Client Relationship Manager

5 days ago

Manila, National Capital Region, Philippines Virtual Rockstar Careers Full time

About Virtual Rockstar Careers

We are a pioneering company in Arizona that specializes in streamlining operations for healthcare clinics by offloading administrative tasks. Our mission is to create meaningful employment opportunities, strengthen families in the Philippines, and promote long-term success.

Job Title: Client Relationship Manager

Job Summary

We are looking for a highly skilled and proactive Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for building strong relationships with our clients, managing client interactions, and maintaining efficient operations to ensure the success of our client's financial group.

Key Responsibilities:

  • Build strong relationships with our clients and provide exceptional support to help them achieve their goals.
  • Manage client interactions, organize schedules, and maintain efficient operations to ensure the success of our client's financial group.
  • Utilize Excel to maintain client records, track interactions, and manage follow-ups.
  • Oversee client calendars, schedule appointments, and organize annual review meetings.
  • Assist in the onboarding of new agents, ensuring they have the tools and resources needed to start effectively.
  • Handle email correspondence, manage communications, and coordinate tasks and projects.
  • Conduct research and gather necessary information to support the financial team.
  • Oversee task and project management to ensure timely completion of deliverables.
  • Assist with time management, document preparation, and handling to support the team's operations.
  • Create and refine Standard Operating Procedures (SOPs) and training tools for improved efficiency.

Requirements:

  • Proven experience as an executive assistant or similar role.
  • Proficiency with Outlook, Microsoft Office Suite, and Zoom.
  • Strong organizational and multitasking skills.
  • Excellent written and verbal communication abilities.
  • Ability to work independently and maintain confidentiality.
  • Detail-oriented with a proactive approach to problem-solving.
  • Previous experience in a financial or client-focused environment is a plus.

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