Client Relations Manager Client Relations Manager …

Robert Half - US
in New York, NY, United States
Permanent, Full time
Be the first to apply
$60-70k base plus potential bonus
Robert Half - US
in New York, NY, United States
Permanent, Full time
Be the first to apply
$60-70k base plus potential bonus
Robert Half Financial Services are recruiting for a Client Relations Manager role for a high net worth wealth services firm in midtown Manhattan New York. Our client requires at least 2+ years’ experience in a Client Services or Relationship Management role within a wealth manager, investment advisor or similar financial firm.

Responsibilities:

  • Understand members and their needs
  • Build an effective internal network to ensure excellent service
  • Create plans to address members needs
  • Advise members on how the firm can support their lifestyle needs
  • Schedule regular meetings with customers to ensure they are satisfied
  • Act as point of contact for complaints and escalate issues as appropriate
  • Help sales team up-sell or cross-sell services and products
  • Ensure both the company and clients adhere to contract terms
  • Study competition to find new ways to retain customers
  • Set sales and revenue targets and work diligently to meet them

Requirements:

  • 2+ years experience as a Client Relations Manager, Relationship Manager or in Client Services
  • Financial services experience is essential, ideally within Wealth Management or Investment Advisory
  • Proven track record of meeting and exceeding targets
  • Experience tracking relevant KPIs (e.g. customer satisfaction, response time, etc.)
  • Proficient in MS Office, with working knowledge of CRM platforms (e.g. Microsoft Dynamics)
  • A customer-oriented attitude
  • Excellent communication and negotiation skills
  • Problem-solving aptitude
  • Ability to work well with a team
  • Bachelor Degree from a 4 year college
  • Additional language(s) an advantage

This Client Relations Manager role is located in midtown Manhattan New York so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, but the initial range is $60-$70k base with potential discretionary bonus. If your profile matches the above criteria, please contact me on **trishan.khareghat@roberthalf.com**

Close
Loading...