Senior Client Experience & Retention Manager

Investment Company (Confidential); Chicago (IL); On-site; USD 120,000 - 160,000; Full time

Job summary

Investment Company (Confidential) seeks a Client Services Manager in Chicago to enhance client relationships and ensure satisfaction.

This pivotal role involves developing structured processes and implementing retention strategies. Candidates should have at least 15 years in financial services, a Bachelor's degree in a related field, and Series 63/65 licenses. Strong communication skills and experience with high net worth clients are essential.

A competitive salary and bonus potential are offered for the right candidate.

Qualifications

• Minimum of 15 years of experience in financial services management or client relationship management.
• Thorough understanding of the industry and largest competitors.
• Must hold Series 63/65 licenses.
• Excellent communication and presentation skills.

Responsibilities

• Establish and nurture long-term relationships with clients.
• Proactively resolve client issues and concerns.
• Develop retention strategies for at-risk clients.
• Train and supervise client service staff.
• Produce reports to support client retention efforts.

Skills

Client relationship management

Financial services management

Communication skills

Organizational skills

Problem-solving

Education

Bachelor's degree in business, Finance, or related field

Tools

MS365

Salesforce CRM

MS Excel

MS Word

PowerPoint

Job description

Investment Company (Confidential) seeks a Client Services Manager in Chicago to enhance client relationships and ensure satisfaction.

This pivotal role involves developing structured processes and implementing retention strategies. Candidates should have at least 15 years in financial services, a Bachelor's degree in a related field, and Series 63/65 licenses. Strong communication skills and experience with high net worth clients are essential.

A competitive salary and bonus potential are offered for the right candidate.