
Strategic Client Manager
2 days ago
We are seeking an experienced Client Service Professional to manage a portfolio of clients and deliver exceptional service experiences.
Key Responsibilities:- Act as the primary relationship contact for clients, ensuring consistency and personalization in all interactions.
- Develop a deep understanding of each client's financial situation, goals, and priorities to provide tailored recommendations and solutions.
- Lead regular check-ins and planning meetings with clients to update them on performance, strategy, and potential adjustments.
- Collaborate with internal specialists and external partners to support comprehensive planning and ensure alignment with client objectives.
- Oversee client onboarding, account maintenance, and service requests with accuracy and attention to detail.
- Identify opportunities to enhance client engagement and introduce relevant services or strategies.
- Ensure documentation and records meet compliance and operational standards.
- CRM and Relationship Management expertise.
- Strong interpersonal, planning, and problem-solving skills.
- Ability to understand complex financial situations and provide strategic guidance.
- Excellent communication and customer service skills.
- Adaptability and flexibility in a fast-paced environment.
- Competitive compensation package.
- Ongoing training and development opportunities.
- Collaborative and dynamic work environment.
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