Client Relationship Manager
5 hours ago
We are seeking a highly motivated and organized Client Relationship Manager to join our team at Cornerstone Financial Solutions. The successful candidate will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and supporting our financial advisors in all stages of the client lifecycle.
Key Responsibilities:
- Proactively support financial advisors in client acquisition and retention efforts
- Prepare and process client applications, account transfers, and other service requests
- Work effectively with a goal-oriented team to achieve sales and client service goals
- Develop and maintain strong relationships with clients to ensure their needs are met and exceeded
Requirements:
- Minimum 2 years' experience in the financial and investment advisory industry
- FPQP designation or willingness to obtain
- Sales and/or customer service background and experience interacting with the financially savvy public
- Previous experience in solving service/operational issues and answering procedural/sales questions
- Proficient in Microsoft Office Suite and Salesforce
What We Offer:
- Competitive salary range $45k-$60k
- Performance-based bonuses
- 401k with opportunity for profit sharing
- Flexible Spending Account Program
- Clothing allowance for CFS apparel
- Charitable Giving Leave
- Paid Time Off
- Education Assistance
Apply by submitting your resume and cover letter to: Cornerstone Financial Solutions, Inc. or by mail to: 280 Dakota Ave. S, Huron, SD 57350, Attn: Michelle Stahl. We look forward to hearing from you
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