Client Relationship Manager - Boca Raton, FL

About the role

You play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients.

Responsibilities

• Assist the Branch Manager and sales/support staff with meeting our clients’ needs
• Resolve customer escalations
• Help deepen both internal and external client relationships
• Act as the Branch Manager in their absence
• Cook up and maintain the branch paperwork and operations flow
• Implement, train, and support new processes adopted by the firm

Requirements

• Bachelor's degree or equivalent work-related experience
• A valid and active Series 7 license required
• A valid and active Series 63 license required
• A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
• 3+ years’ experience with customer service
• 3-5 years in a security/financial services capacity

Preferred Qualifications

• Notary
• 2+ years’ experience in a management/supervisory capacity
• Outstanding written and oral communication skills
• Previous experience in a direct client-facing role
• Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously
• Ability to build and maintain good cross-enterprise working relationships

Pay

This role is also eligible for bonus or incentive opportunities.

Schedule

Details not specified.

Benefits

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Details not specified.