Client Relationship Manager

Job description

Job Description Summary Celebrating more than 30 years of service and excellence in the Financial Service Industry, Thakar Financial LLC is seeking an experienced Client Relationship Manager who is looking to join this growing team. This ideal candidate will have a strong work ethic, strong communication and relationship skills, and is able to work independently. This role helps maintain white glove service to prospective and existing clients. The candidate will play a key role in the firm. Responsibilities: Skills: Firm’s working structure, policies, mission, and strategies. Managed account platforms. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Trading terminology. Client Relationship Management (CRM) software, or similar contact management software. Financial planning software. Microsoft Office, including Excel for developing spreadsheets as needed and for ongoing reporting. - Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service. - Be the main point of contact for all non-transactional client needs and ensure all client con...