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Client Relationship Manager
Anchorage, Alaska · Banking/LoansClient Relationship Manager
Anchorage, AK
$70,000 and great benefits
Our client: A dedicated team of professionals providing investment management services for a diverse client base. If you’re a professional engaged in the Alaskan community, who thrives in a strong team environment, apply here or email your resume to jobs@peopleak.com if you qualify!
Would you like to:
Ideally you have:
Making it worth your while:
Anchorage, AK
$70,000 and great benefits
Our client: A dedicated team of professionals providing investment management services for a diverse client base. If you’re a professional engaged in the Alaskan community, who thrives in a strong team environment, apply here or email your resume to jobs@peopleak.com if you qualify!
Would you like to:
- Work closely with investment and sales team to support client retention
- Assist in business growth and development, assist with RFPs, potential client pitches, represent the firm at networking events, fundraisers, etc
- Maintain open communication with sales and investment team, ensuring workflows are on track to meet deadlines
- Support process improvements and management of a CRM database
- Manage new client onboarding process
- Discuss investment matters with clients, ensuring client understanding and satisfaction
Ideally you have:
- Bachelor’s degree in related field (Business, Finance, Economics)
- Minimum of three years of related experience
- Excellent written and verbal communication skills
- Strong customer service ethic
Making it worth your while:
- Work for an Alaskan-grown investment advisor
- Sound opportunity for growth in your financial management career
- Dynamic team environment
- Specialist recruiters, with over 50 years of combined experience
- No cost to our applicants
- Ability to look for a job while you’re still working
- Certified Staffing Consultants work for our clients, and advocate for our candidates
- Friendly Associate Recruiters working with you to present your best self