Client Relationship Manager

Job description

Job Description Job Summary: Clients are our main priority; Making complicated matters simple is our mission. As we evolve, we are seeking a Client Relationship Manager who shares our vision and mission. The successful candidate must be responsible, confident, self-motivated, and a team player - with a strong desire for growth and development. Are you ready to get underway? Read on and apply below. Essential Duties and Responsibilities: - Manage and deepen client relationships with effective communication and personalized attention in every interaction - Collaborate with investment team to develop models and strategies aligned with client objectives - Work closely with research analyst and portfolio managers to evaluate investment opportunities - Support the firm’s growth - Enter trades, orders, and rebalances as requested - Schedule, attend, and facilitate client meetings - Manage referrals effectively - Prepare financial reports, spreadsheets, and other materials for client meetings - Create and maintain records and files utilizing Client Relationship Management (CRM) software - Participate in marketing efforts including seminars and other client-facing events - Actively engage i...