Pax Financial Group is Hiring a Client Relationship Manager Near San Antonio, TX
A Client Relationship Manager is the team member responsible for helping the Financial Advisors manage all existing relationships. This includes clients, connections, strategic partners, referrals, and prospects.
JOB DESCRIPTION
Summary/Objective:
Provide excellent service to our clients and advisers courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Relationship Manager is critical in working directly under the COO alongside Financial Advisors.
Essential Job Functions:
The RM is a critical role working directly under the Client Service Director alongside Financial Advisors.
RMs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance.
RM is responsible for helping the Financial Advisors manage existing relationships.
RMs are responsible for reaching out to schedule financial checkups and addressing all clients transactional needs.
Daily Responsibilities:
Responding to clients emails, letters, and phone calls
Handling client transactional requests
Solving client-related problems
Providing trade instructions to trade teams
Scheduling existing client meetings
Before Meetings - Case Prep:
Scheduling Client Meetings
Facilitator of Case Prep Meeting
Dissemination of Necessary Actions
Final Oversight of Deliverables
Past Client Meeting:
Ensuring the Completion of the Action Items
Processing Data to Provide Deliverables from Meetings
Facilitation of Paperwork to/from clients to custodians
Follow up with Clients
Collecting necessary documents from clients
Updating Salesforce Data Entries
Ensuring the Delivery of Promises of FA
Competencies:
Excellent written and verbal communication skills
Detail oriented
Critical thinking skills
Problem-solving skills
High-level confidentiality
High-level customer service skills
Team player
Responsible
Trustworthy
Integrity
Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, and can deal with confidential information daily.
A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor.
Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.
Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).
Experience in Salesforce is highly desired.
Excellent customer service and good oral and written communication skills.
Professional and articulate with strong attention to detail.
Ability to work efficiently, effectively, and independently to see projects through to conclusion.?
Excellent time management, strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems.
Work environment:
Professional
Required education and experience:
Must have a high school diploma
Must have a minimum of 3-5 years of working in the Financial industry and maintaining professional interactions in an Administrative/Client Service role
Preferred education and experience:
Bachelors Degree
Certificates, Licenses, Registrations:
Series 65 (Preferred)
PAX Financial Group Offers:
Sponsorship of industry licensing and credentialing
Administrative, marketing, trade execution, and financial planning support for advisors
Personal office space with shared conference and meeting rooms
State-of-the-art tools in CRM, planning software, and behavioral finance
Company-sponsored employee events
Paid Time Off
Comprehensive health benefits package
Defined Contribution retirement package
A warm, welcoming culture built on teamwork, trust, and encouragement of one another
About PAX Financial Group:
It started in 2007 by three Texas industry veterans
Widely recognized by independent companies for rapid growth and employee satisfaction
Custody through TD Ameritrade with SIPC on all accounts
PAX advisors are compensated by salary plus incentives
PAX advisors are independent advisors and do not offer clients proprietary products
About our CEO, Darryl Lyons:
Author of three books
Small Business Big Pressure: A Faith-Based Approach to Guide the Ambitious Entrepreneur
18 to 80: A Simple and Practical Guide to Money and Retirement for all Ages
The Grand Money Chasm: Ten Effective Strategies to Build A Money Legacy Within Your Grandchildren
Received naming honor by San Antonio Mayor Julian Castro for Darryl W. Lyons Park.
Guest writer for San Antonio Business Journal, San Antonio Express-News, and Forbes.com
*Salary is negotiable
Job Summary
Full Time
Business Services
$73k-97k (estimate)
03/20/2023
05/22/2024
paxfinancialgroup.com
SAN ANTONIO, TX
<25
2007
Private
DARRYL LYONS
<$5M
Business Services
Related Companies
About Pax Financial Group
PAX Financial Group provides non-commissioned fiduciary advisory services for employers and individuals.
The job skills required for Client Relationship Manager include Financial Services, Commitment, Initiative, Client Relationship, Critical Thinking, Planning, 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.
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Client relationship managers are responsible for building and maintaining good relationships with clients by listening to complaints or concerns and resolving them.
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Build positive and productive relationships with clients for business growth.
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Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.
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To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
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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.
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Learning the needs of clients and developing plans to meet them.
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Have a genuine care for the success of the business.
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Managers must understand the different reasons for the types of relationships, and provide the customer with what they are looking for.
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Step 3: View the best colleges and universities for Client Relationship Manager.
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