Client Relationship Manager

and the job listing Expires on August 28, 2026 Employment Type: Full Time About MainBridge Wealth MainBridge Wealth is a financial planning firm dedicated to setting the standard for excellence, leadership and client service. We work primarily with families approaching retirement and deliver thoughtful, tax aware, and highly personalized financial planning. Our firm is built on four core values: Loyalty Responsibility Knowledge Community We operate with urgency, take ownership of outcomes, and hold ourselves to high professional and ethical standards. Who This Role Is For This role is for someone who: Is a doer who takes initiative and gets things done Enjoys organizing, executing, and improving systems Balances creativity with strong attention to detail Wants to learn and grow within the financial services industry Takes pride in producing professional, high-quality work Thrives in a culture where accountability and follow through matter Primary Responsibilities Operations and Client Service Support Manage and maintain the client database with accuracy and consistency Oversee client engagement, service tracking, and follow ups Support client onboarding and ongoing service processes Assist with scheduling, meeting preparation, and documentation Execute daily, weekly, and monthly operational tasks Support advisors by proactively removing operational friction Planning and Execution Plan events, client communication and operational tasks weeks and months in advance Anticipate needs before they become issues Improve workflows and suggest better ways of doing things Take full ownership of assigned responsibilities Tools You Will Use Microsoft Office 365, especially Outlook, To-Do and Excel Zoom for virtual meetings and client interactions What We Are Looking For Background in client service and/or administrative support Strong organizational and time management skills Clear and professional written communication Ability to manage multiple priorities simultaneously High level of ownership and responsibility Strong cultural alignment with our Codes of Conduct, including: Taking action without waiting to be asked Producing consistently high-quality work Being disciplined and process driven Acting as a leader within your role Representing the firm professionally at all times Why Join MainBridge Wealth Competitive pay that is indexed to the growth of the business Health and retirement plans Flexible paid time off and working location Be part of a growing and performance driven firm Play a meaningful role in client experience and firm growth Clear expectations and real responsibility Opportunity to grow alongside the business Work in a culture that values execution, learning, and accountability #J-18808-Ljbffr Pomona College