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Opal Wealth Advisors
Jericho, NY | Full Time
8 Months Ago
Opal Wealth Advisors
Jericho, NY | Full Time
$75k-99k (estimate)
8 Months Ago
PEAR Core Solutions
Jericho, NY | Full Time
$90k-120k (estimate)
2 Weeks Ago
Webster Bank
Jericho, NY | Full Time
$141k-189k (estimate)
5 Days Ago
Client Relationship Manager
Full Time 8 Months Ago
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Opal Wealth Advisors is Hiring a Client Relationship Manager Near Jericho, NY

Are you a client champion seeking a challenging and rewarding career in a fast-paced financial environment? Would you enjoy being part of a dedicated team that works together to create a relevant, memorable difference in our clients’ lives? If so, you’re in the right place!

Opal Wealth Advisors are looking for a friendly, customer-oriented Relationship Manager to join our dynamic team.

This is an exciting opportunity for a Relationship Manager who thrives on finding new and creative ways to delight their clients. If you’re ready to deliver an exceptional client experience every time, we can’t wait to hear from you!

What’s In It For You:

We are a team of passionate people united by a desire to do meaningful work and make a difference in the lives of others. At Opal Wealth Advisors, success is celebrated, and integrity is the core of who we are. To reward your hard work, we offer a competitive salary and benefits package, including:

  • Salary, plus bonus: $65,000-$85,000 range
  • Medical, dental and vision insurance
  • 401k
  • Paid time off

What You Will Do:

  • Work alongside and support the Financial Advisor and a Service Advisor with the day-to-day management of a portfolio of clients, including calendar management, meeting preparation and completion of tasks assigned by FA
  • Get to know each client personally and develop a relationship with them to become their go-to person in the company; create two WOW moments for clients each month
  • Assist with event planning; seek new opportunities for Opal by developing new relationships
  • Greet clients and visitors arriving at the office and provide first-class care; ensure common areas of office are pristine
  • Monitor service needs and alerts from our vendors, custodians and other partners

What You Bring:

  • Education: Bachelor’s degree in related field
  • Experience: Experience in Relationship Management/Business Development roles
  • Excellent interpersonal skills and ability to communicate with a wide range of people
  • Reliable and ethical
  • Hospitality experience is a plus
  • Financial services experience a plus

Opal Wealth Advisors is a registered investment advisory firm dedicated to helping our clients create and use wealth to accomplish goals that are meaningful to them…the Opal Way. Our recommendations are independent and unbiased. As fiduciaries, we uphold transparency and honor our client's interests above all else. We offer a work environment that challenges, respects, and empowers you. The same vision that guides our business success applies to our workforce. Our goal is for all of us to live lives of financial freedom, joy, and abundance.

Job Summary

JOB TYPE

Full Time

POST DATE

07/24/2022

EXPIRATION DATE

12/06/2022

WEBSITE

opalwealthadvisors.com

HEADQUARTERS

Jericho, NY

SIZE

<25

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Opal Wealth Advisors
Full Time
$75k-99k (estimate)
8 Months Ago

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.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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