Financial Services Liaison

7 days ago


Wichita Falls, Texas, United States Claire Myers Consulting Full time
About the Role

Claire Myers Consulting is seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional client care and driving business growth.

Key Responsibilities
  • Client Satisfaction: Focus on building strong relationships with existing clients and ensuring their needs are met.
  • Account Management: Directly responsible for client retention and satisfaction with our firm.
  • Financial Planning: Manage the formulation and implementation of risk and investment strategies aligned with comprehensive financial plans.
  • Asset Growth: Increase assets under management from assigned client base.
  • Revenue Development: Identify and develop new revenue opportunities to enhance client service.
  • Relationship Building: Develop and deepen relationships with existing clients and their next generation.
  • Industry Knowledge: Maintain familiarity with industry trends and apply knowledge to client service and relationships.
Requirements
  • 3+ years of experience in Financial Services.
  • Understanding and articulation of Financial Planning.
  • Ability to advise clients on all aspects of their balance sheet.
  • Working understanding of tax thresholds, types of taxation for different instruments and accounts, and the levers for increasing or reducing taxes.
  • A comprehensive understanding of financial markets and a relentless drive to learn more.
  • Series 7, Series 66/63 and State Life & Health or similar. Unlicensed candidates will be considered but required to obtain the requisite licenses within 120 days of employment.
  • Excellent communication and relationship management skills.
Compensation
  • $85,000 base salary with strong incentives and great benefits.


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