Join Harness as a Strategic Client Manager to foster deep client connections and enhance service delivery. Develop trust with advisors in a flexible work atmosphere.
Harness, a leader in financial technology under Advisor Solutions by Purpose, is looking for a Strategic Client Manager. This role emphasizes building irreplaceable relationships with referring advisors to foster a service-centric culture. Your ability to synthesize each advisor's needs will create impactful solutions and reinforce satisfaction.
Key Responsibilities:
• Establish and nurture solid relationships with advisors
• Act as their primary point of contact and advocate
• Share growth strategies and best practices for client assets
• Collaborate with internal teams to ensure client satisfaction
• Provide feedback to enhance offerings and platform efficiency
Requirements:
• 5+ years in relationship management within financial services
• Genuine grasp of the wealth management ecosystem
• Strong interpersonal and influencing skills
• Bachelor's degree or equivalent experience
• Interest in AI tool applications
Harness the opportunity to make an indelible impact on client relationships and platform success.
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