Audible Wealth Management is a full-service wealth advisory firm based in downtown Silver Spring, Maryland, specializing in financial planning, investment strategies, and insurance solutions. We prioritize integrity, trust, and transparency to strengthen client relationships and help them achieve their financial goals through a balanced lifestyle approach.
Role Description
This is a full-time hybrid role for a Director of Client Relations at Audible Wealth Management. The Director will be responsible for managing business relationships, client relations, customer satisfaction, and communication. This role will be located in Washington, DC, with flexibility for some remote work.
Qualifications
Business Relationship Management and Client Relations skills
Customer Satisfaction and Communication skills
Customer Service expertise
Strong interpersonal and relationship-building skills
Excellent written and verbal communication abilities
Ability to prioritize, multitask, and manage time efficiently
Experience in financial services or wealth management industry is a plus
Bachelor's degree in Business Administration, Finance, or related field
Responsibilities
Develop and execute comprehensive client relations strategies to enhance satisfaction and loyalty.
Take the lead on client onboarding and account setup process.
Lead and manage the client relations team, setting objectives, establishing quality client communication.
Establish and maintain strong relationships with key clients, acting as the primary point of contact.
Develop and implement strategies to ensure long-term client partnerships.
Coordinate with the advisors, marketing, and product service teams to ensure a cohesive client experience.
Escalate complex or high-priority issues to teams for resolution.
Oversee client communication materials, including newsletters, and presentations for client updates.
Collaborate with cross-functional teams to ensure client needs are met and exceeded.