Client Relationship Manager
hace 13 días
Tucson
Job Description Schulz Financial Group is a fast-growing, high-energy, drama-free financial planning and investment advisory services firm. We strive to be an employer where employees are proud to work, have the opportunity to advance in their careers, earn a competitive salary, have bonus income opportunities, receive benefits above industry standards, and feel valued for their contributions. This is accomplished through a disciplined and coordinated effort in working together as a team. We have been extremely successful in growing our business through our extraordinary client experience, team expertise, and commitment to world-class service which make us the standout choice for our clients. Job Overview: The primary role of the Client Relationship Manager is to provide administrative support to a team of advisors and deliver an excellent service experience to our clients. Responsibilities: • Support the client relationship by greeting clients and prospects, answering the phone, assisting visitors at the front door, and scheduling appointments with a smile, • Keep client management systems up-to-date with client information and ensure all communication and activities are properly documented in CRM software, • Conduct proactive outreach to clients and advisors on time sensitive issues, • Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance, • Take ownership of inquiries and requests; coordinate with the advisors to ensure clients’ expectations for timely service delivery are met, • Monitor scheduling software for new activity and take required action such as creating and emailing virtual meeting links, preparing pre-meeting documentation, following up on any missing information, and notifying advisors as necessary, • Onboard new clients using approved workflows, from initial new account setup to the completion of asset transfers, etc., • Maintain client and branch records including document retention and updating related logs, • Manage shipping and mail requirements including holiday cards and other marketing efforts, • Educate clients on account services, capabilities, and available services, • Respond to ad hoc requests, coordinate/manage projects as needed, and help facilitate client events, • Coordinate social media, marketing & events with Communications Manager Key Traits of a Successful Client Relationship Manager: • Impeccable attention to detail, • Ability to clearly communicate requests and processes with clients and advisors, • Effective and efficient time management, • Polite and professional phone etiquette, • Ability to multi-task and deliver exceptional and accurate results, • Strict adherence to industry rules and regulations, • Strong collaborative skills with the ability to think and work independently, • Ability to analyze and research information, • Open-minded with the creativity to help foster continuous process improvement Requirements: • Proficiency with Microsoft Office Suite and working knowledge of Apple/Mac OS, • Ability to learn new systems including Redtail CRM, OnceHub, and DST Vision, • Successfully pass an FBI background check (fingerprinting required), • Positive attitude and sincere willingness to constantly learn and grow - we will train the right candidate! Recent college grads are welcome to apply. Preferences: • 2+ years of experience in a similar administrative/customer service role (financial services background preferred), • Experience with financial services software, terminology, and procedures, • Experience working in a highly regulated industry, • Skilled at managing personal finances & budgeting - we practice what we preach! We Expect Our Team Members at All Levels To: • Grow professionally and inspire others to do the same, • Take pride in how we present ourselves as individuals, and as an office, • Work well with others to achieve desired outcomes, • Act in the client’s best interests at all times, • Take ownership and hold themselves accountable for delivering meaningful results, • Contribute to the continuous evolution of the firm Compensation: • Starting salary: $40K-$48K DOE. Actual base salary varies based on factors including but not limited to: relevant skills, prior experience, education, and demonstrated performance. This is a full-time, salaried position with opportunities to earn bonuses throughout the year, participate in profit sharing, 401(k) with 6% match, available medical/dental coverage, generous time off policy, group travel, opportunities to gain additional professional qualifications, and more!