A leading trading solutions company in Miami seeks a Relationship Manager to oversee customer journeys from onboarding to ongoing management. The role requires a strong background in client-facing positions, preferably in financial technology, with excellent communication skills. The successful candidate will drive customer satisfaction and retention through proactive engagement and problem-solving, all while enjoying the benefits of a 100% remote work environment.
Qualifications
Bachelor's degree in business, Finance, or a related field preferred.
Minimum of 3 years in a client-facing role, preferably in algorithmic solutions or financial technology.
Proven track record in building and maintaining strong client relationships.
Strong communication and interpersonal skills.
Familiarity with algorithmic concepts and applications preferred.
Financial Series Licensing preferred.
Responsibilities
Own the customer lifecycle from onboarding to relationship management.
Lead customer onboarding and implementation successfully.
Drive adoption and value realization through customer engagement.
Serve as the primary point of contact for assigned customers.
Partner cross-functionally to resolve escalations and manage issues.
Maintain accurate documentation of communications and account activity.
Manage retention and support renewals for a book of business.
Drive revenue expansion via consultative recommendations.
Skills
Relationship Building
Communication Skills
Customer-Focused Mindset
Project Coordination
Problem Solving
Cross-Functional Collaboration
Account Growth Mindset
Adaptability
Attention to Detail
Technical Aptitude
Education
Bachelor’s degree in business, Finance, or related field
Minimum of 3 years in a client-facing role
Job description
A leading trading solutions company in Miami seeks a Relationship Manager to oversee customer journeys from onboarding to ongoing management. The role requires a strong background in client-facing positions, preferably in financial technology, with excellent communication skills. The successful candidate will drive customer satisfaction and retention through proactive engagement and problem-solving, all while enjoying the benefits of a 100% remote work environment.