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Client Relationship Manager

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Client Relationship Manager

Location: Columbia, SC

About Us:

Capital City Financial Partners is a small financial planning firm headquartered in South Carolina. Specializing in  retirement strategy, we’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premiere middle  market advisory firm of the Carolinas, focused on pre and post retirees, but we are committed to serving our community  with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has  yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices.

Our primary values are Purpose, Professionalism, Positivity, and People. Purpose comes from understanding the outsized  impact we can have on others’ lives.  We believe our work is a calling vs. a job. Professionalism defines each employee’s  constant drive to improve themselves and develop new skills. Positivity is the standard on how we interact with each other  and our clients. It describes our unwavering commitment to not only provide an exceptional experience, but to create  confidence in our clients’ financial futures. Our employees and our clients are our People, who are at the heart of all we  do. We are looking for the perfect addition to our team in Columbia, SC- is this you?

Job Description:

The primary goal of this role is to provide potential & current clients with an exemplary experience through exceptional service. Our Client Relationship Manager will play a crucial role in making certain the firm is exceeding its commitments  to its clients from the first impression through the entirety of the professional relationship. This position also plays a  significant part in guiding the organization’s future growth and continual development.

Typical responsibilities include:

  • Own the first impression each time a potential or current client walks through the door, personally engaging them  to cultivate a welcoming environment
  • Build and maintain strong relationships between the firm and client through intentional action & communication
  • Recognize & celebrate client milestones (birthdays, anniversaries, grandchildren, special occasion, etc.)
  • Design & deliver new client and client anniversary gifts
  • Plan & execute client functions & experiences (social, volunteering, educational)
  • Advocate for client needs and requests
  • Answer and/or direct incoming phone calls, providing exceptional, efficient service
  • Execute accurate scheduling of all client reviews; assign conference rooms for every meeting in all offices
  • Assist clients with paperwork should the Financial Team be unavailable
  • Ensure organization and visual appeal of conference rooms & front lobbies

You are perfect for this role if you have:

  • An unwavering commitment to serve others
  • A belief that this is more than just a paycheck; that the work you do is purposeful
  • Bachelor’s degree (Business, Finance, Economics, or related major preferred)
  • Sales or service industry experience (customer service, restaurant, retail, etc.)
  • Scheduling or event planning experience preferred
  • Basic financial industry knowledge preferred
  • Superior organizational & time management skills; ability to multitask
  • Excellent relationship building skills
  • Excellent communication skills, both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
  • Experience with Redtail/CRM preferred

Traits we’re looking for:

  • People oriented; relationship focused
  • Positive & outgoing
  • Empathetic, uplifting, & engaging
  • Patient & graceful
  • Professional
  • Detail oriented
  • Critical thinker
  • Creative
  • Dependable
  • Strong initiative
  • Team player

Compensation will be made up of a competitive salary with benefits (insurance, 401k with match, disability, paid volunteer time, profit sharing).

The starting base salary for this role will be $40,000- $50,000 (OTE $45,000- $55,000).

 Please contact Jadyn McDonough at  [email protected]  with any questions or interest. We can’t wait to meet you!