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Job Description
About Polaris Business Strategic Advisors:
Polaris Business Advisors Inc. (Polaris) is the sister company of Prudent Financial Solutions Inc., a company dedicated to helping people burdened by predatory debt. Prudent Financial Solutions focuses on helping consumers by providing financial solutions that are prudent and aligned with their financial goals. Polaris brings this philosophy and approach to business owners.
We assist businesses that may be navigating through challenging economic environments, having difficulties managing current terms on debts, and as a result are often unable to focus on running their business. With Polaris assisting on the financial side, our clients are able to focus solely on running the day to day operations of their business.
Polaris Business Strategic Advisors Inc is a premier provider of customized financial products and services to help business manage their debt. Our guidance and services have helped thousands of businesses by providing innovative yet simple solutions to address what are often complex situations. We take our time to understand every clients business from the ground up while providing recommendations on how to create a competitive edge in today's fast-paced market.
Why Join Us?
Polaris is a fast-growing financial services company. We value and look for individuals who are excited to work in a fast-paced, high-energy environment where career growth and earning potential is unlimited.
If you want to be part of a growing company with unlimited upside potential, a fun work environment, and are passionate about helping business owners, then Polaris is the place for you! This role is NOT for everyone. Our team is composed of highly driven go-getter salespeople who embody the Wall Street drive.
Full Job Description:
The role of the Relationship Manager will be based in the New York area and will work closely with and report to our Director of Operations. The Relationship Manager is a key role in the Polaris Business Advisors organization. PBSA is looking for an experienced individual who can manage existing client relationships and assist in developing new strategies focused on client retention and success all while ensuring an outstanding client experience, adherence to the regulatory, legal and risk management frameworks.
Principal Duties and Responsibilities:
Qualifications:
Knowledge, Skills and Experience:
NOTE: This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department.
All your information will be kept confidential according to EEO guidelines.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
Experience level:
Schedule:
Supplemental pay types:
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
$141k-191k (estimate)
03/27/2024
04/08/2024
prudent-financial.com
Temecula, CA
<25
The job skills required for Client Relationship Manager include Financial Services, Products and Services, Client Relationship, Communication Skills, Risk Management, Prospecting, 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.
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.