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Client Relationship Manager
2 weeks ago
We are seeking an experienced and ambitious professional to fill the role of Relationship Manager, Priority Clients. As a key member of our team, you will be responsible for managing and growing our high-value client relationships in order to drive revenue growth and customer satisfaction.
Key Responsibilities:- Develop and implement relationship management strategies to identify and capitalize on business opportunities with high-value clients
- BUILD STRONG, LONG-LASTING RELATIONSHIPS WITH CLIENTS THROUGH EFFECTIVE COMMUNICATION, PROACTIVE LISTENING, AND TIMELY ISSUE RESOLUTION
- Collaborate with internal stakeholders to provide clients with comprehensive financial solutions and services that meet their evolving needs
- Monitor and analyze market trends and competitor activity to stay ahead of the competition and identify new business opportunities
- Stay up-to-date on industry developments and regulatory requirements to ensure compliance and maintain a competitive edge
- 5+ years of experience in client relationship management or a related field
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike
- A bachelor's degree in a related field, such as finance, business, or marketing
- Professional certifications, such as CFA or FAP, are highly desirable
