Shire Jobs

Description We are offering an exciting opportunity for a Relationship Manager in Sheboygan, Wisconsin. As a vital part of our team, you will play a key role in managing and enhancing client relationships, ensuring compliance with regulations, and improving our client service experience. This role is critical in implementing growth strategies, maintaining our CRM system, and leading our support staff.

Responsibilities:

• Ensure the effectiveness of all internal and external processes to provide timely, accurate, and comprehensive reports on operations.

• Implement quality improvements and efficiencies in work methods and procedures.

• Develop, communicate, and implement effective processes, including growth strategies, workflow initiatives, and improvements in the client experience.

• Oversee all areas of compliance to ensure adherence to industry regulations.

• Collaborate with team members regarding the operational infrastructure of systems, processes, compliance, and personnel.

• Assign and delegate work to support staff and provide constructive feedback.

• Act as a technical resource and provide training and support to other staff.

• Lead a high-performance team by attracting, recruiting, and retaining staff.

• Maintain CRM system to ensure accuracy and maximize effectiveness of data.

• Manage and resolve client service problems to ensure a high level of client satisfaction. Requirements • Proven experience as a Relationship Manager or similar role for a minimum of 5 years

• Proficiency in Customer Relationship Management (CRM) software

• Strong understanding of private wealth management and wealth management concepts

• Exceptional communication and interpersonal skills with the ability to build and maintain strong client relationships

• Knowledge and understanding of FINRA regulations

• Ability to devise and implement client retention strategies

• Excellent problem-solving skills with a customer-centric approach

• Ability to work in a fast-paced environment and handle multiple client portfolios

• Willingness to keep abreast of industry trends and changes

• Bachelor's degree in Business Administration, Finance, or related field preferred.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .