2 Client Relationship Manager Jobs in Wellesley Hills, MA
R. Miller & Associates is Hiring a Client Relationship Manager Near Wellesley Hills, MA
Summary:
Join our high performing and Forbes recognized "Best in State Wealth Management Team' as a Client Relationship Manager. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.
Benefits:
- Remote & hybird work available
- Health dental & vision insurance
- Health savings account
- 401k with company match
- Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
- Paid incentive programs
- Paid time off & holidays
- Paid volunteer opportunities
- Company donation match
Primary Responsibilities:
- Serve as primary case manager for clients with support.
- Develop technical expertise in all areas of the financial planning process, utilizing tools and systems provided by the practice, to ensure planning meetings are productive and successful.
- Participate in client visits as appropriate and provide summary letters following all visits with clients.
- Provide proactive client communication while anticipating the unique needs of each client.
- Utilize and understand unique tools and processes available.
- Perform other duties as assigned by the Financial Advisor(s) or other leaders.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Bachelor's (Preferred)
Experience:
- Financial services: 2 years (Required)
- Customer relationship management: 2 years (Required)
License/Certification:
- Series 7 (Required)
- Series 66 (or Series 65 & 63) (Preferred)
- State Insurance- Life, Accident & Health (Preferred)
Work Location: Hybrid remote in Wellesley Hills, MA 02481
Job Summary
Full Time
$86k-115k (estimate)
03/05/2023
08/28/2024
srmiller.com
Fenton, MO
<25
Related Companies
The job skills required for Client Relationship Manager include Financial Services, Client Relationship, Planning, Wealth Management, 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.
Similar Jobs
Popular Articles
