Austin Group Financial
Austin Financial Group, a leading provider of comprehensive financial solutions, is seeking a dedicated and experienced Client Relationship Manager to join our remote team. As a Client Relationship Manager, you will play a vital role in nurturing and growing our client base by building strong and lasting relationships. This is an excellent opportunity to work remotely and contribute to the success of a reputable financial organization.
- Serve as the main point of contact for assigned clients, building strong and trusted relationships.
- Understand clients' financial needs, goals, and challenges, and provide tailored solutions and recommendations.
- Conduct regular check-ins with clients to ensure satisfaction, address any concerns, and identify opportunities for additional services.
- Collaborate with cross-functional teams, such as sales, marketing, and operations, to deliver a seamless client experience.
- Proactively identify upselling and cross-selling opportunities to maximize client value and revenue growth.
- Stay updated on industry trends, regulations, and market conditions to provide relevant insights and advice to clients.
- Provide exceptional customer service and resolve any issues or complaints in a timely and effective manner.
- Prepare and present periodic reports to clients, highlighting the performance and impact of their financial plans.
- Act as a trusted advisor, delivering financial education and guidance to clients.
- Proven experience as a Client Relationship Manager or similar role in the financial services industry.
- Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
- Excellent problem-solving and decision-making abilities, with a proactive approach to client service.
- Sound knowledge of financial products, investment strategies, and industry regulations.
- Self-motivated and results-oriented, with a focus on client satisfaction and retention.
- Ability to work independently and remotely, demonstrating strong time management and organizational skills.
- Proficient in using CRM software and other client management tools.
- Availability for occasional travel, as required.
$126,500 - $141,200 yearly
About Austin Group Financial
Join our team at Austin Group Financial and make a difference in the financial well-being of our valued clients. Apply now and be part of a dynamic organization committed to delivering exceptional financial solutions and services.