What You'll Be Doing
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel.
What We're Looking For
- Develop in-depth knowledge of client portfolios; regularly engage with clients.
- Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative.
- Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors.
- Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships.
- Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment.
- Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities.
- Other such duties may be necessary to maximize client relationships.
What You'll Bring
- Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction.
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Understanding new information's implications for current and future problem-solving and decision-making.
- Managing one's own time and priorities to ensure the meeting of deadlines.
- The ability to communicate information and ideas in spoken or written form so that others will understand.
Education & Experience
- Minimum Required: High School Diploma or Equivalent required.
- Minimum Required: 10 years of financial services experience.
Licenses & Credentials
- Minimum Required: FINRA Series 7 & 63.
- FINRA Series 65 (66) may be required depending on the business coverage.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Compensation RangeSalary: - Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
