Client Relationship Specialist
3 days ago
We are based in Raleigh, NC, with consideration for New York City. If you are driven to create the future of financial advice, we'd love to hear from you.
About this role: We have a client base of industry-leading Registered Investment Advisors and are seeking a skilled Client Relationship Specialist to build relationships and help clients maximize the utility of our software. This internal role requires minimal travel. The ideal candidate will be a curious problem solver and enjoy proactively engaging with new people and client firms.
Main Responsibilities:
- Develop and manage relationships with top Registered Investment Advisor clients, including senior decision-makers.
- Consult with clients on their internal processes and encourage leaders to drive change within their organizations.
- Proactively identify opportunities to expand relationships and increase adoption of our software.
- Implement our client engagement program, identify client needs, gather feedback, and record relationship activity in our CRM.
- Maintain high responsiveness to client needs, leveraging internal support, training, and product resources as needed.
- Have a deep understanding of our software platform and effectively demonstrate its features.
- Deliver exceptional client experiences by anticipating and resolving problems independently.
Requirements:
- 4+ years of experience in financial services.
- Prior experience in wealth management or investment advisory preferred.
- Well-developed organizational skills with attention to detail.
- Able to prioritize multiple client requests effectively.
- Capable of describing and demonstrating our software to potential clients.
- Commitment to delivering outstanding client experiences.
- Excellent verbal and written communication skills.
- Fast learner with the ability to adapt to new technology and platforms.
- Team-centric personality with a desire to learn and grow.
- Tech savvy with proficiency in Microsoft Office and G Suite.
- Bachelor's degree preferred.
- $80,000 - $120,000 per year salary range, depending on experience.
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