Client Experience & Operations Manager

LegacyOak Advisors powered by Ameriprise Financial LLC; Simi Valley (CA); On-site; USD 105,000 - 135,000; Full time

Benefits offered by this job

Performance-based bonus potential

Access to training resources

Job summary

A financial services firm in California seeks a Client Relationship Manager to enhance client experience and manage relationships. The ideal candidate will have over three years of experience in client relations and excellent organizational skills. Responsibilities include coordinating client communications and supporting marketing initiatives. Access to training resources and a performance-based bonus potential are included in this role.

Qualifications

• 3+ years of experience in client relations, operations, or marketing.
• Strong interpersonal and communication skills.
• Highly organized with attention to detail.

Responsibilities

• Serve as a point of contact for non-advisory client interactions.
• Build and maintain relationships with COIs.
• Collaborate to develop marketing materials.

Skills

Interpersonal skills

Communication skills

Organizational skills

CRM proficiency

Marketing knowledge

Tools

CRM systems

Microsoft Office

Social media platforms

Job description

A financial services firm in California seeks a Client Relationship Manager to enhance client experience and manage relationships. The ideal candidate will have over three years of experience in client relations and excellent organizational skills. Responsibilities include coordinating client communications and supporting marketing initiatives. Access to training resources and a performance-based bonus potential are included in this role.