Client Relationship Manager & Servicing Advisor
Core
Managing and nurturing existing client relationships to ensure satisfaction, monitor financial plans, and handle referrals without prospecting for new business.
Role type
Client Relationship Manager & Servicing Advisor
Builds
Client retention and firm strategic growth
Domain
Financial planning and securities industry
Deliverable
client delivery
Required skills
Client Relationship Management (CRM) software, Microsoft Office Suite, Excel, Financial planning software, Investment concepts, Financial markets knowledge, Financial planning regulations
Preferred skills
Analyzing account information, Handling stressful situations, Interpersonal communication
Technologies
CRM software, Microsoft Office Suite, Excel
Responsibilities
Proactively manage and deepen relationships with assigned clients, Serve as main point of contact for non-transactional client needs, Schedule and facilitate client meetings to review portfolios and goals, Manage client referrals and onboarding, Conduct quarterly and annual client reviews, Provide updates on market trends and portfolio performance
Seniority
Mid-level, hands-on IC