Client Relationship Manager
4 days ago
The Client Relationship Manager plays a vital role in fostering strong relationships between clients and Stifel Wealth and Investment Management. This position requires a deep understanding of client portfolios and the ability to provide exceptional service to ensure client satisfaction.
Key Responsibilities- Develop in-depth knowledge of client portfolios and regularly engage with clients to understand their needs and preferences.
- Conduct quarterly and annual client performance reviews in conjunction with the Investment Representative to assess portfolio performance and provide recommendations for improvement.
- Coordinate enrollment campaigns and meetings for high net worth individuals and individual investors to promote investment solutions and services.
- Analyze and evaluate client needs, and provide recommendations with respect to the issues identified, along with potential strategies for further enhancing client relationships.
- Research, investigate, and analyze client queries and other significant matters and develop strategic responses as needed and at own judgment.
- Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities.
- Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Excellent communication and interpersonal skills, with the ability to communicate information and ideas in spoken or written form so that others will understand.
- Strong analytical and problem-solving skills, with the ability to manage one's own time and priorities to ensure the meeting of deadlines.
- Minimum Required: Bachelor's Degree or equivalent work experience, and a minimum of 10 years of financial services experience.
- Minimum Required: FINRA Series 7 & 63, and FINRA Series may be required depending on the business coverage.
Stifel is a global wealth management and investment banking firm that is committed to helping families, companies, and municipalities find their own success. With a history spanning over 130 years, Stifel is a leader in the financial industry and offers a comprehensive benefits package to its employees, including health, dental, and vision care, 401k, wellness initiatives, life insurance, and paid time off.
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