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Unavailable San Francisco, United StatesIntroduction · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...
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Client Relationship Manager - San Francisco, United States - Tripoint Search
Description
Location:
San Francisco, California
Type:
Direct Hire
Job #592
Salary:
$140,000
Position:
Client Relationship Manager
Location:
San Francisco, CA | Washington, D.C. | New York, NY | Seattle, WA | Santa Monica, CA
Compensation:
Base salary up to $160,000 plus performance-based bonus
Benefits:
Generous vacation package, 401K plus match, Medical, Vision and Dental Coverage, Life and AD&D Insurance, Flexible Spending Accounts, and more
Overview:
Seeking a highly intelligent, diligent and assertive Client Relationship Manager to develop and execute strategic plans focused on strengthening the firm's on-going relationships with institutional clients.
Key Responsibilities:
Strategically evaluate the needs of partners, practice group leaders and business professionals to identify new areas of opportunities for institutional clients
Drive company efficiency through the discovery of new technology solutions, project management, and calculated staffing plans
Collaborate with practice management to streamline and maximize the workflow of staff across assigned client matters
Organize and manage project forecasting to align with individual project budgets, timelines and billing
Spearhead project planning through the estimation of resources, goals and budget constraints
Communicate across departments to develop and distribute data/summary reports for key teams within the firm
Keep track of Diversity, Equity & Inclusion efforts to remain in conjunction with assigned clients' needs
Remain familiar with joint pro bono opportunities that the firm engages in to highlight new avenues of client relationship development
Coordinate, schedule, manage and create an annual calendar in relation to client relationships, deadlines and summits
Play a role in the coordination of fee/ retainer negotiations, responses, and track utilization throughout the year
Prepare and disseminate quarterly updates
Organize secondments through the preparation of audit responses in partnership with legal personnel management
Collaborate and serve as point of contact for the Outside Counsel Guidelines (OCG) management team, preparing communications to internal teams; coordinating new processes; managing profiles and tracking reviews
Identify and track Continuing Legal Education (CLE) opportunities for assigned clients with the help of the CLE teams
Arrange and organize client events through extensive planning (i.e. Meet & Greet, Client Appreciation and more)
Maintain and present the status of annual and quarterly review deliverables; highlight milestones, improved efficiencies, DE&I progress, pro bono projects, goals and initiatives
Requirements:
5+ years of account management and/or customer relationship management experience
Bachelor's degree required; Master's Degree or Juris Doctorate preferred
Excellent interpersonal skills with ability to manage client feedback constructively in order to plan and execute big picture results
Demonstrated experience developing, implementing, and managing client programs and materials
Strong business acumen with ability to strategically develop and pragmatically execute profitable ideas
Thrives in high-pressure, ever-changing and demanding roles
Superior communication skills with a talent for developing rapport with a multitude of personalities
Proficient in MS Office products (Word, Excel, Outlook, and PowerPoint)
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