Client Relationship Specialist Nashville, TN

Altius Search Group is searching for a Client Relationship Specialist for one of our clients in the Equipment Finance Industry.

This position will work from their office in Nashville, TN.

Summary of Position :

The Client Relationship Specialist (CRS) is a critical role, dedicated to delivering exceptional service. You will collaborate with the Business Development team to gather and manage client information, coordinate between credit and operations teams, and ensure a seamless experience for both clients and vendors throughout the transaction process.

Primary Responsibilities :

• Client Focus : Provide outstanding service to clients and prospects, both in person and over the phone. Respond to inquiries promptly and resolve issues effectively.
• Data Management : Prepare and accurately enter client information into the CRM system. Track client details for follow-up and credit submissions.
• Cross-functional collaboration : Partner with credit and operations teams to ensure all necessary documentation is collected and submitted.
• Communication : Maintain consistent communication with clients and vendors throughout the servicing and funding process.
• Relationship Building : Proactively engage with existing clients to assess their needs and offer solutions.
• Referrals : Identify opportunities to refer clients to other areas of the business, such as Trust, Investments, Insurance, or Treasury Management.
• Teamwork : Assist other team members as needed to deliver exceptional service.
• Additional Duties : Perform other related tasks as assigned.
• 10 years of sales support in financial services
• Proficient with Microsoft Office
• Excellent interpersonal skills, including verbal and written communication.
• Effective analytical and problem-solving skills with strong attention to detail

Last updated : 2024-06-11