Job Description
Position Overview:
We are seeking a dynamic and motivated individual to join our team as a Relationship Manager. In this entry-level customer service position, you will play a vital role in building and nurturing relationships with our clients. Your primary responsibilities will include document gathering¸ meeting preparation and data entry.
Key Responsibilities:
- Continued follow-up with clients pre/ post meetings with our consultants to maintain client relationships and gather necessary information.
- Book appointments for the respective referral intake divisions.
- Provide exceptional customer service to clients and prospects.
- Comfortable adapting to new software systems.
Requirements:
- Previous experience in sales, customer service, real estate, finance, or tax preparation would be a plus.
- Excellent communication and interpersonal skills.
- Strong organizational abilities and attention to detail.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office Suite.
- Motivated self-starter with a positive attitude.
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Benefits:
- Competitive salary
- Career development opportunities
If you are a driven individual with a passion for building relationships and creating memorable experiences, we encourage you to apply for the Relationship Manager position. Please submit your resume and cover letter detailing your relevant experience and why you would be a great fit for our team. We look forward to reviewing your application!
Job Type: Full-time
Pay: $60,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Experience level:
- 1 year
- 2 years
Shift:
- 8 hour shift
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
Work Location: In person
Visit Original Source:
https://www.indeed.com/viewjob
