Client Relationship Executive

PA Wealth Advisors is looking for Client Relationship Executive to join our dynamic team and embark on a rewarding career journey.Job Duties: • Building and maintaining relationships with existing clients, ensuring that their needs are met and that they are satisfied with the company's products or services • Identifying opportunities to upsell or cross-sell products or services to clients, and working with sales and marketing teams to develop proposals and presentations • Responding to client inquiries, resolving complaints or issues, and ensuring that all client communications are professional, timely, and accurate • Developing a deep understanding of the company's products or services, as well as the needs and preferences of target clients, and using this knowledge to inform business strategies and plans • Analyzing client feedback and data, and providing recommendations for improvements to the company's products or services • Developing and maintaining a database of client information, and using this information to track client activity, preferences, and feedback Requirements: • Experience in client relationship management, account management, or a related field • Strong knowledge of client relationship management principles, methods, and tools • Excellent communication and interpersonal skills. • Strong analytical and problem-solving skills, with the ability to identify and address potential challenges or opportunities for improvement in client relationships • Experience with CRM software and tools.