Client Relationship Manager
Core
Develop and execute strategic plans to monitor expenses, facilitate revenue growth, and improve productivity for financial advisors and the practice.
Role type
Client Relationship Manager (Financial Services)
Builds
Client experience, operational efficiencies, and business development strategies for financial advisors.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
strategic planning, expense monitoring, client experience management, complex problem resolution, training coordination, business partner relationship management, prospect database management, business development strategy, referral source coordination, payout analysis, proposal generation, onboarding coordination.
Preferred skills
creative problem solving, detail orientation.
Technologies
financial advisor platforms, product tools, websites, prospect databases.
Responsibilities
Develop and execute strategic plans to monitor expenses and facilitate revenue growth; lead delivery of the client experience and manage administrative procedures; coordinate branch-home office workflow; research and resolve complex client account problems; review and evaluate support staff workloads; plan and coordinate special projects and client events; assess training needs and coordinate implementation; educate financial advisors on products and platform enhancements; develop and maintain relationships with key business partners; source and develop new financial advisor affiliations; establish relationships with prospective advisors and provide consultation; maintain prospect databases; participate in conference calls with prospects; prepare payout analyses and generate proposals; coordinate transition processes for new affiliates; partner with home office departments to generate new business opportunities; respond to requests from Financial Advisors for product selling assistance; assist in creating business development strategies and maintaining referral sources.
Seniority
Individual Contributor, mid-level (3+ years experience)