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Overview:
We are seeking a highly motivated and experienced Client Relationship Manager to join our team. As a Client Manager, you will be responsible for managing and developing relationships with our clients. Your primary goal will be to ensure client satisfaction and interact with our client's via email, text, phone, and in person. This is an exciting opportunity to work in a dynamic and fast-paced financial services environment
Duties:
- Build and maintain strong relationships with clients, understanding their needs and providing exceptional customer service
-Work with our Practice's advisors to coordinate meetings and high quality client communication to include scheduling.
- Act as the main point of contact for clients, addressing any inquiries or concerns they may have.
- Monitor, develop and execute our client service and client segmentation strategy.
- Collaborate with internal team to ensure client requirements are met
- Help with our practice Marketing
- Utilize Salesforce or other CRM systems to track client interactions and manage sales pipeline
Experience:
- Proven experience in business development or technical sales
- Excellent analytical and problem-solving abilities
- Exceptional communication and interpersonal skills
- Ability to effectively manage multiple clients and prioritize tasks
If you are a results-driven individual with a passion for building relationships and driving business growth, we would love to hear from you. Join our team as a Client Manager and take your career to the next level!
Note: Please do not include any contact information in the job description.
Job Types: Full-time, Part-time
Pay: $40,000.00 - $64,000.00 per year
Ability to Commute:
Ability to Relocate:
Work Location: In person
Part Time | Full Time
$101k-139k (estimate)
03/24/2024
07/19/2024
The job skills required for Client Relationship Manager include Financial Services, Building Relationships, Client Relationship, Problem Solving, Customer Service, Client Service, 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.