Client Relationship Manager
Manages client relationships as primary contact for financial advisors, handling onboarding, daily care, account coordination with custodians, and CRM maintenance to ensure seamless client experience. Requires financial services support experience, strong organization, and CRM proficiency.
About the job
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
Skills
CRM, Custodial Platforms, Financial Services Platforms, Portfolio Management, Account Onboarding, Client Relationship Management, Financial Planning, Tax, Accounting
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