Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Client Experience Project Manager

Expired Job

Alliant Group Houston , TX 77020

Posted 5 months ago

As a national consulting firm focused on beingthe voice to the middle market, our mission is simple: Strengthening Americanbusinesses. How do we do this? We hire the brightest talent with the mostdiverse backgrounds who are obsessed and passionate about making a difference.We are seeking your expertise as a multi-talented attorney, leader, consultant,business developer, and industry expert who is ready to join our "a"team.

As a Client Relations Associate, you will ensure that all ofour clients and CPAs are receiving exceptional client service throughout their engagementwith our firm. You will manage and foster these relationships by acting as akey liaison both internally and externally. You will orchestrate strategicmanagement of every project through collaboration with all departments atalliantgroup. The Client Relations role is to ensure that all clients'expectations are exceeded and firm wide profitability is increased through theact of making every client into a Raving Fan.


  • Create organic Raving Fans by delivering an A work product and an exceptional client experience. Raving fans are generated through repeat business, client referrals to new business and written testimonials

  • Work closely with clients in multiple industries

  • Research relevant technical topics relating to our clients

  • Update and maintain project milestones and action items in Excel

  • Conduct client calls, draft and review client and CPA correspondence

  • Develop strategy on client deliverables and client experience using knowledge of tax code and industry expertise

  • Learn and become proficient in application of Research & Development tax code to various client industries

  • Proactively drive solutions on any project issues by uncovering the root cause and developing an action plan through collaboration with various departments and executive management

  • Ability to clearly and concisely articulate complex strategy to C-level executives

  • Deadline driven, detail oriented, and expert in time management

  • Ability to work well in a fast paced, high performance environment through diligent prioritization and organization

  • Expectation of confidentiality in all business matters


  • Bachelor's degree required

  • 1 year in Project Management

  • 2 years in client service for C-level and/or premier clients

  • Management or leadership experience preferred

  • Ability to resolve problems through critical thinking and diligent follow through

  • Exceptional verbal, written and interpersonal communication

  • Conducts self with the utmost professionalism and confidence

  • Self-starter and driven to produce positive results

  • Proficiency in Microsoft Office Suite

What's in it for you?

A high performance culture, career growth opportunity, full benefits package, 401k,free parking, paid lunch daily, and the ability to make an impact.

Never follow, always lead. We dare you. alliantgroup.

upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Experience Operations Manager Ii/Teller Supervisor/ Memorial


Posted 1 week ago

VIEW JOBS 1/8/2019 12:00:00 AM 2019-04-08T00:00 * Location: Houston, Texas. United States * Job type: Employment | Retail Banking - Branch * Published on: 1st October 2018 Apply This jobs belongs to another country and because of that, the specifications of its selection process will be different. If you apply, you will be registered on BBVA Compass. You could get know of this country process selection in BBVA Compass At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. Requirements 1. Bachelor&#x2019s degree or equivalent professional experience. 2. Minimum of three years retail branch operations experience as a Teller/Branch Associate (BA) or Lead Teller/Associate Manager/Lead Branch Associate (LBA) or other branch operational experience (Minimum of two years for Grade level 10). 3. 2 years previous supervisory and/or lobby management experience (1 year for Grade Level 10). 4. Excellent verbal and written communication skills. 5. Focus on problem resolution. 6. Display a friendly and helpful attitude and have the ability to positively interact with clients and teammates.    The position requires regular and predictable attendance and the ability to be punctual. * This position has no unusual physical requirements. * The incumbent is frequently engaged in outside sales activities; otherwise, work is performed in a climate-controlled indoor facility during normal business hours, including weekends. * This position requires on-going situational awareness of the facility and of the people in and around the facility to ensure personal and environmental safety. * Interruptions from customers, peers, managers or others are present with the need to prioritize tasks. * This position requires continuous ability to view information on documents and on a computer screen, the ability to conduct written and verbal communication and the manipulation of objects. * This job frequently requires sitting, standing and/or walking. * This job occasionally requires the ability to lift and/or carry up to 50 pounds. * Rarely, this job may require the ability to bend, kneel, stoop or climb stairs. Functions Be a BBVA Compass leader achieving client and operational excellence with management responsibilities and clear career path opportunities. Demonstrate exceptional client experience leadership overseeing all aspects of customer service and operations standards. Drive digital sales by leading client digital migration and engagement activities and demonstrations. Perform Branch Associate functions on the teller line as well as monitor and control teller line procedures and protocols for all client and operational transactions maintaining regulatory and audit compliance. Supervise and develop a first class teller workforce focused on employee satisfaction and career development. Client Experience Overview: Responsible for delivering an exceptional client experience. Focus on service excellence and achieving client experience goals as measured and reported through Passion for Customer Accelerator (PfCA). Positively impact branch sales activities by managing all operational and service tasks working to achieve NPS goals and operational standards. Operations and Compliance Overview: Manage operational functions including loss control, compliance, audit standards, paying and receiving transactions, regulatory compliance, and bank policy and procedure. Supervise and develop individual team members¿ understanding, implementation and execution of all policies, procedures, products, systems and banking transactions to ensure sound decision making. Will also complete client transactions on teller drawer and encourage clients to migrate to digital channels. Digital Client Engagement and Lobby Management Overview: Effectively manage the flow of clients, directing them to the appropriate channel based on complexity of requests, relationship, sales potential and wait time. Drive and lead focus on digital sales by managing and maintaining consistent digital migration practices and processes. Educate teammates to be digital service advocates helping clients with ATM, mobile and online demonstrations allowing clients to bank how they want and when they want. Direct Management Overview: Responsible for the direct management of the LBA and BA staff. Direct Management Overview: Responsible for the direct management of the LBA and BA staff. Security Overview: Manage security inside and outside of the branch in compliance with the security manual and safety standards. Bbva Houston TX

Client Experience Project Manager

Expired Job

Alliant Group