4 Client Relationship Manager Jobs in Shelton, CT
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Strategies for Retirement is Hiring a Client Relationship Manager Near Shelton, CT
Successful fast growing Financial planning firm here in Shelton CT looking to add a highly motivated team member as a Client Relationship Manager.
Responsibilities include communicating to our clients on several aspects like scheduling client reviews , Customer Service , Birthday calls and generally treating our clients like VIP's !
Experience:
Must have several years experience in the Financial planning or Insurance Industry
Must have great phone and computer skills
Must be highly motivated and organized
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- Health insurance
Experience level:
- 3 years
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Travel requirement:
- No travel
Ability to commute/relocate:
- Shelton, CT 06484: Reliably commute or planning to relocate before starting work (Required)
Work Location: One location
Job Summary
Full Time
$76k-97k (estimate)
01/14/2023
02/12/2023
strategies4ltc.com
<25
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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