Relationship Manager — Client Experience

ADP, Inc.; Louisville (CO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive benefits package

401(k) with employer match

Paid time off and company holidays

Professional-development opportunities

Health, dental, and vision insurance

Job summary

New Direction Trust Company (NDTCO) is seeking an Account Manager to serve as a trusted point of contact for a portfolio of clients. You will navigate account needs, transactions, processes, and questions while partnering with internal teams to deliver timely solutions.

The role emphasizes proactive communication, ownership of client requests from initial contact through resolution, and working in a regulated financial-services environment.

Qualifications

• Three or more years of experience in account management, relationship management, client services, or financial services.
• Experience in banking, trust operations, or retirement services is a plus.
• Strong communication and organizational skills in a regulated environment.

Responsibilities

• Serve as a trusted point of contact for an assigned portfolio of clients.
• Coordinate with internal teams to deliver timely solutions and updates.
• Maintain accurate client records and ensure compliance with policies.
• Proactive outreach and relationship fostering to improve retention.

Skills

Account management

Relationship management

Client services

Financial services

Banking

Trust operations

Regulated environment

Microsoft Office

Education

Bachelor’s degree in business, finance, communications, or related field

Tools

Microsoft Office

Job description

New Direction Trust Company (NDTCO) is seeking an Account Manager to serve as a trusted point of contact for a portfolio of clients. You will navigate account needs, transactions, processes, and questions while partnering with internal teams to deliver timely solutions.

The role emphasizes proactive communication, ownership of client requests from initial contact through resolution, and working in a regulated financial-services environment.