Manager Client Advice
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Job Summary
We are looking for an experienced and client-focused Manager Client Advice to lead the delivery of strategic advisory services and relationship management for our clients. The ideal candidate will be responsible for providing tailored solutions building long-term client relationships and overseeing a team of advisors to ensure exceptional service and client satisfaction.
Key Responsibilities:
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Manage and guide a team of client advisors or relationship managers.
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Serve as the main point of contact for key clients offering strategic guidance and support.
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Understand client goals challenges and industry trends to deliver proactive advice and tailored solutions.
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Develop account plans monitor performance and ensure retention and growth of client portfolios.
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Collaborate with internal teams (e.g. operations product compliance) to address client needs efficiently.
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Review client feedback and implement service improvements to enhance satisfaction.
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Prepare reports presentations and insights for client meetings and internal stakeholders.
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Ensure regulatory compliance and risk management in all client interactions.
Requirements:
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Bachelors degree in Business Finance Marketing or a related field; Masters degree preferred.
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5 years of experience in client advisory account management or relationship management.
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Proven leadership and team management experience.
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Strong communication negotiation and presentation skills.
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Deep understanding of financial products professional services or consulting (based on industry).
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Ability to manage multiple client relationships and prioritize workload effectively.
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Proficiency in CRM systems and MS Office Suite.
Preferred Qualifications:
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Certification in client relationship or financial advisory (e.g. CFA CFP or industry equivalent).
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Experience in a consulting firm financial institution or professional services environment.
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Strong analytical mindset with data-driven decision-making skills.
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
