Senior Client Relationship Associate

Tag Management Inc•San Diego, CA

2d•$65,000 - $80,000•Onsite

About The Position

The Senior Client Relationship Associate is an experienced relationship professional responsible for independently owning a larger, more valuable and/or more complex portfolio of Plumb clients. Senior CRAs operate with greater autonomy, anticipate client needs, handle more difficult situations and develop deeper relationships with clients and their professional advisors. Like all Plumb client-service professionals, the Senior CRA becomes involved during onboarding, shepherds the relationship through implementation and remains the client's primary relationship owner after onboarding. The Senior CRA understands Plumb's bill-pay, accounting, reporting and technology services sufficiently to confidently represent Plumb to clients while relying on the appropriate operational teams to execute and manage production.

Requirements

Approximately 4–6+ years of relevant client-facing professional experience.
Demonstrated ability to independently manage significant client relationships.
Excellent communication, judgment and problem-solving skills.
Strong professional presence.
Ability to interact confidently with sophisticated clients and advisors.
Demonstrated ability to resolve difficult client issues and manage expectations.
Strong ownership mentality and proactive communication style.

Nice To Haves

Experience in wealth management, family office, private client services, accounting or financial administration is preferred.

Responsibilities

Independently manages a larger and/or more complex client portfolio.
Serves as primary relationship owner for sophisticated clients and family structures.
Handles sensitive client conversations and significant service issues with limited supervision.
Anticipates client needs and potential problems before they become escalations.
Conducts proactive relationship reviews.
Develops strong relationships with wealth advisors, CPAs, attorneys and other professional partners.
Recognizes retention risks early and develops an appropriate response.
Identifies opportunities to expand relationships where additional Plumb services would benefit the client.
Assists developing CRAs with difficult client situations.
Provides feedback regarding recurring client concerns and opportunities to improve Plumb's service model.
Maintains a strong understanding of the revenue, complexity, health and capacity of their client portfolio.