Client Relationship Manager
CurrentRetirement Plan CRM and servicing specialist of corporate retirement plans.
Sep 2024 - Present
AeroLeads people directory · profile
Richard Klenk Email & Phone Number
Client Relationship Manager
at
OneDigital
1 work email found
@pnc.com
6 phones found area 336 and 281
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager
Location
Friendswood, Texas, United States
Company size
Who is Richard Klenk? Overview
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Quick answer
Richard Klenk is listed as Client Relationship Manager at OneDigital, a company with 1545 employees, based in Friendswood, Texas, United States. AeroLeads shows a work email signal at pnc.com, phone signal with area code 336, 281, and a matched LinkedIn profile for Richard Klenk.
Richard Klenk previously worked as Client Relationship Manager at Alliant Retirement Consulting and Client Solutions Specialist Sr. at Pnc Investment Co Llc. Richard Klenk holds Professional Aeronautics, Aeronautics/Aviation/Aerospace Science And Technology, General from Embry-Riddle Aeronautical University.
Company email context
Email format at OneDigital
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{first}.{last}@pnc.com
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AeroLeads found 1 current-domain work email signal for Richard Klenk. Compare company email patterns before reaching out.
Profile bio
About Richard Klenk
With over 10 years of financial services industry experience and multiple industry licenses, I am a Client Relationship Manager at OneDigital Investment Advisors LLC, where I provide exceptional support and guidance to companies, financial advisors, and our valuable account clients.My core competencies include building and maintaining strong business relationships, delivering customer loyalty, and solving complex problems with strategic thinking and creativity. Previously, I was Managed Account Specialist with PNC Investments where I helped numerous advisors daily plan the optimal Managed retirement account models for their current and future clients. A Regional Leader with Primerica Financial Services, where I helped hundreds of clients achieve financial independence by offering them tailored solutions for income, protection, debt, and investment. I also mentored and inspired a team of over 100 representatives, who consistently ranked among the top performers in the region. I am passionate about learning, growing, and changing lives for the better, and I seek opportunities to share my knowledge and expertise with others.
Listed skills include Team Building, Teamwork, Leadership, Training, and 7 others.
Current workplace
Richard Klenk's current company
Company context helps verify the profile and gives searchers a useful next step.
Onedigital
6 roles
Richard Klenk work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Retirement Plan CRM and servicing specialist of multiple company 401k plans.
Nov 2023 - Sep 2024
Client Solutions Specialist Sr.
- Managed Account Support Teams Member /Trader / FA Support Team: Assist PNC FA’s in the creation and implementation of managed account proposals in Envestnet Managed acct Platform and assisted and instructed Financial.
- Excellent proficiency in all PNCI systems: Salesforce, Wealthscape, EDGE, Envestnet, UAO, AnnuityNet, Bond Trader Pro, Integrated Cashiering System, Sungard Protegent Surveillance.
- Networked and developed relationships with PNC Team Members and FA’s in all departments and developed detailed knowledge of Managed Acct Platform, products, services, and workflows.
Nov 2021 - Nov 2023
Financial Solutions Consultant
- Assisted existing and potential bank clients in opening of Checking, Savings and Debt instrument accounts, developed key relationships with local Business owners in South Houston Area, and assisted Hundreds of clients.
- Proficient skills acquired in developing relationships with existing clients as well as cold walk-in customers in multiple branch bank locations.
- Developed knowledge of proper handling of client physical assets and procedures in opening of retail customer service as well as proposals of retail products in insurance, debt, and bank accounts.
- Developed Proficiency in retail bank processes between Branch bankers an Advisors in maximizing existing retail bank clientele for cross sell referral opportunities from existing books of business and local community.
May 2021 - Jan 2022
Regional Leader
- Trained and coached teams of direct reporting licensed Financial Representatives in areas of customer service, products/services, and financial literacy. Engage existing client relationships to identify opportunities.
- Grew and manage investment portfolios for hundreds of clients with Millions in assets under care.
- Instill a team-wide focus on excellent customer service delivery, repeatedly developing multiple teams of 50 - 75 financial representatives through one-on-one coaching and mentoring.
- Secure new accounts through networking, seminar facilitation, and individual meetings.
- Recognized as #1 in new investment assets, highest account values in the 1st & 3rd quarter for 5 years (2015 -20).
- Top representative in premium life insurance sales for 2019 for Texas Market.
Jun 2012 - May 2021
Flight Planner
- Advised client-based and delivered digital flight plans to private corporate charters. Guaranteed flight safety and service compliance with all FAA, TSA, International, and company regulations.Key Accomplishments:
- Composed and distributed safety guides, in-flight resources, and contingency plans for flight crews.
- Developed customer relationships, managed workflows, and met assigned goals by operating numerous databases concurrently.
Jun 2011 - Nov 2014
Team & coworkers
Colleagues at OneDigital
Other employees you can reach at onedigital.com. View company contacts for 1545 employees →
CM
Carmen Michea
Colleague at Onedigital
Powder Springs, Georgia, United States, United States
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JS
Jessica Saladino, Cisr, Cic
Colleague at Onedigital
Bradford, Vermont, United States, United States
View →
CC
Chelci Chappelear
Colleague at Onedigital
Annapolis, Maryland, United States, United States
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AS
Ashtyn Sebetto
Colleague at Onedigital
Fremont, Ohio, United States, United States
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KC
Kyle Callo
Colleague at Onedigital
Sacramento, California, United States, United States
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CN
Chris Nussbaum
Colleague at Onedigital
San Francisco, California, United States, United States
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EP
Elisa Perel
Colleague at Onedigital
Boston, Massachusetts, United States, United States
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ST
Samantha Triolo
Colleague at Onedigital
Nashville Metropolitan Area, United States
View →
RA
Ramneek Arora
Colleague at Onedigital
Kennesaw, Georgia, United States, United States
View →
DR
Darriean Rogers, Mha
Colleague at Onedigital
Woodbridge, Virginia, United States, United States
View →
Carmen Michea
Colleague at Onedigital
Powder Springs, Georgia, United States, United States
View →
JS
Jessica Saladino, Cisr, Cic
Colleague at Onedigital
Bradford, Vermont, United States, United States
View →
CC
Chelci Chappelear
Colleague at Onedigital
Annapolis, Maryland, United States, United States
View →
AS
Ashtyn Sebetto
Colleague at Onedigital
Fremont, Ohio, United States, United States
View →
KC
Kyle Callo
Colleague at Onedigital
Sacramento, California, United States, United States
View →
CN
Chris Nussbaum
Colleague at Onedigital
San Francisco, California, United States, United States
View →
EP
Elisa Perel
Colleague at Onedigital
Boston, Massachusetts, United States, United States
View →
ST
Samantha Triolo
Colleague at Onedigital
Nashville Metropolitan Area, United States
View →
RA
Ramneek Arora
Colleague at Onedigital
Kennesaw, Georgia, United States, United States
View →
DR
Darriean Rogers, Mha
Colleague at Onedigital
Woodbridge, Virginia, United States, United States
View →
1 education record
Richard Klenk education
FAQ
Frequently asked questions about Richard Klenk
Quick answers generated from the profile data available on this page.
What company does Richard Klenk work for?
Richard Klenk works for OneDigital.
What is Richard Klenk's role at OneDigital?
Richard Klenk is listed as Client Relationship Manager at OneDigital.
What is Richard Klenk's email address?
AeroLeads has found 1 work email signal at @pnc.com for Richard Klenk at OneDigital.
What is Richard Klenk's phone number?
AeroLeads has found 6 phone signal(s) with area code 336, 281 for Richard Klenk at OneDigital.
Where is Richard Klenk based?
Richard Klenk is based in Friendswood, Texas, United States while working with OneDigital.
What companies has Richard Klenk worked for?
Richard Klenk has worked for Onedigital, Alliant Retirement Consulting, Pnc Investment Co Llc, Bbva In The Usa, and Primerica.
Who are Richard Klenk's colleagues at OneDigital?
Richard Klenk's colleagues at OneDigital include Carmen Michea, Jessica Saladino, Cisr, Cic, Chelci Chappelear, Ashtyn Sebetto, and Kyle Callo.
How can I contact Richard Klenk?
You can use AeroLeads to view verified contact signals for Richard Klenk at OneDigital, including work email, phone, and LinkedIn data when available.
What schools did Richard Klenk attend?
Richard Klenk holds Professional Aeronautics, Aeronautics/Aviation/Aerospace Science And Technology, General from Embry-Riddle Aeronautical University.
What skills is Richard Klenk known for?
Richard Klenk is listed with skills including Team Building, Teamwork, Leadership, Training, Management, Teaching, Finance, and Team Leadership.
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