Client Relationship Manager-Nashville

RK Partners

Client Relationship Manager
Onsite IN Office Role-potential for hybrid

We're looking for a Client Relationship Manager who loves building relationships, anticipates needs before they're spoken, and takes pride in delivering an exceptional client experience. This role is perfect for someone who thrives in a fast-paced, people-focused environment and wants to play a meaningful part in helping clients feel confident, supported, and understood.

What You'll Do

Be the heartbeat of the client experience.

You'll support advisors and clients through high-touch communication, proactive problem-solving, and exceptional follow-through.

Client Service & Communication

Serve as the primary point of contact for client questions regarding financial plans, insurance, and investments
Respond quickly and professionally to client inquiries via email and phone
Execute service tasks such as beneficiary updates, bank changes, draft adjustments, and confirmations
Coordinate with internal departments to route more complex service needs

Advisor Support & Operations

Manage advisors' inboxes and ensure nothing falls through the cracks
Lead weekly meetings with advisors to review open cases, onboarding progress, and roadblocks
Track advisor progress toward premium, new client, and AUM goals
Process case notes, create tasks, and maintain accurate records

Client Onboarding & Relationship Management

Guide new clients through the onboarding process with clarity and warmth
Gather required information and streamline account openings and insurance applications
Handle scheduling for annual reviews and reschedules
Attend client meetings when appropriate to support the advisor and client relationship
Lead rollover calls and "shepherd" new clients through their first steps with the firm

What Makes You a Great Fit

You're a natural relationship-builder who enjoys helping people
You communicate clearly, warmly, and professionally
You stay organized, even when juggling multiple priorities
You're proactive - you see what needs to be done before someone asks
You're comfortable working in a fast-paced environment
You're detail-oriented and take pride in accuracy
You enjoy being part of a collaborative team but can also work independently

Required

Series 7 and 63
Experience in financial services or a similar client-facing environment

Apply

Vacancy posted 1 day ago

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