Senior Client Relationship Manager recruitment

In addition, increase PCR’s market share in the high wealth management arena and ensure superior levels of client satisfaction by delivering quality products and services. Influence the attraction for PCR’s full range of products and services offerings to high-end clients.

Responsibilities

• Serve as the key PCR contact with the client’s decision maker.

• Maintain and enhance existing client relationships, build strong internal relationships across the Company and seek strategic opportunities to generate revenue within the client base.

• Conduct client reviews via on-site visits, executive meetings and conference calls to evaluate their product services use; refine an understanding of clients’ wants and needs and initiate corrective action to maintain performance excellence and client satisfaction.

• Serve as the sponsor and internal PCR advocate on all client projects to ensure PCR completes and successfully implements accurate and on-time client projects.

• Develop a strong interface with the Client Services, IT and Operations teams focused on product usage, information delivery, client satisfaction and website availability.

• Provide support to build effective cross functional cooperation across departments to complete data gathering tasks and actively participate with work teams or assign team members to specific tasks and monitor progress toward results.

• Develop and document new processes and procedures that support productivity and efficiency.

• Serve as the key liaison across PCR to proactively communicate and monitor project implementation, service delivery schedules and product issues.

• Support the development, monitoring and communication of performance standards to facilitate real-time understanding, management and resolution of data quality issues.

• Participate in the selling process including RFP, presentations and developing win/win outcomes.

• Provide regular status reports on projects to the client and PCR management.

Qualifications:

• BA or BS in Finance or related discipline, MBA preferred, plus 12+ years’ financial services experience developing and managing client relationships specifically in the high wealth management space.

• Must be able to travel up to 25% and work at client sites.

• Demonstrated ability to manage multiple priorities with a sense of urgency and respond to diverse workloads/schedules through effective program management -- proposal development through implementation.

• Demonstrated conceptual, analytical/problem solving skills and effective communications skills (oral, written and presentation).

• Strategic thinker with practical, real world, relationship management experience in financial services environments.

• Effective negotiator and innovative deal-maker, who can effectively leverage company products, services and capabilities to establish win/win partnerships.

• Results orientation with strong interpersonal skills to develop quick rapport, build credibility and cultivate business partnerships with executive leaders. Assertive leadership style.

• Effectively markets the synergy between PCR’s business and clients’ needs to present a single company image to customers for products and services.

• Exhibits versatility, flexibility, creativity and resourcefulness with sound business acumen to create synergy among diverse groups, manage multiple projects and achieve strong results.

• Working knowledge of investments -- marketable and alternative, including estates, trusts, partnership structures, tax planning and reporting functionality.

• Demonstrated exceptional commitment to meet clients’ priorities.

About Private Client Resources:

Since 2001, Private Client Resources (PCR) is the aggregation, reporting and service partner to leading Private Banks, Single and Multi-Family Offices, and RIAs. This unique positioning has allowed us to gain insight into the challenges and opportunities encountered by our clients and the High Net Worth (HNW) families they serve. We leverage this insight to continually innovate, providing clients with ever-increasing value.

To learn more about our company, please visit our website at www.pcrinsight.com.

We offer a highly competitive compensation and comprehensive benefits program.

For immediate consideration, please send your resume and salary.  Only candidates who meet the job qualifications will be contacted.

Private Client Resources LLC is an Equal Opportunity Employer M/F/V/D