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Senior Relationship Professional
7 hours ago
At Family Office Exchange (FOX), we are seeking a highly skilled Senior Relationship Professional to join our team. This role offers a unique opportunity to work with enterprise families, family office executives, and their trusted advisors. As a key member of our team, you will be responsible for building and maintaining relationships with assigned clients, providing exceptional customer service, and driving revenue growth.
About the Role- This is a full-time position based in downtown Chicago, Illinois.
- You will work closely with our internal teams, including Sales, Marketing, and Events, to identify opportunities and drive business growth.
- Build and maintain strong relationships with assigned clients, understanding their needs and goals.
- Develop and implement strategies to drive client engagement and retention.
- Collaborate with internal teams to identify new business opportunities and develop effective solutions.
- Provide exceptional customer service, responding promptly to client inquiries and resolving issues efficiently.
- Work closely with our sales team to identify new business opportunities and develop effective solutions.
- Maintain accurate records of client interactions and communication using CRM software.
- Bachelor's degree required, emphasis in finance, business, or related field preferred.
- Minimum 7 years of experience in client-facing roles, preferably in ultra-high net worth client service.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Familiarity with CRM software and Microsoft Office tools.
We offer a competitive salary range of $120,000 - $150,000 per year, depending on experience. Additionally, you will receive a comprehensive benefits package, including major medical, dental, and vision care plans, basic and supplemental life insurance, short-term and long-term disability options, and a 401(k) plan. We also offer generous vacation time and holiday pay.
$120,000 - $150,000 annually, depending on experience.
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