Director of Client Relations

4 days ago


Bluffton, United States Kovalcik and Geraghty Wealth Partners Full time
Job DescriptionJob Description

We are looking for a Client Relations Manager to create and nurture long-term relationships with customers. You will resolve any issues that arise to ensure customers are satisfied with our services.

In this role, you should be an excellent communicator who’s able to grasp customer needs and brainstorm ways to fulfill them. If you also have a background in customer service and knowledge of our industry, we’d like to meet you.

Your goal will be to help us safeguard our revenue and retain our customers.

Qualifications

  • An entrepreneurial spirit
  • Excellent organizational skills
  • Must be very personable and exhibit problem-solving skills
  • Proven track record in customer satisfaction and effective communication
  • Fluency in Microsoft Word and Excel

Responsibilities

  • Build relationships with key employees among customers
  • Create plans to address clients’ business needs
  • Advise clients on creating profitable processes
  • Schedule regular meetings with customers to ensure they are satisfied
  • Act as point of contact for complaints and escalate issues as appropriate
  • Help sales team up-sell or cross-sell services and products
  • Ensure both the company and clients adhere to contract terms
  • Study competition to find new ways to retain customers
  • Set sales and revenue targets and work diligently to meet them
  • Collaborate with internal teams (e.g. sales, engineers, senior management) to address customers’ needs

Requirements and skills

  • Proven experience as a Client Relations Manager or Relationship Manager
  • Proven track record of meeting and exceeding targets
  • Background in customer service; industry knowledge is a plus
  • Experience tracking relevant KPIs (e.g. customer satisfaction)
  • Proficient in MS Office, with working knowledge of CRM platforms (e.g. Salesforce)
  • A customer-oriented attitude
  • Excellent communication and negotiation skills
  • Problem-solving aptitude
  • Ability to work well with a team
  • BSc/BA in Business Administration, Marketing or a related field
Company DescriptionKovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Bluffton, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. Our focus is on helping clients accrue and protect wealth while assisting them in passing their values and legacy on to future generations. We believe in objective planning and are compensated for providing advice, not selling commission-based products.Company DescriptionKovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Bluffton, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. Our focus is on helping clients accrue and protect wealth while assisting them in passing their values and legacy on to future generations. We believe in objective planning and are compensated for providing advice, not selling commission-based products.

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