Client Relationship Manager
4 days ago
Company Overview
Keepers Advisory Services is a leading provider of financial advisory services, dedicated to helping businesses achieve their full potential through expert guidance and support. We offer a comprehensive range of services, including financial planning, business strategy, and risk management, tailored to meet the unique needs of each client.
Job Description:
We are seeking a highly skilled and experienced professional to join our team as a Client Relationship Manager. In this role, you will be responsible for establishing, developing, and maintaining relationships with clients, key management personnel, and other stakeholders. You will also be responsible for managing multiple client engagements, focusing on client relationship management, and performing financial analysis to prepare budgets and forecasts as required.
Main Responsibilities:
- Developing and maintaining strong relationships with clients and other stakeholders.
- Managing multiple client engagements to ensure high-quality service delivery and customer satisfaction.
- Collaborating with the team to achieve client goals and develop initiatives to improve client financial performance and position.
- Providing training and coaching to help team members learn, grow, and develop.
Required Skills and Qualifications:
To perform this job successfully, an individual must have the following skills and qualifications:
- Excellent Communication and Interpersonal Skills.
- Strong Relationship-Building and Networking Skills.
- Ability to Work Effectively in a Team Environment.
- Goal-Oriented and Results-Driven.
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