Financial Services BDM – USA

Prestige IFA jobs • North Miami Beach, FL

4h • $1,800 - $2,000 • Remote

About The Position

The Client Relationship Manager will serve as the primary liaison between the organization and its clients, ensuring their financial goals are met with exceptional care and expertise. This role requires collaboration with financial planners and client service teams to deliver a seamless client experience.
The ideal candidate is proactive, organized, and committed to integrity and excellence, ready to thrive in a dynamic remote environment and contribute to effort of sales in the the USA.

Requirements

• 4–8 years of experience in client relationship management.
• Commitment to acting in the best interests of clients at all times.
• Proven ability to develop and maintain client relationships.
• Strong communication skills with the ability to simplify complex financial concepts.
• Team-oriented mindset and ability to thrive in a collaborative environment.
• Self-motivated and highly organized, with a growth mindset and positive attitude.

Nice To Haves

• Curiosity or experience in finance and personal well-being is a plus.

Responsibilities

• Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
• Facilitate the onboarding of new clients and ensure smooth transitions.
• Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
• Provide exceptional service, exceeding client expectations and delivering meaningful value.
• Address client inquiries with clarity and professionalism.
• Act as a liaison between clients and financial advisers, ensuring effective communication.
• Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests.
• Continuously seek ways to enhance client experiences and improve service delivery.

Benefits

• A higher purpose and the opportunity to make a meaningful impact.
• A values-driven culture that prioritizes service to clients and the community.
• Accelerated personal and professional growth within a supportive environment.
• Competitive salaries, comprehensive benefits, and work-life balance.
• Collaboration with a team of experts and stunning colleagues.
• Opportunities for innovation, excellence, and professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed