4 Client Relationship Manager Jobs in Berwyn, PA
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Global Atlantic Financial Group Opportunities is Hiring a Client Relationship Manager Near Berwyn, PA
NO EXPERIENCE REQUIRED! Hard work, ability to multi task, have enthusiasm and drive to help people is what you need!
**Sign on bonus included for candidates that have Resident Life License and Series 7 & Series 63**
POSITION OVERVIEW
We have a unique opportunity for a highly motivated, energetic individual interested in accelerating their career through a dynamic client account management training program. In this role, you will respond to inbound calls with broker inquiries and answer questions in a variety of areas: product features, literature requests, and hypothetical illustrations as well as participate in extensive training and developmental experiences to help enhance your personal and professional growth. Recent College Graduates are encouraged to apply, this is a great opportunity for someone interested in developing a career in sales. Your compensation has the potential to nearly double after a few years!
- Provide product and client cases sales support
- Explain in detail the features, benefits, & advantages of our retirement products
- Provide personalized, web-based hypothetical illustrations
- Ensure advisors have proper marketing materials
- Document calls within Salesforce.com for tracking purposes
- Act as liaison between home office and wholesalers in field
- Assist in the development process of new employees
QUALIFICATIONS
- Excellent communication and organization skills
- Strong analytical and problem solving skills
- Interest in financial services, global markets, and economics
- Eagerness to learn, solid work ethic, and motivation to succeed
- Excellent communication and interpersonal skills
- Ability to work in a dynamic team environment
- Display willingness to quickly learn product lines, procedures, and workflows
- Successfully complete Resident Life License and Series 7 & Series 63 within 90 days of employment
This position is not eligible for visa sponsorship now or in the future
More AMAZING Benefits - Click on graphic below to learn more!
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Job Summary
Full Time
$84k-112k (estimate)
10/07/2022
07/26/2023
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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