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TI
Turret Investment Management
Director of Client Impressions
Career Insights for Client Relationship Manager
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Scorecard
Based on North Carolina data
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What they do
A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$73,348 / year median in North Carolina
-2% projected decline
Job Description
Turret Investment Management Director of Client Impressions Position Overview Seeking an organized, detail-oriented individual who is motivated to drive business growth while delivering an exceptional client experience. This individual will serve in 2 distinct roles: leading the marketing/branding effort while also supporting the wealth consultants with administrative services. This individual will be responsible for maintaining consistent branding and messaging across ALL client touchpoints. Key Responsibilities- Marketing
- Create and execute marketing campaigns through all modes of advertising(Social Media, charitable sponsorship, email, direct mail, etc)
- Coordinate campaign timelines, deliverables, and materials
- Assist with content creation for emails, event promotions and social media
- Coordinate with external vendors, printers, venues, and media partners
- Update Statement logo design
- Maintain contact information in CRM and email database
- Coordinate charitable sponsorships
- Christmas Card creation and mailing
- Work with advertising compliance to submit and edit approved signage
- Website Update
- Plan & coordinate client appreciation events, educational workshops, seminars, and prospecting events Key Responsibilities- Advisor Support
- Open and close the office daily and prepare for business operations
- Serve as the primary point of contact by answering incoming calls promptly and professionally
- Greet clients and visitors while providing a welcoming first-class experience
- Create a flawless, welcoming atmosphere in front lobby & meeting spaces
- Ensure refreshment station is stocked at all times
- Prepare conference rooms and meeting materials for client appointments
- Assemble new client welcome packages and onboarding materials, including a post account opening appreciation note
- Manage incoming and outgoing mail
- Support administrative projects as needed
- Assist wealth consultants with special projects and operational initiatives
- Responsible for office decoration for holidays, etc Please Send Resume to skyler.