Head of Client Engagement

2 weeks ago

Anchorage, Alaska, United States Claire Myers Consulting Full time

Claire Myers Consulting is seeking a dynamic and emotionally astute leader to oversee the internal Client Relationship Management Team. The successful candidate will be responsible for guiding team performance, ensuring the fulfillment of duties, and achieving critical performance indicators. This position requires a focus on delivering outstanding client service and fostering strong relationships.

Our mission is to transform the financial advisory sector by redefining client value delivery. We are committed to promoting a healthy work-life balance and nurturing a positive workplace culture. Our team is driven by curiosity, continuous learning, and a dedication to exceptional client care.

Why Join Our Team

  • Mentorship: Engage in regular training sessions to prepare for client meetings and collaborate with fellow advisors.
  • Collaboration: Work in a supportive environment where advisors frequently consult on client strategies.
  • Client Base: Step into a role with a well-established and high-quality clientele.
  • Prospect Pipeline: We prioritize delivering significant value, believing that this approach leads to financial success.
  • Defined Objectives: Clear goals and targets provide a roadmap for success, minimizing unproductive efforts.
  • Growth Opportunities: Join a culture that values learning and personal development.
  • Coaching: Senior advisors offer guidance on client interactions to ensure beneficial outcomes.
  • Support Systems: Access established support teams with extensive experience.
  • Structured Meeting Calendar: Our yearly calendar is designed to ensure productive client discussions.
  • Efficient Scheduling: Experience industry-standard scheduling practices.
  • Exclusive Client Management Tools: Utilize our proprietary CRM for managing client information and value-added services.

Key Responsibilities

Team Leadership

  • Supervise and mentor Client Relationship Managers at all levels.
  • Conduct regular performance evaluations and provide constructive feedback.
  • Ensure team members meet promotion criteria within the organization.

Performance Metrics and Execution

  • Establish and track key performance indicators for the team.
  • Ensure timely and accurate completion of all team responsibilities.
  • Implement strategies to enhance efficiency and client satisfaction.

Client and Prospect Management

  • Oversee client and prospect interactions.
  • Ensure effective navigation of proprietary software and client documentation.
  • Promote understanding of client types and office protocols.

Training and Development

  • Encourage a culture of ongoing learning and professional growth.
  • Facilitate training sessions to ensure team members complete required educational hours.
  • Motivate team members to develop and maintain personalized financial plans.

Behavioral Insights and Emotional Intelligence

  • Guide the team in applying behavioral science principles.
  • Empower team members to leverage personality insights for improved client interactions.
  • Allocate resources for personalized client engagement initiatives.

Common Responsibilities Across Levels

Level III (Basic):

  • Basic navigation of proprietary software and client documentation.
  • Understanding of office procedures and financial planning fundamentals.
  • Initiate personalized financial planning.

Level II (Intermediate):

  • Coordinate out-of-state appointments and manage events.
  • Process communications promptly and accurately.
  • Apply behavioral insights to client interactions.
  • Manage client issues and coordinate seminars.
  • Maintain records for compliance and audit purposes.

Level I (Master):

  • All Level II responsibilities.
  • Invest in personalized client engagement initiatives.
  • Deep understanding of personality types and learning styles.
  • Registered Paraplanner status.

Qualifications

  • Demonstrated experience in a leadership role within client service or relationship management.
  • Exceptional emotional intelligence and interpersonal abilities.
  • Strong organizational and time management skills.
  • Knowledge of financial planning and client relationship management.
  • Commitment to ongoing professional development and learning.

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