Client Relationship Manager

We are looking for a Client Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial guidance, and working collaboratively with our financial advisors to achieve business goals.

About the Role

As a Client Relationship Manager, you will be responsible for developing and implementing strategies to deepen and broaden client relationships, identifying opportunities to create efficiency and improve processes, and staying up-to-date on current and new office technology.

Key Skills and Qualifications

• Strong ability to build and maintain strong relationships with clients

• Excellent communication and interpersonal skills

• Ability to work independently and manage multiple priorities in a deadline-driven environment

Benefits

As a valued member of our team, you will receive a comprehensive compensation and benefits package, including medical and prescription drug coverage, dental and vision insurance, and 401(k) retirement plan. You will also have access to ongoing training and development opportunities to help you succeed in your role.