Client Relationship Manager

7 days ago


Knoxville, Tennessee, United States Altius Search Group Full time
Client Relationship Specialist

Altius Search Group is seeking a highly skilled Client Relationship Specialist to join our team in Knoxville, TN.

This role will be responsible for delivering exceptional service to clients and prospects, collaborating with the Business Development team to gather and manage client information, and ensuring a seamless experience throughout the transaction process.

Key Responsibilities:
  • Provide outstanding service to clients and prospects, both in person and over the phone.
  • Prepare and accurately enter client information into the CRM system.
  • Partner with credit and operations teams to ensure all necessary documentation is collected and submitted.
  • Review deal approvals, communicate with the sales team regarding timelines and requirements, and track any exceptions.
  • Maintain consistent communication with clients and vendors throughout the servicing and funding process.
  • Proactively engage with existing clients to assess their needs and offer solutions.
  • Identify opportunities to refer clients to other areas of the business.
  • Assist other team members as needed to deliver exceptional service.
Requirements:
  • 10 years of sales support in financial services.
  • Proficient with Microsoft Office.
  • Excellent interpersonal skills, including verbal and written communication.
  • Effective analytical and problem-solving skills with strong attention to detail.


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