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Benefits offered by this job
Comprehensive medical and dental coverage
401(k) with company match
Paid time off including vacation and holidays
Educational assistance programs
Job summary
A financial services company in Dallas is seeking a Relationship Strategist Sr. This role involves leading client management activities, developing relationship plans, and managing a book of business for client acquisition and retention. Successful candidates will have a Bachelor’s degree and significant relevant experience. Strong communication skills and the ability to manage client satisfaction are crucial for this position. Competitive benefits are offered, fostering a supportive workplace culture.
Qualifications
8+ years of relevant industry experience required.
Strong client communication and relationship management skills.
Ability to manage risk and adhere to compliance requirements.
Responsibilities
Lead client management activities to acquire and retain clients.
Develop and execute relationship management plans.
Manage a book of business and ensure client satisfaction.
Skills
Client Relationship Building
Decision Making
Financial Analysis
Identifying Sales Opportunities
Education
Bachelors Degree
Job description
A financial services company in Dallas is seeking a Relationship Strategist Sr. This role involves leading client management activities, developing relationship plans, and managing a book of business for client acquisition and retention. Successful candidates will have a Bachelor’s degree and significant relevant experience. Strong communication skills and the ability to manage client satisfaction are crucial for this position. Competitive benefits are offered, fostering a supportive workplace culture.