Client Experience Manager — Wealth & Financial Services

Cardata; Greensboro (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Unlimited PTO

Job summary

Cardata is looking for a Client Relationship Manager in Greensboro, Georgia. In this role, you'll serve as the primary point of contact for clients, ensuring a seamless experience. Responsibilities include managing client onboarding, communications, and maintaining detailed records. The ideal candidate has significant experience in client-facing roles within financial services, strong organizational skills, and proficiency with CRM platforms. The position offers competitive compensation, unlimited PTO, and full health benefits. Join a collaborative team in a vibrant lake community.

Qualifications

• Significant experience in a client‑facing support role within financial services.
• Strong relationship-building skills.
• Highly organized and detail‑oriented.

Responsibilities

• Serve as the central relationship manager and primary contact for client service requests.
• Manage day-to-day client care and communication.
• Coordinate all aspects of client onboarding.

Skills

Client-facing support

Relationship-building

Organizational skills

Attention to detail

CRM proficiency

Positive communication

Education

Experience in financial services

Job description

Cardata is looking for a Client Relationship Manager in Greensboro, Georgia. In this role, you'll serve as the primary point of contact for clients, ensuring a seamless experience. Responsibilities include managing client onboarding, communications, and maintaining detailed records. The ideal candidate has significant experience in client-facing roles within financial services, strong organizational skills, and proficiency with CRM platforms. The position offers competitive compensation, unlimited PTO, and full health benefits. Join a collaborative team in a vibrant lake community.