Client Service Relationship Manager

McAdam Financial is seeking a highly motivated, people-oriented Client Service Relationship Manager (CSRM). The CSRM will be responsible for maintaining unparalleled customer service as they ensure McAdam Financial clients’ needs are adequately and promptly met. Daily responsibilities include providing stellar engagement to clients, participating in sales meetings, collaborating with Business Development and Sales Manager personnel, tracking closed and outstanding business, and owning the revenue push process.

The successful candidate will be able to demonstrate superb relationship-building, organization, and communication skills as they work closely with internal and external to achieve organizational sales goals. Because this role includes direct client interaction, candidates should have a strong sense of autonomy and willingness to be coached by the Company Marketing Lead as they conduct independent client meetings.