What are the responsibilities and job description for the Client Relationship Manager position at E.A. Buck Financial Services?
E.A. Buck Financial Services is committed to delivering exceptional service and support to our clients. As a Wealth Management Advisor, you'll play a critical role in helping us achieve this goal.
In this role, you'll be responsible for developing and maintaining relationships with clients, understanding their financial goals and objectives, and providing tailored advice and guidance to help them achieve those goals.
Key Responsibilities:
- Develop and maintain relationships with clients
- Conduct thorough financial analyses to understand client needs and preferences
- Provide personalized advice and guidance to clients
- Stay up-to-date on industry trends and developments to ensure informed decision-making
- Collaborate with other members of the financial services team to deliver comprehensive solutions to clients
Requirements:
- Bachelor's degree in finance or related field
- Minimum 5 years of experience in a financial services role
- Excellent communication and interpersonal skills
- Ability to work effectively in a team environment
- Proficiency in software applications relevant to the financial services industry
