13 Client Relationship Manager Jobs in Sandy, UT
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Capita Financial Network is Hiring a Client Relationship Manager Near Sandy, UT
Who we are: Capita is a large Registered Investment Advisor firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are adding clients every week and we need your talents and energy at our firm!
Job: Full-time, Monday – Friday, 9am-5pm
Location: Sandy, Ut
Role and Responsibilities:
- Provide financial planning services for Capita clients.
- Build client relationships to help them follow through on advice.
- Retain clients by delivering the Capita experience.
- Collaborate with Capita Wealth Advisors to deliver planning to their clients.
Qualifications/Requirements:
- Series 65 (or 66) preferred (must be obtained within 6 months).
- Bachelor's degree.
- 1-4 years of experience in wealth management firm preferred.
We offer competitive pay and a great opportunity for learning and growth. Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long-Term Disability all paid by Capita! 401k plan with company match after 6 months of employment. Education reimbursement, paid time off, and 12 paid holidays!
The safety and security of our employees and our clients is top priority. All offers of employment at Capita Financial are contingent upon a clear background check.
Job Summary
Full Time
Business Services
$69k-91k (estimate)
01/20/2023
02/04/2023
capitaonline.com
SANDY, UT
50 - 100
Private
BRITNEY LITTLEDIKE
$10M - $50M
Business Services
Related Companies
The following is the career advancement route for Client Relationship Manager positions, which can be used as a reference in future career path planning. As a Client Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Manager. You can explore the career advancement for a Client Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Relationship Manager job description and responsibilities
While account executives focus on the goals of their employer throughout their communications with clients, the targets of client relationship managers are more closely aligned to those of the client.
03/15/2022: Troy, NY
Client relationship managers are responsible for building and maintaining good relationships with clients by listening to complaints or concerns and resolving them.
03/04/2022: Santa Cruz, CA
Build positive and productive relationships with clients for business growth.
01/20/2022: Concord, NH
Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.
03/25/2022: New Orleans, LA
To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
04/07/2022: Stockton, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Relationship Manager jobs
Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.
02/28/2022: Topeka, KS
Some may travel to conferences and conventions to mingle with current clients and recruit prospective customers.
03/28/2022: Detroit, MI
Learning the needs of clients and developing plans to meet them.
04/08/2022: Bridgeport, CT
Have a genuine care for the success of the business.
02/25/2022: Utica, NY
Managers must understand the different reasons for the types of relationships, and provide the customer with what they are looking for.
03/21/2022: Springfield, MO
Step 3: View the best colleges and universities for Client Relationship Manager.
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