Client Relationship Manager
Austin Group Financial
Posted ago
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.

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