Senior Client Relationship Manager

Job Summary

Managing multiple teams and ensuring client satisfaction, the full-time Senior Client Relationship Manager will oversee complex client relationships, implement service strategies, and drive performance metrics in a remote work environment.

Key responsibilities

• Identifies focus areas to enhance client satisfaction and retention while collaborating with sales and relationship management teams
• Tracks team metrics and coaches staff on executing relationship plans and achieving goals
• Implements client service strategies and serves as an escalation point for critical service issues

Required qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 8+ years of relevant work experience, including 2+ years in a management role
• Established track record of supporting Advisor and Home Office relationships
• Experience with Advisor Fiduciary roles and programs
• Knowledge of Advisor Firm data needs and recordkeeping aggregation