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    Client Relationship Manager - Birmingham, United States - ITAC Solutions

    ITAC Solutions
    ITAC Solutions Birmingham, United States

    2 weeks ago

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    Description

    Are you a Client Relationship Manager looking for your forever work home?

    ITAC Solutions is working alongside a Birmingham, AL, firm in its search for a new Client Relationship Manager. If you are seeking a permanent, direct-hire position with a stable company in the Birmingham area, apply today

    What you'll be doing (duties of this position):

    • Perform in-depth work in the areas of investments, retirement planning, cash flow management, charitable giving, estate planning, and tax planning.
    • Collaborate with external professionals and internal teams to facilitate seamless communication and coordination, optimizing client service delivery.
    • Act as the primary point-of-contact for clients, acting as a trusted liaison between clients and advisors/partners.
    • Develop an understanding of client needs and preferences and advocate for them; ensure tailored and effective execution of service.
    • Execute service strategies, track goals, and monitor trends to anticipate and address future client needs proactively.
    • Manage account processes: including, new applications, transfers, and investment implementations; ensure smooth transitions for clients.
    What you'll need to be considered (requirements):
    • Bachelor's Degree in related field.
    • Client service experience in a wealth management environment.
    • Ability to work collaboratively as a part of the team structure.
    • Software proficiency with Microsoft Office Suite and CRM Technology.
    #INDCSV
    INDCSV

    ITAC Solutions
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