Client Relationship Manager
2 weeks ago
We are looking for a Client Relationship Manager to join our team at Russell Tobin. As a key member of our financial services team, you will be responsible for connecting clients with the breadth of solutions that our top clients in the financial industry offer to help achieve financial goals.
Key Responsibilities:
- Balances service requests and sales opportunities, providing subject matter expertise on financial solutions
- Asks clients probing questions to understand life and financial goals, and pairs new solutions and services to meet client needs
- Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
Estimated salary range: $25-27/hour. Benefits Include:
- A competitive compensation package, including a salary range of $25-27/hour
- A comprehensive benefits program, including health insurance, retirement planning, and paid time off
Required Qualifications:
- Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives
- Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
- Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections
- Comfortable receiving ongoing performance feedback and coaching
- Comfortable with ongoing change and learning new technology/processes
- Minimum of at least an intermediate level of proficiency with computers
- Self-motivated with excellent organizational skills
- Strong decision-making and problem-solving skills
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