We are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the customer base and build positive relationships with new clients. You should also be strategic and analytical when finding solutions to problems to ensure maximum client satisfaction.
To be successful as a customer relationship manager, you should possess excellent communication skills and maintain the core values of the organization. Ultimately, an outstanding customer relationship manager will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.
To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviors - do the right thing, better together, and never settle - as well as our brand promise, Here for good.
We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realize their full potential and make a positive contribution to our organization. This in turn helps us to provide better support to our broad client base.
First point of contact for client phone inquiries/walk‐ins.
Schedule advisor appointments for clients/prospects.
Confirm advisor appointments with clients/prospects by email or phone.
Process new client account applications and paperwork.
Assist existing clients with account maintenance and online access to accounts.
Process client requests for distributions and deposits.
Work with the custodian, financial advisor, and vendors on resolving not in good order issues.
Maintain paperless client files on our cloud‐based system.
Prepare client files for advisor appointments (including client reports for account reviews).
Review notes from client appointments and complete action items as directed.
Forward paperwork/client letters as directed by the financial advisor.
Update contact records in CRM with client communication, open/closed accounts, distributions, and record status.
Open, close, and maintain client accounts in custodian/sponsor company systems.
Process all account changes such as name, address, beneficiaries, etc.
Process service forms via mail, email, e‐signature, or fax.
Building and maintaining profitable relationships with key customers.
Overseeing the relationship with customers handled by your team.
Resolving customer complaints quickly and efficiently.
Keeping customers updated on the latest products in order to increase sales.
Meeting with managers in the organization to plan strategically.
Expanding the customer base by upselling and cross-selling.
Understanding key customer individual needs and addressing these.
Conducting business reviews using CRM programs.
Knowing your competition and strategizing accordingly.
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