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Client Relationship Manager

2 months ago

Dallas, United States Fontana Financial Planning Full time

We are seeking a Client Relationship Manager to join our team. The position involves working directly with senior financial advisors and assisting the Director of Planning with client service, event planning, marketing, and completing operational tasks. Successful applicants are client-focused, able to work independently, process oriented, have exceptional teamwork, planning, and organizational skills, are creative and innovative as well as effective communicators, have strong attention to detail with the ability to problem solve and be able to learn new skills quickly and multitask efficiently.


Ultimately, the associate will be able to assist with client services and to ensure that the practice’s operations department runs smoothly.


Responsibilities

  • Oversee the planning, preparation, and execution of client events
  • Manage client relationship building activities such as gifting, creating memorable experiences and interactions, and delivering "WOW moments"
  • Greet and welcome clients before review meetings and events
  • Prepare, submit, and follow up on new/existing client and administrative paperwork
  • Onboarding new client relationships
  • Create client correspondence/mailings, as requested
  • Maintain CRM and paperless document system daily
  • Provide timely and proactive status updates on assigned tasks
  • Assist with special projects/tasks including event planning and marketing efforts
  • Assume related administrative and general office support duties, as needed
  • Answering incoming communications


Qualifications

  • Strong organizational, time management, and multitasking skills
  • Strong interpersonal skills, client service experience preferred
  • Design capabilities using Canva or similar tools preferred
  • Proficient MSOffice skills with ability to learn new software, as needed
  • Ability to thrive in a fast-paced environment
  • Excellent verbal and written communication skills
  • Excellent judgment, strong problem-solving skills
  • Proven experience working with highly confidential information
  • Self-starter who is resourceful, organized and detail-oriented