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Client Relationship Manager
2 months ago
Altius Search Group is seeking a skilled Client Relationship Specialist to join our team. As a key member of our Business Development team, you will be responsible for delivering exceptional service to clients and prospects, while collaborating with credit and operations teams to ensure a seamless experience throughout the transaction process.
Key Responsibilities- Client Focus: Provide outstanding service to clients and prospects, both in person and over the phone, responding to inquiries promptly and resolving issues effectively.
- Data Management: Prepare and accurately enter client information into the CRM system, tracking client details for follow-up and credit submissions.
- Cross-functional Collaboration: Partner with credit and operations teams to ensure all necessary documentation is collected and submitted.
- Deal Management: Review deal approvals, communicate with the sales team regarding timelines and requirements, and track any exceptions.
- Communication: Maintain consistent communication with clients and vendors throughout the servicing and funding process.
- Relationship Building: Proactively engage with existing clients to assess their needs and offer solutions.
- Referrals: Identify opportunities to refer clients to other areas of the business, such as Trust, Investments, Insurance, or Treasury Management.
- Teamwork: Assist other team members as needed to deliver exceptional service.
- Additional Duties: Perform other related tasks as assigned.
Requirements:
- 10 years of sales support in financial services
- Proficient with Microsoft Office
- Excellent interpersonal skills, including verbal and written communication
- Effective analytical and problem-solving skills with strong attention to detail