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Client Relationship Manager

2 months ago

Roseville, California, United States Bluespringwealth Full time
About the Role

We are seeking a highly skilled and experienced Client Relationship Manager to join our team at Bluespring Wealth Partners. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.

Key Responsibilities
  • Develop and maintain strong relationships with existing clients, identifying opportunities to grow their assets under management and provide additional services.
  • Identify and pursue new business opportunities through referrals, networking, and other means.
  • Provide exceptional customer service, responding to client inquiries and resolving any issues in a timely and professional manner.
  • Work closely with our financial planning team to develop and implement comprehensive financial plans for our clients.
  • Stay up-to-date on industry trends and developments, applying this knowledge to provide expert advice and guidance to our clients.
Requirements
  • Bachelor's degree from an accredited four-year university, preferably in a field such as finance, business, or economics.
  • At least 5 years of experience in financial planning, sales, or a related field.
  • Series 65 or ability to obtain post-hire.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
  • Proven track record of success in sales and business development, with a strong understanding of financial planning and investment strategies.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health, vision, and dental insurance.
  • A 401(k) plan and other retirement savings options.
  • Opportunities for professional growth and development, including training and education programs.