What are the responsibilities and job description for the Client Relationship Manager - Liberty, MO position at Opus Group LLC?
Job Summary:
We are a client-focused financial planning firm seeking a Client Relationship Manager to serve as the primary contact for our clients. This role involves scheduling, managing communications, and supporting our advisors with administrative tasks.
Responsibilities:
- Coordinate client appointments and follow-ups
- Handle incoming requests and maintain records
- Support internal team with administrative duties
- Use Microsoft Office and AI tools like Copilot
Qualifications:
- 2 years in customer service or administrative support
- Strong communication and organizational skills
- Proficiency in Microsoft Office
- Friendly, professional, and proactive demeanor
Benefits:
- Retirement plan with match
- Aflac supplemental benefits
- Unlimited PTO
- Annual bonus potential
- Team building, professional development, and community outreach
Apply Today!
We’re looking for someone who makes clients feel excited to connect. If that’s you, we’d love to hear from you.
Benefits:
- Flexible schedule
- Paid time off
- Retirement plan
Work Location: In person
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
- Retirement plan
Work Location: In person
Salary : $45,000 - $55,000