Client Relationship Manager

4 weeks ago

Salem, United States Doty Pruett Wilson, PC Full time
Job DescriptionJob DescriptionSalary: $18-$25 per hour DOE

At Anthem Wealth Strategies, we take pride in providing our clients with a personalized experience at every step. If you flourish when you make a positive impact by helping others, this position is perfect for you.

 

Qualifications

  • Obtaining information from clients to answer their questions or setting appointments with their advisors.
  • Keep records of client interactions or transactions, recording details of inquiries, as well as actions taken.
  • Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
  • Maintain Records, Reports or Files.
  • Prepare Reports for future meetings.
  • Complete necessary forms based on client interaction.
  • Establishing and Maintaining Interpersonal Relationships.
  • Developing constructive and cooperative working relationships with others and maintaining them over time.
  • Transfer calls to appropriate team members
  • Follow up with client calls when necessary.


Key Competencies

  • Attention to details is a must quality for this position.
  • Experience in client service or a related field.
  • Excellent communication skills, both verbal and written.
  • Manage time effectively, adhere to timelines.
  • Strong problem-solving and decision-making skills
  • Ability to work well in a team environment as well as independently.
  • Proficiency in Microsoft Office and Sales Force systems
  • Bachelor’s degree in business administration or a related field is preferred



About Our Company

Anthem Wealth Strategies is a locally owned wealth management firm dedicated to serving our community with personalized financial guidance and a deep commitment to building lasting relationships. We understand that every client has unique goals, and we take the time to truly know them, their family, and their aspiration. 

 

Rooted in the community, we are passionate about helping our neighbors achieve financial security and success. We believe in a holistic approach to wealth management, where trust, integrity, and personalized attention are at the core of everything we do. Beyond providing financial guidance, we are committed to giving back to the community that has supported us. Through various initiatives and partnerships, we aim to contribute to the well-being and growth of our local area.

 

Anthem Wealth Strategies is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.


Employment Type: Non-Exempt / Part-Time 10-20 hours per week, may grow to FT.

Shift: Preferred: 2-5pm to start

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