17 results for Relationship Manager in Minneapolis, MN

Relationship Manager We are in search of a Relationship Manager to join our team in the financial sector, based in Twin Cities. The role involves providing comprehensive client services, with a keen focus on maintaining client relationships and managing investment accounts. Responsibilities:• Uphold and manage client relations effectively and professionally• Provide internal support to the office in various financial planning processes• Offer assistance to team members unprompted, fostering a collaborative work environment• Adhere to all policies, procedures, and compliance requirements within the financial industry• Actively participate in sharing ideas and information on firm roles, responsibilities, and systems• Swiftly resolve issues and admit to mistakes without delay• Maintain a client-centric approach in all tasks, demonstrating an unwavering commitment to customer service• Manage investment accounts and provide financial planning advice to clients• Utilize Microsoft Excel, Word, and Outlook for various tasks and communication• Handle Investments and provide client support. If you are interested in joining a growing firm and further develop your career in financial advisory, please message Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided.

Relationship Manager Job Description: Financial AdvisorSummary:The primary responsibility of the Financial Advisor is to enhance the quality and timeliness of services provided to clients. This includes managing client relationships independently or with guidance from more experienced advisors. The role involves formulating and implementing financial advice while utilizing team members and strategic partners to develop recommendations. Essential Duties and Responsibilities:To successfully perform in this role, the Financial Advisor must execute the essential duties efficiently and accurately. Duties may evolve as needed by management. Key responsibilities include, but are not limited to:Trading and Monitoring Transactions:<ul><li>Execute trades on a discretionary basis through institutional platforms.</li><li>Provide backup trading support as required.</li><li>Initiate money movements based on client requests and trade requirements.</li><li>Maintain clean trading compliance and ensure workflow documentation meets regulatory and compliance standards.</li><li>Execute trades and rebalancing in non-discretionary accounts, including variable annuities and education savings plans.</li></ul>Client Service and Communications:<ul><li>Conduct financial reviews with clients through virtual, phone, or in-person meetings.</li><li>Address client investment and market-related questions while staying aligned with internal investment philosophies and strategies.</li><li>Provide target allocations for externally held retirement plans such as 401(k) and 403(b) accounts.</li><li>Prepare performance reports for annual client review meetings.</li><li>Support and learn methods for creating client financial projections.</li><li>Monitor capital gains/losses and contribute to tax-efficient planning strategies.</li><li>Assist with year-end tax planning activities.</li><li>Stay current on advanced topics such as tax, retirement planning, insurance, and estate planning techniques.</li><li>Implement planning strategies discussed during client review meetings.</li></ul> Operational Support:<ul><li>Suggest new ideas or process improvements to enhance team operations.</li><li>Learn business processes and compliance systems, providing backup support as necessary.</li><li>Update client information, including contact details and life changes, in CRM systems and platforms (e.g., Salesforce, eMoney).</li></ul>Additional Responsibilities:<ul><li>Adhere to company policies as outlined in the Employee Handbook.</li><li>Utilize PCs, the Internet, email, and Microsoft Office applications daily.</li><li>Maintain flexibility in working effectively from both the office location and remote environments.</li></ul>This role provides an opportunity to contribute to client success while growing knowledge in financial planning, taxation, and investment management. Flexibility, teamwork, and attention to detail are key to excelling in this position.

Client Account Manager Robert Half is looking for an experienced and dedicated Relationship Manager to join a top-ranked Registered Investment Advisory firm. The ideal candidate will have an exceptional understanding of financial planning, investment strategy, and confidence in conveying client objectives to the team. This role offers an attractive salary of up to $95K annually, plus bonuses and benefits.Key Responsibilities:<ul><li>Establish and maintain strong, trusting relationships with high net worth and corporate clients.</li><li>Understand, articulate, and work towards client goals and objectives.</li><li>Collaborate with the team to design effective financial and investment options to meet client goals.</li><li>Maintain high levels of confidentiality and sensitivity in managing client information.</li></ul>

Business Analyst We are on the lookout for a meticulous Business Analyst to join our team.. As a Business Analyst, your primary role will be to analyze and improve business processes within our manufacturing industry. This role offers a long-term contract employment opportunity. Responsibilities: • Analyze business processes and functions to identify areas for improvement or innovation• Utilize your knowledge of CRM to enhance customer relationship management• Use Microsoft Excel and Word to organize, analyze, and present data effectively• Conduct AB Testing to validate changes and improvements• Implement Agile Scrum methodologies to improve project management and workflow• Prepare comprehensive Business Requirement Documents to guide the development process• Apply your knowledge of Oracle to manage databases and improve business processes• Perform Gap Analysis to identify discrepancies between business requirements and current system capabilities

Sr. Financial Analyst We are on the lookout for a meticulous Sr. Financial Analyst to join our team in the manufacturing industry, based in Saint Paul, Minnesota. As a Sr. Financial Analyst, your duties will involve providing comprehensive financial reports, working closely with finance and business management and supporting the organization's growth through various analyses and projects. Responsibilities: • Delivering analytical support by developing and maintaining Key Performance Indicator (KPI) reporting. • Conducting financial analysis to identify trends, risks, and opportunities that influence company performance. • Collaborating with cross-functional teams to evaluate the financial impact of business initiatives. • Assisting in the preparation of presentations for senior management and stakeholders. • Creating financial models to project the financial implications of capital projects, including ROI and cash flow impacts. • Supporting the development of the annual budget and long-term financial plans. • Analyzing cost structures and recommending cost-saving measures to enhance profitability. • Preparing and presenting monthly, quarterly, and annual financial reports for management and stakeholders. • Monitoring performance and identifying areas for improvement by developing KPIs for vital department metrics. • Participating in ad hoc financial analysis and projects as required.

Sr. Financial Analyst Our client is working through us to hire a Sr. Financial Analyst. This is a hybrid role. The distribution center is in Rogers, Minnesota. In this role, you will be an integral member of the Finance Supply Chain team, providing critical financial analytics and guidance to our North America Supply Chain Functions. Your duties will span across several areas, including budgeting and forecasting, auditing, and capital management. This position offers a hybrid workplace environment, with occasional travels required. Responsibilities:• Contribute to the financial analytics and supply chain logistics for 20+ Distribution Centers.• Facilitate the efficient and accurate processing of month-end close books.• Collaborate across business levels on strategic and operational initiatives.• Employ data mining techniques to provide insightful financial analysis.• Oversee auditing processes to ensure financial integrity and compliance.• Participate in budget processes, formulating accurate and realistic budgets and forecasts.• Utilize business systems like CRM and Crystal Reports to manage and analyze customer data.• Leverage tools such as Confluence and About Time to streamline workflow and enhance productivity.• Administer accounting functions, maintaining accurate financial records.• Provide proactive support in capital management, ensuring efficient use of resources.

Marketing Assistant We are in search of a Marketing Assistant to join our team situated in Minneapolis, Minnesota. This role falls within the Financial Trans, Processing industry and offers a short term contract employment opportunity. The primary function of this position is to assist in marketing initiatives, developing strategies, and creating content. Responsibilities: • Develop and implement marketing strategies to understand the bigger picture and how audiences will interact with the content • Create engaging content, including copywriting and visual elements, to enhance brand awareness • Responsibly use Adobe Creative Cloud, Adobe Illustrator, and Adobe InDesign to create and edit marketing materials • Utilize CRM to maintain customer records and process customer applications efficiently • Use Facebook Insights to monitor and improve the effectiveness of marketing campaigns • Contribute to blogging and advertising efforts to increase brand visibility • Participate in budget processes and campaign planning to ensure the success of marketing initiatives • Show proficiency in Word, Canva, and Smartsheet for various marketing tasks • Provide assistance in creating powerful presentations using PowerPoint, as required.

Credit Analyst We are creating an opportunity for a diligent Credit Analyst to be a part of our team based in Bloomington, Minnesota. In this role, you will be tasked with the management of customer accounts, the processing of credit applications, and the maintenance of accurate customer records. You will also be entrusted with the resolution of customer inquiries and the consistent monitoring of accounts, ensuring timely actions are taken when necessary. Responsibilities: • Efficiently process and manage customer credit applications • Maintain precise records of customer credit details • Resolve customer inquiries promptly • Monitor customer accounts regularly and take appropriate actions when needed • Assist in the generation of weekly, monthly, and quarterly reports on accounts receivable aging, cash flow, and collections performance • Maintain detailed records of communication and collection efforts • Handle the completion of Lien Waivers and Vendor ACH forms • Utilize Accounting Software Systems, ADP - Financial Services, CRM, and ERP - Enterprise Resource Planning for optimal performance • Apply knowledge of Accounts Receivable (AR), Cash Flow Analysis, Collection Processes, and Credit in daily tasks • Process credit applications ensuring all procedures and controls are adhered to.

Invoice Specialist We are offering a long-term contract employment opportunity for an Invoice Specialist in the machinery manufacturing industry. In this role, you will be working heavily with SAP Ariba, assisting with supplier onboarding and handling high volume customer service with suppliers. Responsibilities: • Manage the onboarding of suppliers into the SAP Ariba system• Provide high-level customer service to suppliers, addressing their inquiries and concerns• Learn and understand the processes of the Ariba system to effectively guide suppliers• Handle data entry tasks efficiently, ensuring the accuracy of numeric entries• Maintain and strengthen supplier relationships for the company• Utilize Microsoft Excel for various tasks and data management• Monitor and manage supplier accounts, taking appropriate actions when necessary• Collaborate with other team members to ensure smooth operations within the manufacturing industry• Maintain a comprehensive and updated record of supply agreements• Work towards the expansion of the supplier base, identifying and engaging potential suppliers.

Corporate Attorney We are partnering with a mid-sized prestigious law firm in the Twin Cities Metro seeking an experienced Corporate Attorney. The ideal candidate will have 10+ years' experience handling both traditional and complex transactions, including corporate finance, mergers and acquisitions, closely held business structuring, and tax planning. This is an excellent opportunity for an attorney looking to join an established practice and further develop their expertise. Whether you're coming from private practice or an in-house legal role, this is the ideal position for those seeking to advance their career with a top-tier firm. Key Responsibilities:<ul><li>Advise clients on medium and large mergers & acquisitions, including due diligence, structuring, negotiation, and closing.</li><li>Represent growth-stage entities in various corporate matters, including financing and governance.</li><li>Handle private placements and financing transactions, including equity, debt, and mezzanine financing.</li><li>Structure and restructure debt and equity transactions, ensuring compliance with legal and regulatory requirements.</li><li>Manage sale-leaseback transactions and advise clients on private equity matters.</li><li>Draft, review, and negotiate transactional documents to facilitate smooth closings.</li><li>Provide strategic guidance on closely held business structuring and tax planning considerations.</li></ul>

Loan Servicing - Support We are offering a short term contract employment opportunity for a Loan Servicing - Support role in our Financial Services industry based in Minneapolis, Minnesota. This role focuses on providing exceptional customer service, ensuring efficient and accurate processing of customer applications, and maintaining customer records. Responsibilities: • Handle customer inquiries and resolve any issues promptly • Oversee customer accounts and take necessary actions in accordance with company policies • Ensure the accurate and efficient processing of customer credit applications • Maintain and update customer credit records regularly • Coordinate with various stakeholders to confirm compliance with our Draw Process • Carefully manage wire draw to protect against fraud • Maintain balance in Project Workbook, Banklabs and Signature/Black Knight as Draws are made • Ensure all required documents are stored correctly within our system, keeping shared drive to a minimum • Monitor pipelines and ensure all recurring tasks, including receipt of final documentation, status updates and completion tasks, are completed on time • Process modifications, payoffs and builder applications in a timely manner • Assist with end of the year 1099 reporting for servicing • Update builder/contractor licensing information annually and establish license review process as we expand into new states.

Systems Implementation Specialist I am seeking a Cinc System SME to join our team. This role is within the Real Estate and Property/Facilities Management industry, providing a unique opportunity to leverage your technical expertise in configuring, implementing, and optimizing CINC Systems. The role offers a short-term contract employment opportunity and can accommodate remote work arrangements. Responsibilities: • Collaborate with the project team to meet project timelines and objectives• Guide and train internal staff or clients on effective usage of CINC Systems• Lead the configuration and implementation of CINC Systems, focusing on the Association Management module• Understand and cater to the specific needs of each client's association for appropriate system configuration• Conduct detailed audits of the existing CINC setup, identifying areas for improvement• Work towards resolving functional issues within the system efficiently and promptly• Provide comprehensive documentation of processes, configurations, and adjustments made to the system• Analyze and optimize the system for efficient use based on audit findings

Property Administrator We are currently seeking a Property Administrator to join our team in Little Canada, Minnesota. This role offers a contract to hire employment opportunity. The successful candidate will play a crucial role in handling customer relationship management and administrative tasks to support our team. Responsibilities:• Professionally and promptly handle incoming calls, demonstrating excellent telephone etiquette• Exhibit self-motivation and flexibility in job growth, with a positive and outgoing personality• Use Microsoft Suite including Excel, Word, and Microsoft Outlook for various administrative tasks• Demonstrate expertise in residential property management, including residential homes and real estate• Display strong communication skills to effectively interact with residents and team members• Manage multiple phone lines, ensuring all calls are answered and directed appropriately• Contribute to the overall positive and relaxed atmosphere of the property administration office• Show adaptability and willingness to perform tasks as a rental agent when required• Maintain accurate records and reports related to residential properties.

Paralegal Supervisor We are seeking an experienced Paralegal Manager to lead and oversee our paralegal support function across multiple practice areas. This is an excellent opportunity for a candidate with significant people management experience in a law firm setting who is passionate about fostering professional development, driving team performance, and ensuring exceptional support for attorneys and clients.In this role, you will have the unique opportunity to make a meaningful impact by leveraging your leadership, organizational, and relationship-building skills to shape the success of the paralegal team and actively contribute to the firm's operational excellence.Key Responsibilities:<ul><li>Leadership & Oversight: Lead and manage the paralegal support function, including recruiting, hiring, onboarding, training, utilization, and professional development.</li><li>Orientation & Training: Coordinate and participate in the orientation and onboarding of new paralegals, ensuring they receive appropriate training and access to essential resources.</li><li>Employee Relations: Handle performance management, employee relations issues, counseling, and career coaching for paralegals in collaboration with Human Resources.</li><li>Performance Evaluations: Lead and manage the performance evaluation process, including soliciting lawyer feedback, reviewing evaluations, and conducting annual performance reviews with supervisees.</li><li>Engagement with Attorneys: Actively engage with practice groups and individual lawyers to understand their needs and the skills of the paralegals, ensuring high-quality legal work and efficient support is provided.</li><li>Workflow Management: Manage paralegal workflow, capacity, utilization, and assignments to enable timely and efficient attorney support.</li><li>Time Management Approvals: Approve employee PTO requests and timesheets via the Time and Attendance System.</li><li>General Management Duties: Participate in additional projects or provide supplemental support to Practice Group Directors as assigned.</li></ul>

Account Manager Are you a results-driven professional with exceptional relationship-building skills? Do you enjoy working closely with clients to meet their needs while identifying opportunities for growth? We are seeking an Account Manager to join our team in the Twin Cities, MN! This is a fully on-site role, providing the opportunity to work face-to-face with clients and colleagues in a collaborative, fast-paced environment. Key Responsibilities:<ul><li>Serve as the primary point of contact for a portfolio of clients, ensuring their needs are met and fostering strong, lasting relationships.</li><li>Manage and coordinate client account activities, including onboarding, project updates, and ongoing support.</li><li>Understand client goals and proactively identify opportunities to add value or expand service offerings.</li><li>Communicate regularly with clients to address concerns, provide updates, and ensure satisfaction.</li><li>Collaborate with internal teams to ensure seamless delivery of products or services according to client expectations.</li><li>Monitor performance metrics, track account status, and prepare reports on client success and engagement.</li><li>Ensure all client interactions comply with company standards and maintain a high level of professionalism.</li><li>Support business development efforts by identifying new leads, participating in meetings, and contributing to strategic initiatives.</li></ul>

Accounts Payable Specialist We are offering a permanent employment opportunity for a dynamic Accounts Payable Specialist in the insurance industry. As an Accounts Payable Specialist, you will be tasked with various accounting functions, maintaining a detail-oriented relationship with vendors, branch and corporate departments, and ensuring efficient and accurate processing of invoices and payments. Responsibilities:• Efficiently execute daily payment runs for multiple accounts• Accurately enter approved invoices and other payment requests into the AP system• Handle the organization and preparation of payments for mailing, including matching attachments with appropriate payments, stuffing, and sealing envelopes• Conduct research and execute stop payments on checks, void/reissue payments as necessary• Maintain and update accounting records, ensuring accuracy and integrity of data• Prepare cash receipts for AP refund checks and manage backup to reconciliation of Purchase Card AP transactions• Investigate past due invoices for various locations• Prepare monthly journal entries for posting as required• Uphold a detail-oriented working relationship with vendors, branch, and corporate departments• Manage and maintain files of checks, drafts, invoices, reports, etc.

Marketing Assistant We are offering a permanent employment opportunity for a Marketing Assistant in the Manufacturing industry, located in St Louis Park, Minnesota, United States. In this role, you will be tasked with a variety of responsibilities, including managing marketing campaigns, liaising with internal teams, and contributing to our private label segment's success. Responsibilities: • Manage and execute marketing campaigns, focusing on deliverables and timelines• Foster strong relationships with internal teams, including sales and R& D, to align on project goals• Handle the entry of graphics and traffic management to ensure project completion in a timely manner• Support marketing efforts and brand management initiatives• Contribute to the success of our client's private label segment through effective collaboration with sales and R& D teams• Utilize Asana or similar project management tools for task tracking and communication• Facilitate clear communication with internal teams and stakeholders• Perform data entry tasks as required.