What are the responsibilities and job description for the Client Relationship Manager position at Alexis Fiscal Advisory?
Job Summary:
Alexis Fiscal Advisory is seeking a highly motivated Client Relationship Manager to build and maintain strong relationships with our clients. This role is essential in ensuring client satisfaction, retention, and business growth. The ideal candidate will have a background in finance or consulting and a passion for delivering exceptional client service.
Key Responsibilities:- Develop and maintain strong relationships with clients, serving as their primary point of contact
- Understand clients' financial needs and provide tailored advisory solutions
- Collaborate with internal teams, including finance consultants and analysts, to address client concerns and deliver value-added services
- Monitor client accounts, ensuring all services are delivered efficiently and effectively
- Identify opportunities to expand client relationships and offer additional services
- Stay updated on financial regulations and industry trends to provide informed guidance
- Handle client inquiries and resolve any issues promptly to ensure high satisfaction
- Assist in onboarding new clients and ensuring smooth service implementation
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field
- 3 years of experience in client relationship management, preferably in financial consulting or advisory services
- Strong communication, interpersonal, and negotiation skills
- Knowledge of financial products, investment strategies, and risk management
- Ability to multitask, prioritize, and work in a fast-paced environment
- Proficiency in CRM software and Microsoft Office
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