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Cornerstone Financial Solutions is Hiring a Client Relationship Manager Near Sioux Falls, SD
Job Description
Our Client Relationship Manager will be responsible for carrying out job functions that promote the acquisition and retention of long-term quality clients by performing and managing all sales assistant tasks and responsibilities in our Sioux Falls office.
Your Mission
- To build genuine relationships with Cornerstone Financial Solutions clients in order to help ensure their needs are not only met but met beyond their wildest expectations with quality service
WHAT YOU WILL LOVE TO DO…
- Proactively support our financial advisors during all stages of a client lifecycle
- Prepare new account applications and corresponding paperwork, open new accounts, perform account transfers, receive and process other client service requests including but not limited to contributions and distributions
- Work effectively with, provide back up, and add value to a goal-oriented team. There will be PLENTY of opportunities to learn and grow.
- No day will be the same – You certainly won’t be bored!
YOU ARE THE ROCKSTAR WE ARE LOOKING FOR IF...
- You are hardworking and dependable
- You are highly organized and have an ability to prioritize and stay focused
- You find it easy to empathize with others
- You have high standards for your work and focus on impact
- Excellence matters to you
- You are adaptable and resilient when faced with rapid-fire demands on your attention
- You are an optimistic, highly motivated self-starter and a quick learner
- You are resourceful ~ you have a "figure it out" attitude about new projects or tasks you haven't done before
- You invest in people by building relationships and strive to understand how to meet their needs
- You are passionate, proactive and forward-thinking
- You are humble
- You lead your life, push through comfort barriers and don’t settle for the status quo
- You have grit and thrive under pressure
- You have outstanding communication skills; oral and written, and presentation and interpersonal skills needed to successfully interact with prospects, clients, financial professionals and other associates
WE ARE LOOKING FOR YOU IF YOU HAVE THE FOLLOWING EDUCATION, LICENSES AND EXPERIENCE…
- Minimum of 2 years’ experience in the financial and investment advisory industry and a base understanding of the industry, financial concepts, product knowledge, investment management, and client-service strategies
- FPQP® designation or willingness to obtain
- Sales and/or customer service background and experience interacting with the financially savvy public
- Previous experience in solving service/operational issues and answering or providing information regarding procedural/sales questions
- Possess a reliable level of competence in following firm compliance procedures and file maintenance.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Calendar, Teams)
- Knowledge of Salesforce is preferred
BENEFITS/COMPENSATION
- 401k with opportunity for profit sharing
- Flexible Spending Account Program
- Clothing allowance for CFS apparel
- Charitable Giving Leave
- Paid Time Off
- Education Assistance
- Salary Range $45k-$60k, depending on qualifications
- Performance Based Bonuses
IF THIS IS YOU…
Submit your resume and cover letter to: michelle@mycfsgroup.com or by mail to:
- Cornerstone Financial Solutions, Inc.
- 280 Dakota Ave. S
- Huron, SD 57350
- 605-352-9490
- Attn: Michelle Stahl
We believe it will be one of the greatest experiences of your life.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Cornerstone Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services.
Sioux Falls office located at 7408 S. Bitterroot Pl., Sioux Falls, SD 57108
#hc137273Job Summary
Full Time
$74k-101k (estimate)
09/11/2024
09/30/2024
gordonwollman.com
Huron, SD
25 - 50
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The following is the career advancement route for Client Relationship Manager positions, which can be used as a reference in future career path planning. As a Client Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Manager. You can explore the career advancement for a Client Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Relationship Manager job description and responsibilities
While account executives focus on the goals of their employer throughout their communications with clients, the targets of client relationship managers are more closely aligned to those of the client.
03/15/2022: Troy, NY
Client relationship managers are responsible for building and maintaining good relationships with clients by listening to complaints or concerns and resolving them.
03/04/2022: Santa Cruz, CA
Build positive and productive relationships with clients for business growth.
01/20/2022: Concord, NH
Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.
03/25/2022: New Orleans, LA
To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
04/07/2022: Stockton, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Relationship Manager jobs
Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.
02/28/2022: Topeka, KS
Some may travel to conferences and conventions to mingle with current clients and recruit prospective customers.
03/28/2022: Detroit, MI
Learning the needs of clients and developing plans to meet them.
04/08/2022: Bridgeport, CT
Have a genuine care for the success of the business.
02/25/2022: Utica, NY
Managers must understand the different reasons for the types of relationships, and provide the customer with what they are looking for.
03/21/2022: Springfield, MO
Step 3: View the best colleges and universities for Client Relationship Manager.
