6 Client Relationship Manager Jobs in Bethlehem, PA
Transcend Practice Management is Hiring a Client Relationship Manager Near Bethlehem, PA
- Insistent attention to detail
- Passionately committed to serving and caring for other people
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Superior organizational skills
- Excellent communication skills
- Ability to multitask and manage multiple projects as once with efficiency and accuracy
- Demonstrate ability to interact professionally with clients and prospects by phone and in person
- Interact well with other office personnel, support associates, and other third-party affiliations
- Maintain client and office files
- Process new account paperwork, including preparation, transfer, and database updates
- Maintain procedures for client service effectiveness, including but not limited to coordination and maintenance of client relationship management system and client processing system
- Assist in client appointment preparation
- Effectively manage Advisors calendar
- Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
- Maintain client data integrity in CRM and Client Data processing programs
- Prepare mailings and other communications in a timely manner
- Assist clients with contribution and distribution requests
- Complete all required training in a timely manner and recommend any additional training needed to be up to date and more effective with responsibilities
- Strict adherence to client confidentiality policies and guidelines
- Working knowledge of MS Excel, Word, and PowerPoint
- Other duties as assigned
- College degree is required
- FINRA Series 7, 66, or 63 and 65 is required
- Minimum of two years of experience in an administrative or client service role in the wealth management or related field is required
- Minimum of two years of experience in a client-facing role is required
- Excellent communication and relationship management skills
- Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
- Superior organizational skills
- Technology-forward and internet savvy
- Ability to adapt
Job Summary
Full Time
$90k-120k (estimate)
04/23/2024
07/19/2024
The job skills required for Client Relationship Manager include Initiative, Work Ethic, Communication Skills, Relationship Management, Client Service, Futures, 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.
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