What are the responsibilities and job description for the Client Relationship Manager position at Symphony Wealth Group?
Company Description
Symphony Wealth Group, located in Plano, TX, is dedicated to serving every aspect of clients' financial lives, from investment journeys to retirement planning. As an independent firm, Symphony Wealth Group provides personalized guidance and insights to meet the unique financial needs of each client.
This is a full-time on-site role for a Client Relationship Manager at Symphony Wealth Group in Plano, TX. The Client Relationship Manager will be responsible for building and maintaining strong client relationships, understanding clients' financial goals, providing customized financial solutions, and ensuring client satisfaction.
- Client Relationship Management and Customer Service skills
- Knowledge of financial products and services
- Excellent communication and interpersonal skills
- Strong organizational and time management abilities
- Ability to analyze and interpret financial data
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Business Administration, Economics, or related field