What are the responsibilities and job description for the Client Relationship Manager position at Bex Partners?
About Visory:
In 2022, Visory was formed through the merger of three IT and cybersecurity brands – RightSize Solutions, True North Networks, and Swizznet, uniting their strengths in enterprise-grade technology and cybersecurity services. In 2023, Visory further strengthened its leadership position in these domains by merging with Adopt Technologies, a prominent technology company. Visory offers flexible enterprise-level technology and cybersecurity solutions to support client growth, leveraging extensive technical knowledge and industry expertise for successful digital transformation.
Today as Visory, our team of professionals draws on our extensive technical knowledge and our industry expertise to help clients evolve through digital transformation.
Job Summary:
The Senior Client Relationship Manager is the point of contact for our larger high-level Wealth Management clients. The position will manage and grow the existing client relationships and develop strategies and programs to enhance and improve the way Visory engages existing clients and partners. The Senior Client Relationship Manager will work on any other initiative and ongoing projects as assigned in addition to any other duties the Company may assign. The Senior Client Relationship Manager will report to the VP, Client Success Implementations.
Supervisory Responsibilities:
• The Senior Client Relationship Manager role will hire, train, and oversee the schedules of Client Relationship Manager roles as assigned. The position will also recommend hiring, terminations, and discipline of employees in accordance with company policy and applicable state and federal laws for employees assigned.
Duties/Responsibilities:
• Act as the primary point of contact for the key Wealth Management clients to ensure a strong client/vendor relationship
• Acts to translate client issues and needs from the client to the technical team and back again to champion issues through resolution
• Coordinate with the Technical Sales and Solution Engineers and/or Project Team resources to initiate project work and enhancements to the client's IT infrastructure
• Direct the monthly/quarterly client review process for assigned clients and develop strategies to grow and improve the scope of each relationship
Required Skills/Abilities:
• Technical knowledge is strongly preferred
• Exemplary client services skills and a high level of sensitivity to client's needs with the ability to maintain and extend client relationships
• Experience in relationship management at the C level of organizations across a broad spectrum of industries
• Good conflict resolution and problem-solving skills
• Strong written and verbal communications skills along with the ability to think and execute strategically
• Excellent time management skills with a proven ability to meet deadlines
• Basic understanding of IT networking structures and terminology
• Proficient with Microsoft Office Suite or related software
Education and Experience:
• Experience as a relationship manager in the Financial Services sector strongly desired but not required
• Basic understanding of IT networking structures and terminology
• Bachelor degree in Computer Science or Business Management strongly preferred
• At least 3-5 years related experience required
