Client Relationship Manager

3 days ago


Phoenix, Arizona, United States Visory Full time
Job Description

**About Visory**

Visory is a leading provider of enterprise-grade technology and cybersecurity solutions. Our team of experts helps clients achieve successful digital transformation through our extensive technical knowledge and industry expertise.

**Job Summary**

The Client Relationship Manager is the primary point of contact for our high-level Wealth Management clients. This role is responsible for managing and growing existing client relationships, developing strategies to enhance client engagement, and overseeing the implementation of client initiatives.

**Key Responsibilities**

  • Act as the primary point of contact for key Wealth Management clients to ensure a strong client/vendor relationship.
  • Translate client issues and needs to the technical team and champion issues through resolution.
  • Coordinate with Technical Sales and Solution Engineers to initiate project work and enhancements to client IT infrastructure.
  • Direct monthly/quarterly client review process and develop strategies to grow and improve the scope of each relationship.

**Requirements**

  • Technical knowledge is strongly preferred.
  • Exemplary client services skills and high level of sensitivity to client needs.
  • Experience in relationship management at the C-level of organizations across various industries.
  • Good conflict resolution and problem-solving skills.
  • Strong written and verbal communications skills, with ability to think and execute strategically.
  • Excellent time management skills with proven ability to meet deadlines.
  • Basic understanding of IT networking structures and terminology.
  • Proficient with Microsoft Office Suite or related software.

**Preferred Qualifications**

  • Experience as a relationship manager in the Financial Services sector.
  • Basic understanding of IT networking structures and terminology.
  • Bachelor degree in Computer Science or Business Management.
  • At least 3-5 years related experience.


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