Client Relationship Manager

3 weeks ago

Boston, United States The KXN Full time

Are you passionate about building meaningful client relationships? Do you thrive in a fast-paced environment where your expertise can make a real impact? The KXN is collaborating with a reputable company in the Wealth Management sector to identify an exceptional Client Relationship Manager. This role provides a unique opportunity to contribute to delivering outstanding wealth management services to an elite clientele and drive meaningful client success.


What Makes This Role Exciting:

  • Empowering Environment: Work alongside industry experts who are committed to your professional growth.
  • Career Growth: Opportunities to expand your role in a supportive and results-driven environment.
  • Rewarding Impact: Play a pivotal role in guiding clients towards achieving their financial goals.


Key Responsibilities:

  • Relationship Building: Develop, maintain, and deepen client relationships by delivering a personalized approach that fosters trust and loyalty.
  • Strategic Advising: Collaborate with financial advisors to understand each client’s unique financial goals and proactively suggest solutions.
  • Portfolio Oversight: Monitor clients’ portfolios and ensure alignment with their investment objectives, financial plans, and risk tolerance.
  • Client Service Excellence: Respond to client inquiries, address concerns, and ensure a seamless experience by providing timely and accurate information.
  • Team Collaboration: Work closely with cross-functional teams to optimize the client experience and streamline service delivery.


What We’re Looking For:

  • Experience: 3+ years in client relationship management or wealth management.
  • Education: Bachelor’s degree in finance, economics, or a related field.
  • Licensing: Series 7 and Series 66 (or Series 63 and 65) licenses required.
  • Skills: Strong communication, problem-solving, and organizational abilities.
  • Passion: A genuine interest in wealth management and dedication to providing top-tier client service.


Benefits:

  • Competitive Compensation: Attractive salary and performance-based incentives.
  • Comprehensive Benefits: Health, dental, and retirement savings plans.
  • Work-Life Balance: Flexible work schedules and potential remote work options.


Ready to make a lasting impact? Take the next step in your career as a Client Relationship Manager and be part of a team that values client success as much as you do

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