Client Relationship Manager
: Job Details :

Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel. Essential Duties & Responsibilities Develop in-depth knowledge of client portfolios; regularly engage with clients. Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative. Coordinate enrollment campaigns/meetings for high net worth individuals/individual investors. Analyze and evaluate client needs, and provide recommendations with respect to the issues identified, along with potential strategies for further enhancing client relationship. Research, investigate, and analyze client queries and other significant matters and develop strategic responses as needed and at own judgement. Partner with the Relationship Manager to assess and evaluate client needs and to creat...Relationship Manager, Client Relations, Relationship, Manager, Research Analyst, Client, Business Services