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Client Relationship Specialist

2 months ago

Franklin, Tennessee, United States Altius Search Group Full time
{"title": "Client Relationship Specialist", "content": "Job Summary

Altius Search Group is seeking a skilled Client Relationship Specialist to join our team. As a key member of our Business Development team, you will be responsible for delivering exceptional service to clients and prospects, both in person and over the phone.

Key Responsibilities
  • Client Focus: Provide outstanding service to clients and prospects, responding to inquiries promptly and resolving issues effectively.
  • Data Management: Prepare and accurately enter client information into our CRM system, tracking client details for follow-up and credit submissions.
  • Cross-functional Collaboration: Partner with credit and operations teams to ensure all necessary documentation is collected and submitted.
  • Deal Management: Review deal approvals, communicate with the sales team regarding timelines and requirements, and track any exceptions.
  • Communication: Maintain consistent communication with clients and vendors throughout the servicing and funding process.
  • Relationship Building: Proactively engage with existing clients to assess their needs and offer solutions.
  • Referrals: Identify opportunities to refer clients to other areas of the business, such as Trust, Investments, Insurance, or Treasury Management.
  • Teamwork: Assist other team members as needed to deliver exceptional service.
  • Additional Duties: Perform other related tasks as assigned.

Requirements:

  • 10 years of sales support in financial services
  • Proficient with Microsoft Office
  • Excellent interpersonal skills, including verbal and written communication
  • Effective analytical and problem-solving skills with strong attention to detail
"}