Client Relationship Manager - Millburn, NJ
On-siteMillburn, New Jersey, United States
EXPIREDMillburn, New Jersey, United StatesOn-siteFull TimeBachelors DegreeEnterprise
Full TimeBachelors DegreeEnterprise
Job Summary
Act as the first point of contact at the branch, working cross-functionally to deliver exceptional client experiences, resolve escalations, and deepen relationships. Assist the Branch Manager and sales/support staff in meeting client needs, while coordinating branch paperwork, operations flow, and implementing new firm processes. Act as the Branch Manager during absences and lead training and support for new processes. Maintain daily operational success for the local branch through these leadership duties.
Required Qualifications
- Bachelor's degree or equivalent work-related experience
- A valid and active Series 7 license required
- A valid and active Series 63 license required
- A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
- 3+ years' experience with customer service
- 3-5 years in a security/financial services capacity
Desired Qualifications
- Notary
- 2+ years' experience in a management/supervisory capacity
- Outstanding written and oral communication skills
- Previous experience in a direct client-facing role
- Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts
- Demonstrated experience handling client concerns and issues with tact and diplomacy
- Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
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