Client Relationship Manager
Pelham Select
Client Relationship Manager – Bloomfield Hills, MI (Michigan)Read more
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Client Relationship Manager Bloomfield Hills, MI (Michigan)

Salary : $85,000 - $100,000 / yr + $15-20K incentive

Client Relationship Manager (CRM) position with a world renowned Wealth Management firm.

This is a direct report to the Market Executive with dual reporting to the Division Client Relationship Manager (DCRM). The CRM functions as a member of the market leadership team.

The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department. Responsibilities of Operations include Funds / Securities Receipt & Processing, Wire & Order and Trade Corrections, and Document Control where the review and approval of all Client Financial transactions takes place.

Additionally, the CRM role will be responsible for the overall delivery and management of the client service experience for the Market.

Specific responsibilities include, but are not limited to :

  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure to the firm.
  • Reviewing and approving all new client relationships.
  • Managing, training and developing the branch's Client Associates and Service Support Staff.
  • Requires diversification and experience with all wealth management Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge.
  • Required Skills : " MUST " have these skills to be minimally qualified.

  • Series 7, 66, 9, 10 (or equivalent) Licenses required.
  • Series 3, 31 licenses, if warranted.
  • Minimum 5+ year’s professional experience required.
  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
  • Strong customer service and communication skills.
  • Prior trend analysis experience.
  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.).
  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate.
  • Desired Skills :

  • Bachelor’s degree or equivalent work experience
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