Associate Director – Client Relationship Management
Job in
Westminster, Adams County, Colorado, 80031, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Sales
Client Relationship Manager, Business Development, Account Manager
Job Description & How to Apply Below
Responsibilities
- Manage and grow assigned client relationships, serving as the primary point of contact and trusted advisor.
- Develop and execute strategic account plans to deepen client relationships, identify cross‑selling opportunities, and drive revenue growth.
- Proactively engage with clients to understand their evolving needs, challenges, and objectives, providing timely and effective solutions.
- Coordinate with internal teams, including operations, legal, compliance, and product development, to ensure seamless service delivery and issue resolution.
- Conduct regular client meetings and business reviews to discuss performance, service levels, and future initiatives.
- Prepare and present client reports, performance metrics, and service updates.
- Oversee the onboarding process for new clients, ensuring a smooth and efficient transition.
- Identify and mitigate potential risks to client relationships, escalating issues as necessary.
- Stay informed of industry trends, regulatory changes, and competitive landscape to provide valuable insights to clients.
- Participate in client‑facing presentations and sales pitches for prospective clients as needed.
- Bachelor's degree in Business, Finance, Economics, or equivalent experience.
- Minimum of 7 years of experience in client relationship management, account management, or a related client‑facing role within the financial services industry.
- Must have 7 years of transfer agency experience.
- Ideal candidate will have in-depth knowledge of Interval Funds, Tender Offer Funds, Mutual Funds, and other alternative investment products.
- Strong understanding of fund administration services, transfer agency, regulatory requirements, and industry best practices.
- Exceptional communication, presentation, and interpersonal skills.
- Proven ability to manage client relationships, navigate complex issues and deliver a high level of service.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software.
- Ability to travel periodically to client sites as required.
Position Requirements
10+ Years
work experience
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