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Bamiduro Financial Group

Customer Relationship Manager

Entry-Level JobVerifiedNo experience needed

Career Insights for Client Relationship Manager

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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.

$71,749 / year median in Maryland

+1% projected growth

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Job Description

We're Hiring:
Customer Relationship Manager Location:
Hybrid Type:
Part-Time (10 hours/week)
Compensation:
$20/hour + Quarterly Bonus for every new appointment scheduled and completed
License Required:
Insurance license preferred, but not required. Must pass fingerprint/background check if required.
ABOUT THE ROLE
We're looking for a detail-oriented, people-first Customer Relationship Manager to support our growing financial services team. You'll be the day-to-day point of contact for our clients — ensuring they feel taken care of, following up on policy and account needs, and keeping our client pipeline organized and moving. This is a great fit for someone who loves building relationships and thrives on structure.
WHAT YOU'LL DO
Serve as the primary contact for client questions, service requests, and follow-ups Clean up CRM and eliminate duplicate information Contact clients to make sure all contact information is updated Upload CRM data from other software Contact clients for birthday wishes Manage client onboarding after policies/accounts are opened Track renewals, beneficiary updates, and account changes Monitor client satisfaction and proactively check in on key accounts Coordinate with Ade and the agent team on scheduling and client calls Maintain accurate, up-to-date records in our CRM system Flag at-risk clients or service issues before they become problems Learn how to use Workflows and Tags; support light administrative work tied to client files and applications
WHAT YOU'LL NEED
Strong written and verbal communication skills Comfortable using CRM/scheduling tools (we'll train on our specific stack) Highly organized — able to juggle multiple client relationships at once Empathetic, patient, and proactive Prior experience in customer service, client success, or financial services a plus (not required) Insurance license preferred, but not required Must complete fingerprinting and pass a background check, if required
WHY JOIN US
Work directly with Ade (National Sales Director) building a scalable team Growth path into licensed roles if interested Possibility to grow with the team for more hours for the right person Ability to work remotely
HOW TO APPLY
Send your resume and your phone number to info@bamidurofinancialgroup.com
Pay:
$20.00 per hour
Work Location:
Hybrid remote in Upper Marlboro, MD 20774