What are the responsibilities and job description for the Client Relations Manager position at Russell Tobin?
Role Overview:
This onsite position involves supporting written Client Relations inquiries and concerns, ensuring compliance with regulations governing the handling of Client Complaints.
Responsibilities:
Manage Client Relationships:
- Provide tailored financial solutions and exceptional customer service to meet client needs and objectives.
Financial Analysis:
- Analyze financial data and market trends to recommend strategic investments and services.
Team Collaboration:
- Collaborate with internal teams to deliver seamless service and resolve any client issues.
Qualifications:
- Bachelor's or Associate's degree.
- Prior experience in client relations, customer service, or a related field in the financial industry is a plus.
