Director of Client Relationship Manager leading retail alternatives at financial services company. Ensuring client satisfaction and managing product adoption across teams and clients.
Responsibilities
Point of contact for clients/investors to ensure overall client/investor satisfaction
Acting as escalation point and problem solver for the team
Contributing to internal project initiatives
Reviewing and processing investor subscriptions
Providing coaching, training and leadership to junior staff
Requirements
Strong experience in client relationship management
In-depth knowledge of retail alternatives and transfer agency products
Excellent problem-solving and escalation management skills
Ability to develop and maintain strong, trusted relationships with clients
Benefits
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
401k Matching Program, Professional Development Reimbursement
Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
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