Client Relationship Manager
2 weeks ago
We are seeking a skilled Client Relationship Manager to join our team. This role involves building and maintaining strong relationships with clients, identifying their needs, and providing tailored solutions to help them achieve their financial goals.
Job OverviewThe Client Relationship Manager will work closely with financial advisors to provide exceptional client service, handle day-to-day administrative tasks, and support business development efforts. The ideal candidate will have excellent communication skills, be able to work independently, and possess a strong understanding of financial services.
Key Responsibilities- Develop and maintain strong relationships with clients to understand their needs and preferences.
- Provide exceptional client service, responding promptly to inquiries and resolving issues efficiently.
- Assist financial advisors in developing strategies to grow business and increase revenue.
- Manage day-to-day administrative tasks, including data entry, record-keeping, and reporting.
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
- 1-3 years of experience in a customer-facing role, preferably in financial services.
- Excellent communication and interpersonal skills.
- Able to work independently and as part of a team.
- Familiarity with office technology and software applications.
We offer a competitive compensation package, including a base salary range of $21.24-$24.83 per hour, depending on experience. Additionally, we provide comprehensive benefits, including medical, dental, and vision coverage, as well as opportunities for professional growth and development.
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