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    Client Relations Manager - Dallas, United States - Career Group Companies

    Career Group Companies
    Career Group Companies Dallas, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    As Client Relations Manager, you will be responsible for overseeing and nurturing relationships with our clients, ensuring their satisfaction and loyalty. You will be dedicated to understanding client needs, resolving issues, and fostering positive interactions. This is an exciting opportunity for a professional with a proven track record of leadership in client relations, account management, or a related field to join a growing team of analysts. You will also be jointly responsible for conducting team-wide projects to help measure and improve team efficiency. The role will involve working closely with other senior members of the team. As such, this role requires a strategic mindset, exceptional communication skills, and a deep understanding of client-centric approaches

    Responsibilities:

    Strategic Relationship Management:

    • Develop and implement strategies to enhance client satisfaction, retention, and loyalty.
    • Identify opportunities for upselling or cross-selling based on client needs and market trends.
    • Collaborate with sales and marketing teams to align client engagement efforts with organizational objectives.

    Client Communication and Engagement:

    • Serve as the primary point of contact for key clients, maintaining regular communication to understand their evolving needs.
    • Conduct regular check-ins, business reviews, and feedback sessions to assess client satisfaction and identify areas for improvement.
    • Ensure prompt and effective response to client inquiries, concerns, and requests.

    Client Retention and Growth:

    • Develop and implement retention strategies to minimize client churn and maximize lifetime value.
    • Collaborate with sales teams to identify opportunities for organic growth within existing client accounts.
    • Analyze client data and feedback to identify trends and opportunities for service enhancement.

    Team Leadership and Development:

    • Lead, coach, and mentor a junior client relations professional to deliver exceptional service., including the following:
    • Provide guidance on complex client issues and escalations, ensuring timely resolution.
    • Foster a culture of continuous improvement, encouraging innovation and best practices within the team.

    Cross-functional Collaboration:

    • Collaborate closely with internal departments such as sales, marketing and research to address client needs and concerns.
    • Advocate for client priorities and requirements within the organization, influencing decision-making to prioritize client success.

    Requirements:

    Knowledge of the Asset Management Industry including Hedge Funds, Private Equity, etc.

    Qualifications:

    Proven track record of:

    • Experience in a leadership role in client relations, account management, or a related field.
    • Exceptional interpersonal and verbal & written communication skills, with the ability to build rapport and trust with clients at all levels.
    • Strong strategic thinking and problem-solving abilities, with a track record of driving client satisfaction and retention.
    • Planning and delivering medium and long-term Client retention plans
    • Cross-selling and up-selling additional Client products and services
    • Demonstrated leadership and supervisory skills, with the ability to inspire and motivate a diverse team.
    • Delivering Customer Success by educating Clients in products and services
    • Knowledge of CRM systems, client engagement tools, and data analytics platforms preferred.
    • Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
    • Demonstration of a professional attitude and a willingness to learn.

    Beneficial to have

    • Experience in either an asset management company or a company servicing the asset management industry such as broking, research or consultancy.
    • Technical knowledge related to funds, asset classes and fund strategies whether in hedge funds, mutual funds, private markets or other strategies.
    • An industry qualification such as CFA, CAIA or IMC.

    Please submit your resume for consideration -

    You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early

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