Client Relationship Manager - Investments

Remote

Full-TimeDepends on ExperienceEntry LevelBachelors

Job Description

Deliver high-quality service and support throughout the completion of the Managed Services project. Provide primary customer contact for Workiva products and services. Assist Client Services Team on ancillary projects, as needed. Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers. Build strong customer relationships, explore opportunities for growth and advise key stakeholders on best practices. Collect feedback from clients and provides it to necessary internal departments including: sales, marketing and management. Train customers how to use the Wdesk platform to achieve customer technology goals and objectives. Use customer management tools to track customer communication, issues, and metrics. Drive customer onboarding and adoption of Workiva Investment solution.

Where is this job?

This job opening is listed as 100% remote

Job Qualifications

1+ year(s) of relevant experience
Ability to work successfully in a high-energy, fast-paced, rapidly-changing environment
Proven ability to identify customers’ needs and expectations, with a timely and effective customer service response
Familiarity with Investments or Mutual Funds processes and filings
Experience in accounting/finance industry preferred

Required Skills

Project Management
MS Word
MS PowerPoint
Time Management Skills
MS Excel skills

Soft Skills

Verbal communication
Driven and self-motivated
written communication
Adaptability
Problem Solving Skills
Detail oriented and highly organized
Multi tasker

Compensation

According to JobzMall, the average salary range for a Client Relationship Manager - Investments is $42,000 to $90,000 per year. This range can vary based on the company, experience, and location.

Additional Information

Workiva is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedJuly 19th, 2021

Apply BeforeJune 21st, 2025

This job posting is from a verified source.

Reposted

See an issue with this job? Report it to us