Client Development Manager

Job Description

Job Description

At Michael Trupia Country Financial, we are dedicated to cultivating lasting relationships with our clients. Situated in the heart of Tulsa, Oklahoma, we invite you to join us as a Client Development Manager, where your passion for service and knack for client relations will shine. Our team thrives on providing extraordinary support and building meaningful connections with each customer. In this on-site role, your outstanding interpersonal skills will be at the forefront as you work directly with clients, ensuring their needs are not only met but exceeded. We are looking for a dynamic individual who is eager to be a part of our positive and inviting work environment, where your contributions are valued and celebrated. If you are ready to take on a role that is both rewarding and instrumental in shaping the future of client relations at Michael Trupia Country Financial, we look forward to welcoming you aboard.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Hands on Training

Responsibilities

Customer Engagement : Proactively initiate contact with existing clients, understanding their evolving needs and offering solutions.

Client Retention : Develop and execute strategies to retain clients and maintain longstanding relationships.

Account Management : Oversee and manage client accounts, ensuring consistent and personalized service delivery.

Sales Growth : Identify opportunities to grow client accounts through upselling and cross-selling relevant products / services.

Collaboration : Work closely with other departments to ensure client satisfaction and address any issues that arise promptly.

Feedback Collection : Gather client feedback to facilitate service improvements and innovation.

Requirements

Educational Background : A bachelor's degree in Business, Finance, or a related field is preferred.

Experience : Previous experience in customer service, client relations, or a related field is essential.

Communication Skills : Exceptional verbal and written communication abilities are required.

Interpersonal Skills : Strong ability to build and maintain relationships with clients.

Problem-Solving : Ability to analyze client needs and provide effective solutions.

Organizational Skills : Excellent time management capabilities with an eye for detail.

Technical Skills : Proficiency in using CRM software and MS Office Suite.