Client Relationship Manager

Job description

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing: Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For: - Develop in-depth knowledge of client portfolios; regularly engage with clients. - Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative. - Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors. - Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships. - Research, investigate, and analyze client queries and other significant matters, develop strategic responses as...