AJM Consultants

• About Us

About Us:

AJM is staffed with professionals with expertise in various areas of finance and accounting as well as highly trained customer service professionals. With over 40 years of combined experience, our clients will feel the warmth of a caring environment.

AJM Consultants have been the local leader in financial consulting since we opened our doors. Our staff of qualified specialists will work side-by-side with you to find the best program for your unique needs. AJM serves as the liason between our clients and the financial world. With a team of qualified professional to support you, you will never feel alone or not sure.

Working at a local level allows us to maintain an intimate atmosphere without losing sight of our goal--to connect you to an effective solution to your financial needs. Remember, you're more than a customer to us: you're a part of our community.

Client Relationship Manager

AJM Consultants is a leading Lifestyle Management and Financial Management Service. Our clients are an extraordinary range of people who only have two things in common.

1. They recognize that they can get more from life with dedicated, expert support.
2. They have somehow been introduced to our unique personal concierge service. 

We aim to provide a one stop shop to help individuals and businesses to maximize their full potential and maintain steady financial growth.

Client Relationship Manager is the primary contact for the client. 
Services provided by the firm are facilitated through the CRM.  Primary services provided by AJM Consultants and whose delivery is the responsibility of the CRM include, but are not limited to:

The CRM shall maintain the role of Plan Advisor and Financial Expert to the client.  The Client Relationship Manager is responsible for strengthening the organization's relationships with its existing clients as well as develop relationships with new ones.  This position works with various service providers or vendors in order to align resources and provide the best experience to the client.

Primary Responsibilities of CRM:

Identifies and promote product cross selling.
Develops and documents standard operating policies and procedures.
Mantains client corportate intelligence.
Focused on continual improvement in quality, delivery, availability and overall exceptional service.
Maintains responsibility for client reviews, strategy updates and independently serves as proxy for clients through frequent meetings/discussions covering financial strategy, new products and market developments.
Executes a proactive, creative and on-going contact initiative intended to identify and satisfy clients' needs.
Coordinates with portfolio management, products specialists/portfolio managers and client service staff to organize all services.

"We aim to provide a one stop shop to help individuals and businesses to maximize their full potential and maintain steady financial growth."
--- AJM Consultants