Relationship Manager | Philadelphia, PA
About The Position
Altius Search Group is recruiting for a client that is seeking a Client Relationship Manager to join its team in the Philadelphia market. This opportunity is ideal for a relationship-focused professional with experience managing high-value client accounts, supporting account growth, and delivering a high level of service in a professional services, insurance, or financial services environment. This role will serve as a key point of contact for designated clients, supporting account retention, strengthening client partnerships, identifying growth opportunities, and coordinating internal resources to ensure a high-quality client experience.
Requirements
- Proven experience in account management, relationship management, or client service within insurance, financial services, or a related industry
- Strong background in managing high-value client relationships
- Ability to balance service, relationship management, and revenue growth within existing accounts
- Strong analytical skills with the ability to review data, identify trends, and make informed recommendations
- Excellent verbal and written communication skills
- Strong presentation and training skills
- Highly organized with strong time management and attention to detail
- Proactive, solutions-oriented, and comfortable working independently
- Advanced Microsoft Office skills, particularly Excel
- Willingness to travel domestically and occasionally internationally as needed
Nice To Haves
- Experience in equipment finance, leasing, or insured finance-related products is helpful but not required
- Account management or client relationship experience within insurance or financial services
- Exposure to the equipment finance, leasing, or asset finance industry is a plus
- Experience supporting key accounts in a professional, service-oriented environment
Responsibilities
- Serve as a primary point of contact for a designated portfolio of client accounts
- Build and maintain strong long-term relationships with key clients and stakeholders
- Support client onboarding and implementation activities for new accounts
- Partner with internal teams to ensure client needs, service expectations, and business objectives are met
- Analyze account data and reporting to identify trends, client needs, and opportunities for account growth
- Deliver training and presentations to clients and internal stakeholders as needed
- Oversee the preparation and distribution of accurate internal and external reporting
- Contribute ideas for process improvement, service enhancement, and client satisfaction
- Support the ongoing development and management of strategic client relationships
- Help identify opportunities to expand revenue within existing accounts
Benefits
- Hybrid work arrangement
- Opportunity to join a growing organization in a client-facing role
- High-visibility position supporting important client relationships
- Collaborative team environment
- Opportunity to contribute to both client retention and account growth
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
