Client Relationship Manager
3 days ago
**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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