Director of Client Relations
3 weeks ago
Company Description
Audible Wealth Management is a full-service wealth advisory firm based in downtown Silver Spring, Maryland, specializing in financial planning, investment strategies, and insurance solutions. We prioritize integrity, trust, and transparency to strengthen client relationships and help them achieve their financial goals through a balanced lifestyle approach.
Role Description
This is a full-time hybrid role for a Director of Client Relations at Audible Wealth Management. The Director will be responsible for managing business relationships, client relations, customer satisfaction, and communication. This role will be located in Washington, DC, with flexibility for some remote work.
Qualifications
- Business Relationship Management and Client Relations skills
- Customer Satisfaction and Communication skills
- Customer Service expertise
- Strong interpersonal and relationship-building skills
- Excellent written and verbal communication abilities
- Ability to prioritize, multitask, and manage time efficiently
- Experience in financial services or wealth management industry is a plus
- Bachelor's degree in Business Administration, Finance, or related field
Responsibilities
- Develop and execute comprehensive client relations strategies to enhance satisfaction and loyalty.
- Take the lead on client onboarding and account setup process.
- Lead and manage the client relations team, setting objectives, establishing quality client communication.
- Establish and maintain strong relationships with key clients, acting as the primary point of contact.
- Develop and implement strategies to ensure long-term client partnerships.
- Coordinate with the advisors, marketing, and product service teams to ensure a cohesive client experience.
- Escalate complex or high-priority issues to teams for resolution.
- Oversee client communication materials, including newsletters, and presentations for client updates.
- Collaborate with cross-functional teams to ensure client needs are met and exceeded.
Perks
- Negotiable base salary (based on experience)
- Hybrid Work Environment
- Flexible & Great Company Culture
- Enhanced Holidays / PTO
- Sick Days / Personal Leave
- Company Bonus
- Retirement Savings Plan (401k Plan)
- Healthcare, vision, and dental insurance
- Group Life Insurance
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Director of Client Relations
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Washington, United States Audible Wealth Management Full timeCompany DescriptionAudible Wealth Management is a full-service wealth advisory firm based in downtown Silver Spring, Maryland, specializing in financial planning, investment strategies, and insurance solutions. We prioritize integrity, trust, and transparency to strengthen client relationships and help them achieve their financial goals through a balanced...
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