40 Client Relations Manager Jobs in Scottsdale, AZ
Touchstone Wealth is Hiring a Client Relations Manager Near Scottsdale, AZ
Touchstone Wealth is a fee-based financial advisory firm that provides guidance to help individuals, families, and businesses reach their goals and live their dreams.
As a Client Relations Manager supporting our team of Financial Advisors, you will play a crucial role in ensuring the smooth operation of our sales and client relationship management processes. Your primary responsibilities will include providing administrative support, managing client inquiries, and assisting in sales activities. This role requires strong organizational skills, attention to detail, and excellent communication abilities.
Responsibilities:
· Client Relationship Management
o Handling of all inbound client service requests
o Maintain and update client databases and records.
o Assist in scheduling meetings with clients.
· Administrative Support
o Prepare and process client paperwork, including account applications and documentation.
o Insurance applications, scheduling medical exam, communication with New Business Coordinator and underwriters.
o Coordination and handling of advisor calendars includes confirmations, reviews, and reminders.
o Manage and organize documents, ensuring compliance with regulatory requirements.
o Handle general administrative tasks such as scanning and data entry.
· Team Collaboration
o Work closely with the team of Financial Advisors to achieve targets and objectives.
o Attend team meetings and contribute to discussions on client management.
· Marketing Support
o Help organize workshops and seminars.
o Oversee and run Client Appreciation Events
o Collaborate with firm Marketing Director for joint efforts
Competitive compensation package to include base salary plus bonus opportunities. Full medical, dental, and vision benefits and matching 401k plan through Touchstone Wealth.
Job Type: Full-time
Pay: $50,000.00 - $67,742.69 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Job Summary
Full Time
$78k-100k (estimate)
09/20/2023
08/30/2024
The job skills required for Client Relations Manager include Client Service, Scheduling, Collaboration, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relations 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 Relations Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relations Manager positions, which can be used as a reference in future career path planning. As a Client Relations Manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relations Manager. You can explore the career advancement for a Client Relations Manager below and select your interested title to get hiring information.
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