What are the responsibilities and job description for the Client Relationship Manager position at SRQ Wealth?
Company Description
SRQ Wealth focuses on more than just money; they are in the people business, helping clients achieve true wealth that goes beyond finances. The company provides education on investments and simplifies the complex world of finance, adding convenience and simplicity to clients' lives.
Role Description
This is a full-time on-site role for a Client Relationship Manager at SRQ Wealth located in Sarasota, FL. The Client Relationship Manager will be responsible for building and maintaining relationships with clients, understanding their financial goals, and ensuring their satisfaction with the services provided.
Qualifications
- Excellent interpersonal and communication skills
- Strong problem-solving and decision-making abilities
- Previous experience in client relationship management or financial services
- Knowledge of investment products and financial planning
- Ability to work well under pressure and in a fast-paced environment
- Bachelor's degree in Finance, Business, or related field