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Client Relationship Manager
Business Financial GroupClient Relationship Manager responsible for onboarding and maintaining relationships with clients at Business Financial Group. Supporting client interactions and project coordination within the firm’s service team.
About the role
Key responsibilities & impact- Welcome new clients after engagement agreements are signed
- Explain onboarding requirements and next steps
- Assist clients with onboarding forms and questionnaires
- Monitor onboarding progress
- Ensure smooth transition from sales to production
- Request required client documents
- Follow up on missing information
- Track document collection deadlines
- Maintain document collection status within CRM
- Ensure internal teams receive complete information
- Identify project delays and blockers
- Communicate with clients regarding missing items
- Coordinate with internal teams to remove obstacles
- Schedule and coordinate meetings between clients and team members
- Maintain accurate client records
- Update project statuses
- Record client communications
- Track open tasks and follow-ups
- Serve as a trusted client contact
- Respond professionally to client inquiries
- Provide project status updates
Requirements
What you’ll need- Minimum 3 years of experience in client services, customer success, account management, client relations, executive assistance, administrative coordination, or project coordination.
- Excellent spoken and written English.
- Strong organizational, communication, and multitasking skills.
- Experience using CRM systems and scheduling tools.
- Ability to work independently in a remote environment while supporting U.S.-based clients.
Benefits
Comp & perks- Reliable high-speed internet
- Professional home office setup
- Backup power and internet solutions preferred
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client servicescustomer successaccount managementadministrative coordinationproject coordinationonboardingdocument collectionproject status updatestask trackingcommunication
Soft Skills
organizational skillscommunication skillsmultitaskingprofessionalismindependenceclient relationscoordinationproblem-solvingattention to detailrelationship management