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Client Relationship Manager
2 months ago
We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a critical member of our branch team, you will play a key role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.
Key Responsibilities- Client Relationship Management: Develop and deepen relationships with clients to understand their financial needs and goals.
- Financial Services Coordination: Assist financial advisors in providing comprehensive financial services to clients, including investment advice and product sales.
- Branch Operations: Manage day-to-day branch operations, including administrative tasks and client communication.
- Marketing and Business Development: Participate in marketing activities, such as planning and executing events, to drive business growth and client engagement.
- Professional Development: Participate in ongoing training and professional development to stay up-to-date on industry trends and best practices.
- Competitive Compensation: A comprehensive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
- Professional Growth: Opportunities for career advancement and professional development in a dynamic and supportive environment.
- Work-Life Balance: A flexible work schedule and paid time off to support your personal and professional goals.
- Strong Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and colleagues.
- Financial Services Knowledge: Basic knowledge of financial services and products, with a willingness to learn and develop expertise.
- Organizational Skills: Strong organizational and time management skills to prioritize tasks and meet deadlines.
- Teamwork: Ability to work collaboratively as part of a team to achieve shared goals and objectives.
