Client Relationship Manager

Job Description

We are seeking an exceptional Client Relationship Manager to join our team. This is a dynamic role that requires strong leadership skills, excellent communication, and a customer-centric approach. The successful candidate will be responsible for managing client relationships, ensuring high-quality project delivery and helping to design and implement marketing efforts. This is a fantastic opportunity to grow your career and work with a talented team. Experience in Financial Services and/or Marketing is preferred but not required.

Responsibilities:

• Manage a portfolio of clients, ensuring that their needs are met and their expectations are exceeded.
• Develop and maintain strong relationships with clients, identifying opportunities for growth and improving client satisfaction.- Oversee project management, ensuring that projects are completed on time, within budget, and to the required quality standards.
• Analyze client data to identify trends and areas for improvement and use this information to inform sales and marketing strategies.
• Collaborate with the senior partners to identify new business opportunities- Develop and implement policies and procedures to improve client services, including quality control measures.
• Communicate effectively with clients, colleagues, and senior management, ensuring that everyone is informed and aligned.
• Assist with management of marketing campaigns, client events and social media

Skills:

• Proven experience in client services or a related field, with a focus on managing client relationships.
• Strong project management skills, with experience in planning, executing, and monitoring projects.
• Excellent communication and interpersonal skills, with the ability to communicate effectively with clients, colleagues, and senior partners both verbally and in writing.
• Ability to analyze data and use this information to inform business decisions.
• Strong analytical skills, with the ability to identify trends and areas for improvement.
• Ability to quickly learn and effectively manage various software systems including financial planning software, CRM systems and client management systems.
• Experience with social media platforms, website design and marketing tools such as Constant Contact.
• Proficient in Microsoft Office.

Job Types: Full-time, Part-time

Pay: $50,000.00 - $75,000.00 per year

Expected hours: 30 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off

Schedule:

• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Shelton, CT 06484 (Preferred)

Ability to Relocate:

• Shelton, CT 06484: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Shelton, CT 06484

Salary : $50,000 - $75,000