The Wealth Management Client Relationship Manager (CRMI) is responsible for providing comprehensive support and proactivity to the C&F community, to include clients, C&F Wealth Management Advisors, and internal partners. The ideal candidate is highly organized, customer-centered, and able to handle multiple tasks while maintaining a professional demeanor in a fast-paced environment.
The CRM I is responsible for building and maintaining relationships with clients while providing excellent operational customer service in a financial advisory setting. This role is an integral member of a defined C&F Wealth Management Team with clear team goals and objectives for revenue growth and client acquisition/retention.
Client & Advisor Support: (50%)
Operational & Team Support (25%)
Compliance and Fiduciary Duty: (25%)
Qualifications:
Key Skills and Competencies:
Physical demands:
Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking; occasional lifting, carrying, pushing, or pulling up to 20 pounds.
Work Environment:
Work is performed in an operational office environment.
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