Client Relations Manager

$45,000 - $47,000/Yr

Buchanan Wealth Management - Houston, TX

Full-time - Mid Level

Houston, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Customer Relations Manager at Buchanan Wealth Management, you will oversee customer relations and ensure customer satisfaction, focusing on utilizing Red Tail CRM software. Your role will involve analyzing customer feedback and implementing strategies to enhance the overall customer experience.

Responsibilities

• Maintaining data integrity
• Communicate with customers to address inquiries, resolve issues, and gather feedback
• Analyze customer feedback and data to identify trends and areas for improvement
• Develop and implement strategies to enhance customer satisfaction and loyalty
• Oversee projects related to customer relations and service enhancement

Requirements

• Excellent communication skills, both verbal and written, for interacting with customers
• Ability to analyze data and trends to drive decision-making
• Proficient in various software

Benefits

• 401(k)
• 401(k) matching
• Paid time off