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Client Relationship Manager
deltacommunitycu Atlanta, GA
$66k-112k (estimate)
Full Time 6 Months Ago
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deltacommunitycu is Hiring a Client Relationship Manager Near Atlanta, GA

The Delta Community Retirement & Investment Services’ (DCR&IS) Client Relationship Manager is a practicing professional who acts both as an advocate for members’ financial wellness and as relationship management support to the Advisor Team. The successful candidate will service and advise members utilizing our investment advisory and financial planning programs, and will assist Financial Advisors in the process of creating, implementing, and reviewing financial plans and strategies in the best interest of the member. In the Client Relationship Manager’s delivery of client engagement, they will ensure all clients receive prompt service and take ownership for complete resolution. The Client Relationship Manager will manage and/or collect financial data, conduct productive client meetings by phone and meet on-going compliance regulatory requirements.
Practice safety conscious behaviors in all operational processes and procedures.
Essential Functions:
•Identify and address client financial needs
•Communicate foundational financial planning principles as well as investment recommendations
•Analyze data obtained to determine strategies for meeting clients’ financial objectives to include portfolio analysis, retirement projections, Social Security timing, education-funding, and risk management needs analysis
•Monitor and review clients’ accounts regularly to determine whether life events, economic changes, or financial performance indicate a need for reassessment
•Conduct client meetings by phone 
•Support the Financial Advisor(s) in preparing wealth management deliverables
•Update the firm’s customer relationship management (CRM) system with every client interaction
•Facilitate client relationship management (address change, account balance inquiry, additional deposit into existing account, status of transfer in/out of funds, online access, tax documentation/cost basis, account statement request, withdrawal request, beneficiary change form, etc.)
•Execute solicited and unsolicited member or Financial Advisor directed trades
•Develop new business to include member facing financial education and prospecting events, processing of account acquisition paperwork and the review of submitted paperwork for accuracy and completeness
•Contribute to financial education content development to add value to the lives of the members we serve 
•Compliance management to include establishing and maintaining electronic client files to meet regulatory requirements
•Partner with branch delivery and Member Care Center to provide support and education surrounding the products and services offered by DCR&IS
•Complete all continuing education, firm element, and compliance requirements in a timely manner
•Accepts and performs other duties as assigned
Other
•This description reflects management’s assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.
•This job description is subject to change at any time.

Job Summary

JOB TYPE

Full Time

SALARY

$66k-112k (estimate)

POST DATE

11/30/2023

EXPIRATION DATE

06/02/2024

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deltacommunitycu
Full Time
$24k-29k (estimate)
5 Months Ago
deltacommunitycu
Full Time
$32k-40k (estimate)
5 Months Ago
deltacommunitycu
Full Time
$96k-129k (estimate)
5 Months Ago

The job skills required for Client Relationship Manager include Coaching, Leadership, Collaboration, Mental Health, Decision Making, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Manager. Select any job title you are interested in and start to search job requirements.

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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.

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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.

Florida Southern College
Colby College
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University of Notre Dame
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Canisius College
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