Top 12 Relationship manager Jobs in Amarillo Tx

Client Relationship Manager
Genesis Financial Group —Amarillo, TX
- From $60,000 a year
- Full-time
- Hospitality
- Microsoft Excel
- Microsoft Outlook
- Paid time off
Quick Apply
6d
Customer Relationship Manager
DEX Imaging —Amarillo, TX
- Full-time
- Word processing
- Mid-level
- Office
Quick Apply
10d
Plum POS Relationship Manager - Dallas
Plum Technologies —Texas
- $30,000 - $80,000 a year
- Part-time
- Background check
- Bar
- Restaurant management
Quick Apply
Relationship Banker
Bank of America —Amarillo, TX
- Extended hours
- Office
- Finance
- High school diploma or GED
Assistant Store Director
Amigos —Amarillo, TX
- Weekends as needed
- Microsoft Word
- 18 years or older
- Spanish
- Health insurance
- Dental insurance
Quick Apply
1d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Investor Relations Manager
Lauralton Hall —United States
- $190,000 a year
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- Continuous improvement
- Health savings account
- Health insurance
Quick Apply
1d

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Client Relationship Manager

Genesis Financial Group -
Amarillo, TX

Quick Apply

Job Details

Full-time
From $60,000 a year
6 days ago

Benefits

Paid time off

Qualifications

Microsoft Excel
Customer relationship building
Microsoft Outlook
Interpersonal skills
Word embeddings
Filing
Windows
Managing clients in a customer support role
Client database systems
Client services
CRM system proficiency
Quality data entry
Office experience
Customer data entry

Full Job Description

Job Description

Job Title: Client Relationship Manager

Report To: Advisors

Job Status: Full-time

Job Summary

The Client Relationship Manager is responsible for creating and maintaining an exceptional client experience through proactive communication, relationship-building, service coordination, and day-to-day support of the advisory team. This role serves as a key client-facing team member and primary relationship touchpoint, helping clients feel known, valued, and well cared for while supporting the overall growth and efficiency of Genesis Financial Group. The Client Relationship Manager should be outgoing, personable, service-minded, and comfortable having meaningful conversations with clients and prospects. This position is ideal for someone who enjoys doing a little bit of everything, has a natural ability to connect with people, and may have interest in becoming licensed and growing into a future advisor or advisory support role.

Essential Duties and Responsibilities

Serve as a primary client-facing relationship contact for the office, helping clients feel welcomed, supported, and connected to the advisory team.
Build and maintain strong relationships with clients through proactive communication, personal touch calls, appointment follow-up, and ongoing service conversations.
Support client engagement and business growth efforts by identifying opportunities for additional conversations, scheduling follow-up meetings, and assisting with warm prospect outreach under advisor direction.
Administer all areas of the client process including but not limited to:
Schedule and confirm client appointments via calls, text messages, and emails
Make proactive personal touch calls to clients for relationship-building, service follow-up, event reminders, and appointment preparation
Welcome clients and guests in a professional, warm, and personable manner
Answer and direct incoming communications and visitors both in person and via a multi-line phone system and email
Assist with client conversations by gathering information, documenting needs, and ensuring appropriate advisor follow-up
Assist with vendor communication including package delivery and preparing outgoing mail items
Process changes to address, phone, email, bank, beneficiary, and estate information as appropriate
Process and record activity on appropriate logs
Set up client files and obtain necessary information
Communicate necessary follow-up with clients
Update and maintain the client relationship management system
Assist in preparing agendas, reports, forms, and materials for client meetings.
Support advisors before and after client meetings by confirming next steps, tracking follow-up items, and helping ensure a smooth client experience.ssist in developing and improving procedures that create consistency, efficiency, and a high-touch client service experience.
Assist in planning and coordinating client appreciation events, educational events, seminars, and other engagement activities.
Assist with marketing, prospect engagement, referral follow-up, and business development efforts through approved communication channels, social media, and website support.
Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience.
Assist in record keeping via data entry and utilizing electronic and physical filing systems.
Possess strong listening skills and knowledge about the workings of the business.
Maintain a clean and orderly office environment.
Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner.

Periodic Duties and Responsibilities

Be available for other projects as needed
Cross train with other team members in order to backup other operational duties as needed

Skills Required

Understanding and proficiency are required in regard to client relationships, customer service, proactive communication, relationship management, data entry, confidentiality, problem resolution, Windows Products, Microsoft Office products (such as Word, Excel, and Outlook), client relationship management systems, and financial databases. The ideal candidate will also demonstrate strong interpersonal skills, confidence in phone and in-person conversations, a professional and approachable communication style, and an interest in learning more about the financial planning profession.

Education and Experience

A degree; or related experience and/or training; or combination of education and experience is preferred.
Client service, relationship management, sales support, hospitality, or professional office experience preferred.
Experience in financial services is preferred but not required.
Interest in pursuing financial services licensing and long-term growth toward an advisor or advisory support role is preferred.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Genesis Financial Group are not affiliated.

Pay: From $60,000.00 per year

Benefits:

Paid time off

Ability to Commute:

Amarillo, TX 79119 (Required)

Work Location: In person

Quick Apply

Refine Your Search

relationship manager jobs in amarillo tx

Client Relationship Manager

Customer Relationship Manager

Plum POS Relationship Manager - Dallas

Relationship Banker

Assistant Store Director

Relationship Manager – Private Wealth & Tax Solutions

Investor Relations Manager

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