners in Billing, New Accounts, Operations, Performance and on occasion Audit, Compliance, Legal, Risk, Sales, and Management.\nUse third-party and in-house system applications to access information, documents, and platforms needed to execute day-to-day responsibilities and ad hoc tasks.\nPrepare, review, and distribute reports necessary to conduct business, meet in-house and regulatory requirements, and manage risk.\nWork in a Risk Aware environment on alert to identify, escalate, and mitigate risk to protect Client Rochdale and our clients from financial, legal, regulatory, and reputational risk.\nInteract with banks, depositories, financial advisors, broker-dealers, and global custodians.\nMaintain absolute confidentiality of client information.\nParticipate in and contribute to the completion of ad hoc projects.

Required Qualifications:

Bachelor's Degree or equivalent.\nMinimum 3 years experience in client service, banking operations or relationship management support required.\nMinimum 3 years experience in a banking or financial services environment required.\nMinimum 2 years of experience with bank products and services (eg. Deposits, wealth management, cash management, international, etc.) required.

Additional Qualifications:

Client Series 7 and 63 (or 65 and 66) preferred.\nExperience in investment management operations/financial services industry.\nExcellent communication, presentation and interpersonal skills, with the ability to build strong relationships with clients and colleagues.\nStrong analytical and problem-solving skills, with the ability to identify and address client needs and concerns.\nAbility to work independently and as a part of a team, with a proactive and results-driven approach. Team player with the ability to collaborate with others.\nHighly detail-oriented with superior organizational skills and ability to prioritize tasks. Follow-up to ensure resolution and completion of tasks.\nStrong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems.\nOrganize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.\nThorough and detailed knowledge of bank operations and understanding of risk management and compliance policies and procedures, as well as regulatory requirements.

Meet Your Recruiter

Ashley Maldonado\n","Job Description

Pay Rate up to $25.90

Duties:

Working as part of a Client Services team, the Client Relationship Analyst...",[528],{"_458":459,"_454":455,"_452":453,"_456":457,"_460":461},["B","2911829471"],"Work at Phaxis","5 days ago","/jobs/2911829471-client-relationship-analyst","/jobs?keyword=Phaxis",{"_435":434,"_439":535,"_470":471,"_462":536,"_248":537,"_446":538,"_433":434,"_113":539,"_437":199,"_438":199,"_472":471,"_448":199,"_449":540,"_431":546,"_473":547,"_436":120,"_488":548,"_478":549,"_490":539,"_491":550,"_493":551,"_495":552,"_497":553},["D",1773252000000],"Kforce Inc","A leading staffing firm is seeking a Client Success Manager to support the rollout of innovative AI-enabled products. This onsite role in Englewood requires 3-5 years of client-facing experience and strong communication skills. You will act as a liaison between business partners and product teams, ensuring effective implementation of new tools. The ideal candidate is enthusiastic, adaptable, and has experience in customer success or relationship management. Comprehensive benefits are included but no bonuses or commissions are offered.\n#J-18808-Ljbffr\n","A leading staffing firm is seeking a Client Success Manager to support the rollout of innovative AI-enabled products. This onsite role in Englewood...","Client Success Manager: AI Solutions & Adoption Lead",[541],{"_458":459,"_454":542,"_452":543,"_456":544,"_460":545},"Englewood","Englewood, CO, United States, 80151","CO","80151",["B","2851677133"],"Work at Kforce Inc","11 days ago","/jobs/2851677133-client-success-manager-ai-solutions-adoption-lead","Englewood, CO, United States","/jobs?keyword=Kforce+Inc","/jobs?location=Englewood%2C+CO%2C+United+States","/jobs?keyword=Client+Success+Manager%3A+AI+Solutions+%26+Adoption+Lead",{"_435":434,"_439":555,"_470":471,"_462":463,"_248":556,"_446":557,"_433":434,"_113":558,"_437":199,"_438":199,"_472":471,"_448":199,"_449":559,"_431":565,"_473":474,"_436":120,"_488":548,"_478":566,"_490":558,"_491":567,"_493":494,"_495":568,"_497":569},["D",1773244800000],"Customer Relationship Specialist

Location: Nashville TN, 37203 Duration: 3 Months with Possible Extension Level: Professional Intermediate Work Schedule: Monday to Friday, 8:30 AM - 5:00 PM\nJob Summary: As a Customer Relationship Specialist you will be responsible for the success of our customers. This demanding role requires a unique skillset. Working...\n","Customer Relationship Specialist

Location: Nashville TN, 37203 Duration: 3 Months with Possible Extension Level: Professional Intermediate...","Customer Relationship Specialist",[560],{"_458":459,"_454":561,"_452":562,"_456":563,"_460":564},"Nashville","Nashville, TN, United States, 37247","TN","37247",["B","2851806643"],"/jobs/2851806643-customer-relationship-specialist","Nashville, TN, United States","/jobs?location=Nashville%2C+TN%2C+United+States","/jobs?keyword=Customer+Relationship+Specialist",{"_435":434,"_439":571,"_470":471,"_462":572,"_248":573,"_446":574,"_433":434,"_113":575,"_437":199,"_438":199,"_472":471,"_448":199,"_449":576,"_431":582,"_473":583,"_436":120,"_488":584,"_478":585,"_490":575,"_491":586,"_493":587,"_495":588,"_497":589},["D",1774015200000],"Washington Trust Bank","The Small Business Banking CRA Relationship Manager is responsible for driving small business growth and ensuring compliance with the Community Reinvestment Act (CRA) by developing and managing relationships with small business clients, community organizations, and referral partners. This role combines proactive business development with a strong commitment to community engagement, particularly in underserved and low‑to‑moderate income (LMI) areas within the bank's CRA assessment areas.

Essential Functions:

Proactively investigates opportunities for expanding CRA Small Business market share and making business more profitable, with particular attention to identifying and contacting prospective clients and exploring the potential for additional financial needs among present clients.

Responsible for marketing Small Business products and services including preparing for client calls, making sales calls, and call follow‑up. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks clients for referrals.

Assess localized small business activities, opportunities for financing growing enterprises and provide outreach to business areas that are experiencing expansion through market integration.

Proactively identify and pursue small business lending and banking opportunities, with a focus on CRA‑eligible markets.

Develop and implement individualized call plans to increase market penetration and client usage of bank services.

Build and maintain strong relationships with small business clients, ensuring their financial needs are met through tailored solutions.

Cross‑sell bank products and services, ensuring an integrated and seamless client experience.

Maintain responsibility for the loan file from application through closing, including pre‑qualification and financial analysis.

Ensure all lending activities comply with CRA, fair lending, and other regulatory requirements.

Maintain up‑to‑date knowledge of industry trends, regulatory changes, and best practices.

Perform compliance and risk management duties as required or assigned.

Partner with retail branches and internal teams to develop a pipeline of quality referrals.

Provide guidance and training to staff on CRA and fair lending responsibilities.

Participate in internal training programs to enhance product knowledge, prospecting techniques, and regulatory compliance.

Establish and maintain relationships with community‑based organizations, local governments, and real estate professionals to generate CRA‑qualified lending opportunities.

Actively participate in community events, fairs, and trade shows to promote the bank's presence and support CRA objectives.

Serve on boards or committees of civic organizations, small business trade associations, and community development agencies where appropriate.

Track and report on community outreach efforts and event participation to measure impact and inform future strategies.

Qualifications:

Bachelor's Degree in Finance, Accounting, Business, or related field or equivalent experience preferred.

Strong understanding of CRA regulations and fair lending laws.

General banking knowledge and/or Small Business lending acquired through experience in the Small Business transactions, processing control procedures, general ledger, and accounting principles and familiar with traditional bank policies.

Work experience in fiduciary relationship management, including experience in Small Business Lending.

Knowledge of Small Business policies and structure, product knowledge and financial analysis.

Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).

Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients.

Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.

High degree of PC based technical skills, including proficiency with the Microsoft Suite of products.

Ability to set and achieve challenging goals.

Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS).

Compensation:\nSBB CRA Relationship Manager I:

$74,079 - $111,119

SBB CRA Relationship Manager II:

$93,591 - $140,386

The compensation range represents the low and high end of the base compensation range for this position located in Seattle, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.

What Our Culture Can Offer You\nOur benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

#J-18808-Ljbffr\n","The Small Business Banking CRA Relationship Manager is responsible for driving small business growth and ensuring compliance with the Community Rei...","SBB CRA Relationship Manager I/II",[577],{"_458":459,"_454":578,"_452":579,"_456":580,"_460":581},"Seattle","Seattle, WA, United States, 98127","WA","98127",["B","2947195452"],"Work at Washington Trust Bank","2 days ago","/jobs/2947195452-sbb-cra-relationship-manager-i-ii","Seattle, WA, United States","/jobs?keyword=Washington+Trust+Bank","/jobs?location=Seattle%2C+WA%2C+United+States","/jobs?keyword=SBB+CRA+Relationship+Manager+I%2FII",{"_435":434,"_439":591,"_470":471,"_462":592,"_248":593,"_446":594,"_433":434,"_113":595,"_437":199,"_438":199,"_472":471,"_448":199,"_449":596,"_431":602,"_473":603,"_436":120,"_488":584,"_478":604,"_490":605,"_491":606,"_493":607,"_495":608,"_497":609},["D",1774015200000],"Accenture","A leading consulting firm is looking for a Business Analyst to act as the frontline change agent for clients. The role requires strong analytical skills and significant travel (approximately 80%). Candidates should have at least an undergraduate degree and a minimum of one year of work experience. Responsibilities include data analysis, delivering improvement processes, and coaching client teams. This position offers competitive compensation and benefits, fostering a collaborative work environment.\n#J-18808-Ljbffr\n","A leading consulting firm is looking for a Business Analyst to act as the frontline change agent for clients. The role requires strong analytical s...","Performance Strategy Analyst — Frontline Change Agent (80% Travel)",[597],{"_458":459,"_454":598,"_452":599,"_456":600,"_460":601},"Scottsdale","Scottsdale, AZ, United States, 85261","AZ","85261",["B","2947189770"],"Work at Accenture","/jobs/2947189770-performance-strategy-analyst-frontline-change-agent-80-travel","Performance Strategy Analyst — Frontline Change Agent (80% Travel...","Scottsdale, AZ, United States","/jobs?keyword=Accenture","/jobs?location=Scottsdale%2C+AZ%2C+United+States","/jobs?keyword=Performance+Strategy+Analyst+%E2%80%94+Frontline+Change+Agent+%2880%25+Travel...","actionData","errors"]