Client Relationship Manager

Russell Tobin is seeking a detail-oriented and client-focused Client Relations Analyst to join our client's team. This role is ideal for professionals with strong communication and analytical skills who enjoy resolving client concerns in a fast-paced financial services environment. The Client Relations Analyst is responsible for researching and responding to operational client complaints, ensuring compliance with regulatory requirements, and collaborating with internal business partners to provide timely and effective resolutions.

• Research and respond to operational client complaints while ensuring compliance with regulatory requirements and internal complaint-handling guidelines.
• Investigate client concerns and collaborate with field staff, operations teams, and management to resolve issues efficiently.
• Escalate complex complaint-related matters when necessary and provide timely follow-up.
• Build strong working relationships with Client Relations Editors while following departmental processes and style guidelines.
• Manage multiple assignments effectively while maintaining strong organization, accountability, and attention to detail.
• Provide phone support by covering client-facing telephone lines at least one day per week.
• Deliver professional and client-focused service while handling incoming calls and inquiries.
• Support additional Client Relations operational functions, including settlement processing, privacy opt-out processing, and special projects as assigned.
• Maintain accurate documentation and ensure compliance with company policies and procedures.

• Bachelor's degree preferred in Finance, Economics, English, Communications, or a related field (relevant work experience may be considered in lieu of a degree).
• Previous experience in brokerage, banking operations, financial services, or a related industry is preferred.
• Excellent written and verbal communication skills with strong grammar and composition abilities.
• Exceptional phone presentation and customer service skills.
• Strong organizational, time management, and follow-up skills.
• Self‑motivated with the ability to prioritize multiple tasks in a fast‑paced environment.
• Proficiency in Microsoft Word and Outlook.
• Ability to collaborate effectively with employees across all levels of the organization.
• Strong attention to detail, problem‑solving skills, and a proactive approach to client service.

Pride Global offers eligible employees a comprehensive benefits package, including:

• Medical, dental, and vision coverage
• Supplemental insurance (accident, critical illness, and hospital indemnity)
• 401(k) retirement savings plan
• Life and disability insurance
• Employee Assistance Program (EAP)
• Legal support services
• Auto, home, and pet insurance options
• Employee discounts with preferred vendors

If you're a detail-oriented professional with strong written and verbal communication skills, experience in client relations, banking or financial services, and a passion for resolving client concerns in a fast‑paced environment,
we encourage you to apply.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including the California Fair Chance Act and all applicable local Fair Chance ordinances.

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.