Client Relationship Manager

Responsibilities

• Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor
• Manage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion
• Coordinate all aspects of client onboarding including new account setup, transfers, and document collection
• Work directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timeliness
• Prepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completed
• Monitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisor
• Maintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting interactions, next steps, and key client preferences
• Support ongoing client communication efforts such as check-in emails and event follow-ups

Requirements

• Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm
• Strong relationship-building skills with the ability to build trust and rapport with clients
• Highly organized and detail-oriented with the ability to juggle multiple client requests and deadlines
• Comfortable owning all aspects of client care in a fast-paced environment
• Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data
• Positive, professional communication style and a strong sense of ownership
• Excellent with confidentiality and discretion

Nice-to-Haves

• CFP designation or background in financial planning, tax, or accounting
• Experience with portfolio management and rebalancing
• Interest in growing into a wealth advisor role
• Background working in a small town or retirement community environment
• Experience managing workflows between in-office and remote service teams

Compensation & Benefits

• Competitive comp package that rewards impact
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO