Client Relationship Manager

  • Strategic Retirement Plans
  • Billings, MT, USA
  • May 01, 2018
Full time Admin-Clerical Customer Service Finance

Job Description

Required Knowledge/Skills/Competencies

  • Excellent attitude and an extraordinary client service orientation
  • Proficiency with computer programs, including MS Word and Excel, CRM, E-Money and Morningstar®
  • Ability to interact with people across all levels of the business
  • Attention to detail
  • Ability to effectively prioritize workload and meet deadlines
  • Sophisticated organizational skills, including physical resources (such as files, manuals, etc.) and nonphysical resources (such as calendars, appointments, events, client contact records, images, etc.)
  • Familiarity with basic marketing concepts and practices
  • A self-starter who can work independently

Preferred Qualifications

  • BA or BS preferred
  • Experience in the investment/insurance industry is a plus
  • Completion of registered paraplanner (RP) program is a plus
  • FINRA Series 6, FINRA Series 7, or FINRA Series 66 is a plus