6 Jobs
GemHarvest is Hiring a Client Relationship Manager Near Cherry Hill, NJ
Client Relationship Manager
Boutique RIA
Cherry Hill, NJ
Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks aClient Relationship Manager to support the Financial Advisory team in providing excellent Client Service and relationship touchpoints to high net worth and ultra high net worth clientele. Not a sales role.
The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.
Highlights
- Collaborate with Lead Advisors to provide exceptional client support
- Ability to make an impact on the success of a fast growing, independent RIA by nurturing, managing, and maintaining strong client relationships
- Engage in client-facing meetings and Client Service tasks
- Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
- Competitive compensation package including a significant base salary, bonus, and benefits
Requirements
- 1 years experience in Financial Services with client interaction
- Drive to continuously improve and grow in a collaborative team based environment
- Bachelors in Finance or related field preferred
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Vision insurance
Compensation package:
- Bonus opportunities
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
- Office
Education:
- Bachelor's (Required)
Experience:
- Financial services: 1 year (Preferred)
Ability to Relocate:
- Cherry Hill, NJ 08003: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$92k-121k (estimate)
05/09/2024
09/04/2024
The job skills required for Client Relationship Manager include Financial Services, Client Relationship, Planning, Client Service, Wealth Management, 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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