Client Relationship Manager

Jambalaya Group · Troy, MI · 2 wk ago

Business Development$50k–$65k/yrFull-time

First point of contact for client calls; handles calls when possible, or forwards to appropriate team member
Updates and maintains data
Updates and maintains data utilizing a CRM tool
Prepares documentation and related files in preparation and follow-up of client meetings
Opens all client accounts prepares applications for e-signature etc.
Onboards clients by getting data and inputting it into the system and gives clients a white glove experience
Completes estate settlements
Reads all posted meeting notes and complete tasks assigned
Conducts multiple service checkpoint calls with clients
Aids advisors with their managed account reviews by following up with those clients that need appointments for their review
Aids advisors with client letters as needed
Maintains a practical filing system to ensure accessibility, with value on consistency, organization and timely updates
Operates standard office equipment such as a copier, fax machine, scanner, computer, and printer in a proficient manner
B backs up phones and receptionist
Special projects as assigned

Bachelor's degree from four-year college or university
Minimum of 2+ years of similar work experience in a professional office environment, ideally in the financial services industry
Pleasant, professional and friendly manner with excellent interpersonal skills
Strong team player
Highly organized, accurate, and attention to detail
Proven independent problem-solving skills
Conflict resolution skills
Strong problem-solving skills
Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
Experience in Salesforce is a bonus
Excellent written and verbal communication skills
Ability to handle multiple responsibilities
Strong personal and business ethics and integrity

Please submit the following for consideration:

We are an Equal Opportunity Employer

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