Client Relations Manager
October 18
Description
• Primary point of contact for clients and partners. • Field and respond to inquiries from clients. • Manage the onboarding process for new partners. • Speak directly with clients to discuss tax savings strategies. • Represent client at industry events and conferences. • Conduct training sessions for partners. • Provide ongoing support for existing clients. • Monitor and report on key metrics.
Requirements
• Bachelor’s degree in finance, business, or a related field. • Proven experience in client relations, account management, or a similar role within the financial services industry. • Strong understanding of tax strategies and financial products. • Excellent communication and interpersonal skills, with a knack for building relationships. • Ability to work independently and as part of a team, managing multiple priorities effectively. • Proficient in CRM software and Microsoft Office Suite.
Apply NowSimilar Jobs
October 18
Fortive
10,000+
Manage accounts and drive client satisfaction for Gordian's construction solutions.
🇺🇸 United States – Remote
💰 Post-IPO Equity on 2020-03
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
🗽 H1B Visa Sponsor
October 18
Hire Digital
51 - 200
Full-time Account Manager for digital marketing in remote team at Hire Digital.
October 18
Hire Digital
51 - 200
Manage client accounts at Hire Digital, a freelance network for digital talents.
October 18
Hire Digital
51 - 200
Account Manager for digital marketing at Hire Digital, a freelance network.