Client Relationship Manager

Job Description

Job Description

Position Summary:

The Client Relationship Manager plays a critical role in supporting our advisors and maintaining the client experience at the highest standard. This position requires a polished professional with a strong understanding of the financial services industry, an exceptional eye for detail, and a proactive, client-first mindset. You must be able to manage multiple priorities independently while maintaining accuracy and urgency in your work.

Key Responsibilities:

• Prepare client meeting materials, follow-up documentation, and ensure timely processing of service requests.
• Prepare investment and insurance applications on a regular basis with a high degree of accuracy.
• Monitor the insurance underwriting process and communicate with clients in a timely and professional manner.
• Ensure investment account opening and funding including trading.
• Maintain and update client records in CRM and custodial platforms.
• Liaise with custodians and vendors to resolve account issues.
• Ensure compliance with regulatory and confidentiality standards in all aspects of work.
• Support the advisors in delivering a seamless client experience.
• Handle administrative tasks as needed to ensure office efficiency.

Qualifications:

• Bachelor’s degree required
• Required minimum 5 years of experience in the financial services industry (e.g., wealth management or advisory firm experience only)
• Life and health insurance licensing preferred but not required
• Series 6 and 63 registration required or ability to obtain within 3 months of hire date.
• Strong understanding of and commitment to confidentiality and compliance requirements
• High attention to detail and accuracy in a fast-paced environment
• Excellent written and verbal communication skills
• Proven ability to self-manage and prioritize tasks with a high degree of urgency
• Exceptional client service skills and a professional demeanor
• In-depth knowledge of investment products
• Proficiency with Microsoft Office and familiarity with financial planning or CRM software is a plus
• High degree of integrity

What We Offer:

• Competitive salary ($55,000 – $70,000, based on experience)
• Health, dental, and vision insurance
• SIMPLE IRA with 3% employer match
• Paid vacation plus additional paid time off
• A respectful, professional work environment with opportunities to grow