Client Relationship Manager

At Myriad Advisor Solutions, we empower talented individuals to make an impact every day. Bring your talents, your ideas, and your passion. At Myriad, we’ll provide the tools, guidance, and environment you need to thrive.

Position: Client Relationship Manager

Location: Waukee, IA

Job :352

# of Openings:1

The Client Relationship Manager is responsible for cultivating, maintaining, and proactively managing strong relationships with assigned clients, partners, and stakeholders. This role serves as a primary relationship owner, developing a strong understanding of each client's business, priorities, goals, and service needs to ensure a consistent and exceptional client experience. The Client Relationship Manager proactively engages clients, anticipates needs, identifies risks and opportunities and coordinates appropriate Myriad resources and solutions.

Acting as a key liaison between the client and internal teams, the RM ensures strong communication, accountability, follow-through, and alignment while identifying opportunities to deepen the client relationship and support both client and Myriad business objectives. Success in this role is measured by client retention, proactive engagement, portfolio health, follow-through, and recognizing growth opportunities for our clients and for Myriad.

• Develop and sustain strong, trusted client relationships through consistent, proactive, and strategic communication, becoming knowledgeable about each client's business, priorities, goals, challenges, and evolving needs.
• Executive-level communication - comfortable building relationships with business owners and key decision makers.
• Deliver exceptional service by taking ownership of assigned portfolio. Placing a strong emphasis on client retention, relationship expansion, identifying revenue opportunities, and understanding the overall value of the client relationship. Proactively identify client needs, service gaps, risks, and opportunities before they become issues, coordinating with appropriate internal teams to develop solutions and next steps.
• Collaborate across Myriad to ensure client needs, commitments, priorities, and expectations are clearly communicated and executed.
• Utilize CRM and other Myriad systems to document meaningful client interactions, commitments, opportunities, risks, and next steps, and use available client data to support proactive relationship management and decision making.
• Seeks to prioritize and understand how businesses operate, can engage in meaningful conversations with business owners, and can identify opportunities to help clients grow and operate more effectively.

• Serve as the primary Relationship Manager for an assigned portfolio of clients and maintain a strong understanding of each client's business, priorities, service needs, and relationship with Myriad.
• Maintain a proactive client engagement cadence based on client needs, service model, and Myriad expectations, including scheduled relationship meetings and QBRs as appropriate.
• Come prepared to client meetings with an understanding of current services, open items, previous commitments, business changes, opportunities, and potential areas of concern.
• Ensure agreed-upon client actions and commitments are documented, communicated, assigned, and followed through to completion.
• Maintain accurate and meaningful client information, reporting, cross-selling, scheduling, fee tracking, and client strategy.
• Recognize changes in client sentiment, engagement, business needs, or service experience and take proactive action when intervention is needed.
• Collaborate with leadership and internal teams to continuously improve the client experience and Myriad's service offerings.
• Suppo…