Client Relationship Manager

6 days ago


South Jordan, Utah, United States The Investors Edge Full time
Role Summary

The Investor's Edge is seeking a Client Relationship Manager to join our team. This individual will play a crucial role in driving business growth by identifying and cultivating new client relationships.

Your responsibilities will include:

  • Building and maintaining strong relationships with current and prospective clients.
  • Developing and implementing strategies to grow our client base.
  • Providing exceptional customer service to ensure client satisfaction.
  • Working closely with the sales team to achieve revenue targets.
  • Maintaining accurate and up-to-date records of client interactions in our CRM system.

Qualifications:

  • Bachelor's degree in business, finance, or related field.
  • Proven track record in sales or business development, preferably in the financial services industry.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time management skills.
  • Proficiency in CRM software.
  • A passion for the financial industry and a desire to help clients succeed.

What We Offer:

  • A competitive compensation package, including a base salary of $50K and potential bonus up to $67K+
  • Comprehensive benefits package, including health insurance.
  • Opportunities for professional development and advancement.
  • A collaborative and dynamic work environment.
  • A chance to work with a talented team of financial professionals.


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