Client Relationship Manager

Stifel • Dallas, TX

37d

About The Position

Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel.

Requirements

• Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction.
• Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Understanding new information's implications for current and future problem-solving and decision-making.
• Managing one's own time and priorities to ensure the meeting of deadlines.
• The ability to communicate information and ideas in spoken or written form so that others will understand.
• Minimum Required: High School diploma or equivalent required.
• Minimum Required: 10 years of financial services experience.
• Minimum Required: FINRA Series 7 & 63.
• FINRA Series 65 (66) may be required depending on the business coverage.
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

Responsibilities

• Develop in-depth knowledge of client portfolios; regularly engage with clients.
• Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative.
• Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors.
• Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships.
• Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment.
• Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities.
• Other such duties may be necessary to maximize client relationships.

Benefits

• At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees