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Client Relationship Manager

2 months ago

Shelton, Connecticut, United States Financial Counselors America Full time

About the Role:

The Client Relationship Manager is a key member of our Financial Counselors America team, responsible for building and maintaining strong relationships with our clients in the Trust Investment Solutions space.

Key Responsibilities:

  • Develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication.
  • Collaborate with a range of investment professionals to deliver client-focused investment solutions and supporting services.
  • Utilize superior client service and relationship building skills to retain and grow existing and new client relationships.
  • Develop and implement comprehensive plans to address each client's unique needs and business goals.
  • Work closely with the Trust Investment Solutions team to deliver fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies.

Requirements:

  • Bachelor's degree
  • 5-10+ years of relationship management experience in the financial services industry
  • Extensive investment knowledge
  • Strong time management and organization skills
  • Excellent communication skills - interpersonal, verbal and written
  • Strong work ethic, honest, reliable and disciplined
  • Willingness to travel
  • Proficient in Microsoft Office and CRM-related software

About Financial Counselors America:

Financial Counselors America is an independent, privately-owned, fee-based registered investment advisor (RIA) providing fiduciary-quality investment solutions to a broad range of clients. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.