Financial Services BDM – USA

The Client Relationship Manager will serve as the primary liaison between the organization and its clients, ensuring their financial goals are met with exceptional care and expertise. This role requires collaboration with financial planners and client service teams to deliver a seamless client experience.

The ideal candidate is proactive, organized, and committed to integrity and excellence, ready to thrive in a dynamic remote environment and contribute to effort of sales in the the USA.

Key Responsibilities

• Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
• Facilitate the onboarding of new clients and ensure smooth transitions.
• Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
• Provide exceptional service, exceeding client expectations and delivering meaningful value.
• Address client inquiries with clarity and professionalism.
• Act as a liaison between clients and financial advisers, ensuring effective communication.
• Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests.
• Continuously seek ways to enhance client experiences and improve service delivery.

Qualifications

• 4–8 years of experience in client relationship management.
• Commitment to acting in the best interests of clients at all times.
• Proven ability to develop and maintain client relationships.
• Strong communication skills with the ability to simplify complex financial concepts.
• Team-oriented mindset and ability to thrive in a collaborative environment.
• Self-motivated and highly organized, with a growth mindset and positive attitude.
• Curiosity or experience in finance and personal well-being is a plus.

Additional Information

What’s in It for You

• A higher purpose and the opportunity to make a meaningful impact.
• A values-driven culture that prioritizes service to clients and the community.
• Accelerated personal and professional growth within a supportive environment.
• Competitive salaries, comprehensive benefits, and work-life balance.
• Collaboration with a team of experts and stunning colleagues.
• Opportunities for innovation, excellence, and professional development.

Why Join Our Client?
This is a chance to be part of an organization focused on creating positive change for clients, society, and the financial services industry. It’s an ideal fit for professionals seeking a progressive, challenging, and rewarding long-term career with opportunities for growth and impact. FULL training will be provided.

Salary between U$1800 to U$2000 plus 10% commissions on business closed by your advisor.