Client Manager

Aldridge Pite, LLP; Delray Beach (FL); À distance; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Company Paid Life and Disability Ins.

Medical, Dental and Vision Plans with

401K Retirement Savings Plan

Flexible scheduling

Generous PTO for full-time employees

Remote equipment provided

Résumé du poste

Aldridge Pite, LLP is seeking a Client Manager to maintain and enhance relationships with clients, monitor client systems, and drive productivity for assigned accounts in a fully remote role.

You will lead client meetings, define SLAs and scorecards, collaborate with operations, and train staff on client directives. Strong communication and industry knowledge are essential for success in this fast-paced environment.

Qualifications

• 3–5 years' default industry knowledge.
• Bachelor's degree required or 7+ years in default.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Highly organized with strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Strong team player and able to work effectively in a team environment.
• Self-starter with exceptional ability to identify and solve problems.
• Able to occasionally work evenings or weekends to meet objectives.

Responsabilités

• Drive action plans around underperforming client portfolios.
• Serve as an escalation contact and ensure client issues are addressed by the appropriate teams.
• Ensure clients are aware of any process changes and procedures including operational changes.
• Partner with internal teams to facilitate timely resolution of issues or problems presented by clients and compliance.
• Solicit client feedback on firm’s performance.
• Strategically focused and responsible for client satisfaction and ongoing communication.

Connaissances

Client relationship management

Communication skills

Self-starter

Strong organizational skills

Team player

Formation

Bachelor's Degree

Outils

Microsoft Excel

PowerPoint

Word

Description du poste

Aldridge Pite, LLP is a multi-state law firm that focuses heavily on the utilization of technology to create work flow synergies with its clients and business partners. Aldridge Pite is a full-service provider of legal services to depository and non-depository financial institutions including banks, credit unions, mortgage servicing concerns, institutional investors, private firms, and other commercial clients. Aldridge Pite is dedicated to providing best-in-class representation across all of its Practice Areas through its unwavering subscription to three fundamental tenets: Partnership, Integrity, and Innovation.

POSITION SUMMARY:

The Client Manager is responsible for maintaining and enhancing relationships with clients and ensuring client satisfaction through periodic client meetings and discussions, monitoring of client systems, and driving productivity of work for assigned client. This dialog should cover service levels, plan utilization, client retention and performance.

This position should also proactively manage and seek opportunities with clients to determine strategies to manage the client portfolio, including client SLAs and scorecards. Additionally, this position should work closely with operations staff, and may provide training within the firm on client specific directives. The ideal candidate will possess strong verbal and written communications skills, along with a solid knowledge of the industry. This is a fully remote position, and therefore requires a self-starter. The Client Manager is a professional level position that requires the ability to work both independently and as part of a team.

MINIMUM QUALIFICATIONS:

• 3-5 years Default industry knowledge required


• Bachelor's Degree Required or 7+ years in default


• Proficiency in Microsoft Excel, PowerPoint, and Word


• Highly organized with strong attention paid to detail and accuracy


• Excellent written and verbal communication skills


• Strong team player and able to work effectively in a team environment


• Self-starter with exceptional ability to identify and solve problems


• Able to adjust to the rapid pace of the Department and meet deadlines without sacrificing quality


• Able to occasionally work evenings or weekends in order to complete objectives


• Ability to travel occasionally as position requires (no more than once a quarter)


• Proven excellence in building and maintaining relationships


• Strong commitment to quality standards


• Proven prioritization and organizational skills


• Ability to work on multiple tasks simultaneously


• Ability to quickly react to change in a positive and productive manner


• Ability to handle all essential tasks that are assigned


• Ability to lead and deliver an excellent service to clients

ESSENTIAL DUTIES / PRIMARY RESPONSIBILITIES:

(This list is not exhaustive and may be supplemented as needed)

• Drive action plans around underperforming client portfolios


• Serve as an escalation contact and ensures client issues are addressed by the appropriate teams


• Ensure clients are aware of any change related processes and procedures including operational changes


• Partner with internal teams to facilitate timely resolution of issues or problems presented by clients and compliance


• Solicit client feedback on firm’s performance


• Strategically focused and responsible for client satisfaction, maintaining client communication and the overall management of the client relationship


• Works to maintain and grow the client relationship while ensuring ongoing customer service


• Drive more volume in new states and existing states


• Build relationships with liaisons at clients


• Maintain appropriate escalation contacts at client


• Build knowledge and understanding around default portfolios in multiple states


• Know and understand client’s scorecard and metrics/SLAs inside and out


• Know and understand client directives or best practices inside and out


• Keep abreast of assigned client audits and findings


• Manage client’s volume trends, market share and performance


• Attend all assigned client calls and assist in management of calls


• Partner with operations to ensure that client feedback is communicated to appropriate department and push operations managers to meet client SLAs


• Weekly or monthly check in calls with client – one on one

In addition to remote work for most positions, we offer a comprehensive benefit program including:

• Company Paid Life and Disability Insurance plans


• Medical, Dental and Vision Plans with Prescription coverage


• 401K Retirement Savings Plan


• Flexible scheduling (within reason, depending on position)


• Generous PTO plan for all full-time employees


• Full equipment station at no cost for remote employees, including dual monitors


• Employee Assistance Plan, offering free 24/7 counseling and consulting services to support emotional health and wellbeing


• Wellness programs and employee discounts


• Learning and development training opportunities for both personal and professional growth


• And so much more!

Aldridge Pite, LLP is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal, state or local law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.