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.

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.