What are the responsibilities and job description for the Client Relationship Manager position at Silver Grove Financial Group, Inc.?
Responsibilities:
· Serve as the primary point of contact for clients, ensuring a seamless client experience.
· Build and maintain strong relationships with clients by understanding their financial needs and objectives.
· Assist clients with account-related inquiries, service requests, and problem resolution.
· Support financial advisors in preparing for client meetings, including assembling necessary documentation and reports.
· Oversee client onboarding, including account setup and necessary documentation.
· Coordinate and schedule client appointments, ensuring timely follow-ups.
· Handle routine correspondence and manage follow-ups with clients.
· Ongoing service work for existing clients.
· Organize and maintain client information and files.
· Perform general office duties such as answering phones, data entry, and filing.
· Ensure compliance with company policies and financial industry regulations.
· Identify opportunities to enhance client relationships through personalized service and financial solutions.
· Work closely with internal teams to support client needs and improve operational efficiency.
· Handle sensitive client information with professionalism and discretion.
· Handle checks for deposit to client accounts and/or Silver Grove Advisory Group with occasional bank runs.
· Complete additional assignments and tasks directed by the Director of Operations.
Skills:
· Client-focused mindset with a passion for delivering excellent service.
· Team player with the ability to interact with all levels of staff and clients.
· Strong problem-solving skills and the ability to adapt to changing situations.
· High attention to detail and accuracy in all aspects of work.
· Ability to adapt to a fast-paced and evolving environment.
· Innovative thinker with the ability to contribute ideas for improving processes.
Job Type: Full-time
Pay: $22.00 - $25.00 per hour
Expected hours: 32 – 40 per week
Benefits:
- 401(k)
- Paid time off
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
Ability to Commute:
- Orchard Park, NY 14127 (Required)
Work Location: In person
Salary : $22 - $25