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Client Relationship Manager

Posted: 01/19/2023

Client Relationship Manager
Anchorage, AK
$55k-60k DOE, great benefits

Our client:  A specialized boutique firm that takes care of their clients from cradle to grave. They take a holistic approach to financial planning and investments by considering cash flow and retirement goals; risk analysis for all investments;  and they seek out ways to reduce tax burdens. 
A very tight-knit group of professionals who invest heavily into individual team member's personal growth. They value their employee's life experience and professional opinions on how they can make changes within the company to achieve a better overall outcome. You have a voice here!

Would you like to:

  • Establish connections with clients and key individuals
  • Work with your team to develop and implement plans to meet clients’ needs
  • Develop long-term client relationships
  • Address and resolve client issues promptly
  • Maintain a high level of service to clients
  • Assist in promoting and maintaining a positive corporate image
  • Collaborate with internal teams (sales, administration, financial advisors) to address clients’ needs
  • Schedule regular meetings with clients to ensure client satisfaction
  • Organize and schedule meetings, send reminders, etc
Ideally you have:
  • Proficiency in MS Office and working knowledge of CRM platforms
  • Proficiency in Google Suite of products
  • Basic understanding of math and numbers
  • Intuition about client needs
  • Experience with customer service or sales
  • Ability to develop and sustain relationships, as well strong communication and interpersonal abilities
  • Good comprehension of client relationship management
  • Client-first attitude
  • Strategic thinking capability
Making it worth your while:
  • Continued education allowance
  • Health benefits
  • 401k with up to 3% match after one year
  • Growth support
  • Personal financial planning session twice yearly
If you meet the qualifications, please email your resume to ASAP.
PeopleAK is here for you!
  • Specialist recruiters, with over 50 years of combined experience
  • No cost to our applicants
  • Ability to look for a job while you’re still working
  • Certified Staffing Consultants work for our clients, and advocate for our candidates
  • Friendly Associate Recruiters working with you to present your best self

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