Description
Summary
The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel.
Essential Duties & Responsibilities
- 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 with respect to the issues identified, along with potential strategies for further enhancing client relationship.
- Research, investigate, and analyze client queries and other significant matters and develop strategic responses as needed and at own judgement.
- 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 as may be necessary to maximize client relationships.
Qualifications
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, 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 the implications of new information for both 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: Bachelor's Degree or equivalent work experience.
- 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, Outlook.
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
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