Strategic Client Manager
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Join Harness as a Strategic Client Manager to foster deep client connections and enhance service delivery. Develop trust with advisors in a flexible work atmosphere. Harness, a leader in financial technology under Advisor Solutions by Purpose, is looking for a Strategic Client Manager. This role emphasizes building irreplaceable relationships with referring advisors to foster a service-centric culture. Your ability to synthesize each advisor's needs will create impactful solutions and reinforce satisfaction. Key Responsibilities:
- Establish and nurture strong relationships with advisors
- Act as their primary point of contact and advocate
- Share growth strategies and best practices for client assets
- Collaborate with internal teams to ensure client satisfaction
- Provide feedback to enhance offerings and platform efficiency
- 5+ years in relationship management within financial services
- Genuine grasp of the wealth management ecosystem
- Strong interpersonal and influencing skills
- Bachelor's degree or equivalent experience
- Interest in AI tool applications
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